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WisdomTree International SmallCap Dividend Fund (DLS) Institutional Ownership

WisdomTree International SmallCap Dividend Fund logo
$75.53 +0.14 (+0.19%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$75.62 +0.09 (+0.13%)
As of 08:03 AM 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.
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Institutional Ownership Changes (13F Filings) for WisdomTree International SmallCap Dividend Fund (NYSEARCA:DLS)

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$55.21M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$61.85M
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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
8/1/2025 Envestnet Asset Management Inc.14,135$1.06M0.0%-6.6%0.106%
7/31/2025 BIP Wealth LLC274,694$20.63M1.3%-2.9%2.065%
7/31/2025 Focus Partners Advisor Solutions LLC48,366$3.63M0.0%-7.9%0.364%
7/31/2025 Sharper & Granite LLC23,910$1.80M0.7%-8.9%0.180%
7/30/2025 Insight Advisors LLC PA4,130$310K0.0%-35.5%0.031%
7/29/2025 Marathon Strategic Advisors LLC23,953$1.80M1.7%+1.9%0.180%
7/28/2025 Ritholtz Wealth Management20,818$1.56M0.0%-1.2%0.157%
7/28/2025 Harbour Investments Inc.27,898$2.10M0.1%+1.8%0.210%
7/25/2025 Wealth Architects LLC34,933$2.62M0.3%-1.0%0.263%
7/25/2025 Sequoia Financial Advisors LLC8,635$649K0.0%-8.8%0.065%
7/25/2025 LRI Investments LLC200,354$15.05M1.1%-1.0%1.506%
7/25/2025 CWM LLC617$46K0.0%N/A0.005%
7/25/2025 PrairieView Partners LLC59,532$4.47M0.4%+13.2%0.448%
7/22/2025 Tandem Investment Partners LLC28,295$2.13M1.9%+2.6%0.213%
7/22/2025 Berger Financial Group Inc2,782$209K0.0%-21.9%0.021%
7/22/2025 Checchi Capital Advisers LLC92,096$6.92M0.4%-26.9%0.692%
7/22/2025 Windward Private Wealth Management Inc.10,425$783K0.3%-10.0%0.078%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management56,768$4.26M0.1%-1.3%0.427%
7/21/2025 DHJJ Financial Advisors Ltd.470$35K0.0%N/A0.004%
7/18/2025 Impact Capital Partners LLC20,738$1.56M0.5%+0.8%0.156%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC57,593$4.33M0.9%+0.9%0.433%
7/17/2025 Janney Montgomery Scott LLC27,616$2.07M0.0%-3.7%0.208%
7/17/2025 Camelot Portfolios LLC7,661$575K0.3%-8.7%0.058%
7/17/2025 Neumann Capital Management LLC69,221$5.20M1.6%-1.8%0.520%
7/16/2025 Cove Private Wealth LLC18,325$1.38M0.5%+83.3%0.138%
7/16/2025 TCI Wealth Advisors Inc.4,014$301K0.0%-8.5%0.030%
7/15/2025 McAdam LLC3,459$260K0.0%-6.6%0.026%
7/15/2025 Total Wealth Planning LLC3,276$246K0.0%-10.7%0.025%
7/15/2025 Evanson Asset Management LLC84,915$6.38M0.4%+0.3%0.638%
7/15/2025 Bannerman Wealth Management Group LLC3,994$300K0.2%-4.7%0.030%
7/15/2025 Alpha Omega Wealth Management LLC53,848$4.05M0.7%+1.4%0.405%
7/14/2025 Financial Harvest LLC2,771$208K0.2%N/A0.021%
7/14/2025 GAMMA 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%
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7/3/2025 McLean Asset Management Corp21,746$1.63M0.4%-3.1%0.164%
5/21/2025 McAdam 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%
5/16/2025 Signature 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%
5/15/2025 Focus 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%
5/12/2025 Cove Private Wealth LLC10,000$660K0.3%N/A0.074%
5/12/2025 Berger 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%
5/9/2025 PrairieView Partners LLC52,568$3.47M0.4%-10.4%0.391%
5/9/2025 Liberty Wealth Management LLC33,595$2.22M0.0%N/A0.250%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management57,498$3.80M0.1%-4.9%0.427%
5/8/2025 Harbour 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%
5/6/2025 Kathleen S. Wright Associates Inc.29,207$1.93M0.8%-7.8%0.217%
5/5/2025 IFP 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%
5/2/2025 Montis Financial LLC3,115$206K0.1%N/A0.023%
5/2/2025 BIP Wealth LLC282,945$18.68M1.2%+2.6%2.104%
5/2/2025Larson 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%
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4/30/2025Allworth 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%
4/28/2025Great 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%
4/25/2025Waterfront 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%
4/23/2025Spire 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%
(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, 200 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 ($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 ($13.51M), 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 143 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), 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 851,378 shares in the last 24 months. This purchase volume represents approximately $55.21M in transactions.

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

Of the 108 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. ($45.92K), 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 924,269 shares in the last 24 months. This volume of shares sold represents approximately $61.85M in transactions.


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This page (NYSEARCA:DLS) was last updated on 8/4/2025 by MarketBeat.com Staff
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