Institutional Ownership Wisdomtree Tr Intl Small Cap D (DLS)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Small Cap D (DLS). We have compiled data on the 220 institutions that hold shares in the stock, with a total of 5.11 Million shares, which have been reported (via 13F filing form) to have a value of $402 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
12,175
shares
|
$957,076
0.08% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
11,919
shares
|
$936,952
0.03% of portfolio
|
Q2 2025
Added 21.39%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
11,710
shares
|
$920,523
0.26% of portfolio
|
Q3 2025
Added 147.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,595
shares
|
$911,482
0.0% of portfolio
|
Q2 2025
Added 102.07%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
11,376
shares
|
$894,267
0.23% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
10,652
shares
|
$837,353
0.73% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
10,425
shares
|
$819,509
0.28% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
9,992
shares
|
$785,471
0.47% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,402
shares
|
$739,091
0.0% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,234
shares
|
$725,884
0.01% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
9,029
shares
|
$709,769
0.41% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
8,816
shares
|
$693,025
0.04% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,360
shares
|
$657,179
0.01% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
8,131
shares
|
$639,177
0.08% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
7,896
shares
|
$620,704
0.17% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
7,808
shares
|
$613,786
0.3% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
7,661
shares
|
$602,231
0.35% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
7,280
shares
|
$572,280
0.31% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,186
shares
|
$564,891
0.0% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,976
shares
|
$548,383
0.0% of portfolio
|
Q1 2025
Reduced 35.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,874
shares
|
$540,365
0.0% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
6,492
shares
|
$510,336
0.14% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
6,221
shares
|
$489,032
0.22% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,106
shares
|
$479,992
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
6,105
shares
|
$479,914
0.0% of portfolio
|
Q2 2025
Added 1.16%
|