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 6.67 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,373
shares
|
$213,983
0.04% of portfolio
|
Q1 2023
New holding
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
3,338
shares
|
$211,762
0.03% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
3,320
shares
|
$210,620
0.18% of portfolio
|
Q1 2024
Added 0.09%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 15, 2024 Q1 2024 |
3,205
shares
|
$203,325
0.03% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
Integral Investment Advisors, Inc.
|
May 01, 2024 Q1 2024 |
3,197
shares
|
$202,817
0.09% of portfolio
|
Q1 2024
New holding
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,190
shares
|
$202,373
0.01% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
3,095
shares
|
$196,346
0.01% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,323
shares
|
$147,371
0.01% of portfolio
|
Q2 2020
Reduced 32.22%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,985
shares
|
$125,928
0.06% of portfolio
|
Q1 2023
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
1,968
shares
|
$124,849
0.0% of portfolio
|
Q4 2023
Added 0.41%
|
|
Morton Brown Family Wealth, LLC
|
Apr 23, 2024 Q1 2024 |
1,953
shares
|
$123,898
0.05% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
1,888
shares
|
$119,774
0.0% of portfolio
|
Q1 2024
Added 78.79%
|
|
Fairman Group, LLC
Chesterbrook, PA |
Apr 30, 2024 Q1 2024 |
1,770
shares
|
$112,288
0.11% of portfolio
|
Q1 2024
Reduced 13.7%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
1,746
shares
|
$110,766
0.04% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
1,684
shares
|
$106,832
0.01% of portfolio
|
Q1 2024
Added 90.28%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,620
shares
|
$102,772
0.0% of portfolio
|
Q1 2024
Added 40400.0%
|
|
Princeton Global Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
1,544
shares
|
$97,951
0.03% of portfolio
|
Q1 2024
Reduced 25.91%
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
1,449
shares
|
$91,924
0.0% of portfolio
|
Q1 2024
Reduced 19.01%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
1,320
shares
|
$83,740
0.0% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,000
shares
|
$63,440
0.01% of portfolio
|
Q2 2020
Reduced 57.1%
|
|
Baldwin Brothers LLC
|
Apr 12, 2024 Q1 2024 |
1,000
shares
|
$63,440
0.0% of portfolio
|
Q4 2022
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
952
shares
|
$60,394
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
918
shares
|
$58,237
0.0% of portfolio
|
Q1 2024
Reduced 90.66%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
895
shares
|
$56,778
0.0% of portfolio
|
Q1 2024
Added 0.67%
|
|
Brown Brothers Harriman & CO
New York, NY |
May 10, 2024 Q1 2024 |
863
shares
|
$54,748
0.0% of portfolio
|
Q1 2022
New holding
|