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 |
|---|---|---|---|---|---|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
4,014
shares
|
$300,528
0.02% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
4,004
shares
|
$299,779
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
3,994
shares
|
$299,030
0.23% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,984
shares
|
$298,282
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,738
shares
|
$279,864
0.0% of portfolio
|
Q1 2025
Added 498.08%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,632
shares
|
$271,927
0.0% of portfolio
|
Q1 2025
Reduced 21.37%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,605
shares
|
$269,906
0.0% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,589
shares
|
$268,708
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
3,562
shares
|
$266,686
0.02% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
3,459
shares
|
$258,975
0.01% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
3,411
shares
|
$255,381
0.03% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,373
shares
|
$252,536
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,342
shares
|
$250,215
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
3,321
shares
|
$248,643
0.17% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
3,276
shares
|
$245,274
0.03% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
3,242
shares
|
$242,728
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,212
shares
|
$240,482
0.05% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,190
shares
|
$238,835
0.01% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,062
shares
|
$229,251
0.06% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
2,991
shares
|
$223,936
0.01% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
2,929
shares
|
$219,294
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,773
shares
|
$207,614
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
2,771
shares
|
$207,464
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,532
shares
|
$189,570
0.0% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
2,495
shares
|
$186,800
0.13% of portfolio
|
Q1 2025
Added 0.08%
|