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WisdomTree International SmallCap Dividend Fund (DLS) Institutional Ownership

WisdomTree International SmallCap Dividend Fund logo
$63.64 +1.07 (+1.71%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree International SmallCap Dividend Fund (NYSEARCA:DLS)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$90.10M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$62.59M
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DLS Institutional Buying and Selling by Quarter

WisdomTree International SmallCap Dividend Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Neumann Capital Management LLC70,763$4.46M1.5%+5.1%0.424%
1/17/2025 Marathon Strategic Advisors LLC23,417$1.47M1.6%+6.6%0.140%
1/17/2025 Janney Montgomery Scott LLC25,848$1.63M0.0%+10.9%0.155%
1/17/2025 Atomi Financial Group Inc.75,460$4.75M0.2%+36.4%0.452%
1/16/2025 Evanson Asset Management LLC85,456$5.38M0.4%-1.2%0.512%
1/15/2025 Total Wealth Planning LLC3,886$245K0.0%-5.3%0.023%
1/15/2025 Family Wealth Partners LLC39,477$2.49M1.2%+10.6%0.236%
1/15/2025 Decker Retirement Planning Inc.479$30K0.0%N/A0.003%
1/15/2025 Ritholtz Wealth Management23,092$1.45M0.0%+7.8%0.138%
1/14/2025 SignalPoint Asset Management LLC6,045$381K0.1%-12.2%0.036%
1/14/2025 Apella Capital LLC5,706$359K0.0%N/A0.034%
1/14/2025 Sharper & Granite LLC30,705$1.93M0.9%-9.7%0.184%
1/10/2025 Bruce G. Allen Investments LLC14,134$890K0.7%-1.2%0.085%
1/3/2025 GAMMA Investing LLC858$54K0.0%N/A0.005%
12/26/2024JPMorgan Chase & Co.9,984$689K0.0%-44.6%0.060%
12/2/2024Beaird Harris Wealth Management LLC17,175$1.19M0.1%-5.3%0.103%
11/25/2024Sanctuary Advisors LLC7,565$484K0.0%-33.6%0.045%
11/18/2024Coldstream Capital Management Inc.3,001$207K0.0%N/A0.018%
11/15/2024M&T Bank Corp3,674$254K0.0%-35.4%0.022%
11/15/2024LRI Investments LLC202,516$12.88M1.1%-2.0%1.213%
11/15/2024Glass Jacobson Investment Advisors llc644$44K0.0%-63.5%0.004%
11/15/2024Jane Street Group LLC65,133$4.50M0.0%+44.4%0.390%
11/15/2024WESCAP Management Group Inc.65,633$4.53M1.1%+4.9%0.393%
11/15/2024HighTower Advisors LLC125,321$8.66M0.0%+1.0%0.750%
11/14/2024Flow Traders U.S. LLC30,656$2.12M0.1%-82.6%0.184%
11/14/2024Captrust Financial Advisors2,943$203K0.0%N/A0.018%
11/13/2024Carlson Capital Management8,828$610K0.0%-17.0%0.053%
11/13/2024FMR LLC2,037$141K0.0%+9.6%0.012%
11/13/2024Bank of Montreal Can71,523$4.93M0.0%-5.5%0.428%
11/12/2024Larson Financial Group LLC27,076$1.87M0.1%-5.3%0.162%
11/12/2024Wescott Financial Advisory Group LLC8,324$575K0.1%-8.3%0.050%
11/12/2024Cerity Partners LLC6,521$450K0.0%-4.4%0.039%
11/8/2024BIP Wealth LLC242,518$16.75M1.1%+22.7%1.452%
11/7/2024MAI Capital Management129,621$8.95M0.1%-6.3%0.776%
11/7/2024MB Generational Wealth LLC4,585$317K0.2%N/A0.027%
11/6/2024Signature Estate & Investment Advisors LLC17,941$1.24M0.0%-31.2%0.107%
11/6/2024Neumann Capital Management LLC67,307$4.65M1.5%-4.4%0.403%
11/5/2024Aptus Capital Advisors LLC580$40K0.0%-62.0%0.003%
11/5/2024Harbour Investments Inc.27,599$1.91M0.1%-1.4%0.165%
11/4/2024Addison Advisors LLC18,049$1.25M0.3%-6.6%0.108%
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11/1/2024Atria Investments Inc18,210$1.26M0.0%-4.2%0.109%
10/31/2024Wealth Architects LLC36,625$2.53M0.3%-0.5%0.219%
10/29/2024 Janney Montgomery Scott LLC23,305$1.61M0.0%+58.2%0.140%
10/28/2024Creative Financial Designs Inc. ADV415$29K0.0%-76.5%0.002%
10/24/2024TCI Wealth Advisors Inc.4,387$303K0.0%+17.1%0.026%
10/24/2024Smithbridge Asset Management Inc. DE31,947$2.21M0.4%-0.9%0.191%
10/24/2024Sound Stewardship LLC8,767$605K0.3%-3.0%0.052%
10/24/2024FSA Advisors Inc.5,704$362K0.4%-25.6%0.034%
10/24/2024Bristlecone Advisors LLC22,575$1.56M0.1%-10.6%0.135%
10/24/2024GHP Investment Advisors Inc.28,662$1.98M0.1%-18.5%0.172%
10/24/2024 Wealth Enhancement Advisory Services LLC7,247$500K0.0%-14.1%0.043%
10/23/2024Allworth Financial LP33,757$2.33M0.0%-3.3%0.202%
10/23/2024Elwood & Goetz Wealth Advisory Group LLC55,962$3.86M1.0%-3.1%0.335%
10/22/2024McAdam LLC4,137$286K0.0%+11.6%0.025%
10/22/2024Private Advisor Group LLC6,190$427K0.0%-86.6%0.037%
10/21/2024Telos Capital Management Inc.80,889$5.59M0.6%-0.3%0.484%
10/18/2024Raymond James & Associates178,076$12.30M0.0%-4.2%1.066%
10/15/2024NBC Securities Inc.393$27K0.0%-96.0%0.002%
10/11/2024Creative Planning46,307$3.20M0.0%+2.0%0.277%
10/11/2024Kathleen S. Wright Associates Inc.36,034$2.49M1.0%-0.6%0.216%
10/10/2024 Ritholtz Wealth Management21,419$1.48M0.0%-8.3%0.128%
10/10/2024 Family Wealth Partners LLC35,700$2.47M1.3%-5.7%0.214%
10/8/2024 Atomi Financial Group Inc.55,324$3.82M0.2%-43.8%0.331%
10/8/2024 Evanson Asset Management LLC86,489$5.97M0.4%-1.8%0.518%
10/8/2024Williams & Novak LLC5,973$412K0.4%-10.3%0.036%
10/7/2024 Marathon Strategic Advisors LLC21,960$1.52M1.6%+9.4%0.131%
10/7/2024 SignalPoint Asset Management LLC6,886$475K0.1%-3.1%0.041%
10/7/2024McLean Asset Management Corp30,448$2.07M0.6%-3.7%0.182%
10/3/2024Alpha Omega Wealth Management LLC75,079$5.18M1.0%+1.1%0.450%
9/5/2024Sanctuary Advisors LLC11,392$727K0.0%N/A0.068%
8/21/2024Regency Capital Management Inc. DE19,073$1.21M0.8%-56.7%0.114%
8/16/2024Northwestern Mutual Wealth Management Co.15,523$985K0.0%-4.4%0.093%
8/16/2024Creative Planning45,417$2.88M0.0%-0.7%0.272%
8/16/2024Susquehanna International Group LLP110,589$7.02M0.0%-19.2%0.662%
8/15/2024Beaird Harris Wealth Management LLC18,144$1.15M0.1%-12.3%0.109%
8/14/2024Wescott Financial Advisory Group LLC9,073$576K0.1%-9.9%0.054%
8/14/2024Bank of Montreal Can75,720$5.02M0.0%-1.7%0.453%
8/12/2024Blair William & Co. IL3,240$206K0.0%-10.7%0.019%
8/9/2024One Capital Management LLC11,498$729K0.0%-12.3%0.069%
8/8/2024Envestnet Asset Management Inc.35,578$2.26M0.0%-54.5%0.213%
8/8/2024WESCAP Management Group Inc.62,561$3.97M1.1%+0.6%0.375%
8/8/2024CoreCap Advisors LLC15,291$970K0.1%N/A0.092%
8/8/2024Hardin Capital Partners LLC3,892$247K0.2%N/A0.023%
8/8/2024GHP Investment Advisors Inc.35,163$2.23M0.1%-14.8%0.211%
8/7/2024Liberty Wealth Management LLC32,291$2.05M0.1%N/A0.193%
8/6/2024Savant Capital LLC836,268$53.05M0.5%-5.0%5.008%
8/5/2024Private Advisor Group LLC46,069$2.92M0.0%+0.9%0.276%
8/2/2024FFG Retirement Advisors LLC24,122$1.53M1.1%-2.7%0.144%
8/2/2024Larson Financial Group LLC28,599$1.81M0.1%-3.8%0.171%
8/2/2024 Oxinas Partners Wealth Management LLC7,357$467K0.3%+76.3%0.044%
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8/1/2024PrairieView Partners LLC55,696$3.53M0.4%-2.6%0.334%
8/1/2024Waterfront Wealth Inc.44,207$2.81M0.8%+1.0%0.265%
8/1/2024Telos Capital Management Inc.81,097$5.15M0.6%+0.7%0.486%
8/1/2024 Ritholtz Wealth Management23,353$1.48M0.0%-0.8%0.140%
7/31/2024Spire Wealth Management12,346$783K0.0%+6.9%0.074%
7/31/2024Commonwealth Equity Services LLC38,090$2.42M0.0%+2.2%0.228%
7/30/2024Elwood & Goetz Wealth Advisory Group LLC57,764$3.67M1.0%-0.7%0.346%
7/29/2024Great Point Wealth Advisors LLC80,706$5.12M1.2%-2.1%0.483%
7/26/2024Lester Murray Antman dba SimplyRich7,817$495K0.2%-2.2%0.047%
7/26/2024Checchi Capital Advisers LLC127,655$8.10M0.4%+6.4%0.764%
(Data available from 1/1/2016 forward)

DLS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DLS shares?

During the previous two years, 186 institutional investors and hedge funds held shares of WisdomTree International SmallCap Dividend Fund. The most heavily invested institutionals were Savant Capital LLC ($53.05M), BIP Wealth LLC ($16.75M), Shakespeare Wealth Management LLC ($16.21M), Freedom Investment Management Inc. ($14.93M), 3D L Capital Management LLC ($13.84M), Shakespeare Wealth Management Inc. ($13.05M), and LRI Investments LLC ($12.88M).Learn more on DLS's institutional investors.

Which institutional investors have been buying WisdomTree International SmallCap Dividend Fund stock?

Of the 134 institutional investors that purchased WisdomTree International SmallCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LRI Investments LLC ($413.33K), Freedom Investment Management Inc. ($233.83K), M&T Bank Corp ($229.26K), BIP Wealth LLC ($205.60K), Flow Traders U.S. LLC ($168.86K), Checchi Capital Advisers LLC ($121.30K), and Atomi Financial Group Inc. ($112.52K).

How much institutional buying is happening at WisdomTree International SmallCap Dividend Fund?

Institutional investors have bought a total of 3,031,269 shares in the last 24 months. This purchase volume represents approximately $187.51M in transactions.

Which WisdomTree International SmallCap Dividend Fund major shareholders have been selling company stock?

Of the 130 institutional investors that sold WisdomTree International SmallCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Efficient Advisors LLC ($431.99K), Flow Traders U.S. LLC ($318.36K), Envestnet Asset Management Inc. ($238.71K), UBS Group AG ($214.59K), Savant Capital LLC ($154.11K), Marietta Wealth Management LLC ($116.70K), and M Holdings Securities Inc. ($114.25K).

How much institutional selling is happening at WisdomTree International SmallCap Dividend Fund?

Institutional investors have sold a total of 2,882,812 shares in the last 24 months. This volume of shares sold represents approximately $176.60M in transactions.


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This page (NYSEARCA:DLS) was last updated on 1/21/2025 by MarketBeat.com Staff
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