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 |
---|---|---|---|---|---|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
4,850
shares
|
$334,601
0.08% of portfolio
|
Q1 2024
Reduced 4.47%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,739
shares
|
$326,943
0.0% of portfolio
|
Q3 2023
Reduced 26.09%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
4,708
shares
|
$324,804
0.01% of portfolio
|
Q2 2024
Reduced 57.8%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
4,506
shares
|
$310,868
0.03% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
4,500
shares
|
$310,455
0.01% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,496
shares
|
$310,179
0.11% of portfolio
|
Q3 2020
Reduced 4.26%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
4,227
shares
|
$291,620
0.05% of portfolio
|
Q2 2024
Reduced 6.73%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
4,202
shares
|
$289,895
0.0% of portfolio
|
Q2 2024
Reduced 5.08%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
4,160
shares
|
$286,998
0.02% of portfolio
|
Q4 2023
Reduced 12.97%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
4,115
shares
|
$283,893
0.0% of portfolio
|
Q2 2024
Reduced 33.08%
|
|
Total Wealth Planning, LLC
|
Aug 02, 2024 Q2 2024 |
4,103
shares
|
$283,065
0.05% of portfolio
|
Q3 2023
New holding
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,984
shares
|
$274,856
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 13, 2024 Q2 2024 |
3,940
shares
|
$271,820
0.06% of portfolio
|
Q2 2024
New holding
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Aug 08, 2024 Q2 2024 |
3,892
shares
|
$268,509
0.16% of portfolio
|
Q2 2024
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
3,816
shares
|
$263,265
0.0% of portfolio
|
Q2 2024
New holding
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
3,814
shares
|
$263,127
0.02% of portfolio
|
Q2 2024
New holding
|
|
Tci Wealth Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
3,746
shares
|
$258,436
0.02% of portfolio
|
Q3 2022
Reduced 3.43%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
3,708
shares
|
$255,814
0.01% of portfolio
|
Q2 2024
Added 19.81%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
3,673
shares
|
$253,400
0.0% of portfolio
|
Q2 2024
Added 94.54%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
3,638
shares
|
$250,985
0.0% of portfolio
|
Q2 2024
Added 0.44%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
3,632
shares
|
$250,571
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
3,589
shares
|
$247,605
0.0% of portfolio
|
Q3 2022
New holding
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 14, 2024 Q2 2024 |
3,574
shares
|
$246,570
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
3,480
shares
|
$240,085
0.03% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,373
shares
|
$232,703
0.04% of portfolio
|
Q1 2023
New holding
|