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 223 institutions that hold shares in the stock, with a total of 5.29 Million shares, which have been reported (via 13F filing form) to have a value of $413 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
56,060
shares
|
$4.38 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
54,502
shares
|
$4.26 Million
0.94% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
49,972
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
49,064
shares
|
$3.83 Million
1.84% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
40,700
shares
|
$3.18 Million
0.57% of portfolio
|
Q3 2025
Reduced 24.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
38,701
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
38,427
shares
|
$3 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
38,137
shares
|
$2.98 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,023
shares
|
$2.97 Million
0.14% of portfolio
|
Q3 2022
Added 100.59%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
37,392
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
37,226
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
34,733
shares
|
$2.71 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
33,586
shares
|
$2.62 Million
1.0% of portfolio
|
Q3 2025
Reduced 12.98%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
29,262
shares
|
$2.29 Million
0.91% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
29,016
shares
|
$2.27 Million
0.06% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
28,583
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
28,196
shares
|
$2.2 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
27,589
shares
|
$2.15 Million
1.26% of portfolio
|
Q1 2024
Added 6.29%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
27,420
shares
|
$2.14 Million
1.79% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,081
shares
|
$2.04 Million
0.19% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
26,068
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
25,719
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25,010
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
24,824
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,396
shares
|
$1.91 Million
0.61% of portfolio
|
Q3 2023
Added 161.62%
|
|