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 216 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $389 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
6,471
shares
|
$470,441
0.23% of portfolio
|
Q4 2021
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
6,408
shares
|
$465,861
0.12% of portfolio
|
Q1 2025
Reduced 39.73%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,169
shares
|
$448,486
0.01% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
6,147
shares
|
$446,886
0.01% of portfolio
|
Q1 2025
Reduced 43.23%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,045
shares
|
$439,471
0.1% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,035
shares
|
$438,744
0.0% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,790
shares
|
$420,933
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
5,738
shares
|
$417,152
0.0% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
5,706
shares
|
$414,826
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,521
shares
|
$401,376
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
5,518
shares
|
$401,158
0.36% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
5,286
shares
|
$384,292
0.02% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,272
shares
|
$383,274
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
5,154
shares
|
$374,695
0.09% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,100
shares
|
$370,770
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,004
shares
|
$363,790
0.01% of portfolio
|
Q3 2022
Added 44.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,892
shares
|
$355,648
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,739
shares
|
$344,525
0.0% of portfolio
|
Q3 2023
Reduced 26.09%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
4,538
shares
|
$329,912
0.05% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,496
shares
|
$326,859
0.11% of portfolio
|
Q3 2020
Reduced 4.26%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,447
shares
|
$323,296
0.03% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
4,387
shares
|
$318,934
0.03% of portfolio
|
Q3 2024
Added 17.11%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
4,372
shares
|
$317,844
0.0% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,355
shares
|
$316,608
0.02% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
4,229
shares
|
$307,448
0.0% of portfolio
|
Q1 2025
Reduced 8.96%
|