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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,078
shares
|
$477,791
0.01% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,045
shares
|
$475,197
0.1% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,992
shares
|
$471,031
0.01% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
5,770
shares
|
$453,579
0.0% of portfolio
|
Q3 2025
Reduced 22.5%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
5,706
shares
|
$448,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
5,483
shares
|
$431,018
0.35% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
5,437
shares
|
$427,402
0.02% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
5,364
shares
|
$421,664
0.0% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
5,286
shares
|
$415,532
0.02% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,272
shares
|
$414,431
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
5,167
shares
|
$406,177
0.08% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
5,123
shares
|
$402,719
0.22% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,004
shares
|
$393,364
0.01% of portfolio
|
Q3 2022
Added 44.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,938
shares
|
$388,176
0.0% of portfolio
|
Q2 2025
Reduced 23.89%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,810
shares
|
$378,114
0.0% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,739
shares
|
$372,532
0.0% of portfolio
|
Q3 2023
Reduced 26.09%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,608
shares
|
$362,234
0.0% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,496
shares
|
$353,430
0.11% of portfolio
|
Q3 2020
Reduced 4.26%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,447
shares
|
$349,578
0.03% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,378
shares
|
$344,154
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
4,130
shares
|
$324,659
0.08% of portfolio
|
Q2 2025
Reduced 35.55%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
4,035
shares
|
$317,191
0.0% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
4,021
shares
|
$316,090
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
4,014
shares
|
$315,540
0.02% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,984
shares
|
$313,182
0.02% of portfolio
|
Q2 2024
Added 0.35%
|