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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,985
shares
|
$135,118
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,888
shares
|
$128,516
0.0% of portfolio
|
Q3 2024
Reduced 48.6%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
1,820
shares
|
$123,887
0.04% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,746
shares
|
$118,850
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,744
shares
|
$118,714
0.09% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,546
shares
|
$105,236
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,500
shares
|
$102,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,449
shares
|
$98,633
0.0% of portfolio
|
Q1 2024
Reduced 19.01%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,373
shares
|
$93,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,316
shares
|
$89,580
0.01% of portfolio
|
Q3 2024
Reduced 62.18%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,300
shares
|
$88,490
0.0% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,300
shares
|
$88,490
0.0% of portfolio
|
Q4 2024
Added 333.33%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,225
shares
|
$83,385
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,220
shares
|
$83,045
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,000
shares
|
$68,070
0.01% of portfolio
|
Q2 2020
Reduced 57.1%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
985
shares
|
$67,048
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
861
shares
|
$58,608
0.0% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
858
shares
|
$58,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
829
shares
|
$56,430
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
677
shares
|
$46,083
0.0% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
675
shares
|
$45,947
0.01% of portfolio
|
Q4 2020
Reduced 71.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
625
shares
|
$42,543
0.0% of portfolio
|
Q4 2024
Reduced 83.54%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
599
shares
|
$40,773
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
578
shares
|
$39,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
552
shares
|
$37,574
0.0% of portfolio
|
Q1 2020
Reduced 86.16%
|