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WisdomTree International SmallCap Dividend Fund (DLS) Institutional Ownership

WisdomTree International SmallCap Dividend Fund logo
$80.12 +0.39 (+0.49%)
As of 10:10 AM 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)
93
Total
Institutional Inflows
(last 12 months)
$55.51M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$58.96M
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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
9/4/2025Osaic Holdings Inc.38,283$2.88M0.0%+1.1%0.288%
8/29/2025Evolution Wealth Management Inc.2,341$176K0.2%N/A0.018%
8/27/2025Stonebridge Wealth Management LLC10,853$815K0.8%N/A0.082%
8/19/2025Advisory Services Network LLC5,992$452K0.0%-2.9%0.045%
8/18/2025Front Row Advisors LLC1,664$125K0.0%N/A0.013%
8/15/2025Corient Private Wealth LLC57,886$4.34M0.0%+100.1%0.435%
8/15/2025Captrust Financial Advisors2,713$204K0.0%N/A0.020%
8/15/2025Bank of America Corp DE181,465$13.63M0.0%-7.7%1.364%
8/15/2025Ameriprise Financial Inc.4,938$371K0.0%-23.9%0.037%
8/14/2025Jane Street Group LLC24,373$1.83M0.0%-48.2%0.183%
8/14/2025Raymond James Financial Inc.107,315$8.06M0.0%+0.6%0.807%
8/14/2025Cerity Partners LLC6,087$457K0.0%+10.3%0.046%
8/13/2025Baird Financial Group Inc.2,954$222K0.0%N/A0.022%
8/13/2025Invesco Ltd.4,035$303K0.0%-7.7%0.030%
8/13/2025CW Advisors LLC110,966$8.34M0.1%+0.4%0.834%
8/13/2025Grove Street Fiduciary LLC51,553$3.87M1.9%-6.2%0.388%
8/13/2025Northwestern Mutual Wealth Management Co.13,110$985K0.0%+4.6%0.099%
8/12/2025Global Retirement Partners LLC2,850$214K0.0%N/A0.021%
8/12/2025Shakespeare Wealth Management LLC11,376$854K0.2%-8.8%0.086%
8/12/2025MAI Capital Management113,605$8.53M0.1%-1.8%0.854%
8/12/2025JPMorgan Chase & Co.3,725$280K0.0%-46.6%0.028%
8/8/2025Cetera Investment Advisers5,364$403K0.0%-7.4%0.040%
8/8/2025Creative Planning41,691$3.13M0.0%-9.2%0.313%
8/7/2025Allworth Financial LP28,965$2.18M0.0%-1.1%0.218%
8/7/2025Addison Advisors LLC17,551$1.32M0.3%-9.1%0.132%
8/7/2025WESCAP Management Group Inc.61,499$4.62M1.1%-8.3%0.462%
8/6/2025Prospera Financial Services Inc18,035$1.36M0.0%+1.3%0.136%
8/6/2025AE Wealth Management LLC1,432$108K0.0%-10.0%0.011%
8/6/2025Savant Capital LLC762,754$57.29M0.4%-2.8%5.735%
8/6/2025Csenge Advisory Group94,789$6.89M0.4%-2.3%0.713%
8/5/2025Bank of Montreal Can64,917$4.88M0.0%-3.1%0.488%
8/5/2025Telos Capital Management Inc.82,581$6.20M0.6%+0.6%0.621%
8/5/2025GHP Investment Advisors Inc.25,080$1.88M0.1%-5.7%0.189%
8/4/2025Atria Investments Inc24,832$1.87M0.0%+2.0%0.187%
8/4/2025Waterfront Wealth Inc.54,175$4.07M0.9%+1.7%0.407%
8/4/2025Bristlecone Advisors LLC21,877$1.64M0.1%+3.3%0.164%
8/1/2025Envestnet Asset Management Inc.14,135$1.06M0.0%-6.6%0.106%
7/31/2025BIP Wealth LLC274,694$20.63M1.3%-2.9%2.065%
7/31/2025Focus Partners Advisor Solutions LLC48,366$3.63M0.0%-7.9%0.364%
7/31/2025Sharper & Granite LLC23,910$1.80M0.7%-8.9%0.180%
7/30/2025Insight Advisors LLC PA4,130$310K0.0%-35.5%0.031%
7/29/2025Marathon Strategic Advisors LLC23,953$1.80M1.7%+1.9%0.180%
7/28/2025Ritholtz Wealth Management20,818$1.56M0.0%-1.2%0.157%
7/28/2025Harbour Investments Inc.27,898$2.10M0.1%+1.8%0.210%
7/25/2025Wealth Architects LLC34,933$2.62M0.3%-1.0%0.263%
7/25/2025Sequoia Financial Advisors LLC8,635$649K0.0%-8.8%0.065%
7/25/2025LRI Investments LLC200,354$15.05M1.1%-1.0%1.506%
7/25/2025CWM LLC617$46K0.0%N/A0.005%
7/25/2025PrairieView Partners LLC59,532$4.47M0.4%+13.2%0.448%
7/22/2025Tandem Investment Partners LLC28,295$2.13M1.9%+2.6%0.213%
7/22/2025Berger Financial Group Inc2,782$209K0.0%-21.9%0.021%
7/22/2025Checchi Capital Advisers LLC92,096$6.92M0.4%-26.9%0.692%
7/22/2025Windward Private Wealth Management Inc.10,425$783K0.3%-10.0%0.078%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management56,768$4.26M0.1%-1.3%0.427%
7/21/2025DHJJ Financial Advisors Ltd.470$35K0.0%N/A0.004%
7/18/2025Impact Capital Partners LLC20,738$1.56M0.5%+0.8%0.156%
7/17/2025Elwood & Goetz Wealth Advisory Group LLC57,593$4.33M0.9%+0.9%0.433%
7/17/2025Janney Montgomery Scott LLC27,616$2.07M0.0%-3.7%0.208%
7/17/2025Camelot Portfolios LLC7,661$575K0.3%-8.7%0.058%
7/17/2025Neumann Capital Management LLC69,221$5.20M1.6%-1.8%0.520%
7/16/2025Cove Private Wealth LLC18,325$1.38M0.5%+83.3%0.138%
7/16/2025TCI Wealth Advisors Inc.4,014$301K0.0%-8.5%0.030%
7/15/2025McAdam LLC3,459$260K0.0%-6.6%0.026%
7/15/2025Total Wealth Planning LLC3,276$246K0.0%-10.7%0.025%
7/15/2025Evanson Asset Management LLC84,915$6.38M0.4%+0.3%0.638%
7/15/2025Bannerman Wealth Management Group LLC3,994$300K0.2%-4.7%0.030%
7/15/2025Alpha Omega Wealth Management LLC53,848$4.05M0.7%+1.4%0.405%
7/14/2025Financial Harvest LLC2,771$208K0.2%N/A0.021%
7/14/2025GAMMA Investing LLC460$35K0.0%-46.4%0.003%
7/11/2025Farther Finance Advisors LLC9,984$750K0.0%-2.9%0.075%
7/11/2025Silver Oak Securities Incorporated12,181$915K0.1%-5.1%0.092%
7/10/2025Wealth Enhancement Advisory Services LLC11,595$875K0.0%+102.1%0.087%
7/9/2025Hardin Capital Partners LLC5,114$383K0.2%+31.1%0.038%
7/9/2025Beacon Financial Group2,929$220K0.0%N/A0.022%
7/7/2025Investors Research Corp4,756$357K0.1%-78.7%0.036%
7/7/2025Discipline Wealth Solutions LLC4,722$355K0.1%N/A0.036%
7/3/2025McLean Asset Management Corp21,746$1.63M0.4%-3.1%0.164%
5/21/2025McAdam LLC3,702$244K0.0%-8.5%0.028%
5/20/2025Focus Partners Wealth3,844$254K0.0%N/A0.029%
5/19/2025Jane Street Group LLC47,023$3.10M0.0%+42.2%0.350%
5/16/2025Signature Estate & Investment Advisors LLC8,243$544K0.0%-17.6%0.061%
5/16/2025Jones Financial Companies Lllp3,556$235K0.0%-81.2%0.026%
5/16/2025Beaird Harris Wealth Management LLC16,885$1.11M0.1%-2.7%0.126%
5/15/2025Focus Partners Advisor Solutions LLC52,502$3.47M0.1%+4.8%0.390%
5/15/2025Royal Bank of Canada42,946$2.84M0.0%-3.9%0.319%
5/15/2025MAI Capital Management115,711$7.64M0.1%-3.8%0.860%
5/15/2025Tortoise Investment Management LLC14,319$945K0.1%-1.0%0.106%
5/14/2025Comerica Bank4,892$323K0.0%-5.5%0.036%
5/14/2025Northwestern Mutual Wealth Management Co.12,536$827K0.0%-2.2%0.093%
5/14/2025Kestra Advisory Services LLC40,261$2.66M0.0%-15.8%0.299%
5/14/2025Compound Planning Inc.86,941$5.74M0.3%+15.2%0.646%
5/14/2025CW Advisors LLC110,548$7.30M0.1%+7.5%0.822%
5/14/2025Flow Traders U.S. LLC71,345$4.71M0.2%-7.5%0.530%
5/14/2025Capital Analysts LLC9,819$648K0.0%+5.3%0.073%
5/13/2025Raymond James Financial Inc.106,651$7.04M0.0%-40.5%0.793%
5/13/2025Tacita Capital Inc1,255$83K0.1%-45.1%0.009%
5/13/2025WESCAP Management Group Inc.67,029$4.42M1.1%-2.7%0.498%
5/13/2025HighTower Advisors LLC116,334$7.68M0.0%-2.0%0.865%
5/12/2025Cove Private Wealth LLC10,000$660K0.3%N/A0.074%
5/12/2025Berger Financial Group Inc3,562$235K0.0%-14.4%0.026%
(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, 206 institutional investors and hedge funds held shares of WisdomTree International SmallCap Dividend Fund. The most heavily invested institutionals were Savant Capital LLC ($57.29M), BIP Wealth LLC ($20.63M), LRI Investments LLC ($15.05M), Freedom Investment Management Inc. ($14.93M), 3D L Capital Management LLC ($13.84M), Bank of America Corp DE ($13.63M), and Shakespeare Wealth Management Inc. ($13.05M).Learn more on WisdomTree International SmallCap Dividend Fund's institutional investors.

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

Of the 148 institutional investors that purchased WisdomTree International SmallCap Dividend Fund's 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), Raymond James Financial Inc. ($179.98K), Checchi Capital Advisers LLC ($122.19K), Atomi Financial Group Inc. ($112.52K), BIP Wealth LLC ($98.53K), and Liberty Wealth Management LLC ($65.89K).

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

Institutional investors have bought a total of 845,518 shares in the last 24 months. This purchase volume represents approximately $55.51M in transactions.

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

Of the 110 institutional investors that sold WisdomTree International SmallCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flow Traders U.S. LLC ($151.85K), Raymond James Financial Inc. ($72.67K), Jane Street Group LLC ($54.72K), Atomi Financial Group Inc. ($43.04K), Private Advisor Group LLC ($41.84K), Savant Capital LLC ($39.74K), and Csenge Advisory Group ($37.37K).

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

Institutional investors have sold a total of 862,058 shares in the last 24 months. This volume of shares sold represents approximately $58.96M in transactions.


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This page (NYSEARCA:DLS) was last updated on 9/10/2025 by MarketBeat.com Staff
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