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 217 institutions that hold shares in the stock, with a total of 6.52 Million shares, which have been reported (via 13F filing form) to have a value of $450 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
15,523
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
15,291
shares
|
$1.05 Million
0.11% of portfolio
|
Q1 2024
Added 1.37%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
14,735
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
14,731
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
14,469
shares
|
$998,216
0.11% of portfolio
|
Q1 2024
Reduced 8.82%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 12, 2024 Q2 2024 |
14,214
shares
|
$980,623
0.76% of portfolio
|
Q2 2024
Added 1.58%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
12,749
shares
|
$879,553
0.0% of portfolio
|
Q2 2024
Added 5.43%
|
|
Windward Private Wealth Management Inc.
|
Jul 22, 2024 Q2 2024 |
12,419
shares
|
$856,786
0.32% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
12,346
shares
|
$851,750
0.03% of portfolio
|
Q2 2024
Added 6.86%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
11,498
shares
|
$793,247
0.03% of portfolio
|
Q2 2024
Reduced 12.26%
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
10,903
shares
|
$752,197
0.17% of portfolio
|
Q2 2024
Added 0.01%
|
|
Carlson Capital Management
|
Jul 11, 2024 Q2 2024 |
10,641
shares
|
$734,122
0.05% of portfolio
|
Q2 2024
Reduced 13.94%
|
|
Heartland Advisors Inc
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
10,436
shares
|
$719,979
0.04% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
10,142
shares
|
$699,696
0.0% of portfolio
|
Q2 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
9,896
shares
|
$682,725
0.03% of portfolio
|
Q2 2024
Added 13.17%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
9,872
shares
|
$681,069
0.0% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
9,866
shares
|
$680,655
0.06% of portfolio
|
Q2 2024
Added 9.61%
|
|
Wescott Financial Advisory Group, LLC
|
Aug 14, 2024 Q2 2024 |
9,073
shares
|
$625,946
0.08% of portfolio
|
Q2 2024
Reduced 9.89%
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 24, 2024 Q2 2024 |
9,040
shares
|
$623,669
0.35% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
8,781
shares
|
$605,801
0.31% of portfolio
|
Q2 2024
Added 14.47%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
8,432
shares
|
$581,723
0.0% of portfolio
|
Q2 2024
Added 70.31%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
7,831
shares
|
$540,260
0.0% of portfolio
|
Q2 2024
Reduced 45.74%
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 26, 2024 Q2 2024 |
7,817
shares
|
$539,294
0.16% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
7,769
shares
|
$535,983
0.3% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
7,767
shares
|
$535,845
0.02% of portfolio
|
Q2 2024
Added 9.23%
|