Vault-13

WISDOMTREE TR DLS

INTL SMCAP DIV · ETP · CUSIP 97717W760

197 institutional holders +1 vs Q4 2022
8,280,1448.3m shares reported held*
$504.8mreported value*
17 new 78 added 65 reduced 14 sold out net sold ≈ $15.2m (-249.8k 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 ≈ $60.97.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 193Q4 22: 196Q1 23: 197197Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022193
Q4 2022196
Q1 2023197

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 82 bought or addedQ4 22: 95 cut or sold outQ4 22Q1 23: 95 bought or addedQ1 23: 79 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228295
Q1 20239579

Biggest buyers

FLOW TRADERS U.S. LLC Added +141,433+141.4k
Whitaker-Myers Wealth Managers, LTD. Added +34,410+34.4k
CITADEL ADVISORS LLC Added +33,349+33.3k
Marietta Wealth Management, LLC Added +23,805+23.8k
Private Advisor Group, LLC Added +21,890+21.9k
ENVESTNET ASSET MANAGEMENT INC Added +20,641+20.6k
PARK AVENUE SECURITIES LLC Added +17,982+18.0k
CIBC WORLD MARKET INC. New +14,939+14.9k
RAYMOND JAMES & ASSOCIATES Added +13,986+14.0k
Janney Montgomery Scott LLC New +13,750+13.8k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -260,201-260.2k
JANE STREET GROUP, LLC Reduced -94,773-94.8k
Coulter & Justus Financial Services, LLC Sold out -69,778-69.8k
OLD MISSION CAPITAL LLC Reduced -57,155-57.2k
Thrivent Financial for Lutherans Sold out -35,140-35.1k
Savant Capital, LLC Reduced -24,290-24.3k
GHP Investment Advisors, Inc. Reduced -14,406-14.4k
ROYAL BANK OF CANADA Reduced -13,739-13.7k
Efficient Advisors, LLC Reduced -13,177-13.2k
Tacita Capital Inc Reduced -11,951-12.0k

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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 1.12% of their portfolio ROCKFORD, IL 987,278987.3k $60.2m $60.2m 1.12% Reduced -24.3k -24,290
2 Efficient Advisors, LLC 1.82% of their portfolio BEAVERTON, OR 427,764427.8k $26.1m $26.1m 1.82% Reduced -13.2k -13,177
3 UBS Group AG 0.01% of their portfolio ZURICH, V8 352,375352.4k $21.5m $21.5m 0.01% Reduced -6.4k -6,379
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 319,835319.8k $19.5m $19.5m 0.00% Reduced -260.2k -260,201
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 286,751286.8k $17.5m $17.5m 0.00% Added +7.4k +7,430
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 274,828274.8k $16.7m $16.7m 0.01% Added +20.6k +20,641
7 3D/L Capital Management, LLC 4.23% of their portfolio Hartford, CT 261,900261.9k $16.0m $16.0m 4.23% Reduced -11.3k -11,263
8 FLOW TRADERS U.S. LLC 0.62% of their portfolio NEW YORK, NY 251,556251.6k $15.3m $15.3m 0.62% Added +141.4k +141,433
9 M Holdings Securities, Inc. 1.35% of their portfolio PORTLAND, OR 214,358214.4k $13.1m $13.1m 1.35% Added +1.1k +1,142
10 Shakespeare Wealth Management, LLC 4.57% of their portfolio Pewaukee, WI 211,164211.2k $12.9m $12.9m 4.57% Added +1.7k +1,721
11 Csenge Advisory Group 0.84% of their portfolio CLEARWATER, FL 190,249190.2k $11.6m $11.6m 0.84% Added +2.7k +2,683
12 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 182,324182.3k $11.1m $11.1m 0.01% Added +14.0k +13,986
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 179,285179.3k $10.9m $10.9m 0.00% Added +4.5k +4,497
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 178,879178.9k $10.9m $10.9m 0.00% Reduced -13.7k -13,739
15 PARK AVENUE SECURITIES LLC 0.18% of their portfolio NEW YORK, NY 174,952175.0k $10.7m $10.7m 0.18% Added +18.0k +17,982
16 MAI Capital Management 0.15% of their portfolio INDEPENDENCE, OH 155,385155.4k $9.5m $9.5m 0.15% Added +7.2k +7,217
17 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 140,739140.7k $8.6m $8.6m 0.02% Reduced -6.1k -6,145
18 BIP Wealth, LLC 0.87% of their portfolio ATLANTA, GA 129,508129.5k $7.9m $7.9m 0.87% First filing
19 Marietta Wealth Management, LLC 1.59% of their portfolio MARIETTA, GA 122,820122.8k $7.5m $7.5m 1.59% Added +23.8k +23,805
20 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 108,168108.2k $6.6m $6.6m 0.00% Reduced -6.7k -6,660
21 Whitaker-Myers Wealth Managers, LTD. 4.98% of their portfolio Mansfield, OH 105,576105.6k $6.4m $6.4m 4.98% Added +34.4k +34,410
22 Carlson Capital Management 0.39% of their portfolio NORTHFIELD, MN 98,68598.7k $6.0m $6.0m 0.39% Reduced -1.0k -1,020
23 Evanson Asset Management, LLC 0.57% of their portfolio CARMEL, CA 94,22894.2k $5.7m $5.7m 0.57% Added +2.1k +2,110
24 Great Point Wealth Advisors, LLC 1.76% of their portfolio BOSTON, MA 91,20891.2k $5.6m $5.6m 1.76% Reduced -1.4k -1,414
25 GHP Investment Advisors, Inc. 0.35% of their portfolio Denver, CO 90,59890.6k $5.5m $5.5m 0.35% Reduced -14.4k -14,406
26 Telos Capital Management, Inc. 0.69% of their portfolio SAN DIEGO, CA 81,27581.3k $5.0m $5.0m 0.69% Added +7.5k +7,488
27 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 75,83975.8k $4.6m $4.6m 0.04% Added +21.9k +21,890
28 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 75,11875.1k $4.6m $4.6m 0.03% Added +5.8k +5,821
29 WESCAP Management Group, Inc. 1.60% of their portfolio Glendale, CA 74,39374.4k $4.5m $4.5m 1.60% Added +2.9k +2,929
30 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 71,58271.6k $4.4m $4.4m 0.01% Reduced -358 -358
31 Alpha Omega Wealth Management LLC 0.71% of their portfolio RICHMOND, VA 67,37967.4k $4.1m $4.1m 0.71% Added +3.1k +3,088
32 Neumann Capital Management, LLC 1.73% of their portfolio FOSTER CITY, CA 64,78064.8k $3.9m $3.9m 1.73% Added +3.0k +2,966
33 O'Connor Financial Group LLC 2.94% of their portfolio QUINCY, IL 64,15664.2k $3.9m $3.9m 2.94% First filing
34 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 60,92860.9k $3.7m $3.7m 0.00% Reduced -6.4k -6,377
35 JFS WEALTH ADVISORS, LLC 0.35% of their portfolio HERMITAGE, PA 60,85760.9k $3.7m $3.7m 0.35% Added +419 +419
36 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.16% of their portfolio Seattle, WA 60,41860.4k $3.7m $3.7m 0.16% Added +1.8k +1,831
37 PrairieView Partners, LLC 0.49% of their portfolio ST. PAUL, MN 58,60558.6k $3.6m $3.6m 0.49% Reduced -2.0k -1,990
38 Elwood & Goetz Wealth Advisory Group, LLC 0.83% of their portfolio ATHENS, GA 57,22357.2k $3.5m $3.5m 0.83% Added +676 +676
39 SMITH, MOORE & CO. 0.47% of their portfolio CLAYTON, MO 56,84056.8k $3.5m $3.5m 0.47% Reduced -265 -265
40 Tacita Capital Inc 2.59% of their portfolio TORONTO, A6 56,51956.5k $3.4m $3.4m 2.59% Reduced -12.0k -11,951
41 Allworth Financial LP 0.03% of their portfolio FOLSOM, CA 51,76651.8k $3.2m $3.2m 0.03% Reduced -2.3k -2,320
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 51,65951.7k $3.1m $3.1m 0.00% Added +33.3k +33,349
43 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 49,16749.2k $3.0m $3.0m 0.01% Reduced -9.9k -9,884
44 Focus Partners Advisor Solutions, LLC 0.19% of their portfolio SAINT LOUIS, MO 49,03849.0k $3.0m $3.0m 0.19% Added +5.0k +4,958
45 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 48,34348.3k $2.9m $2.9m 0.00% Reduced -707 -707
46 Kathleen S. Wright Associates Inc. 1.93% of their portfolio PITTSBURGH, PA 48,30948.3k $2.9m $2.9m 1.93% Reduced -499 -499
47 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 47,96248.0k $2.9m $2.9m 0.03% Added +2.6k +2,576
48 Cedar Brook Financial Partners, LLC 0.71% of their portfolio CLEVELAND, OH 45,26245.3k $2.8m $2.8m 0.71% Added +943 +943
49 FFG RETIREMENT ADVISORS LLC 1.99% of their portfolio CENTENNIAL, CO 38,18638.2k $2.3m $2.3m 1.99% Reduced -2.7k -2,669
50 Wealth Architects, LLC 0.41% of their portfolio MOUNTAIN VIEW, CA 37,73237.7k $2.3m $2.3m 0.41% Reduced -1.2k -1,151
51 HEARTLAND ADVISORS INC 0.14% of their portfolio MILWAUKEE, WI 37,63837.6k $2.3m $2.3m 0.14% Unchanged
52 Sharper & Granite LLC 1.35% of their portfolio EL SEGUNDO, CA 36,80036.8k $2.2m $2.2m 1.35% Added +55 +55
53 McLean Asset Management Corp 0.86% of their portfolio TYSONS, VA 34,20234.2k $2.1m $2.1m 0.86% Reduced -5.8k -5,804
54 Waterfront Wealth Inc. 0.68% of their portfolio OVERLAND PARK, KS 34,15734.2k $2.1m $2.1m 0.68% Added +132 +132
55 RITHOLTZ WEALTH MANAGEMENT 0.09% of their portfolio NEW YORK, NY 29,14129.1k $1.8m $1.8m 0.09% Reduced -4.1k -4,149
56 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 29,05429.1k $1.8m $1.8m 0.00% Added +2.6k +2,642
57 Rooted Wealth Advisors, Inc. 1.32% of their portfolio BOURBONNAIS, IL 28,70928.7k $1.8m $1.8m 1.32% Added +775 +775
58 Addison Advisors LLC 0.97% of their portfolio MIDDLEBURY, VT 28,38228.4k $1.7m $1.7m 0.97% Added +963 +963
59 KLR INVESTMENT ADVISORS, LLC 1.51% of their portfolio PROVIDENCE, RI 28,11928.1k $1.7m $1.7m 1.51% Added +1.1k +1,079
60 Insight Advisors, LLC/ PA 0.40% of their portfolio Newtown, PA 27,88427.9k $1.7m $1.7m 0.40% Added +4.1k +4,118
61 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 27,87527.9k $1.7m $1.7m 0.00% Reduced -3.7k -3,678
62 StrategIQ Financial Group, LLC 0.19% of their portfolio MERRILLVILLE, IN 27,10327.1k $1.7m $1.7m 0.19% Reduced -1.0k -1,045
63 Bristlecone Advisors, LLC 0.18% of their portfolio BELLEVUE, WA 26,98727.0k $1.6m $1.6m 0.18% Added +3.1k +3,086
64 Checchi Capital Advisers, LLC 0.16% of their portfolio BEVERLY HILLS, CA 26,74526.7k $1.6m $1.6m 0.16% Unchanged
65 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 26,28626.3k $1.6m $1.6m 0.09% Added +388 +388
66 Larson Financial Group LLC 0.17% of their portfolio ST LOUIS, MO 26,17126.2k $1.6m $1.6m 0.17% Reduced -166 -166
67 Beaird Harris Wealth Management, LLC 0.28% of their portfolio DALLAS, TX 25,14725.1k $1.5m $1.5m 0.28% Reduced -107 -107
68 SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.37% of their portfolio Chadds Ford, PA 24,18424.2k $1.5m $1.5m 0.37% Reduced -344 -344
69 Investors Research Corp 0.37% of their portfolio ATLANTA, GA 23,56323.6k $1.4m $1.4m 0.37% Added +2.8k +2,828
70 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 22,32822.3k $1.4m $1.4m 0.00% Reduced -94.8k -94,773
71 Windward Private Wealth Management Inc. 0.56% of their portfolio OVERLAND PARK, KS 21,43721.4k $1.3m $1.3m 0.56% Reduced -2.9k -2,868
72 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 18,90418.9k $1.2m $1.2m 0.01% Added +10.1k +10,081
73 Tortoise Investment Management, LLC 0.16% of their portfolio WHITE PLAINS, NY 16,11916.1k $982.3k $982.3k 0.16% Reduced -300 -300
74 SILVER OAK SECURITIES, INCORPORATED 0.16% of their portfolio JACKSON, TN 15,98916.0k $974.0k $974.0k 0.16% Added +551 +551
75 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 15,58415.6k $949.7k $949.7k 0.01% Unchanged
76 Wescott Financial Advisory Group, LLC 0.20% of their portfolio Philadelphia, PA 15,37215.4k $936.7k $936.7k 0.20% Reduced -2.3k -2,294
77 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 14,93914.9k $910.0k $910.0k 0.00% New
78 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,66914.7k $894.0k $894.0k 0.00% Reduced -2.5k -2,533
79 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 13,75013.8k $838.0k $838.0k 0.00% New
80 One Capital Management, LLC 0.04% of their portfolio WESTLAKE VILLAGE, CA 13,56013.6k $826.3k $826.3k 0.04% Reduced -490 -490
81 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 13,23613.2k $806.6k $806.6k 0.01% Added +2.5k +2,467
82 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 12,90412.9k $786.3k $786.3k 0.00% Reduced -40 -40
83 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 12,89312.9k $785.7k $785.7k 0.04% Added +1.3k +1,276
84 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 12,55612.6k $765.2k $765.2k 0.02% Reduced -57.2k -57,155
85 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 12,05912.1k $735.0k $735.0k 0.00% Reduced -2.0k -2,020
86 True Wealth Design, LLC 0.31% of their portfolio AKRON, OH 11,95612.0k $728.6k $728.6k 0.31% Reduced -1.0k -1,049
87 Sound Stewardship, LLC 0.49% of their portfolio Overland Park, KS 11,87211.9k $723.5k $723.5k 0.49% Reduced -1.9k -1,935
88 Betterment LLC 0.00% of their portfolio NEW YORK, NY 11,87011.9k $723.0k $723.0k 0.00% Reduced -514 -514
89 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 11,05511.1k $673.7k $673.7k 0.03% Added +432 +432
90 Camelot Portfolios, LLC 0.46% of their portfolio Maumee, OH 10,83610.8k $660.3k $660.3k 0.46% Reduced -701 -701
91 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 10,50610.5k $640.2k $640.2k 0.00% Reduced -50 -50
92 Truadvice, LLC 0.25% of their portfolio SARASOTA, FL 10,12210.1k $629.5k $629.5k 0.25% Added +239 +239
93 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,1879.2k $560.3k $560.3k 0.00% Added +5.4k +5,413
94 IAG Wealth Partners, LLC 0.15% of their portfolio WAUKESHA, WI 9,0779.1k $553.2k $553.2k 0.15% Reduced -6.0k -6,020
95 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 9,0519.1k $551.6k $551.6k 0.03% Reduced -122 -122
96 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 8,8268.8k $537.9k $537.9k 0.00% Added +128 +128
97 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 8,5458.5k $520.7k $520.7k 0.01% Unchanged
98 AllSquare Wealth Management LLC 0.33% of their portfolio ALBANY, NY 8,3568.4k $509.2k $509.2k 0.33% Unchanged
99 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 8,2008.2k $500.0k $500.0k 0.00% Reduced -6.1k -6,100
100 Lester Murray Antman dba SimplyRich 0.18% of their portfolio CARLSBAD, CA 7,9958.0k $487.0k $487.0k 0.18% Unchanged