WISDOMTREE TR DLS
INTL SMCAP DIV · ETP · CUSIP 97717W760
193
institutional holders
8.3m
shares reported held*
$425.3mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $51.46.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Savant Capital, LLC 13G · institution new · filed 2025-11-05 | 6.3% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Savant Capital, LLC 1.69% of their portfolio | 1.1m $54.1m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 591.5k $30.4m | — |
| Efficient Advisors, LLC 2.06% of their portfolio | 459.6k $23.6m | — |
| UBS Group AG 0.01% of their portfolio | 417.4k $21.5m | — |
| 3D/L Capital Management, LLC 4.16% of their portfolio | 272.3k $14.0m | — |
| M Holdings Securities, Inc. 1.48% of their portfolio | 261.1k $13.4m | — |
| MORGAN STANLEY 0.00% of their portfolio | 238.7k $12.3m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 226.0k $11.6m | — |
| Shakespeare Wealth Management, LLC 4.28% of their portfolio | 197.5k $10.2m | — |
| Csenge Advisory Group 0.79% of their portfolio | 184.9k $9.5m | — |
| HighTower Advisors, LLC 0.02% of their portfolio | 170.2k $8.8m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 153.2k $7.9m | — |
| MAI Capital Management 0.14% of their portfolio | 145.0k $7.5m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 142.4k $7.3m | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 132.1k $7.5m | — |
| PARK AVENUE SECURITIES LLC 0.13% of their portfolio | 126.8k $6.5m | — |
| GHP Investment Advisors, Inc. 0.48% of their portfolio | 121.8k $6.3m | — |
| Great Point Wealth Advisors, LLC 2.30% of their portfolio | 120.2k $6.2m | — |
| Carlson Capital Management 0.49% of their portfolio | 111.9k $5.8m | — |
| Evanson Asset Management, LLC 0.55% of their portfolio | 91.6k $4.7m | — |
| Marietta Wealth Management, LLC 1.16% of their portfolio | 90.2k $4.6m | — |
| Checchi Capital Advisers, LLC 0.50% of their portfolio | 88.5k $4.6m | — |
| WESCAP Management Group, Inc. 1.73% of their portfolio | 88.2k $4.5m | — |
| FLOW TRADERS U.S. LLC 0.23% of their portfolio | 82.7k $4.3m | — |
| Coulter & Justus Financial Services, LLC 3.18% of their portfolio | 79.4k $4.1m | — |
| Tacita Capital Inc 3.14% of their portfolio | 78.7k $4.0m | — |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 78.6k $4.0m | — |
| PrairieView Partners, LLC 0.66% of their portfolio | 78.3k $4.0m | — |
| Larson Financial Group LLC 0.56% of their portfolio | 77.0k $4.0m | — |
| LPL Financial LLC 0.00% of their portfolio | 70.8k $3.6m | — |
| Neumann Capital Management, LLC 1.87% of their portfolio | 70.8k $3.6m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 69.2k $3.6m | — |
| AE Wealth Management LLC 0.03% of their portfolio | 65.1k $3.3m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 65.0k $3.3m | — |
| Telos Capital Management, Inc. 0.54% of their portfolio | 64.2k $3.3m | — |
| Allworth Financial LP 0.04% of their portfolio | 62.3k $3.2m | — |
| Alpha Omega Wealth Management LLC 0.59% of their portfolio | 60.3k $3.1m | — |
| JFS WEALTH ADVISORS, LLC 0.34% of their portfolio | 59.9k $3.1m | — |
| SMITH, MOORE & CO. 0.46% of their portfolio | 58.9k $3.0m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 57.6k $3.0m | — |
| Elwood & Goetz Wealth Advisory Group, LLC 0.97% of their portfolio | 55.9k $2.9m | — |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.15% of their portfolio | 54.3k $2.8m | — |
| McLean Asset Management Corp 1.07% of their portfolio | 53.7k $2.8m | — |
| Kathleen S. Wright Associates Inc. 2.03% of their portfolio | 48.7k $2.5m | — |
| Wealth Architects, LLC 0.51% of their portfolio | 46.9k $2.4m | — |
| Cedar Brook Financial Partners, LLC 0.76% of their portfolio | 46.0k $2.4m | — |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 44.3k $2.3m | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 43.8k $2.3m | — |
| Focus Partners Advisor Solutions, LLC 0.12% of their portfolio | 40.2k $2.1m | — |
| RITHOLTZ WEALTH MANAGEMENT 0.11% of their portfolio | 39.0k $2.0m | — |
| Addison Advisors LLC 1.24% of their portfolio | 38.7k $2.0m | — |
| WIPFLI FINANCIAL ADVISORS LLC, 0.14% of their portfolio | 38.0k $2.0m | — |
| HEARTLAND ADVISORS INC 0.14% of their portfolio | 37.6k $1.9m | — |
| Creative Planning 0.00% of their portfolio | 34.3k $1.8m | — |
| Beaird Harris Wealth Management, LLC 0.38% of their portfolio | 33.9k $1.7m | — |
| Insight Advisors, LLC/ PA 0.65% of their portfolio | 32.0k $1.6m | — |
| Waterfront Wealth Inc. 0.65% of their portfolio | 31.7k $1.7m | — |
| StrategIQ Financial Group, LLC 0.20% of their portfolio | 30.6k $1.6m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 29.4k $1.5m | — |
| Private Advisor Group, LLC 0.02% of their portfolio | 27.9k $1.4m | — |
| CoreCap Advisors, LLC 0.11% of their portfolio | 26.4k $1.4m | — |
| CFS Investment Advisory Services, LLC 0.00% of their portfolio | 25.7k $1.0k | — |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.52% of their portfolio | 24.7k $1.3m | — |
| Windward Private Wealth Management Inc. 0.60% of their portfolio | 24.4k $1.3m | — |
| HARBOUR INVESTMENTS, INC. 0.09% of their portfolio | 23.8k $1.4m | — |
| Bristlecone Advisors, LLC 0.16% of their portfolio | 23.4k $1.2m | — |
| COMERICA BANK 0.01% of their portfolio | 22.0k $1.1m | — |
| CPWM, LLC 0.10% of their portfolio | 20.6k $1.1m | — |
| Wescott Financial Advisory Group, LLC 0.28% of their portfolio | 19.5k $1.0m | — |
| COLONY GROUP LLC 0.02% of their portfolio | 18.4k $947.0k | — |
| Spire Wealth Management 0.06% of their portfolio | 18.1k $932.0k | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 18.1k $931.0k | — |
| IAG Wealth Partners, LLC 0.29% of their portfolio | 17.2k $884.0k | — |
| Tortoise Investment Management, LLC 0.17% of their portfolio | 17.2k $884.0k | — |
| Investors Research Corp 0.27% of their portfolio | 17.0k $875.0k | — |
| DAVENPORT & Co LLC 0.01% of their portfolio | 15.4k $791.0k | — |
| SILVER OAK SECURITIES, INCORPORATED 0.18% of their portfolio | 14.8k $848.9k | — |
| One Capital Management, LLC 0.04% of their portfolio | 14.1k $724.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 13.4k $688.0k | — |
| MARYLAND CAPITAL ADVISORS INC. 0.71% of their portfolio | 13.1k $674.0k | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 13.0k $667.0k | — |
| Camelot Portfolios, LLC 0.62% of their portfolio | 12.7k $653.0k | — |
| CAHILL FINANCIAL ADVISORS INC 0.13% of their portfolio | 11.9k $610.0k | — |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 11.6k $595.0k | — |
| Betterment LLC 0.00% of their portfolio | 11.1k $648.0k | — |
| RFG Advisory, LLC 0.03% of their portfolio | 10.8k $586.0k | — |
| Truadvice, LLC 0.30% of their portfolio | 10.2k $543.0k | — |
| M&T Bank Corp 0.00% of their portfolio | 10.2k $525.0k | — |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 9.3k $479.0k | — |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.39% of their portfolio | 9.3k $476.0k | — |
| IHT Wealth Management, LLC 0.04% of their portfolio | 9.2k $474.0k | — |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 8.5k $439.6k | — |
| CITIGROUP INC 0.00% of their portfolio | 8.4k $430.0k | — |
| AllSquare Wealth Management LLC 0.31% of their portfolio | 8.4k $430.0k | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 8.3k $429.0k | — |
| COLLECTIVE FAMILY OFFICE LLC 0.21% of their portfolio | 8.3k $429.0k | — |
| Lester Murray Antman dba SimplyRich 0.19% of their portfolio | 8.0k $411.0k | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0.02% of their portfolio | 7.8k $402.0k | — |
| Composition Wealth, LLC 0.02% of their portfolio | 7.7k $399.0k | — |
| Essex Financial Services, Inc. 0.04% of their portfolio | 7.2k $368.0k | — |