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 220 institutions that hold shares in the stock, with a total of 5.3 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
53,848
shares
|
$4.03 Million
0.76% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
53,295
shares
|
$3.99 Million
0.86% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
52,568
shares
|
$3.94 Million
0.36% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
52,502
shares
|
$3.93 Million
0.06% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
51,304
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
47,023
shares
|
$3.52 Million
0.0% of portfolio
|
Q1 2025
Added 42.24%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
45,900
shares
|
$3.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
42,946
shares
|
$3.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
40,261
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
39,853
shares
|
$2.98 Million
1.06% of portfolio
|
Q1 2025
Reduced 20.74%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
38,685
shares
|
$2.9 Million
1.16% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,023
shares
|
$2.85 Million
0.14% of portfolio
|
Q3 2022
Added 100.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
37,848
shares
|
$2.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
35,300
shares
|
$2.64 Million
0.28% of portfolio
|
Q1 2025
Added 25.67%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
29,291
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
29,207
shares
|
$2.19 Million
0.78% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
28,922
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
28,219
shares
|
$2.11 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
27,616
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
27,590
shares
|
$2.07 Million
1.8% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
27,589
shares
|
$2.07 Million
1.26% of portfolio
|
Q1 2024
Added 6.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
27,412
shares
|
$2.05 Million
0.06% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
26,600
shares
|
$1.99 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
26,250
shares
|
$1.97 Million
0.72% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,081
shares
|
$1.95 Million
0.19% of portfolio
|
Q4 2023
Reduced 1.34%
|