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WisdomTree International SmallCap Dividend Fund (DLS) Institutional Ownership

WisdomTree International SmallCap Dividend Fund logo
$85.11 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$84.96 -0.15 (-0.18%)
As of 07/2/2026 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 Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$64.27M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$48.53M
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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
6/9/2026Robinswood Financial LLC10,215$833K1.0%N/A0.083%
6/3/2026Parallel Advisors LLC748$61K0.0%+49.6%0.006%
5/19/2026Bank of America Corp DE257,909$21.02M0.0%+41.7%2.097%
5/18/2026Royal Bank of Canada36,688$2.99M0.0%-2.4%0.298%
5/15/2026Waverly Advisors LLC18,455$1.50M0.0%-0.6%0.150%
5/14/2026Compound Planning Inc.83,147$6.78M0.2%-2.6%0.676%
5/14/2026Towle & Co.17,456$1.42M0.5%N/A0.142%
5/13/2026Cetera Investment Advisers19,715$1.61M0.0%+16.9%0.160%
5/12/2026Insight Advisors LLC PA3,801$310K0.1%-7.1%0.031%
5/8/2026Cassaday & Co Wealth Management LLC2,023$165K0.0%N/A0.016%
5/7/2026Parallel Advisors LLC748$61K0.0%+49.6%0.006%
5/7/2026World Equity Group Inc.3,433$280K0.1%+3.7%0.028%
5/6/2026Modera Wealth Management LLC4,674$381K0.0%+36.8%0.038%
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%
5/5/2026Checchi Capital Advisers LLC59,259$4.83M0.2%-15.3%0.482%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management56,243$4.58M0.1%+0.2%0.457%
5/1/2026Ferguson Wellman Capital Management Inc.5,190$423K0.0%N/A0.042%
5/1/2026Fifth Third Bancorp7,643$623K0.0%+113.0%0.062%
5/1/2026Sequoia Financial Advisors LLC8,108$661K0.0%-1.6%0.066%
4/30/2026Waterfront Wealth Inc.47,052$3.84M0.7%-14.8%0.383%
4/30/2026First Horizon Corp891$73K0.0%N/A0.007%
4/30/2026Kestra Advisory Services LLC52,823$4.31M0.0%+36.9%0.429%
4/27/2026BIP Wealth LLC259,514$21.15M0.9%-4.2%2.110%
4/27/2026Private Advisor Group LLC4,333$353K0.0%-9.4%0.035%
4/24/2026Wealth Care LLC17,139$1.40M1.2%N/A0.139%
4/23/2026McLean Asset Management Corp19,181$1.56M0.3%-3.0%0.156%
4/22/2026Janney Montgomery Scott LLC32,022$2.61M0.0%-5.3%0.260%
4/21/2026Laurel Oak Wealth Management LLC3,433$280K0.0%+9.5%0.028%
4/21/2026GHP Investment Advisors Inc.23,386$1.91M0.1%-3.6%0.190%
4/20/2026RFG Advisory LLC11,373$927K0.0%N/A0.092%
4/18/2026BCS Wealth Management6,497$530K0.1%N/A0.053%
4/17/2026Discipline Wealth Solutions LLC9,817$800K0.1%-7.7%0.080%
4/17/2026Stonebridge Wealth Management LLC10,641$867K0.8%+1.3%0.087%
4/17/2026Ocean Park Asset Management LLC35,591$2.90M0.1%N/A0.289%
4/15/2026Marathon 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%
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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%
2/13/2026Kestra 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%
2/12/2026Laurel Oak Wealth Management LLC3,135$254K0.0%N/A0.025%
2/12/2026Jane Street Group LLC7,268$589K0.0%-70.9%0.059%
2/12/2026Commonwealth 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%
2/11/2026Marathon Strategic Advisors LLC24,627$2.00M1.5%+1.6%0.200%
2/11/2026Janney 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%
2/11/2026Howard 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%
2/10/2026Evolution 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%
2/10/2026Savant Capital LLC775,096$62.79M0.4%-3.7%6.302%
2/9/2026Harbour Investments Inc.30,182$2.45M0.0%+4.0%0.245%
2/9/2026Prospera Financial Services Inc18,888$1.53M0.0%+2.7%0.154%
2/6/2026Addison Advisors LLC17,045$1.38M0.3%-0.8%0.139%
2/6/2026Signature Estate & Investment Advisors LLC7,287$590K0.0%-15.6%0.059%
2/6/2026Shakespeare Wealth Management LLC10,332$837K0.2%-1.3%0.084%
2/6/2026IFP 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%
2/6/2026Csenge 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%
2/4/2026LRI Investments LLC195,757$15.86M1.1%-2.0%1.592%
2/3/2026Grove Street Fiduciary LLC44,432$3.60M1.5%-9.4%0.361%
1/30/2026Keybank 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%
1/27/2026Checchi Capital Advisers LLC70,000$5.67M0.3%-10.6%0.569%
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1/27/2026Sharper & Granite LLC17,200$1.39M0.5%-0.9%0.140%
1/27/2026Waterfront Wealth Inc.55,241$4.73M0.9%+1.4%0.449%
1/26/2026Great Point Wealth Advisors LLC75,407$6.11M1.1%-0.5%0.613%
1/26/2026Discipline Wealth Solutions LLC10,641$862K0.2%-9.1%0.087%
1/26/2026CWM LLC3,276$265K0.0%N/A0.027%
1/23/2026Farther Finance Advisors LLC8,676$703K0.0%-6.0%0.071%
1/22/2026Alpha 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%
1/21/2026BIP Wealth LLC270,886$21.94M0.8%+0.6%2.202%
1/21/2026Apella Capital LLC5,881$476K0.0%+3.1%0.048%


DLS Institutional Ownership - Frequently Asked Questions

During the previous two years, 198 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), Bank of America Corp DE ($21.02M), LRI Investments LLC ($15.86M), 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.

Of the 134 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: Raymond James Financial Inc. ($182.03K), Flow Traders U.S. LLC ($124.82K), Corient Private Wealth LLC ($89.76K), BIP Wealth LLC ($86.80K), Bank of America Corp DE ($85.89K), Great Point Wealth Advisors LLC ($75.77K), and Tcfg Wealth Management LLC ($74.78K).

Institutional investors have bought a total of 806,240 shares in the last 24 months. This purchase volume represents approximately $64.27M in transactions.

Of the 87 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), Checchi Capital Advisers LLC ($66.68K), Savant Capital LLC ($51.52K), Jane Street Group LLC ($40.39K), Focus Partners Advisor Solutions LLC ($40.27K), Howard Bailey Securities LLC ($34.76K), and UBS Group AG ($29.02K).

Institutional investors have sold a total of 615,349 shares in the last 24 months. This volume of shares sold represents approximately $48.53M in transactions.



This page (NYSEARCA:DLS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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