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WisdomTree International SmallCap Dividend Fund (DLS) Institutional Ownership

WisdomTree International SmallCap Dividend Fund logo
$69.92 +1.04 (+1.51%)
As of 05/2/2025 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)
89
Total
Institutional Inflows
(last 12 months)
$87.01M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$50.12M
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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
5/2/2025 Montis Financial LLC3,115$206K0.1%N/A0.023%
5/2/2025 BIP Wealth LLC282,945$18.68M1.2%+2.6%2.104%
5/2/2025 Larson Financial Group LLC25,367$1.67M0.1%-4.0%0.189%
4/30/2025 Telos Capital Management Inc.82,105$5.42M0.6%-0.7%0.610%
4/30/2025 Allworth Financial LP29,291$2.00M0.0%-2.7%0.218%
4/30/2025 Sharper & Granite LLC26,250$1.73M0.7%-14.5%0.195%
4/29/2025 Envestnet Asset Management Inc.15,126$998K0.0%+3.1%0.112%
4/28/2025 Great Point Wealth Advisors LLC78,914$5.21M1.1%-1.2%0.587%
4/25/2025 Mather Group LLC.7,445$491K0.0%+77.2%0.055%
4/25/2025 Waterfront Wealth Inc.53,295$3.52M0.9%+6.5%0.396%
4/25/2025 Joel Isaacson & Co. LLC5,286$349K0.0%-4.5%0.039%
4/23/2025 Sequoia Financial Advisors LLC9,473$625K0.0%N/A0.070%
4/23/2025 Spire Wealth Management12,023$794K0.0%-4.5%0.088%
4/23/2025 Elwood & Goetz Wealth Advisory Group LLC57,094$3.77M0.9%+3.4%0.420%
4/22/2025 JFS Wealth Advisors LLC4,355$287K0.0%-11.6%0.032%
4/22/2025 Envision Financial LLC9,021$595K0.4%-17.7%0.066%
4/22/2025 Evanson Asset Management LLC84,635$5.59M0.4%-1.0%0.622%
4/21/2025 True Link Financial Advisors LLC5,100$337K0.0%N/A0.038%
4/21/2025 Cherry Tree Wealth Management LLC3,212$212K0.1%-24.6%0.024%
4/21/2025 Blue Trust Inc.2,061$136K0.0%+139.4%0.015%
4/17/2025 Janney Montgomery Scott LLC28,664$1.89M0.0%+10.9%0.211%
4/17/2025 Howard Bailey Securities LLC39,853$2.63M1.1%-20.7%0.293%
4/17/2025 Ritholtz Wealth Management21,077$1.39M0.0%-8.7%0.155%
4/17/2025 Family 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%
4/16/2025 Sound Stewardship LLC8,645$571K0.3%-2.3%0.064%
4/16/2025 Neumann Capital Management LLC70,458$4.65M1.6%-0.4%0.518%
4/15/2025 Total Wealth Planning LLC3,669$242K0.0%-5.6%0.027%
4/15/2025 Alpha 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%
4/11/2025 Princeton Global Asset Management LLC693$46K0.0%-55.2%0.005%
4/11/2025 Impact Capital Partners LLC20,565$1.36M0.5%+16.9%0.151%
4/11/2025 Insight Advisors LLC PA6,408$423K0.1%-39.7%0.047%
4/8/2025 Investors Research Corp22,335$1.47M0.3%-1.9%0.164%
4/7/2025 GAMMA Investing LLC56,630$3.74M0.0%+6,500.2%0.416%
3/17/2025 Wealth Enhancement Advisory Services LLC6,970$439K0.0%-3.8%0.051%
3/7/2025 Bannerman 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%
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2/17/2025 LRI 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%
2/17/2025Bank 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%
2/17/2025Ameriprise Financial Inc.5,789$364K0.0%+4.0%0.035%
2/14/2025Jane Street Group LLC33,060$2.08M0.0%-49.2%0.198%
2/14/2025Comerica Bank5,178$326K0.0%-25.9%0.031%
2/14/2025Bellwether Advisors LLC1,225$77K0.0%N/A0.007%
2/14/2025Capital Analysts LLC9,327$587K0.0%-4.8%0.056%
2/14/2025Susquehanna International Group LLP30,701$1.93M0.0%-1.6%0.184%
2/14/2025Stifel Financial Corp6,197$390K0.0%-2.4%0.037%
2/14/2025Transce3nd LLC829$52K0.0%N/A0.005%
2/13/2025Operose Advisors LLC985$62K0.0%N/A0.006%
2/13/2025Mariner LLC4,619$291K0.0%+25.0%0.028%
2/13/2025Tandem Investment Partners LLC27,535$1.73M1.7%N/A0.165%
2/13/2025Bank of Montreal Can66,993$4.22M0.0%-6.3%0.401%
2/13/2025Shakespeare 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%
2/13/2025Wells Fargo & Company MN63,677$4.01M0.0%+289.8%0.381%
2/13/2025Smith Moore & CO.28,219$1.78M0.2%-1.0%0.169%
2/12/2025Wescott Financial Advisory Group LLC4,429$279K0.0%-46.8%0.027%
2/12/2025WESCAP Management Group Inc.68,908$4.34M1.1%+5.0%0.413%
2/12/2025Heartland Advisors Inc.3,157$199K0.0%-34.7%0.019%
2/12/2025JPMorgan Chase & Co.10,811$681K0.0%+8.3%0.065%
2/11/2025Signature Estate & Investment Advisors LLC10,001$630K0.0%-44.3%0.060%
2/11/2025Congress Wealth Management LLC DE 102,792$6.47M0.1%+0.8%0.616%
2/11/2025LPL Financial LLC55,681$3.51M0.0%-1.7%0.333%
2/10/2025Harbour Investments Inc.27,041$1.70M0.0%-2.0%0.162%
2/10/2025Corient Private Wealth LLC28,983$1.82M0.0%+0.5%0.174%
2/10/2025Commonwealth 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%
2/10/2025Tillman Hartley LLC6,693$421K0.1%+13.7%0.040%
2/10/2025Avantax 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%
2/7/2025HighTower Advisors LLC118,754$7.48M0.0%-5.2%0.711%
2/7/2025 Investors Research Corp22,779$1.43M0.3%-1.9%0.136%
2/7/2025Independent Advisor Alliance3,560$224K0.0%N/A0.021%
2/7/2025 Larson Financial Group LLC26,419$1.66M0.1%-2.4%0.158%
2/6/2025One Capital Management LLC10,827$682K0.0%-4.2%0.065%
2/6/2025Raymond 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%
2/6/2025Atria Investments Inc19,143$1.21M0.0%+5.1%0.115%
2/6/2025Tacita Capital Inc2,288$144K0.1%-27.9%0.014%
2/6/2025Jones Financial Companies Lllp18,884$1.19M0.0%+15.9%0.113%
2/5/2025US Bancorp DE1,300$82K0.0%+333.3%0.008%
2/5/2025 Checchi Capital Advisers LLC125,965$7.93M0.5%+0.7%0.754%
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2/4/2025Addison Advisors LLC19,480$1.23M0.3%+7.9%0.117%
2/4/2025IFP 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%
2/4/2025Wealthspire Advisors LLC4,001$252K0.0%-49.9%0.024%
2/3/2025Camelot Portfolios LLC6,905$435K0.5%-3.8%0.041%
2/3/2025Grove 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%
2/3/2025Financial Harvest LLC4,041$254K0.2%N/A0.024%
2/3/2025Private Advisor Group LLC4,645$292K0.0%-25.0%0.028%
(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, 199 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 DLS's institutional investors.

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

Of the 147 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 ($246.03K), 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 2,809,012 shares in the last 24 months. This purchase volume represents approximately $176.94M 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 ($413.33K), Flow Traders U.S. LLC ($318.36K), Envestnet Asset Management Inc. ($240.99K), UBS Group AG ($155.97K), Savant Capital LLC ($147.61K), Marietta Wealth Management LLC ($116.70K), and Carlson Capital Management ($89.86K).

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

Institutional investors have sold a total of 2,522,655 shares in the last 24 months. This volume of shares sold represents approximately $156.74M in transactions.


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This page (NYSEARCA:DLS) was last updated on 5/4/2025 by MarketBeat.com Staff
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