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 |
---|---|---|---|---|---|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
682
shares
|
$43,266
0.0% of portfolio
|
Q1 2024
Added 0.74%
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
675
shares
|
$42,822
0.01% of portfolio
|
Q4 2020
Reduced 71.88%
|
|
Carmichael Hill & Associates, Inc.
|
Apr 24, 2024 Q1 2024 |
584
shares
|
$37,048
0.02% of portfolio
|
Q1 2024
Added 0.69%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 23, 2024 Q1 2024 |
570
shares
|
$36,160
0.02% of portfolio
|
Q1 2024
Added 0.18%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
552
shares
|
$35,018
0.0% of portfolio
|
Q1 2020
Reduced 86.16%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
500
shares
|
$31,720
0.0% of portfolio
|
Q1 2024
New holding
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
500
shares
|
$31,720
0.05% of portfolio
|
Q3 2022
New holding
|
|
Montag A & Associates Inc
Atlanta, GA |
May 07, 2024 Q1 2024 |
447
shares
|
$28,357
0.0% of portfolio
|
Q1 2024
Added 0.68%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
400
shares
|
$25,376
0.01% of portfolio
|
Q1 2023
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
395
shares
|
$25,058
0.0% of portfolio
|
Q4 2019
Reduced 11.24%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
300
shares
|
$19,032
0.0% of portfolio
|
Q3 2023
Reduced 13.04%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
247
shares
|
$15,669
0.0% of portfolio
|
Q1 2023
Reduced 7.49%
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
245
shares
|
$15,542
0.0% of portfolio
|
Q2 2023
Reduced 10.91%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
212
shares
|
$13,449
0.0% of portfolio
|
Q2 2023
Added 1.92%
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
207
shares
|
$13,132
0.0% of portfolio
|
Q2 2023
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
200
shares
|
$12,688
0.0% of portfolio
|
Q1 2024
Reduced 31.51%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$12,688
0.04% of portfolio
|
Q2 2022
New holding
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
175
shares
|
$11,102
0.0% of portfolio
|
Q1 2024
Reduced 93.57%
|
|
Pinnacle Bancorp, Inc.
|
Apr 16, 2024 Q1 2024 |
170
shares
|
$10,784
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bangor Savings Bank
Bangor, ME |
Apr 11, 2024 Q1 2024 |
130
shares
|
$8,247
0.0% of portfolio
|
Q4 2023
Reduced 25.71%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
120
shares
|
$7,612
0.0% of portfolio
|
Q1 2024
New holding
|
|
Institutional & Family Asset Management, LLC
|
May 08, 2024 Q1 2024 |
109
shares
|
$6,914
0.0% of portfolio
|
Q1 2021
Reduced 61.75%
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
94
shares
|
$5,963
0.0% of portfolio
|
Q4 2023
New holding
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
80
shares
|
$5,075
0.0% of portfolio
|
Q1 2024
Added 5.26%
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
79
shares
|
$5,011
0.0% of portfolio
|
Q4 2023
Added 1.28%
|