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WisdomTree International SmallCap Dividend Fund (DLS) Institutional Ownership

WisdomTree International SmallCap Dividend Fund logo
$65.78 -0.38 (-0.57%)
As of 02/21/2025 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)
87
Total
Institutional Inflows
(last 12 months)
$83.98M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$55.21M
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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
2/18/2025 Focus Partners Advisor Solutions LLC50,091$3.15M0.1%-1.2%0.300%
2/17/2025 Waverly Advisors LLC22,567$1.42M0.0%-3.3%0.135%
2/17/2025 LRI Investments LLC202,350$12.74M1.1%-0.1%1.212%
2/17/2025 Colonial Trust Co SC540$34K0.0%N/A0.003%
2/17/2025 CoreCap Advisors LLC13,997$881K0.0%-9.0%0.084%
2/17/2025 Cetera Investment Advisers6,093$384K0.0%-3.9%0.036%
2/17/2025 Cahill Financial Advisors Inc.7,836$493K0.1%+2.4%0.047%
2/17/2025 Bank of America Corp DE214,673$13.51M0.0%+4.9%1.285%
2/17/2025 BIP Wealth LLC275,869$17.37M1.2%+13.8%1.652%
2/17/2025 Ameriprise Financial Inc.5,789$364K0.0%+4.0%0.035%
2/14/2025 Jane Street Group LLC33,060$2.08M0.0%-49.2%0.198%
2/14/2025 Comerica Bank5,178$326K0.0%-25.9%0.031%
2/14/2025 Bellwether Advisors LLC1,225$77K0.0%N/A0.007%
2/14/2025 Capital Analysts LLC9,327$587K0.0%-4.8%0.056%
2/14/2025 Susquehanna International Group LLP30,701$1.93M0.0%-1.6%0.184%
2/14/2025 Stifel Financial Corp6,197$390K0.0%-2.4%0.037%
2/14/2025 Transce3nd LLC829$52K0.0%N/A0.005%
2/13/2025 Operose Advisors LLC985$62K0.0%N/A0.006%
2/13/2025 Mariner LLC4,619$291K0.0%+25.0%0.028%
2/13/2025 Tandem Investment Partners LLC27,535$1.73M1.7%N/A0.165%
2/13/2025 Bank of Montreal Can66,993$4.22M0.0%-6.3%0.401%
2/13/2025 Shakespeare Wealth Management LLC13,729$864K0.2%-25.9%0.082%
2/13/2025 Cerity Partners LLC5,582$351K0.0%-14.4%0.033%
2/13/2025 Envestnet Asset Management Inc.14,665$923K0.0%-13.5%0.088%
2/13/2025 Wells Fargo & Company MN63,677$4.01M0.0%+289.8%0.381%
2/13/2025 Smith Moore & CO.28,219$1.78M0.2%-1.0%0.169%
2/12/2025 Wescott Financial Advisory Group LLC4,429$279K0.0%-46.8%0.027%
2/12/2025 WESCAP Management Group Inc.68,908$4.34M1.1%+5.0%0.413%
2/12/2025 Heartland Advisors Inc.3,157$199K0.0%-34.7%0.019%
2/12/2025 JPMorgan Chase & Co.10,811$681K0.0%+8.3%0.065%
2/11/2025 Signature Estate & Investment Advisors LLC10,001$630K0.0%-44.3%0.060%
2/11/2025 Congress Wealth Management LLC DE 102,792$6.47M0.1%+0.8%0.616%
2/11/2025 LPL Financial LLC55,681$3.51M0.0%-1.7%0.333%
2/10/2025 Harbour Investments Inc.27,041$1.70M0.0%-2.0%0.162%
2/10/2025 Corient Private Wealth LLC28,983$1.82M0.0%+0.5%0.174%
2/10/2025 Commonwealth Equity Services LLC22,795$1.44M0.0%-13.9%0.136%
2/10/2025 Impact Capital Partners LLC17,592$1.11M0.4%N/A0.105%
2/10/2025 Tillman Hartley LLC6,693$421K0.1%+13.7%0.040%
2/10/2025 Avantax Advisory Services Inc.9,545$601K0.0%+42.2%0.057%
2/10/2025 Farther Finance Advisors LLC5,536$349K0.0%+854.5%0.033%
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2/7/2025 HighTower Advisors LLC118,754$7.48M0.0%-5.2%0.711%
2/7/2025 Investors Research Corp22,779$1.43M0.3%-1.9%0.136%
2/7/2025 Independent Advisor Alliance3,560$224K0.0%N/A0.021%
2/7/2025 Larson Financial Group LLC26,419$1.66M0.1%-2.4%0.158%
2/6/2025 One Capital Management LLC10,827$682K0.0%-4.2%0.065%
2/6/2025 Raymond James Financial Inc.179,316$11.29M0.0%N/A1.074%
2/6/2025 Cullen Frost Bankers Inc.1,373$86K0.0%N/A0.008%
2/6/2025 Atria Investments Inc19,143$1.21M0.0%+5.1%0.115%
2/6/2025 Tacita Capital Inc2,288$144K0.1%-27.9%0.014%
2/6/2025 Jones Financial Companies Lllp18,884$1.19M0.0%+15.9%0.113%
2/5/2025 US Bancorp DE1,300$82K0.0%+333.3%0.008%
2/5/2025 Checchi Capital Advisers LLC125,965$7.93M0.5%+0.7%0.754%
2/4/2025 Addison Advisors LLC19,480$1.23M0.3%+7.9%0.117%
2/4/2025 IFP Advisors Inc1,500$94K0.0%N/A0.009%
2/4/2025 Cherry Tree Wealth Management LLC4,262$268K0.1%-9.3%0.026%
2/4/2025 Elwood & Goetz Wealth Advisory Group LLC55,239$3.48M0.8%-1.3%0.331%
2/4/2025 Wealthspire Advisors LLC4,001$252K0.0%-49.9%0.024%
2/3/2025 Camelot Portfolios LLC6,905$435K0.5%-3.8%0.041%
2/3/2025 Grove Street Fiduciary LLC56,230$3.54M1.9%N/A0.337%
2/3/2025 Waterfront Wealth Inc.50,022$3.15M0.8%+5.9%0.300%
2/3/2025 Financial Harvest LLC4,041$254K0.2%N/A0.024%
2/3/2025 Private Advisor Group LLC4,645$292K0.0%-25.0%0.028%
1/31/2025 Sanctuary Advisors LLC6,874$444K0.0%-9.1%0.041%
1/31/2025 JFS Wealth Advisors LLC4,929$310K0.0%-3.1%0.030%
1/30/2025 Csenge Advisory Group111,523$7.02M0.4%-15.6%0.668%
1/30/2025 Allworth Financial LP30,090$1.90M0.0%-10.9%0.180%
1/30/2025 Quadrant Private Wealth Management LLC6,085$383K0.1%+2.8%0.036%
1/30/2025 Windward Private Wealth Management Inc.11,589$730K0.3%-6.7%0.069%
1/29/2025 Howard Bailey Securities LLC50,281$3.17M1.2%+2.1%0.301%
1/29/2025 PrairieView Partners LLC58,670$3.69M0.4%+5.0%0.351%
1/29/2025 Bristlecone Advisors LLC21,795$1.37M0.1%-3.5%0.131%
1/29/2025 Savant Capital LLC803,826$50.60M0.4%-2.2%4.813%
1/27/2025 Telos Capital Management Inc.82,669$5.20M0.6%+2.2%0.495%
1/27/2025 GHP Investment Advisors Inc.26,662$1.68M0.1%-7.0%0.160%
1/27/2025 Silver Oak Securities Incorporated12,965$816K0.1%-11.4%0.078%
1/27/2025 Insight Advisors LLC PA10,633$669K0.1%-23.0%0.064%
1/27/2025 Kathleen S. Wright Associates Inc.31,669$1.99M0.8%-12.1%0.190%
1/24/2025 Great Point Wealth Advisors LLC79,859$5.03M1.1%-0.7%0.478%
1/24/2025 Spire Wealth Management12,590$793K0.0%+1.3%0.075%
1/24/2025 Alpha Omega Wealth Management LLC77,352$4.87M0.9%+3.0%0.463%
1/23/2025 FSA Advisors Inc.5,269$332K0.4%-7.6%0.032%
1/23/2025 Crews Bank & Trust1,220$77K0.0%N/A0.007%
1/23/2025 Williams & Novak LLC5,668$357K0.3%-5.1%0.034%
1/22/2025 McLean Asset Management Corp22,581$1.42M0.4%-25.8%0.135%
1/22/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management60,432$3.80M0.1%+4.4%0.362%
1/21/2025 Neumann 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%
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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%
12/26/2024 JPMorgan Chase & Co.9,984$689K0.0%-44.6%0.060%
(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, 201 institutional investors and hedge funds held shares of WisdomTree International SmallCap Dividend Fund. The most heavily invested institutionals were Savant Capital LLC ($50.60M), BIP Wealth LLC ($17.37M), Freedom Investment Management Inc. ($14.93M), 3D L Capital Management LLC ($13.84M), Bank of America Corp DE ($13.51M), Shakespeare Wealth Management Inc. ($13.05M), and LRI Investments LLC ($12.74M).Learn more on DLS's institutional investors.

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

Of the 152 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), BIP Wealth LLC ($238.95K), Freedom Investment Management Inc. ($233.83K), Raymond James Financial Inc. ($179.32K), Flow Traders U.S. LLC ($141.43K), Checchi Capital Advisers LLC ($122.19K), 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 2,994,448 shares in the last 24 months. This purchase volume represents approximately $187.48M in transactions.

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

Of the 127 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 ($413.33K), Flow Traders U.S. LLC ($318.36K), Envestnet Asset Management Inc. ($240.99K), Savant Capital LLC ($171.90K), UBS Group AG ($155.97K), Marietta Wealth Management LLC ($116.70K), and Carlson Capital Management ($90.88K).

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

Institutional investors have sold a total of 2,537,294 shares in the last 24 months. This volume of shares sold represents approximately $157.32M in transactions.


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This page (NYSEARCA:DLS) was last updated on 2/22/2025 by MarketBeat.com Staff
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