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 224 institutions that hold shares in the stock, with a total of 5.28 Million shares, which have been reported (via 13F filing form) to have a value of $413 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
4,014
shares
|
$313,533
0.02% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,984
shares
|
$311,190
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
3,827
shares
|
$298,926
0.0% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
3,816
shares
|
$298,067
0.22% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
3,678
shares
|
$287,288
0.0% of portfolio
|
Q3 2025
Added 24.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,675
shares
|
$287,054
0.0% of portfolio
|
Q3 2025
Reduced 47.32%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
3,596
shares
|
$280,883
0.04% of portfolio
|
Q2 2025
Reduced 20.76%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,589
shares
|
$280,336
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
3,585
shares
|
$280,024
0.01% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
3,409
shares
|
$266,276
0.0% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,373
shares
|
$263,465
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,342
shares
|
$261,043
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
3,331
shares
|
$260,184
0.03% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
3,305
shares
|
$258,153
0.15% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
3,276
shares
|
$255,888
0.03% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,246
shares
|
$253,545
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,190
shares
|
$249,170
0.01% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,184
shares
|
$248,702
0.0% of portfolio
|
Q3 2025
Reduced 16.82%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
3,162
shares
|
$246,983
0.06% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
3,095
shares
|
$241,750
0.02% of portfolio
|
Q3 2025
Reduced 96.25%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
3,000
shares
|
$234,330
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
2,990
shares
|
$233,548
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,850
shares
|
$222,613
0.01% of portfolio
|
Q2 2025
Added 119.23%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
2,839
shares
|
$221,754
0.02% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
2,792
shares
|
$218,083
0.05% of portfolio
|
Q3 2025
Reduced 12.45%
|
|