Who owns WisdomTree Intl. SmallCap Div Fd.?
- Ticker: DLS
- CUSIP Number: 97717W760
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree Intl. SmallCap Div with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree Intl. SmallCap Div stock
Who bought or sold WisdomTree Intl. SmallCap Div Fd. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Savant Capital Management | 804k | $51M | -2% | Dec 2024 |
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| BIP Wealth | 243k | $17M | 23% | Sep 2024 |
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| Bank of America Corporation | 205k | $14M | -4% | Sep 2024 |
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| LRI Investments | 203k | $13M | -2% | Sep 2024 |
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| Raymond James & Associates | 178k | $12M | -4% | Sep 2024 |
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| MAI Wealth Advisors | 130k | $9.0M | -6% | Sep 2024 |
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| HighTower Advisors | 125k | $8.7M | 1% | Sep 2024 |
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| Checchi Capital Advisers | 125k | $8.6M | -2% | Sep 2024 |
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| UBS Group | 116k | $8.0M | 0% | Sep 2024 |
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| Csenge Advisory Group | 112k | $7.0M | -16% | Dec 2024 |
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| Congress Wealth Management LLC / DE / | 102k | $7.0M | 100% | Sep 2024 |
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| Merriman Wealth Management | 89k | $6.2M | 100% | Sep 2024 |
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| Evanson Asset Management | 86k | $5.4M | -1% | Dec 2024 |
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| Telos Capital Management | 83k | $5.2M | 2% | Dec 2024 |
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| Great Point Wealth Advisors | 80k | $5.0M | -1% | Dec 2024 |
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| Alpha Omega Wealth Management | 77k | $4.9M | 3% | Dec 2024 |
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| Atomi Financial Group | 76k | $4.8M | 36% | Dec 2024 |
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| Bank Of Montreal | 72k | $4.9M | 100% | Sep 2024 |
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| Neumann Capital Management | 71k | $4.5M | 5% | Dec 2024 |
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| WESCAP Management | 66k | $4.5M | 5% | Sep 2024 |
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| Jane Street | 65k | $4.5M | 44% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 60k | $3.8M | 4% | Dec 2024 |
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| PrairieView Partners | 59k | $3.7M | 5% | Dec 2024 |
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| LPL Financial | 57k | $3.9M | -40% | Sep 2024 |
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| Elwood & Goetz Wealth Advisory Group | 56k | $3.9M | -3% | Sep 2024 |
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| Buckingham Strategic Partners | 51k | $3.5M | 100% | Sep 2024 |
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| Royal Bank of Canada | 50k | $3.5M | -29% | Sep 2024 |
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| Howard Bailey Securities | 50k | $3.2M | 2% | Dec 2024 |
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| Waterfront Wealth | 47k | $3.1M | 7% | Sep 2024 |
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| Kestra Advisory Services | 47k | $3.2M | -19% | Sep 2024 |
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| Creative Planning | 46k | $3.2M | 2% | Sep 2024 |
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| Equitable Holdings | 41k | $2.9M | 15% | Sep 2024 |
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| Family Wealth Partners | 40k | $2.5M | 11% | Dec 2024 |
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| Wealth Architects | 37k | $2.5M | -1% | Sep 2024 |
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| Advisor Group Holdings | 34k | $2.3M | 100% | Sep 2024 |
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| Smithbridge Asset Management | 32k | $2.2M | -1% | Sep 2024 |
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| Kathleen S. Wright Associates | 32k | $2.0M | -12% | Dec 2024 |
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| Susquehanna International | 31k | $2.2M | -72% | Sep 2024 |
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| Sharper & Granite | 31k | $1.9M | -10% | Dec 2024 |
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| Flow Traders US | 31k | $2.1M | -83% | Sep 2024 |
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| Hanson McClain Advisors | 30k | $1.9M | -11% | Dec 2024 |
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| CI Private Wealth | 29k | $2.0M | 0% | Sep 2024 |
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| Smith, Moore & Co. | 29k | $2.0M | 0% | Sep 2024 |
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| Harbour Investments | 28k | $1.9M | -1% | Sep 2024 |
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| Larson Financial Group | 27k | $1.9M | -5% | Sep 2024 |
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| GHP Investment Advisors | 27k | $1.7M | -7% | Dec 2024 |
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| Commonwealth Equity Services | 27k | $1.8M | -31% | Sep 2024 |
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| Janney Montgomery Scott | 26k | $1.6M | 11% | Dec 2024 |
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| Marathon Strategic Advisors | 23k | $1.5M | 7% | Dec 2024 |
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| Warren Averett Asset Management | 23k | $1.6M | -2% | Sep 2024 |
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| Investors Research Corp | 23k | $1.6M | -1% | Sep 2024 |
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| Comprehensive Portfolio Management | 23k | $1.5M | 8% | Dec 2024 |
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| McLean Asset Management Corp | 23k | $1.4M | -26% | Dec 2024 |
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| Bristlecone Advisors | 22k | $1.4M | -3% | Dec 2024 |
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| Shakespeare Wealth Management | 19k | $1.3M | 100% | Sep 2024 |
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| Atria Investments | 18k | $1.3M | -4% | Sep 2024 |
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| Addison Advisors | 18k | $1.2M | -7% | Sep 2024 |
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| Signature Estate and Investment Advisors | 18k | $1.2M | -31% | Sep 2024 |
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| Beaird Harris Wealth Management | 17k | $1.2M | -5% | Sep 2024 |
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| Envestnet Asset Management | 17k | $1.2M | -52% | Sep 2024 |
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| Wells Fargo & Company | 16k | $1.1M | 2% | Sep 2024 |
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| Jones Financial Companies, L.L | 16k | $1.1M | 100% | Sep 2024 |
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| CoreCap Advisors | 15k | $1.1M | 1% | Sep 2024 |
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| Tortoise Investment Management | 15k | $999k | 0% | Sep 2024 |
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| Citigroup | 14k | $993k | 46% | Sep 2024 |
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| Bruce G. Allen Investments | 14k | $890k | -1% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 14k | $936k | -13% | Sep 2024 |
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| Betterment | 13k | $927k | 5% | Sep 2024 |
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| Silver Oak Securities | 13k | $816k | -11% | Dec 2024 |
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| Spire Wealth Management | 13k | $793k | 1% | Dec 2024 |
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| Windward Private Wealth Management | 12k | $730k | -7% | Dec 2024 |
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| One Capital Management | 11k | $781k | -2% | Sep 2024 |
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| Insight Advisors, LLC/ PA | 11k | $669k | -23% | Dec 2024 |
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| Jpmorgan Chase & Co | 10k | $689k | -45% | Sep 2024 |
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| Capital Analysts | 9.8k | $677k | -1% | Sep 2024 |
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| Sound Stewardship | 8.8k | $557k | 1% | Dec 2024 |
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| Carlson Capital Management | 8.8k | $610k | -17% | Sep 2024 |
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| Wescott Financial Advisory Group | 8.3k | $575k | -8% | Sep 2024 |
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| Sontag Advisory | 8.0k | $551k | 100% | Sep 2024 |
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| Lester Murray Antman dba SimplyRich | 7.9k | $494k | 0% | Dec 2024 |
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| Ohe Financial | 7.7k | $528k | 1% | Sep 2024 |
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| AllSquare Wealth Management | 7.6k | $523k | -2% | Sep 2024 |
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| Advisory Services Network | 7.3k | $460k | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 7.2k | $500k | -14% | Dec 2024 |
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| Darren Munn | 7.2k | $496k | -18% | Sep 2024 |
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| Brian McDonald | 7.0k | $483k | 2% | Sep 2024 |
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| Sanctuary Advisors | 6.9k | $444k | -9% | Dec 2024 |
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| H D Vest Advisory Services | 6.7k | $464k | 3% | Sep 2024 |
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| HPM Partners | 6.5k | $450k | -4% | Sep 2024 |
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| Viewpoint Capital Management | 6.5k | $407k | 0% | Dec 2024 |
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| Bleakley Financial Group | 6.4k | $404k | 0% | Dec 2024 |
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| Stifel Financial | 6.4k | $439k | -2% | Sep 2024 |
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| Cetera Investment Advisers | 6.3k | $438k | -19% | Sep 2024 |
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| Private Advisor | 6.2k | $427k | -87% | Sep 2024 |
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| Quadrant Private Wealth Management | 6.1k | $383k | 3% | Dec 2024 |
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| SignalPoint Asset Management | 6.0k | $381k | -12% | Dec 2024 |
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| Tillman Hartley | 5.9k | $407k | 0% | Sep 2024 |
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| Citadel Advisors | 5.7k | $395k | -72% | Sep 2024 |
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| Apella Capital | 5.7k | $359k | 100% | Dec 2024 |
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| Williams & Novak | 5.7k | $357k | -5% | Dec 2024 |
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| Ameriprise Financial | 5.6k | $391k | -87% | Sep 2024 |
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| Joel Isaacson & Co | 5.5k | $349k | 0% | Dec 2024 |
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| FSA Advisors | 5.3k | $332k | -8% | Dec 2024 |
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| JFS Wealth Advisors | 4.9k | $310k | -3% | Dec 2024 |
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| Heartland Advisors | 4.8k | $334k | -54% | Sep 2024 |
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| IHT Wealth Management | 4.7k | $326k | 0% | Sep 2024 |
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| Cherry Tree Wealth Management | 4.7k | $325k | -3% | Sep 2024 |
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| MB Generational Wealth | 4.6k | $317k | 100% | Sep 2024 |
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| Tradition Wealth Management | 4.5k | $311k | 0% | Sep 2024 |
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| Invesco | 4.4k | $306k | -13% | Sep 2024 |
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| TCI Wealth Advisors | 4.4k | $276k | 0% | Dec 2024 |
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| IAG Wealth Partners | 4.2k | $292k | 0% | Sep 2024 |
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| Mather Group | 4.2k | $265k | 0% | Dec 2024 |
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| Berger Financial Group | 4.2k | $287k | 100% | Sep 2024 |
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| McAdam | 4.0k | $255k | -2% | Dec 2024 |
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| Hardin Capital Partners | 4.0k | $272k | 4% | Sep 2024 |
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| Total Wealth Planning | 3.9k | $245k | -5% | Dec 2024 |
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| Hartland & Co | 3.8k | $262k | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 3.7k | $255k | -36% | Sep 2024 |
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| M^T Bank Corporation | 3.7k | $254k | -35% | Sep 2024 |
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| Modera Wealth Management | 3.6k | $251k | 0% | Sep 2024 |
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| Fifth Third Bancorp | 3.6k | $226k | 0% | Dec 2024 |
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| Rockbridge Investment Management, LCC | 3.5k | $243k | -1% | Sep 2024 |
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| Vestia Personal Wealth Advisors | 3.3k | $206k | 0% | Dec 2024 |
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| William Blair $ Company | 3.2k | $224k | 0% | Sep 2024 |
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| Tacita Capital | 3.2k | $219k | 0% | Sep 2024 |
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| Coldstream Capital Management | 3.0k | $207k | 100% | Sep 2024 |
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| Captrust Financial Advisors | 2.9k | $203k | 100% | Sep 2024 |
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| Frazier Financial Advisors | 2.5k | $172k | 0% | Sep 2024 |
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| Atlantic Trust | 2.4k | $166k | 152% | Sep 2024 |
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| FMR | 2.0k | $141k | 10% | Sep 2024 |
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| O'shaughnessy Asset Management | 1.9k | $127k | -49% | Sep 2024 |
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| Morton Brown Family Wealth | 1.8k | $115k | 0% | Dec 2024 |
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| Fairman Group | 1.7k | $110k | 1% | Dec 2024 |
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| Princeton Global Asset Management | 1.5k | $97k | 0% | Dec 2024 |
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| Hollencrest Securities | 1.4k | $100k | 100% | Sep 2024 |
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| Emerald Investment Partners | 1.3k | $91k | -62% | Sep 2024 |
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| Global Retirement Partners | 1.3k | $82k | 0% | Dec 2024 |
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| Crews Bank & Trust | 1.2k | $77k | 100% | Dec 2024 |
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| Ronald Blue Trust | 861.00 | $54k | 0% | Dec 2024 |
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| GAMMA Investing | 858.00 | $54k | 100% | Dec 2024 |
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| Principal Securities | 677.00 | $43k | 0% | Dec 2024 |
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| FinTrust Capital Advisors | 675.00 | $47k | 0% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 644.00 | $45k | -63% | Sep 2024 |
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| Carmichael Hill & Associates | 599.00 | $41k | 1% | Sep 2024 |
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| Farther Finance Advisors | 580.00 | $40k | 35% | Sep 2024 |
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| Aptus Capital Advisors | 580.00 | $40k | -62% | Sep 2024 |
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| Bank Of Oklahoma National Association / | 578.00 | $39k | 100% | Sep 2024 |
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| Capital Advisors | 552.00 | $38k | 0% | Sep 2024 |
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| Creative Financial Designs | 415.00 | $29k | -77% | Sep 2024 |
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| Smartleaf Asset Management | 35.00 | $2.4k | -100% | Sep 2024 |
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Who sold out of WisdomTree Intl. SmallCap Div?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Jun 2024 | 240k | $15M |
| Eqis Capital Management | Jun 2024 | 226k | $14M |
| Invenio Wealth Partners | Jun 2024 | 51k | $3.2M |
| Liberty Wealth Management | Jun 2024 | 32k | $32k |
| True Wealth Design | Jun 2024 | 11k | $692k |
| D'Orazio & Associates | Sep 2024 | 7.3k | $501k |
| Simplicity Wealth | Jun 2024 | 6.4k | $407k |
| Cambridge Investment Research Advisors | Jun 2024 | 4.9k | $309k |
| Chicago Partners Investment | Sep 2024 | 4.4k | $284k |
| Envestnet Portfolio Solutions | Jun 2024 | 4.1k | $261k |
| Virtu Financial | Jun 2024 | 3.8k | $242k |
| Raymond James Financial Services Advisors | Jun 2024 | 3.6k | $231k |
| Beacon Financial | Sep 2024 | 2.9k | $202k |
| Brown Brothers Harriman & Co. | Jun 2024 | 863.00 | $55k |
| Family Firm | Jun 2024 | 835.00 | $53k |