Vault-13

WISDOMTREE TR DLS

INTL SMCAP DIV · ETP · CUSIP 97717W760

190 institutional holders -7 vs Q1 2023
7,283,6027.3m shares reported held*
$433.2mreported value*
10 new 62 added 82 reduced 18 sold out net sold ≈ $62.2m (-1.0m 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 ≈ $59.47.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 193Q4 22: 196Q1 23: 197Q2 23: 190190Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022193
Q4 2022196
Q1 2023197
Q2 2023190

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 23Q2 23: 72 bought or addedQ2 23: 100 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228295
Q1 20239579
Q2 202372100

Biggest buyers

JANE STREET GROUP, LLC Added +113,461+113.5k
MAI Capital Management Added +43,740+43.7k
Occidental Asset Management, LLC New +26,844+26.8k
Kingsview Wealth Management, LLC New +18,395+18.4k
BIP Wealth, LLC Added +17,987+18.0k
Whitaker-Myers Wealth Managers, LTD. Added +14,540+14.5k
CITADEL ADVISORS LLC Added +11,726+11.7k
Insight Advisors, LLC/ PA Added +11,441+11.4k
MORGAN STANLEY Added +10,331+10.3k
Csenge Advisory Group Added +9,879+9.9k

Biggest sellers

Efficient Advisors, LLC Reduced -398,936-398.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -180,934-180.9k
PARK AVENUE SECURITIES LLC Sold out -174,952-175.0k
FLOW TRADERS U.S. LLC Reduced -151,873-151.9k
Marietta Wealth Management, LLC Reduced -116,696-116.7k
M Holdings Securities, Inc. Reduced -66,332-66.3k
BANK OF AMERICA CORP /DE/ Reduced -43,652-43.7k
GHP Investment Advisors, Inc. Reduced -36,412-36.4k
Rooted Wealth Advisors, Inc. Sold out -28,709-28.7k
Savant Capital, LLC Reduced -21,852-21.9k

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 0.90% of their portfolio ROCKFORD, IL 965,426965.4k $57.4m $57.4m 0.90% Reduced -21.9k -21,852
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 344,546344.5k $20.5m $20.5m 0.01% Reduced -7.8k -7,829
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 297,082297.1k $17.7m $17.7m 0.00% Added +10.3k +10,331
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 276,183276.2k $16.4m $16.4m 0.00% Reduced -43.7k -43,652
5 3D/L Capital Management, LLC 4.30% of their portfolio Hartford, CT 250,020250.0k $14.9m $14.9m 4.30% Reduced -11.9k -11,880
6 Shakespeare Wealth Management, LLC 4.46% of their portfolio Pewaukee, WI 219,344219.3k $13.0m $13.0m 4.46% Added +8.2k +8,180
7 Csenge Advisory Group 0.80% of their portfolio CLEARWATER, FL 200,128200.1k $11.9m $11.9m 0.80% Added +9.9k +9,879
8 MAI Capital Management 0.17% of their portfolio INDEPENDENCE, OH 199,125199.1k $11.8m $11.8m 0.17% Added +43.7k +43,740
9 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 185,620185.6k $11.0m $11.0m 0.01% Added +3.3k +3,296
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 181,391181.4k $10.8m $10.8m 0.00% Added +2.1k +2,106
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 165,539165.5k $9.8m $9.8m 0.00% Reduced -13.3k -13,340
12 M Holdings Securities, Inc. 1.82% of their portfolio PORTLAND, OR 148,026148.0k $8.8m $8.8m 1.82% Reduced -66.3k -66,332
13 BIP Wealth, LLC 0.72% of their portfolio ATLANTA, GA 147,495147.5k $8.8m $8.8m 0.72% Added +18.0k +17,987
14 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 138,418138.4k $8.2m $8.2m 0.02% Reduced -2.3k -2,321
15 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 135,789135.8k $8.1m $8.1m 0.01% Added +113.5k +113,461
16 Whitaker-Myers Wealth Managers, LTD. 4.78% of their portfolio Mansfield, OH 120,116120.1k $7.1m $7.1m 4.78% Added +14.5k +14,540
17 FLOW TRADERS U.S. LLC 0.26% of their portfolio NEW YORK, NY 99,68399.7k $5.9m $5.9m 0.26% Reduced -151.9k -151,873
18 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 98,09498.1k $6.1m $6.1m 0.00% Reduced -10.1k -10,074
19 Carlson Capital Management 0.35% of their portfolio NORTHFIELD, MN 97,98398.0k $5.8m $5.8m 0.35% Reduced -702 -702
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 93,89493.9k $5.6m $5.6m 0.00% Reduced -180.9k -180,934
21 Evanson Asset Management, LLC 0.50% of their portfolio CARMEL, CA 92,55592.6k $5.5m $5.5m 0.50% Reduced -1.7k -1,673
22 Great Point Wealth Advisors, LLC 1.58% of their portfolio BOSTON, MA 88,65788.7k $5.3m $5.3m 1.58% Reduced -2.6k -2,551
23 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 84,86784.9k $5.1m $5.1m 0.04% Added +9.0k +9,028
24 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 82,34382.3k $4.9m $4.9m 0.03% Added +7.2k +7,225
25 Telos Capital Management, Inc. 0.64% of their portfolio SAN DIEGO, CA 80,65180.7k $4.8m $4.8m 0.64% Reduced -624 -624
26 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 70,27470.3k $4.2m $4.2m 0.01% Reduced -1.3k -1,308
27 WESCAP Management Group, Inc. 1.45% of their portfolio Glendale, CA 69,76269.8k $4.1m $4.1m 1.45% Reduced -4.6k -4,631
28 Alpha Omega Wealth Management LLC 0.68% of their portfolio RICHMOND, VA 68,08368.1k $4.0m $4.0m 0.68% Added +704 +704
29 O'Connor Financial Group LLC 2.66% of their portfolio QUINCY, IL 64,79264.8k $3.9m $3.9m 2.66% Added +636 +636
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 63,38563.4k $3.8m $3.8m 0.00% Added +11.7k +11,726
31 Neumann Capital Management, LLC 1.55% of their portfolio FOSTER CITY, CA 63,06863.1k $3.8m $3.8m 1.55% Reduced -1.7k -1,712
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 60,40460.4k $3.6m $3.6m 0.00% Reduced -524 -524
33 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.14% of their portfolio Seattle, WA 60,32760.3k $3.6m $3.6m 0.14% Reduced -91 -91
34 PrairieView Partners, LLC 0.45% of their portfolio ST. PAUL, MN 57,48457.5k $3.4m $3.4m 0.45% Reduced -1.1k -1,121
35 SMITH, MOORE & CO. 0.43% of their portfolio CLAYTON, MO 57,10557.1k $3.4m $3.4m 0.43% Added +265 +265
36 Elwood & Goetz Wealth Advisory Group, LLC 0.77% of their portfolio ATHENS, GA 56,89856.9k $3.4m $3.4m 0.77% Reduced -325 -325
37 JFS WEALTH ADVISORS, LLC 0.30% of their portfolio HERMITAGE, PA 55,90255.9k $3.3m $3.3m 0.30% Reduced -5.0k -4,955
38 GHP Investment Advisors, Inc. 0.19% of their portfolio Denver, CO 54,18654.2k $3.3m $3.3m 0.19% Reduced -36.4k -36,412
39 Focus Partners Advisor Solutions, LLC 0.17% of their portfolio SAINT LOUIS, MO 52,01452.0k $3.1m $3.1m 0.17% Added +3.0k +2,976
40 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 50,30450.3k $3.0m $3.0m 0.03% Added +2.3k +2,342
41 Tacita Capital Inc 2.14% of their portfolio TORONTO, A6 49,11449.1k $2.9m $2.9m 2.14% Reduced -7.4k -7,405
42 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 48,36048.4k $2.9m $2.9m 0.01% Reduced -807 -807
43 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 48,34948.3k $2.9m $2.9m 0.00% Added +6 +6
44 Kathleen S. Wright Associates Inc. 1.79% of their portfolio PITTSBURGH, PA 47,28547.3k $2.8m $2.8m 1.79% Reduced -1.0k -1,024
45 Cedar Brook Financial Partners, LLC 0.65% of their portfolio CLEVELAND, OH 45,87045.9k $2.7m $2.7m 0.65% Added +608 +608
46 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 44,98445.0k $2.7m $2.7m 0.02% Reduced -6.8k -6,782
47 Insight Advisors, LLC/ PA 0.52% of their portfolio Newtown, PA 39,32539.3k $2.3m $2.3m 0.52% Added +11.4k +11,441
48 Sharper & Granite LLC 1.32% of their portfolio EL SEGUNDO, CA 38,54538.5k $2.3m $2.3m 1.32% Added +1.7k +1,745
49 FFG RETIREMENT ADVISORS LLC 1.83% of their portfolio CENTENNIAL, CO 38,37338.4k $2.3m $2.3m 1.83% Added +187 +187
50 Wealth Architects, LLC 0.37% of their portfolio MOUNTAIN VIEW, CA 37,20837.2k $2.2m $2.2m 0.37% Reduced -524 -524
51 Waterfront Wealth Inc. 0.65% of their portfolio OVERLAND PARK, KS 35,57535.6k $2.2m $2.2m 0.65% Added +1.4k +1,418
52 McLean Asset Management Corp 0.80% of their portfolio TYSONS, VA 34,21034.2k $2.0m $2.0m 0.80% Added +8 +8
53 RITHOLTZ WEALTH MANAGEMENT 0.08% of their portfolio NEW YORK, NY 30,57830.6k $1.8m $1.8m 0.08% Added +1.4k +1,437
54 HEARTLAND ADVISORS INC 0.10% of their portfolio MILWAUKEE, WI 30,13830.1k $1.8m $1.8m 0.10% Reduced -7.5k -7,500
55 Efficient Advisors, LLC 0.11% of their portfolio BEAVERTON, OR 28,82828.8k $1.7m $1.7m 0.11% Reduced -398.9k -398,936
56 KLR INVESTMENT ADVISORS, LLC 1.40% of their portfolio PROVIDENCE, RI 28,54128.5k $1.7m $1.7m 1.40% Added +422 +422
57 Addison Advisors LLC 0.81% of their portfolio MIDDLEBURY, VT 27,44227.4k $1.6m $1.6m 0.81% Reduced -940 -940
58 StrategIQ Financial Group, LLC 0.18% of their portfolio MERRILLVILLE, IN 27,02527.0k $1.6m $1.6m 0.18% Reduced -78 -78
59 Occidental Asset Management, LLC 0.36% of their portfolio Burlingame, CA 26,84426.8k $1.6m $1.6m 0.36% New
60 Bristlecone Advisors, LLC 0.16% of their portfolio BELLEVUE, WA 26,62626.6k $1.6m $1.6m 0.16% Reduced -361 -361
61 Checchi Capital Advisers, LLC 0.14% of their portfolio BEVERLY HILLS, CA 26,56026.6k $1.6m $1.6m 0.14% Reduced -185 -185
62 Larson Financial Group LLC 0.16% of their portfolio ST LOUIS, MO 26,55726.6k $1.6m $1.6m 0.16% Added +386 +386
63 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 25,94825.9k $1.5m $1.5m 0.08% Reduced -338 -338
64 Investors Research Corp 0.39% of their portfolio ATLANTA, GA 25,73325.7k $1.5m $1.5m 0.39% Added +2.2k +2,170
65 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 25,15625.2k $1.5m $1.5m 0.00% Reduced -3.9k -3,898
66 SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.35% of their portfolio Chadds Ford, PA 25,12725.1k $1.5m $1.5m 0.35% Added +943 +943
67 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22,39122.4k $1.3m $1.3m 0.00% Reduced -5.5k -5,484
68 Beaird Harris Wealth Management, LLC 0.16% of their portfolio DALLAS, TX 22,06622.1k $1.3m $1.3m 0.16% Reduced -3.1k -3,081
69 CoreCap Advisors, LLC 0.09% of their portfolio SOUTHFIELD, MI 22,00222.0k $1.3m $1.3m 0.09% First filing
70 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 21,76121.8k $1.3m $1.3m 0.02% Added +8.5k +8,525
71 Windward Private Wealth Management Inc. 0.53% of their portfolio OVERLAND PARK, KS 19,96020.0k $1.2m $1.2m 0.53% Reduced -1.5k -1,477
72 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 18,39518.4k $1.1m $1.1m 0.04% New
73 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 17,79317.8k $1.1m $1.1m 0.04% Added +5.2k +5,237
74 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 16,30016.3k $969.2k $969.2k 0.00% Added +3.4k +3,396
75 Tortoise Investment Management, LLC 0.14% of their portfolio WHITE PLAINS, NY 15,86915.9k $943.6k $943.6k 0.14% Reduced -250 -250
76 SILVER OAK SECURITIES, INCORPORATED 0.15% of their portfolio JACKSON, TN 15,51415.5k $922.0k $922.0k 0.15% Reduced -475 -475
77 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,37815.4k $914.4k $914.4k 0.00% Added +6.2k +6,191
78 Wescott Financial Advisory Group, LLC 0.15% of their portfolio Philadelphia, PA 14,63314.6k $870.1k $870.1k 0.15% Reduced -739 -739
79 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,47614.5k $860.7k $860.7k 0.00% Reduced -193 -193
80 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 14,09314.1k $837.9k $837.9k 0.04% Added +1.2k +1,200
81 SignalPoint Asset Management, LLC 0.12% of their portfolio SPRINGFIELD, MO 13,74913.7k $407.6k $407.6k 0.12% Added +6.8k +6,848
82 One Capital Management, LLC 0.04% of their portfolio WESTLAKE VILLAGE, CA 13,15513.2k $782.2k $782.2k 0.04% Reduced -405 -405
83 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,87911.9k $706.0k $706.0k 0.00% Reduced -1.9k -1,871
84 Robinswood Financial LLC 0.32% of their portfolio KIRKLAND, WA 11,67011.7k $693.9k $693.9k 0.32% First filing
85 Sound Stewardship, LLC 0.46% of their portfolio Overland Park, KS 11,62311.6k $691.1k $691.1k 0.46% Reduced -249 -249
86 Betterment LLC 0.00% of their portfolio NEW YORK, NY 11,56411.6k $688.0k $688.0k 0.00% Reduced -306 -306
87 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,25511.3k $669.0k $669.0k 0.00% Reduced -804 -804
88 True Wealth Design, LLC 0.24% of their portfolio AKRON, OH 10,99311.0k $653.6k $653.6k 0.24% Reduced -963 -963
89 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 10,71510.7k $637.1k $637.1k 0.02% Reduced -340 -340
90 Camelot Portfolios, LLC 0.36% of their portfolio Maumee, OH 9,6689.7k $574.9k $574.9k 0.36% Reduced -1.2k -1,168
91 Truadvice, LLC 0.21% of their portfolio SARASOTA, FL 9,3259.3k $563.1k $563.1k 0.21% Reduced -797 -797
92 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 9,2599.3k $550.5k $550.5k 0.02% Added +208 +208
93 Glass Jacobson Investment Advisors llc 0.25% of their portfolio OWINGS MILLS, MD 9,1469.1k $543.8k $543.8k 0.25% First filing
94 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,9248.9k $530.6k $530.6k 0.00% New
95 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 8,8888.9k $528.5k $528.5k 0.00% Added +62 +62
96 Dynamic Advisor Solutions LLC 0.03% of their portfolio PHOENIX, AZ 8,5458.5k $508.1k $508.1k 0.03% New
97 AllSquare Wealth Management LLC 0.32% of their portfolio ALBANY, NY 8,3568.4k $495.2k $495.2k 0.32% Unchanged
98 Lester Murray Antman dba SimplyRich 0.17% of their portfolio CARLSBAD, CA 7,9958.0k $475.0k $475.0k 0.17% Unchanged
99 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 7,7287.7k $459.5k $459.5k 0.00% Reduced -89 -89
100 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 7,6847.7k $456.9k $456.9k 0.00% Added +414 +414