Free Trial

WisdomTree International SmallCap Dividend Fund (DLS) Institutional Ownership

→ Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad)
Free DLS Stock Alerts
$65.82
0.00 (0.00%)
(As of 05/10/2024 ET)
Compare
Stock AnalysisChartHoldingsOwnership

Institutional Ownership Changes (13F Filings) for WisdomTree International SmallCap Dividend Fund (NYSEARCA:DLS)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$78.62M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$103.42M
Get DLS Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree International SmallCap Dividend Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DLS Institutional Buying and Selling by Quarter

WisdomTree International SmallCap Dividend Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Camelot Portfolios LLC7,671$500K0.5%-22.2%0.046%
5/8/2024 Bleakley Financial Group LLC6,410$418K0.0%+21.6%0.038%
5/8/2024 Neumann Capital Management LLC70,389$4.59M1.6%+14.7%0.421%
5/8/2024 Heritage Wealth Advisors3,469$226K0.0%+2,377.9%0.021%
5/7/2024 Regency Capital Management Inc. DE44,002$2.87M1.7%+0.6%0.263%
5/7/2024 Atomi Financial Group Inc.63,539$4.14M0.4%+345.5%0.380%
5/7/2024 Heartland Advisors Inc.10,436$681K0.0%-4.8%0.062%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management60,278$3.93M0.1%+1.5%0.361%
5/7/2024 Insight Advisors LLC PA30,836$2.01M0.4%+10.4%0.185%
5/6/2024 Envestnet Portfolio Solutions Inc.6,149$401K0.0%-16.2%0.037%
5/4/2024 PrairieView Partners LLC57,179$3.73M0.4%-1.6%0.340%
5/4/2024 Csenge Advisory Group200,661$13.09M0.7%-1.4%1.194%
5/3/2024 Smithbridge Asset Management Inc. DE32,145$2.10M0.4%+0.6%0.191%
5/3/2024 Larson Financial Group LLC29,743$1.94M0.1%-2.5%0.177%
5/2/2024 Hollencrest Capital Management1,449$94K0.0%-19.0%0.009%
5/1/2024 Cherry Tree Wealth Management LLC4,850$316K0.1%-4.5%0.029%
5/1/2024 Janney Montgomery Scott LLC14,940$974K0.0%-14.6%0.089%
4/30/2024 Private Advisor Group LLC45,670$2.98M0.0%-31.7%0.272%
4/30/2024 Fairman Group LLC1,770$115K0.1%-13.7%0.011%
4/30/2024 Marathon Strategic Advisors LLC19,866$1.30M1.6%+2.0%0.118%
4/29/2024Commonwealth Equity Services LLC37,267$2.43M0.0%-8.5%0.222%
4/26/2024 Checchi Capital Advisers LLC119,935$7.82M0.6%-13.4%0.714%
4/25/2024 Telos Capital Management Inc.80,504$5.25M0.6%-1.7%0.479%
4/24/2024 Simplicity Wealth LLC6,410$418K0.0%N/A0.038%
4/24/2024 Spire Wealth Management11,553$753K0.0%+7.8%0.069%
4/23/2024 McAdam LLC3,095$202K0.0%N/A0.018%
4/23/2024 KLR Investment Advisors LLC27,589$1.74M1.2%+6.3%0.164%
4/22/2024 Raymond James & Associates183,573$11.97M0.0%-0.9%1.093%
4/18/2024 Oxinas Partners Wealth Management LLC4,173$272K0.2%+18.5%0.022%
4/17/2024 Kathleen S. Wright Associates Inc.44,505$2.90M1.3%-3.3%0.236%
4/17/2024 Alpha Omega Wealth Management LLC73,912$4.82M0.9%+2.8%0.392%
4/16/2024 Calton & Associates Inc.3,818$249K0.1%-12.2%0.020%
4/13/2024 Evanson Asset Management LLC91,104$5.94M0.5%-0.2%0.483%
4/12/2024 Carlson Capital Management12,364$806K0.0%-86.9%0.066%
4/11/2024 RFG Advisory LLC7,111$464K0.0%+7.5%0.038%
4/10/2024 Park Avenue Securities LLC7,267$474K0.0%+37.5%0.039%
4/10/2024 McLean Asset Management Corp31,957$2.09M0.7%-1.7%0.170%
4/10/2024 Bruce G. Allen Investments LLC13,993$913K0.8%+4.1%0.074%
4/5/2024 NBC Securities Inc.9,001$586K0.1%+70.9%0.048%
3/26/2024 Fairman Group LLC2,051$131K0.1%N/A0.011%
CEO of Biggest AI Chipmaker Just Dropped a Bombshell… (Ad)

Nvidia’s CEO calls it the “next amazing revolution” … and even declared it “is going to be flat out of the biggest [revolution] ever.” Jeff Bezos, Bill Gates, and Mark Zuckerberg have invested billions in it.

Click on Adam's shiny forehead for more details.
3/20/2024 Family Wealth Partners LLC37,207$2.38M1.8%N/A0.197%
2/27/2024Beaird Harris Wealth Management LLC20,987$1.34M0.1%-3.5%0.111%
2/23/2024 Chicago Partners Investment Group LLC4,502$281K0.0%-15.9%0.024%
2/23/2024 Beacon Financial Group3,366$215K0.0%N/A0.018%
2/15/2024Freedom Investment Management Inc.233,828$14.93M1.2%N/A1.240%
2/15/2024Buckingham Strategic Partners LLC50,404$3.22M0.2%+23.5%0.267%
2/14/2024Wescott Financial Advisory Group LLC11,974$765K0.1%-8.4%0.064%
2/9/2024 Advisory Services Network LLC4,133$264K0.0%-12.5%0.022%
2/9/2024Frazier Financial Advisors LLC3,317$212K0.2%N/A0.018%
2/9/2024 Corient Private Wealth LLC28,992$1.85M0.0%+2.2%0.154%
2/9/2024UBS Group AG188,573$12.04M0.0%-45.1%1.000%
2/8/2024 Tortoise Investment Management LLC14,469$902K0.1%-8.8%0.077%
2/8/2024 KLR Investment Advisors LLC25,956$1.66M1.2%-6.3%0.138%
2/8/2024 Janney Montgomery Scott LLC17,501$1.12M0.0%N/A0.093%
2/7/2024 Avantax Advisory Services Inc.5,633$360K0.0%+35.5%0.030%
2/7/2024 Checchi Capital Advisers LLC138,438$8.84M0.7%+457.0%0.734%
2/7/2024 Envestnet Portfolio Solutions Inc.7,341$469K0.0%-3.7%0.039%
2/7/2024 One Capital Management LLC13,105$837K0.0%-2.1%0.070%
2/7/2024 JFS Wealth Advisors LLC3,870$247K0.0%-66.3%0.021%
2/7/2024 NBC Securities Inc.5,268$336K0.0%+61.3%0.028%
2/7/2024 Calton & Associates Inc.4,348$278K0.1%N/A0.023%
2/7/2024 Berger Financial Group Inc4,160$266K0.0%-13.0%0.022%
2/7/2024Principal Securities Inc.677$43K0.0%N/A0.004%
2/7/2024 Neumann Capital Management LLC61,380$3.92M1.6%-5.4%0.326%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management59,366$3.79M0.1%-0.8%0.315%
2/6/2024 Private Advisor Group LLC66,893$4.27M0.0%-1.8%0.355%
2/6/2024WESCAP Management Group Inc.62,998$4.02M1.3%-9.1%0.334%
2/6/2024 M&T Bank Corp5,684$363K0.0%-26.0%0.030%
2/6/2024 Wilbanks Smith & Thomas Asset Management LLC3,333$213K0.0%-35.8%0.018%
2/5/2024 Savant Capital LLC901,822$57.58M0.7%-2.9%4.784%
2/5/2024Silver Oak Securities Incorporated14,588$931K0.1%-1.2%0.077%
2/2/2024 Addison Advisors LLC19,549$1.25M0.5%-5.2%0.104%
2/2/2024 BIP Wealth LLC160,746$10.26M0.8%+5.2%0.853%
2/1/2024 Larson Financial Group LLC30,496$1.95M0.2%+15.0%0.162%
2/1/2024 Kathleen S. Wright Associates Inc.46,007$2.94M1.4%-3.5%0.244%
1/31/2024Waterfront Wealth Inc.39,168$2.50M0.7%+2.0%0.208%
1/31/2024 Telos Capital Management Inc.81,927$5.23M0.6%+0.5%0.435%
1/31/2024 Alpha Omega Wealth Management LLC71,902$4.59M0.8%-4.7%0.381%
1/30/2024 Avior Wealth Management LLC889$57K0.0%-82.5%0.005%
1/30/2024 Signet Financial Management LLC3,302$211K0.0%N/A0.018%
1/30/2024Capital Analysts LLC7,783$497K0.0%+5.9%0.041%
1/30/2024 Investors Research Corp26,497$1.69M0.4%-1.9%0.141%
1/30/2024 Windward Private Wealth Management Inc.12,513$799K0.3%-35.0%0.066%
1/29/2024Simplicity Solutions LLC5,272$337K0.0%N/A0.028%
1/26/2024Cerity Partners LLC7,114$455K0.0%+54.3%0.038%
1/26/2024 GHP Investment Advisors Inc.42,933$2.74M0.1%-9.5%0.228%
1/26/2024 Lester Murray Antman dba SimplyRich7,995$510K0.2%N/A0.042%
1/26/2024 PrairieView Partners LLC58,135$3.71M0.5%+1.6%0.308%
1/26/2024 Williams & Novak LLC8,545$546K0.6%N/A0.045%
1/25/2024 RFG Advisory LLC6,615$422K0.0%-29.4%0.035%
CEO of Biggest AI Chipmaker Just Dropped a Bombshell… (Ad)

Nvidia’s CEO calls it the “next amazing revolution” … and even declared it “is going to be flat out of the biggest [revolution] ever.” Jeff Bezos, Bill Gates, and Mark Zuckerberg have invested billions in it.

Click on Adam's shiny forehead for more details.
1/25/2024 International Assets Investment Management LLC15,862$1.01M0.0%N/A0.084%
1/25/2024 Bleakley Financial Group LLC5,272$337K0.0%N/A0.028%
1/25/2024 Bristlecone Advisors LLC25,721$1.64M0.2%-9.7%0.136%
1/24/2024 Allworth Financial LP38,870$2.48M0.0%-5.1%0.206%
1/24/2024 International Assets Investment Management LLC15,862$1.01M0.0%N/A0.084%
1/23/2024 Insight Advisors LLC PA27,924$1.78M0.4%-30.6%0.148%
1/23/2024 Regency Capital Management Inc. DE43,740$2.79M1.8%N/A0.232%
1/23/2024 Camelot Portfolios LLC9,864$630K0.4%+16.0%0.052%
1/23/2024 WealthShield Partners LLC3,778$241K0.0%+33.1%0.020%
1/23/2024StrategIQ Financial Group LLC26,081$1.67M0.2%-1.3%0.138%
(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, 190 institutional investors and hedge funds held shares of WisdomTree International SmallCap Dividend Fund. The most heavily invested institutionals were Savant Capital LLC ($57.58M), Bank of America Corp DE ($30.08M), Freedom Investment Management Inc. ($14.93M), 3D L Capital Management LLC ($13.84M), Csenge Advisory Group ($13.09M), Shakespeare Wealth Management Inc. ($13.05M), and UBS Group AG ($12.04M).Learn more on DLS's institutional investors.

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

Of the 142 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: M Holdings Securities Inc. ($262.42K), Flow Traders U.S. LLC ($251.56K), Freedom Investment Management Inc. ($233.83K), M&T Bank Corp ($229.26K), Checchi Capital Advisers LLC ($217.56K), Csenge Advisory Group ($198.42K), and BIP Wealth LLC ($160.75K).

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

Institutional investors have bought a total of 3,761,275 shares in the last 24 months. This purchase volume represents approximately $225.22M in transactions.

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

Of the 125 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 ($474.73K), UBS Group AG ($270.76K), Envestnet Asset Management Inc. ($199.88K), Flow Traders U.S. LLC ($151.87K), Carlson Capital Management ($120.61K), Savant Capital LLC ($119.68K), and Marietta Wealth Management LLC ($118.96K).

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

Institutional investors have sold a total of 3,029,186 shares in the last 24 months. This volume of shares sold represents approximately $178.74M in transactions.


Related Companies:
This page (NYSEARCA:DLS) was last updated on 5/12/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
Tech GIANT’s Plans to Revolutionize Crypto…
Crypto 101 Media
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
The ONE AI Stock to own now. (It’s not Nvidia.)
Weiss Ratings
Gold Set to EXPLODE!
Gold Safe Exchange
[Webinar] A Deep Dive into Options Volatility: Skew & Relative Value
OIC
He Is Giving Away Bitcoin
Crypto Swap Profits