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 220 institutions that hold shares in the stock, with a total of 5.11 Million shares, which have been reported (via 13F filing form) to have a value of $402 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,828
shares
|
$300,919
0.0% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
3,816
shares
|
$299,975
0.22% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
3,596
shares
|
$282,681
0.04% of portfolio
|
Q2 2025
Reduced 20.76%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,589
shares
|
$282,131
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
3,531
shares
|
$277,571
0.0% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
3,459
shares
|
$271,911
0.01% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
3,398
shares
|
$267,116
0.03% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,373
shares
|
$265,151
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,342
shares
|
$262,714
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
3,305
shares
|
$259,806
0.15% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
3,276
shares
|
$257,526
0.03% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
3,245
shares
|
$255,089
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,190
shares
|
$250,765
0.01% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
3,189
shares
|
$250,687
0.06% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,062
shares
|
$240,703
0.06% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
3,000
shares
|
$235,830
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
2,991
shares
|
$235,122
0.01% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
2,990
shares
|
$235,043
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
2,954
shares
|
$232,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,850
shares
|
$224,038
0.01% of portfolio
|
Q2 2025
Added 119.23%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
2,839
shares
|
$223,173
0.02% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,783
shares
|
$218,771
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,773
shares
|
$217,985
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
2,744
shares
|
$215,705
0.15% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,713
shares
|
$213,268
0.0% of portfolio
|
Q2 2025
New holding
|