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 215 institutions that hold shares in the stock, with a total of 5.51 Million shares, which have been reported (via 13F filing form) to have a value of $372 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
6,197
shares
|
$418,483
0.0% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
6,093
shares
|
$411,460
0.0% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
6,085
shares
|
$410,920
0.1% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,045
shares
|
$408,218
0.1% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,789
shares
|
$390,931
0.0% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
5,706
shares
|
$385,326
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
5,668
shares
|
$382,760
0.34% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,582
shares
|
$376,952
0.0% of portfolio
|
Q4 2024
Reduced 14.4%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
5,536
shares
|
$373,846
0.02% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,536
shares
|
$373,846
0.01% of portfolio
|
Q4 2024
Added 854.48%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,272
shares
|
$356,018
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
5,269
shares
|
$355,815
0.41% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,178
shares
|
$349,670
0.0% of portfolio
|
Q4 2024
Reduced 25.93%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,004
shares
|
$337,920
0.01% of portfolio
|
Q3 2022
Added 44.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,929
shares
|
$332,855
0.02% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,739
shares
|
$320,024
0.0% of portfolio
|
Q3 2023
Reduced 26.09%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,645
shares
|
$313,676
0.0% of portfolio
|
Q4 2024
Reduced 24.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,619
shares
|
$311,921
0.0% of portfolio
|
Q4 2024
Added 25.04%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,496
shares
|
$303,614
0.11% of portfolio
|
Q3 2020
Reduced 4.26%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
4,481
shares
|
$302,601
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,462
shares
|
$301,318
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,429
shares
|
$299,090
0.03% of portfolio
|
Q4 2024
Reduced 46.79%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
4,387
shares
|
$296,254
0.02% of portfolio
|
Q3 2024
Added 17.11%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
4,262
shares
|
$287,812
0.07% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
4,202
shares
|
$283,761
0.0% of portfolio
|
Q2 2024
Reduced 5.08%
|