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 6.67 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
4,800
shares
|
$304,512
0.03% of portfolio
|
Q4 2023
Reduced 2.16%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,739
shares
|
$300,642
0.0% of portfolio
|
Q3 2023
Reduced 26.09%
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
4,532
shares
|
$287,510
0.06% of portfolio
|
Q4 2023
Reduced 24.72%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
4,508
shares
|
$285,987
0.01% of portfolio
|
Q1 2024
Added 0.13%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,496
shares
|
$285,226
0.11% of portfolio
|
Q3 2020
Reduced 4.26%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
4,427
shares
|
$280,848
0.0% of portfolio
|
Q3 2022
New holding
|
|
Oxinas Partners Wealth Management LLC
|
Apr 18, 2024 Q1 2024 |
4,173
shares
|
$264,735
0.18% of portfolio
|
Q1 2024
Added 18.45%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
4,160
shares
|
$263,910
0.03% of portfolio
|
Q4 2023
Reduced 12.97%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
4,139
shares
|
$262,578
0.07% of portfolio
|
Q1 2024
Added 1.32%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
4,133
shares
|
$262,197
0.01% of portfolio
|
Q4 2023
Reduced 12.45%
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 14, 2024 Q1 2024 |
4,112
shares
|
$260,865
0.21% of portfolio
|
Q1 2024
Added 7.25%
|
|
Total Wealth Planning, LLC
|
Apr 18, 2024 Q1 2024 |
4,103
shares
|
$260,294
0.05% of portfolio
|
Q3 2023
New holding
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
3,970
shares
|
$251,856
0.03% of portfolio
|
Q1 2024
Reduced 2.79%
|
|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
3,877
shares
|
$245,956
0.01% of portfolio
|
Q4 2022
Reduced 27.94%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
3,870
shares
|
$245,512
0.02% of portfolio
|
Q4 2023
Reduced 66.32%
|
|
Claro Advisors LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
3,841
shares
|
$243,673
0.05% of portfolio
|
Q1 2024
Added 0.34%
|
|
Calton & Associates, Inc.
|
Apr 16, 2024 Q1 2024 |
3,818
shares
|
$242,213
0.12% of portfolio
|
Q1 2024
Reduced 12.19%
|
|
Tci Wealth Advisors, Inc.
|
May 07, 2024 Q1 2024 |
3,746
shares
|
$237,646
0.03% of portfolio
|
Q3 2022
Reduced 3.43%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
3,630
shares
|
$230,287
0.0% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
3,622
shares
|
$229,779
0.0% of portfolio
|
Q1 2024
Reduced 3.77%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
3,618
shares
|
$229,525
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
3,589
shares
|
$227,686
0.0% of portfolio
|
Q3 2022
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
3,585
shares
|
$227,432
0.04% of portfolio
|
Q1 2024
Reduced 5.11%
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 15, 2024 Q1 2024 |
3,573
shares
|
$226,671
0.03% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
Heritage Wealth Advisors
|
May 08, 2024 Q1 2024 |
3,469
shares
|
$220,073
0.01% of portfolio
|
Q1 2024
Added 2377.86%
|