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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,532
shares
|
$199,040
0.0% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
2,505
shares
|
$196,918
0.13% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,323
shares
|
$182,611
0.01% of portfolio
|
Q2 2020
Reduced 32.22%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,199
shares
|
$172,863
0.18% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,061
shares
|
$162,015
0.0% of portfolio
|
Q1 2025
Added 139.37%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,985
shares
|
$156,040
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
1,820
shares
|
$143,070
0.04% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
1,784
shares
|
$140,240
0.11% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,747
shares
|
$137,331
0.0% of portfolio
|
Q1 2025
Added 16.47%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
1,707
shares
|
$134,187
0.03% of portfolio
|
Q3 2025
Reduced 64.11%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
1,664
shares
|
$130,807
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,511
shares
|
$118,779
0.0% of portfolio
|
Q2 2025
Reduced 34.53%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,449
shares
|
$113,905
0.0% of portfolio
|
Q1 2024
Reduced 19.01%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,432
shares
|
$112,569
0.0% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,373
shares
|
$107,931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,225
shares
|
$96,297
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,220
shares
|
$95,904
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
1,105
shares
|
$86,864
0.06% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,089
shares
|
$85,606
0.01% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,000
shares
|
$78,610
0.01% of portfolio
|
Q2 2020
Reduced 57.1%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
675
shares
|
$53,061
0.01% of portfolio
|
Q4 2020
Reduced 71.88%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
668
shares
|
$52,511
0.02% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
654
shares
|
$51,410
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
609
shares
|
$47,873
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
599
shares
|
$47,087
0.01% of portfolio
|
Q3 2024
Added 0.84%
|