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WisdomTree International SmallCap Dividend Fund (DLS) Institutional Ownership

WisdomTree International SmallCap Dividend Fund logo
$75.88 +0.10 (+0.13%)
Closing price 07/14/2025 04:10 PM Eastern
Extended Trading
$75.88 0.00 (0.00%)
As of 07/14/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$59.75M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$57.76M
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DLS Institutional Buying and Selling by Quarter

WisdomTree International SmallCap Dividend Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2025Financial Harvest LLC2,771$208K0.2%N/A0.021%
7/14/2025GAMMA Investing LLC460$35K0.0%-46.4%0.003%
7/11/2025 Farther Finance Advisors LLC9,984$750K0.0%-2.9%0.075%
7/11/2025 Silver Oak Securities Incorporated12,181$915K0.1%-5.1%0.092%
7/10/2025 Wealth Enhancement Advisory Services LLC11,595$875K0.0%+102.1%0.087%
7/9/2025 Hardin Capital Partners LLC5,114$383K0.2%+31.1%0.038%
7/9/2025 Beacon Financial Group2,929$220K0.0%N/A0.022%
7/7/2025 Investors Research Corp4,756$357K0.1%-78.7%0.036%
7/7/2025 Discipline Wealth Solutions LLC4,722$355K0.1%N/A0.036%
7/3/2025 McLean 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%
5/12/2025Integrity Financial Corp WA700$46K0.0%N/A0.005%
5/12/2025Bristlecone Advisors LLC21,171$1.40M0.1%-2.9%0.157%
5/12/2025AlphaCore Capital LLC755$50K0.0%N/A0.006%
5/9/2025WealthShield Partners LLC1,117$74K0.0%-15.1%0.008%
5/9/2025PrairieView Partners LLC52,568$3.47M0.4%-10.4%0.391%
5/9/2025Liberty Wealth Management LLC33,595$2.22M0.0%N/A0.250%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management57,498$3.80M0.1%-4.9%0.427%
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5/8/2025Harbour Investments Inc.27,412$1.81M0.1%+1.4%0.204%
5/8/2025Tillman Hartley LLC6,490$428K0.1%-3.0%0.048%
5/7/2025LPL Financial LLC51,304$3.39M0.0%-7.9%0.381%
5/7/2025Heartland Advisors Inc.2,991$197K0.0%-5.3%0.022%
5/6/2025Cetera Investment Advisers5,790$382K0.0%-5.0%0.043%
5/6/2025Avantax Advisory Services Inc.9,949$657K0.0%+4.2%0.074%
5/6/2025AE Wealth Management LLC1,591$105K0.0%-8.9%0.012%
5/6/2025Grove Street Fiduciary LLC54,958$3.63M1.8%-2.3%0.409%
5/6/2025Quadrant Private Wealth Management LLC5,154$340K0.1%-15.3%0.038%
5/6/2025AllSquare Wealth Management LLC7,280$480K0.3%-4.0%0.054%
5/6/2025Kathleen S. Wright Associates Inc.29,207$1.93M0.8%-7.8%0.217%
5/5/2025IFP Advisors Inc1,747$115K0.0%+16.5%0.013%
5/5/2025Csenge Advisory Group97,005$6.43M0.4%-13.0%0.721%
5/5/2025Private Advisor Group LLC4,229$279K0.0%-9.0%0.031%
5/5/2025Transce3nd LLC668$44K0.0%-19.4%0.005%
5/2/2025Montis Financial LLC3,115$206K0.1%N/A0.023%
5/2/2025BIP Wealth LLC282,945$18.68M1.2%+2.6%2.104%
5/2/2025Larson Financial Group LLC25,367$1.67M0.1%-4.0%0.189%
4/30/2025Telos Capital Management Inc.82,105$5.42M0.6%-0.7%0.610%
4/30/2025Allworth Financial LP29,291$2.00M0.0%-2.7%0.218%
4/30/2025Sharper & Granite LLC26,250$1.73M0.7%-14.5%0.195%
4/29/2025Envestnet Asset Management Inc.15,126$998K0.0%+3.1%0.112%
4/28/2025Great Point Wealth Advisors LLC78,914$5.21M1.1%-1.2%0.587%
4/25/2025Mather Group LLC.7,445$491K0.0%+77.2%0.055%
4/25/2025Waterfront Wealth Inc.53,295$3.52M0.9%+6.5%0.396%
4/25/2025Joel Isaacson & Co. LLC5,286$349K0.0%-4.5%0.039%
4/23/2025Sequoia Financial Advisors LLC9,473$625K0.0%N/A0.070%
4/23/2025Spire Wealth Management12,023$794K0.0%-4.5%0.088%
4/23/2025Elwood & Goetz Wealth Advisory Group LLC57,094$3.77M0.9%+3.4%0.420%
4/22/2025JFS Wealth Advisors LLC4,355$287K0.0%-11.6%0.032%
4/22/2025 Envision Financial LLC9,021$595K0.4%-17.7%0.066%
4/22/2025Evanson Asset Management LLC84,635$5.59M0.4%-1.0%0.622%
4/21/2025True Link Financial Advisors LLC5,100$337K0.0%N/A0.038%
4/21/2025Cherry Tree Wealth Management LLC3,212$212K0.1%-24.6%0.024%
4/21/2025Blue Trust Inc.2,061$136K0.0%+139.4%0.015%
4/17/2025Janney Montgomery Scott LLC28,664$1.89M0.0%+10.9%0.211%
4/17/2025Howard Bailey Securities LLC39,853$2.63M1.1%-20.7%0.293%
4/17/2025Ritholtz Wealth Management21,077$1.39M0.0%-8.7%0.155%
4/17/2025Family Wealth Partners LLC38,767$2.56M1.2%-1.8%0.285%
4/16/2025 Wealth Enhancement Advisory Services LLC5,738$379K0.0%-17.7%0.042%
4/16/2025Sound Stewardship LLC8,645$571K0.3%-2.3%0.064%
4/16/2025Neumann Capital Management LLC70,458$4.65M1.6%-0.4%0.518%
4/15/2025Total Wealth Planning LLC3,669$242K0.0%-5.6%0.027%
4/15/2025Alpha Omega Wealth Management LLC53,089$3.50M0.7%-31.4%0.390%
4/14/2025 Farther Finance Advisors LLC10,283$680K0.0%+85.7%0.076%
4/11/2025Princeton Global Asset Management LLC693$46K0.0%-55.2%0.005%
4/11/2025Impact Capital Partners LLC20,565$1.36M0.5%+16.9%0.151%
4/11/2025Insight Advisors LLC PA6,408$423K0.1%-39.7%0.047%
4/8/2025 Investors Research Corp22,335$1.47M0.3%-1.9%0.164%
4/7/2025GAMMA Investing LLC56,630$3.74M0.0%+6,500.2%0.416%
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3/17/2025 Wealth Enhancement Advisory Services LLC6,970$439K0.0%-3.8%0.051%
3/7/2025Bannerman Wealth Management Group LLC4,125$260K0.2%N/A0.030%
2/25/2025Armis Advisers LLC4,025$253K0.0%N/A0.024%
2/18/2025Focus Partners Advisor Solutions LLC50,091$3.15M0.1%-1.2%0.300%
2/17/2025Waverly Advisors LLC22,567$1.42M0.0%-3.3%0.135%
2/17/2025LRI Investments LLC202,350$12.74M1.1%-0.1%1.212%
2/17/2025Colonial Trust Co SC540$34K0.0%N/A0.003%
2/17/2025CoreCap Advisors LLC13,997$881K0.0%-9.0%0.084%
2/17/2025Cetera Investment Advisers6,093$384K0.0%-3.9%0.036%
2/17/2025Cahill Financial Advisors Inc.7,836$493K0.1%+2.4%0.047%
(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, 202 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 ($18.68M), 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 WisdomTree International SmallCap Dividend Fund's institutional investors.

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

Of the 146 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. ($179.32K), Checchi Capital Advisers LLC ($122.19K), BIP Wealth LLC ($116.52K), Atomi Financial Group Inc. ($112.52K), and Bank of Montreal Can ($98.09K).

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

Institutional investors have bought a total of 926,462 shares in the last 24 months. This purchase volume represents approximately $59.75M in transactions.

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

Of the 105 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), Savant Capital LLC ($62.16K), Envestnet Asset Management Inc. ($44.93K), Atomi Financial Group Inc. ($43.04K), Private Advisor Group LLC ($41.84K), and Csenge Advisory Group ($35.15K).

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

Institutional investors have sold a total of 871,168 shares in the last 24 months. This volume of shares sold represents approximately $57.76M in transactions.



This page (NYSEARCA:DLS) was last updated on 7/15/2025 by MarketBeat.com Staff
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