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 204 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $335 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
821,619
shares
|
$51.4 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
242,518
shares
|
$15.2 Million
1.14% of portfolio
|
Q3 2024
Added 22.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
204,635
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
203,594
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
202,516
shares
|
$12.7 Million
1.25% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
178,076
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
132,156
shares
|
$8.27 Million
0.46% of portfolio
|
Q3 2024
Reduced 25.94%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
129,621
shares
|
$8.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
125,321
shares
|
$7.84 Million
0.01% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
125,080
shares
|
$7.83 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
116,229
shares
|
$7.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
101,949
shares
|
$6.38 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
89,276
shares
|
$5.59 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
85,456
shares
|
$5.35 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
80,889
shares
|
$5.06 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
80,386
shares
|
$5.03 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
75,460
shares
|
$4.72 Million
0.24% of portfolio
|
Q4 2024
Added 36.4%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
75,079
shares
|
$4.7 Million
0.96% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
71,523
shares
|
$4.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
67,307
shares
|
$4.21 Million
1.55% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
65,633
shares
|
$4.11 Million
1.15% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
65,133
shares
|
$4.08 Million
0.0% of portfolio
|
Q3 2024
Added 44.4%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
57,895
shares
|
$3.62 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
56,642
shares
|
$3.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 39.89%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
55,962
shares
|
$3.5 Million
0.96% of portfolio
|
Q3 2024
Reduced 3.12%
|