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WisdomTree International SmallCap Dividend Fund (DLS) Institutional Ownership

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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)
$92.74M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$102.94M
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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
5/15/2024LRI Investments LLC206,665$13.62M1.8%N/A1.238%
5/13/2024 Shakespeare Wealth Management LLC248,527$16.21M4.7%+3.8%1.488%
5/13/2024 O Shaughnessy Asset Management LLC1,888$123K0.0%+78.8%0.011%
5/9/2024 Camelot Portfolios LLC7,671$500K0.5%-22.2%0.046%
5/8/2024 Bleakley Financial Group LLC6,410$418K0.0%+21.6%0.038%
5/8/2024 Neumann Capital Management LLC70,389$4.59M1.6%+14.7%0.421%
5/8/2024 Heritage Wealth Advisors3,469$226K0.0%+2,377.9%0.021%
5/7/2024 Regency Capital Management Inc. DE44,002$2.87M1.7%+0.6%0.263%
5/7/2024 Atomi Financial Group Inc.63,539$4.14M0.4%+345.5%0.380%
5/7/2024 Heartland Advisors Inc.10,436$681K0.0%-4.8%0.062%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management60,278$3.93M0.1%+1.5%0.361%
5/7/2024 Insight Advisors LLC PA30,836$2.01M0.4%+10.4%0.185%
5/6/2024 Envestnet Portfolio Solutions Inc.6,149$401K0.0%-16.2%0.037%
5/4/2024 PrairieView Partners LLC57,179$3.73M0.4%-1.6%0.340%
5/4/2024 Csenge Advisory Group200,661$13.09M0.7%-1.4%1.194%
5/3/2024 Smithbridge Asset Management Inc. DE32,145$2.10M0.4%+0.6%0.191%
5/3/2024 Larson Financial Group LLC29,743$1.94M0.1%-2.5%0.177%
5/2/2024 Hollencrest Capital Management1,449$94K0.0%-19.0%0.009%
5/1/2024 Cherry Tree Wealth Management LLC4,850$316K0.1%-4.5%0.029%
5/1/2024 Janney Montgomery Scott LLC14,940$974K0.0%-14.6%0.089%
4/30/2024 Private Advisor Group LLC45,670$2.98M0.0%-31.7%0.272%
4/30/2024 Fairman Group LLC1,770$115K0.1%-13.7%0.011%
4/30/2024 Marathon Strategic Advisors LLC19,866$1.30M1.6%+2.0%0.118%
4/29/2024Commonwealth Equity Services LLC37,267$2.43M0.0%-8.5%0.222%
4/26/2024 Checchi Capital Advisers LLC119,935$7.82M0.6%-13.4%0.714%
4/25/2024 Telos Capital Management Inc.80,504$5.25M0.6%-1.7%0.479%
4/24/2024 Simplicity Wealth LLC6,410$418K0.0%N/A0.038%
4/24/2024 Spire Wealth Management11,553$753K0.0%+7.8%0.069%
4/23/2024 McAdam LLC3,095$202K0.0%N/A0.018%
4/23/2024 KLR Investment Advisors LLC27,589$1.74M1.2%+6.3%0.164%
4/22/2024 Raymond James & Associates183,573$11.97M0.0%-0.9%1.093%
4/18/2024 Oxinas Partners Wealth Management LLC4,173$272K0.2%+18.5%0.022%
4/17/2024 Kathleen S. Wright Associates Inc.44,505$2.90M1.3%-3.3%0.236%
4/17/2024 Alpha Omega Wealth Management LLC73,912$4.82M0.9%+2.8%0.392%
4/16/2024 Calton & Associates Inc.3,818$249K0.1%-12.2%0.020%
4/13/2024 Evanson Asset Management LLC91,104$5.94M0.5%-0.2%0.483%
4/12/2024 Carlson Capital Management12,364$806K0.0%-86.9%0.066%
4/11/2024 RFG Advisory LLC7,111$464K0.0%+7.5%0.038%
4/10/2024 Park Avenue Securities LLC7,267$474K0.0%+37.5%0.039%
4/10/2024 McLean Asset Management Corp31,957$2.09M0.7%-1.7%0.170%
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4/10/2024 Bruce G. Allen Investments LLC13,993$913K0.8%+4.1%0.074%
4/5/2024 NBC Securities Inc.9,001$586K0.1%+70.9%0.048%
3/26/2024 Fairman Group LLC2,051$131K0.1%N/A0.011%
3/20/2024 Family Wealth Partners LLC37,207$2.38M1.8%N/A0.197%
2/27/2024Beaird Harris Wealth Management LLC20,987$1.34M0.1%-3.5%0.111%
2/23/2024 Chicago Partners Investment Group LLC4,502$281K0.0%-15.9%0.024%
2/23/2024 Beacon Financial Group3,366$215K0.0%N/A0.018%
2/15/2024Freedom Investment Management Inc.233,828$14.93M1.2%N/A1.240%
2/15/2024Buckingham Strategic Partners LLC50,404$3.22M0.2%+23.5%0.267%
2/14/2024 Wescott Financial Advisory Group LLC11,974$765K0.1%-8.4%0.064%
2/9/2024 Advisory Services Network LLC4,133$264K0.0%-12.5%0.022%
2/9/2024 Frazier Financial Advisors LLC3,317$212K0.2%N/A0.018%
2/9/2024 Corient Private Wealth LLC28,992$1.85M0.0%+2.2%0.154%
2/9/2024 UBS Group AG188,573$12.04M0.0%-45.1%1.000%
2/8/2024 Tortoise Investment Management LLC14,469$902K0.1%-8.8%0.077%
2/8/2024 KLR Investment Advisors LLC25,956$1.66M1.2%-6.3%0.138%
2/8/2024 Janney Montgomery Scott LLC17,501$1.12M0.0%N/A0.093%
2/7/2024 Avantax Advisory Services Inc.5,633$360K0.0%+35.5%0.030%
2/7/2024 Checchi Capital Advisers LLC138,438$8.84M0.7%+457.0%0.734%
2/7/2024 Envestnet Portfolio Solutions Inc.7,341$469K0.0%-3.7%0.039%
2/7/2024 One Capital Management LLC13,105$837K0.0%-2.1%0.070%
2/7/2024 JFS Wealth Advisors LLC3,870$247K0.0%-66.3%0.021%
2/7/2024 NBC Securities Inc.5,268$336K0.0%+61.3%0.028%
2/7/2024 Calton & Associates Inc.4,348$278K0.1%N/A0.023%
2/7/2024 Berger Financial Group Inc4,160$266K0.0%-13.0%0.022%
2/7/2024 Principal Securities Inc.677$43K0.0%N/A0.004%
2/7/2024 Neumann Capital Management LLC61,380$3.92M1.6%-5.4%0.326%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management59,366$3.79M0.1%-0.8%0.315%
2/6/2024 Private Advisor Group LLC66,893$4.27M0.0%-1.8%0.355%
2/6/2024 WESCAP Management Group Inc.62,998$4.02M1.3%-9.1%0.334%
2/6/2024 M&T Bank Corp5,684$363K0.0%-26.0%0.030%
2/6/2024 Wilbanks Smith & Thomas Asset Management LLC3,333$213K0.0%-35.8%0.018%
2/5/2024 Savant Capital LLC901,822$57.58M0.7%-2.9%4.784%
2/5/2024 Silver Oak Securities Incorporated14,588$931K0.1%-1.2%0.077%
2/2/2024 Addison Advisors LLC19,549$1.25M0.5%-5.2%0.104%
2/2/2024 BIP Wealth LLC160,746$10.26M0.8%+5.2%0.853%
2/1/2024 Larson Financial Group LLC30,496$1.95M0.2%+15.0%0.162%
2/1/2024 Kathleen S. Wright Associates Inc.46,007$2.94M1.4%-3.5%0.244%
1/31/2024 Waterfront Wealth Inc.39,168$2.50M0.7%+2.0%0.208%
1/31/2024 Telos Capital Management Inc.81,927$5.23M0.6%+0.5%0.435%
1/31/2024 Alpha Omega Wealth Management LLC71,902$4.59M0.8%-4.7%0.381%
1/30/2024 Avior Wealth Management LLC889$57K0.0%-82.5%0.005%
1/30/2024 Signet Financial Management LLC3,302$211K0.0%N/A0.018%
1/30/2024Capital Analysts LLC7,783$497K0.0%+5.9%0.041%
1/30/2024 Investors Research Corp26,497$1.69M0.4%-1.9%0.141%
1/30/2024 Windward Private Wealth Management Inc.12,513$799K0.3%-35.0%0.066%
1/29/2024Simplicity Solutions LLC5,272$337K0.0%N/A0.028%
1/26/2024Cerity Partners LLC7,114$455K0.0%+54.3%0.038%
1/26/2024 GHP Investment Advisors Inc.42,933$2.74M0.1%-9.5%0.228%
1/26/2024 Lester Murray Antman dba SimplyRich7,995$510K0.2%N/A0.042%
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1/26/2024 PrairieView Partners LLC58,135$3.71M0.5%+1.6%0.308%
1/26/2024 Williams & Novak LLC8,545$546K0.6%N/A0.045%
1/25/2024 RFG Advisory LLC6,615$422K0.0%-29.4%0.035%
1/25/2024 International Assets Investment Management LLC15,862$1.01M0.0%N/A0.084%
1/25/2024 Bleakley Financial Group LLC5,272$337K0.0%N/A0.028%
1/25/2024 Bristlecone Advisors LLC25,721$1.64M0.2%-9.7%0.136%
1/24/2024 Allworth Financial LP38,870$2.48M0.0%-5.1%0.206%
1/24/2024 International Assets Investment Management LLC15,862$1.01M0.0%N/A0.084%
1/23/2024 Insight Advisors LLC PA27,924$1.78M0.4%-30.6%0.148%
1/23/2024 Regency Capital Management Inc. DE43,740$2.79M1.8%N/A0.232%
(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, 192 institutional investors and hedge funds held shares of WisdomTree International SmallCap Dividend Fund. The most heavily invested institutionals were Savant Capital LLC ($57.58M), Bank of America Corp DE ($30.08M), Shakespeare Wealth Management LLC ($16.21M), Freedom Investment Management Inc. ($14.93M), 3D L Capital Management LLC ($13.84M), LRI Investments LLC ($13.62M), and Csenge Advisory Group ($13.09M).Learn more on DLS's institutional investors.

Which institutional investors have been buying WisdomTree International SmallCap Dividend Fund stock?

Of the 145 institutional investors that purchased WisdomTree International SmallCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: M Holdings Securities Inc. ($262.42K), Flow Traders U.S. LLC ($251.56K), Freedom Investment Management Inc. ($233.83K), M&T Bank Corp ($229.26K), Checchi Capital Advisers LLC ($217.56K), LRI Investments LLC ($206.67K), and Csenge Advisory Group ($198.42K).

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

Institutional investors have bought a total of 3,969,591 shares in the last 24 months. This purchase volume represents approximately $238.77M in transactions.

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

Of the 125 institutional investors that sold WisdomTree International SmallCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Efficient Advisors LLC ($474.73K), UBS Group AG ($270.76K), Envestnet Asset Management Inc. ($199.88K), Flow Traders U.S. LLC ($151.87K), Carlson Capital Management ($120.61K), Savant Capital LLC ($119.68K), and Marietta Wealth Management LLC ($118.96K).

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

Institutional investors have sold a total of 2,981,825 shares in the last 24 months. This volume of shares sold represents approximately $175.49M in transactions.


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This page (NYSEARCA:DLS) was last updated on 5/15/2024 by MarketBeat.com Staff

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