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 5.32 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
26,470
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.51%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,081
shares
|
$1.65 Million
0.19% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,396
shares
|
$1.54 Million
0.61% of portfolio
|
Q3 2023
Added 161.62%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
23,340
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
23,305
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 58.16%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
23,217
shares
|
$1.47 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
22,575
shares
|
$1.43 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
21,960
shares
|
$1.39 Million
1.6% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
21,419
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
20,587
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
18,537
shares
|
$1.17 Million
0.34% of portfolio
|
Q3 2024
Reduced 91.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
18,210
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
18,049
shares
|
$1.14 Million
0.37% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
17,941
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
17,175
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
16,953
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
16,336
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
16,296
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 60.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
15,383
shares
|
$971,436
0.05% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
14,640
shares
|
$924,516
0.11% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
14,469
shares
|
$913,717
0.11% of portfolio
|
Q1 2024
Reduced 8.82%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
14,381
shares
|
$908,160
0.0% of portfolio
|
Q3 2024
Added 45.67%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
14,304
shares
|
$903,297
0.77% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
13,813
shares
|
$872,290
0.26% of portfolio
|
Q3 2024
Reduced 62.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,548
shares
|
$855,556
0.0% of portfolio
|
Q3 2024
Reduced 12.72%
|