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 6.67 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Russell Investments Group, Ltd.
|
May 08, 2024 Q1 2024 |
70
shares
|
$4,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
66
shares
|
$4,187
0.0% of portfolio
|
Q2 2020
Reduced 20.48%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
59
shares
|
$3,742
0.0% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
58
shares
|
$3,679
0.0% of portfolio
|
Q4 2023
Reduced 34.83%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 11, 2024 Q1 2024 |
42
shares
|
$2,664
0.0% of portfolio
|
Q1 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
32
shares
|
$2,030
0.0% of portfolio
|
Q1 2024
Reduced 43.86%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
30
shares
|
$1,903
0.0% of portfolio
|
Q4 2023
New holding
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2024 Q1 2024 |
26
shares
|
$1,649
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
20
shares
|
$1,268
0.0% of portfolio
|
Q4 2023
New holding
|
|
Psi Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
15
shares
|
$951
0.0% of portfolio
|
Q4 2022
Reduced 78.87%
|
|
Howe & Rusling Inc
Rochester, NY |
May 15, 2024 Q1 2024 |
14
shares
|
$888
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11
shares
|
$697
0.0% of portfolio
|
Q2 2022
Reduced 97.15%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
3
shares
|
$190
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
1
shares
|
$63
0.0% of portfolio
|
Q3 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|