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WisdomTree International SmallCap Dividend Fund (DLS) Institutional Ownership

WisdomTree International SmallCap Dividend Fund logo
$86.31 +0.79 (+0.92%)
Closing price 04:10 PM Eastern
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$86.45 +0.14 (+0.16%)
As of 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)
80
Total
Institutional Inflows
(last 12 months)
$60.95M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$57.33M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank of New York Mellon Corp6,277$512K0.0%+20.4%0.051%
5/5/2026Sanctuary Advisors LLC6,277$512K0.0%-6.3%0.051%
5/5/2026 Checchi Capital Advisers LLC59,259$4.83M0.2%-15.3%0.482%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management56,243$4.58M0.1%+0.2%0.457%
5/1/2026 Ferguson Wellman Capital Management Inc.5,190$423K0.0%N/A0.042%
5/1/2026 Fifth Third Bancorp7,643$623K0.0%+113.0%0.062%
5/1/2026 Sequoia Financial Advisors LLC8,108$661K0.0%-1.6%0.066%
4/30/2026 Waterfront Wealth Inc.47,052$3.84M0.7%-14.8%0.383%
4/30/2026 First Horizon Corp891$73K0.0%N/A0.007%
4/30/2026 Kestra Advisory Services LLC52,823$4.31M0.0%+36.9%0.429%
4/27/2026 BIP Wealth LLC259,514$21.15M0.9%-4.2%2.110%
4/27/2026 Private Advisor Group LLC4,333$353K0.0%-9.4%0.035%
4/24/2026 Wealth Care LLC17,139$1.40M1.2%N/A0.139%
4/23/2026 McLean Asset Management Corp19,181$1.56M0.3%-3.0%0.156%
4/22/2026 Janney Montgomery Scott LLC32,022$2.61M0.0%-5.3%0.260%
4/21/2026 Laurel Oak Wealth Management LLC3,433$280K0.0%+9.5%0.028%
4/21/2026 GHP Investment Advisors Inc.23,386$1.91M0.1%-3.6%0.190%
4/20/2026 RFG Advisory LLC11,373$927K0.0%N/A0.092%
4/18/2026 BCS Wealth Management6,497$530K0.1%N/A0.053%
4/17/2026 Discipline Wealth Solutions LLC9,817$800K0.1%-7.7%0.080%
4/17/2026 Stonebridge Wealth Management LLC10,641$867K0.8%+1.3%0.087%
4/17/2026 Ocean Park Asset Management LLC35,591$2.90M0.1%N/A0.289%
4/15/2026 Marathon Strategic Advisors LLC25,215$2.06M1.5%+2.4%0.208%
3/17/2026Rockefeller Capital Management L.P.31,010$2.51M0.0%+47.3%0.252%
3/9/2026Corient Private Wealth LLC56,386$4.57M0.0%+116.3%0.458%
2/23/2026Beaird Harris Wealth Management LLC16,101$1.30M0.1%-3.1%0.131%
2/19/2026Compound Planning Inc.85,401$6.92M0.2%-7.6%0.694%
2/19/2026Invesco Ltd.3,506$284K0.0%-8.4%0.029%
2/19/2026Corient Private Wealth LLC56,385$4.57M0.0%+116.3%0.458%
2/18/2026Mercer Global Advisors Inc. ADV3,529$286K0.0%N/A0.029%
2/18/2026Cahill Financial Advisors Inc.5,193$421K0.0%-36.3%0.042%
2/17/2026Cetera Investment Advisers16,860$1.37M0.0%-6.3%0.137%
2/17/2026Equitable Holdings Inc.11,825$958K0.0%-1.7%0.096%
2/17/2026Osaic Holdings Inc.92,748$7.52M0.0%-0.9%0.754%
2/17/2026Captrust Financial Advisors2,616$212K0.0%N/A0.021%
2/17/2026Royal Bank of Canada37,609$3.05M0.0%-2.8%0.306%
2/16/2026Mariner LLC3,876$314K0.0%+42.6%0.032%
2/16/2026Arax Advisory Partners309$25K0.0%+111.6%0.003%
2/13/2026 Kestra Advisory Services LLC38,598$3.13M0.0%+1.2%0.314%
2/13/2026Wells Fargo & Company MN79,219$6.42M0.0%+5.9%0.644%
2/12/2026 Laurel Oak Wealth Management LLC3,135$254K0.0%N/A0.025%
2/12/2026Jane Street Group LLC7,268$589K0.0%-70.9%0.059%
2/12/2026 Commonwealth Equity Services LLC21,382$1.73M0.0%+12.3%0.174%
2/12/2026Bank of Montreal Can66,352$5.38M0.0%-0.4%0.539%
2/11/2026 Marathon Strategic Advisors LLC24,627$2.00M1.5%+1.6%0.200%
2/11/2026 Janney Montgomery Scott LLC33,802$2.74M0.0%+36.2%0.275%
2/11/2026Capital Analysts LLC13,510$1.09M0.0%+5.8%0.110%
2/11/2026Focus Partners Advisor Solutions LLC39,648$3.21M0.0%-47.7%0.322%
2/11/2026 Howard Bailey Securities LLC3,835$311K0.1%-88.6%0.031%
2/11/2026Cerity Partners LLC8,404$681K0.0%+37.6%0.068%
2/11/2026Montis Financial LLC5,731$464K0.1%+81.2%0.047%
2/11/2026WESCAP Management Group Inc.59,648$4.83M1.0%-0.5%0.485%
2/11/2026LPL Financial LLC49,615$4.02M0.0%-0.7%0.403%
2/10/2026 Evolution Wealth Management Inc.1,859$151K0.1%-15.5%0.015%
2/10/2026One Capital Management LLC3,423$277K0.0%-19.9%0.028%
2/10/2026Operose Advisors LLC654$53K0.0%+707.4%0.005%
2/10/2026Northwestern Mutual Wealth Management Co.17,827$1.44M0.0%+3.4%0.145%
2/10/2026 Savant Capital LLC775,096$62.79M0.4%-3.7%6.302%
2/9/2026Harbour Investments Inc.30,182$2.45M0.0%+4.0%0.245%
2/9/2026 Prospera Financial Services Inc18,888$1.53M0.0%+2.7%0.154%
2/6/2026Addison Advisors LLC17,045$1.38M0.3%-0.8%0.139%
2/6/2026 Signature Estate & Investment Advisors LLC7,287$590K0.0%-15.6%0.059%
2/6/2026 Shakespeare Wealth Management LLC10,332$837K0.2%-1.3%0.084%
2/6/2026 IFP Advisors Inc1,900$154K0.0%+7.0%0.015%
2/6/2026Larson Financial Group LLC19,183$1.55M0.1%-5.1%0.156%
2/6/2026Tortoise Investment Management LLC13,439$1.09M0.1%-4.8%0.109%
2/6/2026 Csenge Advisory Group82,548$6.69M0.3%-7.6%0.671%
2/6/2026HighTower Advisors LLC115,111$9.33M0.0%-1.6%0.936%
2/5/2026Tucker Asset Management LLC563$46K0.0%N/A0.005%
2/5/2026Allworth Financial LP27,648$2.24M0.0%-3.3%0.225%
2/4/2026 LRI Investments LLC195,757$15.86M1.1%-2.0%1.592%
2/3/2026 Grove Street Fiduciary LLC44,432$3.60M1.5%-9.4%0.361%
1/30/2026 Keybank National Association OH2,866$232K0.0%N/A0.023%
1/29/2026Comerica Bank3,891$315K0.0%-12.1%0.032%
1/29/2026Camelot Portfolios LLC6,095$494K0.3%-19.3%0.050%
1/29/2026UBS Group AG76,451$6.19M0.0%-7.0%0.622%
1/27/2026 Checchi Capital Advisers LLC70,000$5.67M0.3%-10.6%0.569%
1/27/2026 Sharper & Granite LLC17,200$1.39M0.5%-0.9%0.140%
1/27/2026 Waterfront Wealth Inc.55,241$4.73M0.9%+1.4%0.449%
1/26/2026 Great Point Wealth Advisors LLC75,407$6.11M1.1%-0.5%0.613%
1/26/2026 Discipline Wealth Solutions LLC10,641$862K0.2%-9.1%0.087%
1/26/2026CWM LLC3,276$265K0.0%N/A0.027%
1/23/2026 Farther Finance Advisors LLC8,676$703K0.0%-6.0%0.071%
1/22/2026 Alpha Omega Wealth Management LLC33,901$2.75M0.5%-16.7%0.276%
1/21/2026Tandem Investment Partners LLC27,725$2.25M1.9%+1.1%0.225%
1/21/2026 BIP Wealth LLC270,886$21.94M0.8%+0.6%2.202%
1/21/2026 Apella Capital LLC5,881$476K0.0%+3.1%0.048%
1/16/2026 McLean Asset Management Corp19,781$1.65M0.3%-6.7%0.161%
1/14/2026 Neumann Capital Management LLC66,870$5.42M1.6%-1.9%0.544%
1/14/2026 Longview Financial Advisors LLC8,892$720K0.4%-10.5%0.072%
1/14/2026 Spire Wealth Management11,022$893K0.0%-9.5%0.090%
1/14/2026 Family Wealth Partners LLC36,737$2.98M1.1%-4.4%0.299%
1/12/2026World Equity Group Inc.3,312$268K0.1%+10.8%0.027%
1/12/2026 Evanson Asset Management LLC83,604$6.77M0.4%-0.3%0.680%
1/8/2026 Wealth Enhancement Advisory Services LLC8,843$726K0.0%-34.5%0.072%
1/7/2026 Stonebridge Wealth Management LLC10,502$851K0.8%-1.4%0.085%
1/7/2026 Impact Capital Partners LLC21,296$1.73M0.5%+1.4%0.173%
1/7/2026 Envision Financial LLC8,653$701K0.4%-4.2%0.070%
12/2/2025Allworth Financial LP28,583$2.27M0.0%-1.3%0.224%
11/24/2025Cherry Tree Wealth Management LLC2,792$222K0.0%-12.4%0.022%


DLS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DLS shares?

During the previous two years, 196 institutional investors and hedge funds held shares of WisdomTree International SmallCap Dividend Fund. The most heavily invested institutionals were Savant Capital LLC ($62.79M), BIP Wealth LLC ($21.15M), LRI Investments LLC ($15.86M), Bank of America Corp DE ($14.24M), Raymond James & Associates ($12.30M), Flow Traders U.S. LLC ($9.93M), and HighTower Advisors LLC ($9.33M).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 136 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), Raymond James Financial Inc. ($182.03K), Flow Traders U.S. LLC ($124.82K), Atomi Financial Group Inc. ($104.24K), Corient Private Wealth LLC ($89.76K), BIP Wealth LLC ($86.80K), and Great Point Wealth Advisors LLC ($75.77K).

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

Institutional investors have bought a total of 781,740 shares in the last 24 months. This purchase volume represents approximately $60.95M in transactions.

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

Of the 99 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: Telos Capital Management Inc. ($79.49K), Raymond James Financial Inc. ($72.67K), Checchi Capital Advisers LLC ($66.68K), Savant Capital LLC ($51.52K), Jane Street Group LLC ($40.39K), Focus Partners Advisor Solutions LLC ($40.27K), and Howard Bailey Securities LLC ($34.76K).

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

Institutional investors have sold a total of 749,383 shares in the last 24 months. This volume of shares sold represents approximately $57.33M in transactions.


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This page (NYSEARCA:DLS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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