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 217 institutions that hold shares in the stock, with a total of 6.52 Million shares, which have been reported (via 13F filing form) to have a value of $450 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2024 Q2 2024 |
7,671
shares
|
$529,222
0.52% of portfolio
|
Q1 2024
Added 36.64%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
7,542
shares
|
$520,322
0.07% of portfolio
|
Q2 2024
Added 2.13%
|
|
Oxinas Partners Wealth Management LLC
|
Aug 01, 2024 Q2 2024 |
7,357
shares
|
$507,559
0.32% of portfolio
|
Q2 2024
Added 76.3%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
7,255
shares
|
$500,522
0.01% of portfolio
|
Q2 2024
Added 75.54%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 07, 2024 Q2 2024 |
7,206
shares
|
$497,141
0.07% of portfolio
|
Q2 2024
Added 1.75%
|
|
My Legacy Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
7,138
shares
|
$492,450
0.15% of portfolio
|
Q1 2024
Added 33.16%
|
|
Signal Point Asset Management, LLC
|
Jul 22, 2024 Q2 2024 |
7,103
shares
|
$490,035
0.13% of portfolio
|
Q2 2024
Added 0.07%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
6,862
shares
|
$473,409
0.0% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
6,819
shares
|
$470,442
0.0% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
6,659
shares
|
$459,404
0.01% of portfolio
|
Q2 2024
Reduced 21.93%
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 12, 2024 Q2 2024 |
6,659
shares
|
$459,404
0.39% of portfolio
|
Q2 2024
Reduced 22.07%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
6,547
shares
|
$451,677
0.0% of portfolio
|
Q2 2024
Added 16.12%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
6,507
shares
|
$448,917
0.0% of portfolio
|
Q2 2024
Reduced 14.46%
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 30, 2024 Q2 2024 |
6,471
shares
|
$446,434
0.25% of portfolio
|
Q4 2021
New holding
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Aug 12, 2024 Q2 2024 |
6,410
shares
|
$442,225
0.01% of portfolio
|
Q1 2024
Added 21.59%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
6,410
shares
|
$442,225
0.01% of portfolio
|
Q1 2024
New holding
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2024 Q2 2024 |
5,903
shares
|
$407,247
0.13% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
5,734
shares
|
$395,588
0.0% of portfolio
|
Q2 2024
Added 1.67%
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
5,684
shares
|
$392,139
0.0% of portfolio
|
Q4 2023
Reduced 26.03%
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
5,556
shares
|
$383,308
0.02% of portfolio
|
Q4 2022
Reduced 5.93%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,272
shares
|
$363,715
0.01% of portfolio
|
Q4 2023
New holding
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
5,076
shares
|
$350,193
0.0% of portfolio
|
Q2 2024
Reduced 15.1%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
5,034
shares
|
$347,295
0.03% of portfolio
|
Q2 2024
Added 30.08%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,004
shares
|
$345,225
0.01% of portfolio
|
Q3 2022
Added 44.0%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
4,864
shares
|
$335,567
0.0% of portfolio
|
Q2 2024
Reduced 6.3%
|