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WisdomTree International SmallCap Dividend Fund (DLS) Institutional Ownership

WisdomTree International SmallCap Dividend Fund logo
$88.90 0.00 (0.00%)
As of 08/21/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$65.05M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$35.84M
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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
8/23/2026 Ameritas Advisory Services LLC473$40K0.0%N/A0.004%
7/10/2026 Envision Financial LLC6,568$550K0.3%-13.6%0.053%
7/10/2026 JFS Wealth Advisors LLC6,397$536K0.0%-4.7%0.052%
7/10/2026 Family Wealth Partners LLC35,382$2.97M0.9%-0.6%0.288%
7/8/2026 Beaird Harris Wealth Management LLC14,454$1.21M0.1%-1.1%0.118%
7/8/2026 Apella Capital LLC5,706$484K0.0%-3.0%0.046%
7/8/2026 Evanson Financial LLC81,712$6.85M0.3%N/A0.664%
6/9/2026 Robinswood Financial LLC10,215$833K1.0%N/A0.083%
6/3/2026 Parallel Advisors LLC748$61K0.0%+49.6%0.006%
5/19/2026 Bank of America Corp DE257,909$21.02M0.0%+41.7%2.097%
5/18/2026 Royal Bank of Canada36,688$2.99M0.0%-2.4%0.298%
5/15/2026 Waverly Advisors LLC18,455$1.50M0.0%-0.6%0.150%
5/14/2026 Compound Planning Inc.83,147$6.78M0.2%-2.6%0.676%
5/14/2026 Towle & Co.17,456$1.42M0.5%N/A0.142%
5/13/2026 Cetera Investment Advisers19,715$1.61M0.0%+16.9%0.160%
5/12/2026 Insight Advisors LLC PA3,801$310K0.1%-7.1%0.031%
5/8/2026 Cassaday & Co Wealth Management LLC2,023$165K0.0%N/A0.016%
5/7/2026 Parallel Advisors LLC748$61K0.0%+49.6%0.006%
5/7/2026 World Equity Group Inc.3,433$280K0.1%+3.7%0.028%
5/6/2026 Modera Wealth Management LLC4,674$381K0.0%+36.8%0.038%
5/5/2026 Bank of New York Mellon Corp6,277$512K0.0%+20.4%0.051%
5/5/2026 Sanctuary 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%
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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%
3/17/2026 Rockefeller Capital Management L.P.31,010$2.51M0.0%+47.3%0.252%
3/9/2026 Corient Private Wealth LLC56,386$4.57M0.0%+116.3%0.458%
2/23/2026 Beaird Harris Wealth Management LLC16,101$1.30M0.1%-3.1%0.131%
2/19/2026 Compound Planning Inc.85,401$6.92M0.2%-7.6%0.694%
2/19/2026 Invesco Ltd.3,506$284K0.0%-8.4%0.029%
2/19/2026 Corient Private Wealth LLC56,385$4.57M0.0%+116.3%0.458%
2/18/2026 Mercer Global Advisors Inc. ADV3,529$286K0.0%N/A0.029%
2/18/2026 Cahill Financial Advisors Inc.5,193$421K0.0%-36.3%0.042%
2/17/2026 Cetera Investment Advisers16,860$1.37M0.0%-6.3%0.137%
2/17/2026 Equitable Holdings Inc.11,825$958K0.0%-1.7%0.096%
2/17/2026 Osaic Holdings Inc.92,748$7.52M0.0%-0.9%0.754%
2/17/2026 Captrust Financial Advisors2,616$212K0.0%N/A0.021%
2/17/2026 Royal Bank of Canada37,609$3.05M0.0%-2.8%0.306%
2/16/2026 Mariner LLC3,876$314K0.0%+42.6%0.032%
2/16/2026 Arax Advisory Partners309$25K0.0%+111.6%0.003%
2/13/2026 Kestra Advisory Services LLC38,598$3.13M0.0%+1.2%0.314%
2/13/2026 Wells 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%
2/12/2026 Jane 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%
2/12/2026 Bank 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%
2/11/2026 Capital Analysts LLC13,510$1.09M0.0%+5.8%0.110%
2/11/2026 Focus 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%
2/11/2026 Cerity Partners LLC8,404$681K0.0%+37.6%0.068%
2/11/2026 Montis Financial LLC5,731$464K0.1%+81.2%0.047%
2/11/2026 WESCAP Management Group Inc.59,648$4.83M1.0%-0.5%0.485%
2/11/2026 LPL 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%
2/10/2026 One Capital Management LLC3,423$277K0.0%-19.9%0.028%
2/10/2026 Operose Advisors LLC654$53K0.0%+707.4%0.005%
2/10/2026 Northwestern 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%
2/9/2026 Harbour 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%
2/6/2026 Addison 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%
2/6/2026 Larson Financial Group LLC19,183$1.55M0.1%-5.1%0.156%
2/6/2026 Tortoise 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%
2/6/2026 HighTower Advisors LLC115,111$9.33M0.0%-1.6%0.936%
2/5/2026Tucker Asset Management LLC563$46K0.0%N/A0.005%
2/5/2026 Allworth Financial LP27,648$2.24M0.0%-3.3%0.225%
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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%
1/29/2026 Camelot Portfolios LLC6,095$494K0.3%-19.3%0.050%
1/29/2026 UBS 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%


DLS Institutional Ownership - Frequently Asked Questions

During the previous two years, 190 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 127 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), Evanson Financial LLC ($81.71K), and Great Point Wealth Advisors LLC ($75.77K).

Institutional investors have bought a total of 807,056 shares in the last 24 months. This purchase volume represents approximately $65.05M in transactions.

Of the 79 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), Focus Partners Advisor Solutions LLC ($36.14K), Howard Bailey Securities LLC ($34.76K), Checchi Capital Advisers LLC ($32.84K), Savant Capital LLC ($29.57K), UBS Group AG ($29.02K), and Alpha Omega Wealth Management LLC ($19.95K).

Institutional investors have sold a total of 446,167 shares in the last 24 months. This volume of shares sold represents approximately $35.84M in transactions.



Institutional ownership data for NYSEARCA:DLS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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