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 215 institutions that hold shares in the stock, with a total of 5.51 Million shares, which have been reported (via 13F filing form) to have a value of $371 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
4,160
shares
|
$283,171
0.02% of portfolio
|
Q4 2023
Reduced 12.97%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
4,156
shares
|
$282,898
0.05% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Mar 07, 2025 Q4 2024 |
4,125
shares
|
$280,788
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
4,044
shares
|
$275,275
0.01% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
4,041
shares
|
$275,070
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
4,039
shares
|
$274,934
0.15% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
4,025
shares
|
$273,981
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
4,001
shares
|
$272,348
0.0% of portfolio
|
Q4 2024
Reduced 49.87%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,984
shares
|
$271,190
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
3,886
shares
|
$264,520
0.04% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
3,674
shares
|
$250,089
0.0% of portfolio
|
Q3 2024
Reduced 35.36%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,647
shares
|
$248,251
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,589
shares
|
$244,303
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
3,560
shares
|
$242,329
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,549
shares
|
$241,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
3,482
shares
|
$237,019
0.03% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,373
shares
|
$229,600
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
3,268
shares
|
$222,452
0.17% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,242
shares
|
$220,682
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,190
shares
|
$217,143
0.01% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
3,157
shares
|
$214,896
0.01% of portfolio
|
Q4 2024
Reduced 34.73%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,493
shares
|
$169,698
0.12% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,398
shares
|
$163,231
0.0% of portfolio
|
Q3 2024
Added 151.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,323
shares
|
$158,126
0.01% of portfolio
|
Q2 2020
Reduced 32.22%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
2,288
shares
|
$155,744
0.12% of portfolio
|
Q4 2024
Reduced 27.87%
|