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 5.38 Million shares, which have been reported (via 13F filing form) to have a value of $371 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
784,699
shares
|
$54.2 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
282,945
shares
|
$19.5 Million
1.22% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
214,673
shares
|
$14.8 Million
0.0% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
202,350
shares
|
$14 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
178,076
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
160,762
shares
|
$11.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
125,934
shares
|
$8.69 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
120,258
shares
|
$8.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
116,334
shares
|
$8.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
110,548
shares
|
$7.63 Million
0.09% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
106,651
shares
|
$7.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.52%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
105,946
shares
|
$7.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
97,005
shares
|
$6.7 Million
0.35% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
86,941
shares
|
$6 Million
0.26% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
84,635
shares
|
$5.84 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
82,105
shares
|
$5.67 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
78,914
shares
|
$5.45 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
71,345
shares
|
$4.92 Million
0.2% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
70,458
shares
|
$4.86 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
67,029
shares
|
$4.63 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
66,965
shares
|
$4.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
62,821
shares
|
$4.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
57,498
shares
|
$3.97 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
57,094
shares
|
$3.94 Million
0.92% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
56,630
shares
|
$3.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.48%
|