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 |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
6,408
shares
|
$479,766
0.12% of portfolio
|
Q1 2025
Reduced 39.73%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,169
shares
|
$461,873
0.01% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
6,147
shares
|
$460,225
0.01% of portfolio
|
Q1 2025
Reduced 43.23%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,045
shares
|
$452,589
0.1% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,035
shares
|
$451,840
0.0% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,790
shares
|
$433,497
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
5,706
shares
|
$427,208
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,521
shares
|
$413,357
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
5,518
shares
|
$413,132
0.36% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
5,286
shares
|
$395,762
0.02% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,272
shares
|
$394,714
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
5,154
shares
|
$385,879
0.09% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
5,114
shares
|
$382,885
0.22% of portfolio
|
Q2 2025
Added 31.13%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,100
shares
|
$381,837
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,004
shares
|
$374,649
0.01% of portfolio
|
Q3 2022
Added 44.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,892
shares
|
$366,264
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
4,756
shares
|
$356,081
0.07% of portfolio
|
Q2 2025
Reduced 78.71%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,739
shares
|
$354,808
0.0% of portfolio
|
Q3 2023
Reduced 26.09%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
4,722
shares
|
$353,536
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
4,538
shares
|
$339,760
0.05% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,496
shares
|
$336,615
0.11% of portfolio
|
Q3 2020
Reduced 4.26%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,447
shares
|
$332,946
0.03% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
4,372
shares
|
$327,331
0.0% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,355
shares
|
$326,058
0.02% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
4,229
shares
|
$316,625
0.0% of portfolio
|
Q1 2025
Reduced 8.96%
|