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 217 institutions that hold shares in the stock, with a total of 6.52 Million shares, which have been reported (via 13F filing form) to have a value of $450 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Aug 09, 2024 Q2 2024 |
3,256
shares
|
$224,631
0.22% of portfolio
|
Q2 2024
New holding
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
3,240
shares
|
$223,527
0.0% of portfolio
|
Q2 2024
Reduced 10.74%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,190
shares
|
$220,078
0.01% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 08, 2024 Q2 2024 |
3,172
shares
|
$218,836
0.16% of portfolio
|
Q2 2024
Reduced 48.07%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
2,483
shares
|
$171,302
0.12% of portfolio
|
Q2 2024
Reduced 25.21%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,323
shares
|
$160,263
0.01% of portfolio
|
Q2 2020
Reduced 32.22%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,985
shares
|
$136,945
0.06% of portfolio
|
Q1 2023
New holding
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
1,900
shares
|
$131,081
0.05% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 29, 2024 Q2 2024 |
1,799
shares
|
$124,113
0.12% of portfolio
|
Q2 2024
Added 1.64%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
1,792
shares
|
$123,630
0.0% of portfolio
|
Q2 2024
Reduced 8.94%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
1,767
shares
|
$121,905
0.01% of portfolio
|
Q2 2024
Added 4.93%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
1,764
shares
|
$121,698
0.04% of portfolio
|
Q2 2024
Added 1.03%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
1,545
shares
|
$106,589
0.02% of portfolio
|
Q2 2024
Added 0.06%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,527
shares
|
$105,347
0.0% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
1,449
shares
|
$99,966
0.0% of portfolio
|
Q1 2024
Reduced 19.01%
|
|
Baldwin Brothers LLC
|
Jul 12, 2024 Q2 2024 |
1,000
shares
|
$68,990
0.0% of portfolio
|
Q4 2022
New holding
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,000
shares
|
$68,990
0.01% of portfolio
|
Q2 2020
Reduced 57.1%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
952
shares
|
$65,678
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
918
shares
|
$63,332
0.0% of portfolio
|
Q1 2024
Reduced 90.66%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
863
shares
|
$59,538
0.0% of portfolio
|
Q1 2022
New holding
|
|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
835
shares
|
$57,606
0.01% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
677
shares
|
$46,706
0.0% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
675
shares
|
$46,568
0.01% of portfolio
|
Q4 2020
Reduced 71.88%
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
594
shares
|
$40,980
0.01% of portfolio
|
Q2 2024
Added 1.71%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
552
shares
|
$38,082
0.0% of portfolio
|
Q1 2020
Reduced 86.16%
|