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WisdomTree International SmallCap Dividend Fund (DLS) Institutional Ownership

WisdomTree International SmallCap Dividend Fund logo
$63.15 +0.29 (+0.46%)
(As of 12/20/2024 04:32 PM ET)
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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)
$89.63M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$64.67M
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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
12/2/2024 Beaird Harris Wealth Management LLC17,175$1.19M0.1%-5.3%0.103%
11/25/2024 Sanctuary Advisors LLC7,565$484K0.0%-33.6%0.045%
11/18/2024 Coldstream Capital Management Inc.3,001$207K0.0%N/A0.018%
11/15/2024 M&T Bank Corp3,674$254K0.0%-35.4%0.022%
11/15/2024 LRI Investments LLC202,516$12.88M1.1%-2.0%1.213%
11/15/2024 Glass Jacobson Investment Advisors llc644$44K0.0%-63.5%0.004%
11/15/2024 Jane Street Group LLC65,133$4.50M0.0%+44.4%0.390%
11/15/2024 WESCAP Management Group Inc.65,633$4.53M1.1%+4.9%0.393%
11/15/2024 HighTower Advisors LLC125,321$8.66M0.0%+1.0%0.750%
11/14/2024 Flow Traders U.S. LLC30,656$2.12M0.1%-82.6%0.184%
11/14/2024 Captrust Financial Advisors2,943$203K0.0%N/A0.018%
11/13/2024 Carlson Capital Management8,828$610K0.0%-17.0%0.053%
11/13/2024 FMR LLC2,037$141K0.0%+9.6%0.012%
11/13/2024 Bank 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%
11/12/2024 Wescott Financial Advisory Group LLC8,324$575K0.1%-8.3%0.050%
11/12/2024 Cerity Partners LLC6,521$450K0.0%-4.4%0.039%
11/8/2024 BIP Wealth LLC242,518$16.75M1.1%+22.7%1.452%
11/7/2024 MAI Capital Management129,621$8.95M0.1%-6.3%0.776%
11/7/2024 MB Generational Wealth LLC4,585$317K0.2%N/A0.027%
11/6/2024 Signature Estate & Investment Advisors LLC17,941$1.24M0.0%-31.2%0.107%
11/6/2024 Neumann Capital Management LLC67,307$4.65M1.5%-4.4%0.403%
11/5/2024 Aptus Capital Advisors LLC580$40K0.0%-62.0%0.003%
11/5/2024 Harbour Investments Inc.27,599$1.91M0.1%-1.4%0.165%
11/4/2024 Addison Advisors LLC18,049$1.25M0.3%-6.6%0.108%
11/1/2024 Atria Investments Inc18,210$1.26M0.0%-4.2%0.109%
10/31/2024 Wealth 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%
10/28/2024 Creative Financial Designs Inc. ADV415$29K0.0%-76.5%0.002%
10/24/2024 TCI Wealth Advisors Inc.4,387$303K0.0%+17.1%0.026%
10/24/2024 Smithbridge Asset Management Inc. DE31,947$2.21M0.4%-0.9%0.191%
10/24/2024 Sound Stewardship LLC8,767$605K0.3%-3.0%0.052%
10/24/2024 FSA Advisors Inc.5,704$362K0.4%-25.6%0.034%
10/24/2024 Bristlecone Advisors LLC22,575$1.56M0.1%-10.6%0.135%
10/24/2024 GHP 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%
10/23/2024 Allworth Financial LP33,757$2.33M0.0%-3.3%0.202%
10/23/2024 Elwood & Goetz Wealth Advisory Group LLC55,962$3.86M1.0%-3.1%0.335%
10/22/2024 McAdam LLC4,137$286K0.0%+11.6%0.025%
10/22/2024 Private Advisor Group LLC6,190$427K0.0%-86.6%0.037%
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10/21/2024 Telos 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%
10/15/2024 NBC Securities Inc.393$27K0.0%-96.0%0.002%
10/11/2024 Creative Planning46,307$3.20M0.0%+2.0%0.277%
10/11/2024 Kathleen 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%
10/8/2024 Williams & 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%
10/7/2024 McLean Asset Management Corp30,448$2.07M0.6%-3.7%0.182%
10/3/2024 Alpha Omega Wealth Management LLC75,079$5.18M1.0%+1.1%0.450%
9/5/2024 Sanctuary Advisors LLC11,392$727K0.0%N/A0.068%
8/21/2024 Regency Capital Management Inc. DE19,073$1.21M0.8%-56.7%0.114%
8/16/2024 Northwestern Mutual Wealth Management Co.15,523$985K0.0%-4.4%0.093%
8/16/2024 Creative Planning45,417$2.88M0.0%-0.7%0.272%
8/16/2024 Susquehanna International Group LLP110,589$7.02M0.0%-19.2%0.662%
8/15/2024 Beaird Harris Wealth Management LLC18,144$1.15M0.1%-12.3%0.109%
8/14/2024 Wescott Financial Advisory Group LLC9,073$576K0.1%-9.9%0.054%
8/14/2024 Bank of Montreal Can75,720$5.02M0.0%-1.7%0.453%
8/12/2024 Blair William & Co. IL3,240$206K0.0%-10.7%0.019%
8/9/2024 One Capital Management LLC11,498$729K0.0%-12.3%0.069%
8/8/2024 Envestnet Asset Management Inc.35,578$2.26M0.0%-54.5%0.213%
8/8/2024 WESCAP Management Group Inc.62,561$3.97M1.1%+0.6%0.375%
8/8/2024 CoreCap Advisors LLC15,291$970K0.1%N/A0.092%
8/8/2024Hardin Capital Partners LLC3,892$247K0.2%N/A0.023%
8/8/2024 GHP Investment Advisors Inc.35,163$2.23M0.1%-14.8%0.211%
8/7/2024 Liberty Wealth Management LLC32,291$2.05M0.1%N/A0.193%
8/6/2024 Savant Capital LLC836,268$53.05M0.5%-5.0%5.008%
8/5/2024 Private Advisor Group LLC46,069$2.92M0.0%+0.9%0.276%
8/2/2024 FFG 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%
8/1/2024PrairieView Partners LLC55,696$3.53M0.4%-2.6%0.334%
8/1/2024 Waterfront Wealth Inc.44,207$2.81M0.8%+1.0%0.265%
8/1/2024 Telos 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%
7/31/2024 Spire Wealth Management12,346$783K0.0%+6.9%0.074%
7/31/2024Commonwealth Equity Services LLC38,090$2.42M0.0%+2.2%0.228%
7/30/2024 Elwood & 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%
7/26/2024 Checchi Capital Advisers LLC127,655$8.10M0.4%+6.4%0.764%
7/26/2024 Harbour Investments Inc.27,983$1.78M0.1%-2.9%0.168%
7/26/2024 Atomi Financial Group Inc.98,367$6.24M0.5%+54.8%0.589%
7/26/2024 Signature Estate & Investment Advisors LLC26,089$1.66M0.0%N/A0.156%
7/26/2024 Alpha Omega Wealth Management LLC74,270$4.71M0.9%+0.5%0.445%
7/26/2024 Bristlecone Advisors LLC25,245$1.60M0.1%-1.6%0.151%
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7/24/2024 McAdam LLC3,708$235K0.0%+19.8%0.022%
7/24/2024Family Firm Inc.835$53K0.0%N/A0.005%
7/24/2024 My Legacy Advisors LLC7,138$453K0.1%N/A0.043%
7/19/2024Raymond James & Associates185,816$11.79M0.0%+1.2%1.113%
7/16/2024 Envestnet Portfolio Solutions Inc.4,115$261K0.0%-33.1%0.025%
7/16/2024 Wealth Enhancement Advisory Services LLC8,432$535K0.0%+70.3%0.050%
7/16/2024 Insight Advisors LLC PA36,529$2.32M0.4%+18.5%0.219%
7/15/2024 Dynamic Advisor Solutions LLC6,659$422K0.0%-21.9%0.040%
7/15/2024RFG Advisory LLC7,767$493K0.0%+9.2%0.047%
7/13/2024 Evanson Asset Management LLC88,109$5.59M0.4%-3.3%0.528%
(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, 182 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 133 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 Private Advisor Group LLC ($111.29K).

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

Institutional investors have bought a total of 3,062,226 shares in the last 24 months. This purchase volume represents approximately $189.10M in transactions.

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

Of the 128 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 2,906,067 shares in the last 24 months. This volume of shares sold represents approximately $177.83M in transactions.


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This page (NYSEARCA:DLS) was last updated on 12/21/2024 by MarketBeat.com Staff
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