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 |
|---|---|---|---|---|---|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
4,191
shares
|
$304,685
0.23% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
4,004
shares
|
$291,090
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,984
shares
|
$289,636
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
3,900
shares
|
$283,530
0.16% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,738
shares
|
$271,752
0.0% of portfolio
|
Q1 2025
Added 498.08%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
3,702
shares
|
$269,135
0.02% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
3,669
shares
|
$266,736
0.04% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,632
shares
|
$264,046
0.0% of portfolio
|
Q1 2025
Reduced 21.37%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,605
shares
|
$262,083
0.0% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
3,589
shares
|
$260,920
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
3,562
shares
|
$258,957
0.02% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
3,411
shares
|
$247,979
0.03% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,373
shares
|
$245,217
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,342
shares
|
$242,963
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
3,278
shares
|
$238,310
0.17% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
3,242
shares
|
$235,693
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,212
shares
|
$233,512
0.05% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,190
shares
|
$231,913
0.01% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
3,115
shares
|
$226,460
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
2,991
shares
|
$217,445
0.01% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,773
shares
|
$201,597
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,532
shares
|
$184,076
0.0% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
2,495
shares
|
$181,386
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,323
shares
|
$168,882
0.01% of portfolio
|
Q2 2020
Reduced 32.22%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,308
shares
|
$167,791
0.0% of portfolio
|
Q1 2025
Added 22.25%
|