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 215 institutions that hold shares in the stock, with a total of 5.51 Million shares, which have been reported (via 13F filing form) to have a value of $368 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
547
shares
|
$36,545
0.0% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
540
shares
|
$36,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
500
shares
|
$33,405
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
500
shares
|
$33,405
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
479
shares
|
$32,001
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
400
shares
|
$26,724
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
338
shares
|
$22,581
0.0% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
280
shares
|
$18,706
0.01% of portfolio
|
Q4 2024
Reduced 56.52%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
252
shares
|
$16,836
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
245
shares
|
$16,368
0.0% of portfolio
|
Q2 2023
Reduced 10.91%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
212
shares
|
$14,163
0.0% of portfolio
|
Q2 2023
Added 1.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
200
shares
|
$13,362
0.0% of portfolio
|
Q1 2024
Reduced 31.51%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$13,362
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
175
shares
|
$11,691
0.0% of portfolio
|
Q1 2024
Reduced 93.57%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
170
shares
|
$11,357
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
167
shares
|
$11,157
0.0% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
152
shares
|
$10,155
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
130
shares
|
$8,685
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
125
shares
|
$8,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
122
shares
|
$8,150
0.0% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
120
shares
|
$8,017
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
109
shares
|
$7,282
0.0% of portfolio
|
Q1 2021
Reduced 61.75%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$6,681
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
98
shares
|
$6,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
86
shares
|
$5,745
0.0% of portfolio
|
Q4 2024
New holding
|