Vault-13

WISDOMTREE TR DLS

INTL SMCAP DIV · ETP · CUSIP 97717W760

196 institutional holders +3 vs Q3 2022
8,387,6628.4m shares reported held*
$485.0mreported value*
21 new 61 added 70 reduced 25 sold out net sold ≈ $4.7m (-77.1k shares)

* 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 ≈ $57.82.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 193Q4 22: 196196Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022193
Q4 2022196

Biggest buyers

ROYAL BANK OF CANADA Added +127,593+127.6k
JANE STREET GROUP, LLC Added +73,272+73.3k
OLD MISSION CAPITAL LLC New +69,711+69.7k
MORGAN STANLEY Added +40,572+40.6k
AMERIPRISE FINANCIAL INC Added +32,403+32.4k
PARK AVENUE SECURITIES LLC Added +30,169+30.2k
ENVESTNET ASSET MANAGEMENT INC Added +28,152+28.2k
FLOW TRADERS U.S. LLC Added +27,428+27.4k
Private Advisor Group, LLC Added +26,024+26.0k
RAYMOND JAMES & ASSOCIATES Added +15,171+15.2k

Biggest sellers

Checchi Capital Advisers, LLC Reduced -61,731-61.7k
UBS Group AG Reduced -58,620-58.6k
Larson Financial Group LLC Reduced -50,628-50.6k
M Holdings Securities, Inc. Reduced -47,913-47.9k
Thrivent Financial for Lutherans Reduced -43,417-43.4k
Savant Capital, LLC Reduced -39,766-39.8k
Great Point Wealth Advisors, LLC Reduced -27,533-27.5k
CFS Investment Advisory Services, LLC Sold out -25,720-25.7k
HighTower Advisors, LLC Reduced -23,300-23.3k
Efficient Advisors, LLC Reduced -18,660-18.7k

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.

HolderStakeChangeShares Last filed
Savant Capital, LLC 13G · institution new · filed 2025-11-05 6.3% new 804.7k≈ $67.4m 2025-11-05

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 1.43% of their portfolio ROCKFORD, IL 1,011,5681.0m $58.6m $58.6m 1.43% Reduced -39.8k -39,766
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 580,036580.0k $33.6m $33.6m 0.00% Reduced -11.4k -11,446
3 Efficient Advisors, LLC 2.60% of their portfolio BEAVERTON, OR 440,941440.9k $25.6m $25.6m 2.60% Reduced -18.7k -18,660
4 UBS Group AG 0.01% of their portfolio ZURICH, V8 358,754358.8k $20.8m $20.8m 0.01% Reduced -58.6k -58,620
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 279,321279.3k $16.2m $16.2m 0.00% Added +40.6k +40,572
6 3D/L Capital Management, LLC 4.26% of their portfolio Hartford, CT 273,163273.2k $15.8m $15.8m 4.26% Added +829 +829
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 254,187254.2k $14.7m $14.7m 0.01% Added +28.2k +28,152
8 M Holdings Securities, Inc. 1.30% of their portfolio PORTLAND, OR 213,216213.2k $12.4m $12.4m 1.30% Reduced -47.9k -47,913
9 Shakespeare Wealth Management, LLC 4.46% of their portfolio Pewaukee, WI 209,443209.4k $12.1m $12.1m 4.46% Added +12.0k +11,968
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 192,618192.6k $11.2m $11.2m 0.00% Added +127.6k +127,593
11 Csenge Advisory Group 0.84% of their portfolio CLEARWATER, FL 187,566187.6k $10.9m $10.9m 0.84% Added +2.7k +2,715
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 174,788174.8k $10.1m $10.1m 0.00% Added +32.4k +32,403
13 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 168,338168.3k $9.8m $9.8m 0.01% Added +15.2k +15,171
14 PARK AVENUE SECURITIES LLC 0.16% of their portfolio NEW YORK, NY 156,970157.0k $9.1m $9.1m 0.16% Added +30.2k +30,169
15 MAI Capital Management 0.15% of their portfolio INDEPENDENCE, OH 148,168148.2k $8.6m $8.6m 0.15% Added +3.1k +3,148
16 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 146,884146.9k $8.5m $8.5m 0.02% Reduced -23.3k -23,300
17 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 117,101117.1k $6.8m $6.8m 0.01% Added +73.3k +73,272
18 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 114,828114.8k $6.7m $6.7m 0.00% Reduced -17.3k -17,282
19 FLOW TRADERS U.S. LLC 0.32% of their portfolio NEW YORK, NY 110,123110.1k $6.4m $6.4m 0.32% Added +27.4k +27,428
20 GHP Investment Advisors, Inc. 0.41% of their portfolio Denver, CO 105,004105.0k $6.1m $6.1m 0.41% Reduced -16.8k -16,837
21 Carlson Capital Management 0.42% of their portfolio NORTHFIELD, MN 99,70599.7k $5.8m $5.8m 0.42% Reduced -12.2k -12,193
22 Marietta Wealth Management, LLC 1.30% of their portfolio MARIETTA, GA 99,01599.0k $5.7m $5.7m 1.30% Added +8.8k +8,804
23 Great Point Wealth Advisors, LLC 1.80% of their portfolio BOSTON, MA 92,62292.6k $5.4m $5.4m 1.80% Reduced -27.5k -27,533
24 Evanson Asset Management, LLC 0.57% of their portfolio CARMEL, CA 92,11892.1k $5.3m $5.3m 0.57% Added +492 +492
25 Telos Capital Management, Inc. 0.62% of their portfolio SAN DIEGO, CA 73,78773.8k $4.3m $4.3m 0.62% Added +9.6k +9,603
26 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 71,94071.9k $4.2m $4.2m 0.01% Added +2.8k +2,781
27 WESCAP Management Group, Inc. 1.46% of their portfolio Glendale, CA 71,46471.5k $4.1m $4.1m 1.46% Reduced -16.7k -16,708
28 Whitaker-Myers Wealth Managers, LTD. 3.95% of their portfolio Mansfield, OH 71,16671.2k $4.1m $4.1m 3.95% First filing
29 Coulter & Justus Financial Services, LLC 2.75% of their portfolio KNOXVILLE, TN 69,77869.8k $4.0m $4.0m 2.75% Reduced -9.6k -9,599
30 OLD MISSION CAPITAL LLC 0.18% of their portfolio CHICAGO, IL 69,71169.7k $4.0m $4.0m 0.18% New
31 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 69,29769.3k $4.0m $4.0m 0.03% Added +4.2k +4,224
32 Tacita Capital Inc 2.98% of their portfolio TORONTO, A6 68,47068.5k $4.0m $4.0m 2.98% Reduced -10.2k -10,220
33 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 67,30567.3k $3.9m $3.9m 0.00% Reduced -3.5k -3,526
34 Alpha Omega Wealth Management LLC 0.66% of their portfolio RICHMOND, VA 64,29164.3k $3.7m $3.7m 0.66% Added +4.0k +3,987
35 Neumann Capital Management, LLC 1.68% of their portfolio FOSTER CITY, CA 61,81461.8k $3.6m $3.6m 1.68% Reduced -8.9k -8,942
36 PrairieView Partners, LLC 0.52% of their portfolio ST. PAUL, MN 60,59560.6k $3.5m $3.5m 0.52% Reduced -17.7k -17,711
37 JFS WEALTH ADVISORS, LLC 0.34% of their portfolio HERMITAGE, PA 60,43860.4k $3.5m $3.5m 0.34% Added +504 +504
38 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 59,05159.1k $3.4m $3.4m 0.01% Added +1.5k +1,490
39 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.16% of their portfolio Seattle, WA 58,58758.6k $3.4m $3.4m 0.16% Added +4.3k +4,301
40 SMITH, MOORE & CO. 0.46% of their portfolio CLAYTON, MO 57,10557.1k $3.3m $3.3m 0.46% Reduced -1.8k -1,842
41 Elwood & Goetz Wealth Advisory Group, LLC 1.00% of their portfolio ATHENS, GA 56,54756.5k $3.3m $3.3m 1.00% Added +609 +609
42 Allworth Financial LP 0.03% of their portfolio FOLSOM, CA 54,08654.1k $3.1m $3.1m 0.03% Reduced -8.2k -8,215
43 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 53,94953.9k $1.5m $1.5m 0.04% Added +26.0k +26,024
44 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 49,05049.0k $2.8m $2.8m 0.00% Added +14.7k +14,747
45 Kathleen S. Wright Associates Inc. 1.92% of their portfolio PITTSBURGH, PA 48,80848.8k $2.8m $2.8m 1.92% Added +86 +86
46 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 45,38645.4k $2.6m $2.6m 0.02% Added +1.1k +1,084
47 Cedar Brook Financial Partners, LLC 0.72% of their portfolio CLEVELAND, OH 44,31944.3k $2.6m $2.6m 0.72% Reduced -1.6k -1,646
48 Focus Partners Advisor Solutions, LLC 0.20% of their portfolio SAINT LOUIS, MO 44,08044.1k $2.6m $2.6m 0.20% Added +3.8k +3,845
49 FFG RETIREMENT ADVISORS LLC 2.16% of their portfolio CENTENNIAL, CO 40,85540.9k $2.4m $2.4m 2.16% First filing
50 McLean Asset Management Corp 0.79% of their portfolio TYSONS, VA 40,00640.0k $2.3m $2.3m 0.79% Reduced -13.7k -13,702
51 Wealth Architects, LLC 0.43% of their portfolio MOUNTAIN VIEW, CA 38,88338.9k $2.3m $2.3m 0.43% Reduced -8.0k -8,021
52 HEARTLAND ADVISORS INC 0.14% of their portfolio MILWAUKEE, WI 37,63837.6k $2.2m $2.2m 0.14% Unchanged
53 Sharper & Granite LLC 1.42% of their portfolio EL SEGUNDO, CA 36,74536.7k $2.1m $2.1m 1.42% First filing
54 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 35,14035.1k $2.0m $2.0m 0.01% Reduced -43.4k -43,417
55 Waterfront Wealth Inc. 0.73% of their portfolio OVERLAND PARK, KS 34,02534.0k $2.1m $2.1m 0.73% Added +2.3k +2,305
56 RITHOLTZ WEALTH MANAGEMENT 0.11% of their portfolio NEW YORK, NY 33,29033.3k $1.9m $1.9m 0.11% Reduced -5.7k -5,684
57 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 31,55331.6k $1.8m $1.8m 0.00% Added +2.2k +2,184
58 StrategIQ Financial Group, LLC 0.19% of their portfolio MERRILLVILLE, IN 28,14828.1k $1.6m $1.6m 0.19% Reduced -2.5k -2,481
59 Rooted Wealth Advisors, Inc. 1.36% of their portfolio BOURBONNAIS, IL 27,93427.9k $1.6m $1.6m 1.36% First filing
60 Addison Advisors LLC 0.95% of their portfolio MIDDLEBURY, VT 27,41927.4k $1.6m $1.6m 0.95% Reduced -11.3k -11,320
61 KLR INVESTMENT ADVISORS, LLC 1.29% of their portfolio PROVIDENCE, RI 27,04027.0k $1.6m $1.6m 1.29% First filing
62 Checchi Capital Advisers, LLC 0.16% of their portfolio BEVERLY HILLS, CA 26,74526.7k $1.6m $1.6m 0.16% Reduced -61.7k -61,731
63 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 26,41226.4k $1.5m $1.5m 0.01% First filing
64 Larson Financial Group LLC 0.18% of their portfolio ST LOUIS, MO 26,33726.3k $1.5m $1.5m 0.18% Reduced -50.6k -50,628
65 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 25,89825.9k $1.5m $1.5m 0.09% Added +2.1k +2,125
66 Beaird Harris Wealth Management, LLC 0.27% of their portfolio DALLAS, TX 25,25425.3k $1.5m $1.5m 0.27% Reduced -8.6k -8,613
67 SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.38% of their portfolio Chadds Ford, PA 24,52824.5k $1.4m $1.4m 0.38% Reduced -171 -171
68 Windward Private Wealth Management Inc. 0.62% of their portfolio OVERLAND PARK, KS 24,30524.3k $1.4m $1.4m 0.62% Reduced -65 -65
69 Bristlecone Advisors, LLC 0.17% of their portfolio BELLEVUE, WA 23,90123.9k $1.4m $1.4m 0.17% Added +467 +467
70 Insight Advisors, LLC/ PA 0.49% of their portfolio Newtown, PA 23,76623.8k $1.4m $1.4m 0.49% Reduced -8.2k -8,219
71 CoreCap Advisors, LLC 0.09% of their portfolio SOUTHFIELD, MI 22,52322.5k $1.3m $1.3m 0.09% Reduced -3.9k -3,916
72 Investors Research Corp 0.33% of their portfolio ATLANTA, GA 20,73520.7k $1.2m $1.2m 0.33% Added +3.7k +3,727
73 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,31018.3k $1.1m $1.1m 0.00% Added +5.3k +5,340
74 Wescott Financial Advisory Group, LLC 0.22% of their portfolio Philadelphia, PA 17,66617.7k $1.0m $1.0m 0.22% Reduced -1.8k -1,796
75 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,20217.2k $997.0k $997.0k 0.00% Reduced -896 -896
76 Tortoise Investment Management, LLC 0.17% of their portfolio WHITE PLAINS, NY 16,41916.4k $951.6k $951.6k 0.17% Reduced -760 -760
77 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 15,58415.6k $903.0k $903.0k 0.01% Added +205 +205
78 SILVER OAK SECURITIES, INCORPORATED 0.17% of their portfolio JACKSON, TN 15,43815.4k $895.0k $895.0k 0.17% Added +666 +666
79 IAG Wealth Partners, LLC 0.26% of their portfolio WAUKESHA, WI 15,09715.1k $875.0k $875.0k 0.26% Reduced -2.1k -2,088
80 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 14,30014.3k $829.0k $829.0k 0.00% New
81 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,07914.1k $816.0k $816.0k 0.00% Added +699 +699
82 One Capital Management, LLC 0.04% of their portfolio WESTLAKE VILLAGE, CA 14,05014.1k $814.3k $814.3k 0.04% Reduced -30 -30
83 Sound Stewardship, LLC 0.59% of their portfolio Overland Park, KS 13,80713.8k $800.3k $800.3k 0.59% First filing
84 True Wealth Design, LLC 0.35% of their portfolio AKRON, OH 13,00513.0k $753.8k $753.8k 0.35% First filing
85 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 12,94412.9k $750.2k $750.2k 0.00% Added +4.6k +4,597
86 Glass Jacobson Investment Advisors llc 0.37% of their portfolio OWINGS MILLS, MD 12,81112.8k $742.5k $742.5k 0.37% First filing
87 Betterment LLC 0.00% of their portfolio NEW YORK, NY 12,38412.4k $718.0k $718.0k 0.00% Added +1.3k +1,284
88 COMERICA BANK 0.01% of their portfolio DALLAS, TX 12,15312.2k $750.0k $750.0k 0.01% Reduced -9.9k -9,854
89 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 11,61711.6k $673.3k $673.3k 0.04% Added +2.4k +2,393
90 Camelot Portfolios, LLC 0.50% of their portfolio Maumee, OH 11,53711.5k $668.7k $668.7k 0.50% Reduced -1.1k -1,150
91 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 10,76910.8k $624.2k $624.2k 0.01% Added +3.7k +3,678
92 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 10,62310.6k $616.0k $616.0k 0.03% Reduced -7.5k -7,505
93 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 10,55610.6k $611.8k $611.8k 0.00% Reduced -1.0k -1,016
94 Truadvice, LLC 0.32% of their portfolio SARASOTA, FL 9,8839.9k $610.3k $610.3k 0.32% Reduced -345 -345
95 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 9,1739.2k $575.2k $575.2k 0.03% Reduced -1.6k -1,577
96 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,8238.8k $511.4k $511.4k 0.00% New
97 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 8,6988.7k $504.1k $504.1k 0.00% Added +338 +338
98 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 8,5588.6k $496.0k $496.0k 0.00% Added +2.2k +2,189
99 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 8,5458.5k $495.3k $495.3k 0.01% Unchanged
100 AllSquare Wealth Management LLC 0.33% of their portfolio ALBANY, NY 8,3568.4k $484.3k $484.3k 0.33% Unchanged