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 204 institutions that hold shares in the stock, with a total of 5.32 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
4,137
shares
|
$261,251
0.02% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
4,103
shares
|
$259,104
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
4,036
shares
|
$254,873
0.15% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,984
shares
|
$251,589
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,797
shares
|
$239,780
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,694
shares
|
$233,276
0.0% of portfolio
|
Q3 2024
Reduced 35.58%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
3,674
shares
|
$232,013
0.0% of portfolio
|
Q3 2024
Reduced 35.36%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,637
shares
|
$229,676
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
3,589
shares
|
$226,645
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
3,524
shares
|
$222,540
0.03% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,373
shares
|
$213,004
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
3,272
shares
|
$206,626
0.21% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,240
shares
|
$204,606
0.0% of portfolio
|
Q2 2024
Reduced 10.74%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,190
shares
|
$201,448
0.01% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
3,172
shares
|
$200,311
0.16% of portfolio
|
Q2 2024
Reduced 48.07%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
3,001
shares
|
$189,513
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,943
shares
|
$185,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
2,929
shares
|
$184,966
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,486
shares
|
$156,990
0.13% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,398
shares
|
$151,433
0.0% of portfolio
|
Q3 2024
Added 151.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,323
shares
|
$146,697
0.01% of portfolio
|
Q2 2020
Reduced 32.22%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,985
shares
|
$125,352
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,888
shares
|
$119,227
0.0% of portfolio
|
Q3 2024
Reduced 48.6%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
1,820
shares
|
$114,933
0.04% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
1,722
shares
|
$108,744
0.11% of portfolio
|
Q3 2024
Reduced 4.28%
|