Vault-13

WISDOMTREE TR DLS

INTL SMCAP DIV · ETP · CUSIP 97717W760

190 institutional holders +0 vs Q2 2023
7,287,6227.3m shares reported held*
$419.0mreported value*
15 new 64 added 72 reduced 17 sold out net bought ≈ $194 (-6.8k 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 ≈ $57.50.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 193Q4 22: 196Q1 23: 197Q2 23: 190Q3 23: 190190Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 2022193
Q4 2022196
Q1 2023197
Q2 2023190
Q3 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 23Q3 23: 79 bought or addedQ3 23: 89 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228295
Q1 20239579
Q2 202372100
Q3 20237989

Biggest buyers

FLOW TRADERS U.S. LLC Added +91,204+91.2k
M Holdings Securities, Inc. Added +61,057+61.1k
BANK OF MONTREAL /CAN/ Added +52,553+52.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +34,029+34.0k
BANK OF AMERICA CORP /DE/ Added +27,641+27.6k
Atria Investments, Inc New +25,647+25.6k
JANE STREET GROUP, LLC Added +21,228+21.2k
ROYAL BANK OF CANADA Added +20,085+20.1k
Truadvice, LLC Added +15,071+15.1k
INVENIO WEALTH PARTNERS LLC New +13,634+13.6k

Biggest sellers

Whitaker-Myers Wealth Managers, LTD. Sold out -120,116-120.1k
CITADEL ADVISORS LLC Reduced -44,980-45.0k
JFS WEALTH ADVISORS, LLC Reduced -44,410-44.4k
Savant Capital, LLC Reduced -36,452-36.5k
Tacita Capital Inc Reduced -28,430-28.4k
HEARTLAND ADVISORS INC Reduced -19,178-19.2k
Kingsview Wealth Management, LLC Sold out -18,395-18.4k
Private Advisor Group, LLC Reduced -16,767-16.8k
OSAIC HOLDINGS, INC. Reduced -16,658-16.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -15,131-15.1k

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 0.80% of their portfolio ROCKFORD, IL 928,974929.0k $53.4m $53.4m 0.80% Reduced -36.5k -36,452
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 343,339343.3k $19.7m $19.7m 0.01% Reduced -1.2k -1,207
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 303,824303.8k $17.5m $17.5m 0.00% Added +27.6k +27,641
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 297,159297.2k $17.1m $17.1m 0.00% Added +77 +77
5 3D/L Capital Management, LLC 4.50% of their portfolio Hartford, CT 240,789240.8k $13.8m $13.8m 4.50% Reduced -9.2k -9,231
6 Shakespeare Wealth Management, LLC 4.57% of their portfolio Pewaukee, WI 227,049227.0k $13.0m $13.0m 4.57% Added +7.7k +7,705
7 M Holdings Securities, Inc. 1.59% of their portfolio PORTLAND, OR 209,083209.1k $12.0m $12.0m 1.59% Added +61.1k +61,057
8 MAI Capital Management 0.18% of their portfolio INDEPENDENCE, OH 208,123208.1k $12.0m $12.0m 0.18% Added +9.0k +8,998
9 Csenge Advisory Group 0.79% of their portfolio CLEARWATER, FL 201,139201.1k $11.6m $11.6m 0.79% Added +1.0k +1,011
10 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 195,139195.1k $11.2m $11.2m 0.01% Added +9.5k +9,519
11 FLOW TRADERS U.S. LLC 0.51% of their portfolio NEW YORK, NY 190,887190.9k $11.0m $11.0m 0.51% Added +91.2k +91,204
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 190,425190.4k $10.9m $10.9m 0.00% Added +9.0k +9,034
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 185,624185.6k $10.7m $10.7m 0.00% Added +20.1k +20,085
14 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 157,017157.0k $9.0m $9.0m 0.01% Added +21.2k +21,228
15 BIP Wealth, LLC 0.81% of their portfolio ATLANTA, GA 152,804152.8k $8.8m $8.8m 0.81% Added +5.3k +5,309
16 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 150,647150.6k $9.0m $9.0m 0.00% Added +52.6k +52,553
17 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 135,350135.3k $7.8m $7.8m 0.01% Reduced -3.1k -3,068
18 Carlson Capital Management 0.33% of their portfolio NORTHFIELD, MN 96,84696.8k $5.6m $5.6m 0.33% Reduced -1.1k -1,137
19 Evanson Asset Management, LLC 0.49% of their portfolio CARMEL, CA 91,75091.8k $5.3m $5.3m 0.49% Reduced -805 -805
20 Great Point Wealth Advisors, LLC 1.50% of their portfolio BOSTON, MA 86,76286.8k $5.0m $5.0m 1.50% Reduced -1.9k -1,895
21 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 85,42885.4k $4.9m $4.9m 0.03% Added +3.1k +3,085
22 Telos Capital Management, Inc. 0.65% of their portfolio SAN DIEGO, CA 81,55681.6k $4.7m $4.7m 0.65% Added +905 +905
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 78,76378.8k $4.5m $4.5m 0.00% Reduced -15.1k -15,131
24 Alpha Omega Wealth Management LLC 0.75% of their portfolio RICHMOND, VA 75,43375.4k $4.3m $4.3m 0.75% Added +7.3k +7,350
25 WESCAP Management Group, Inc. 1.42% of their portfolio Glendale, CA 69,28869.3k $4.0m $4.0m 1.42% Reduced -474 -474
26 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 68,10068.1k $3.9m $3.9m 0.04% Reduced -16.8k -16,767
27 O'Connor Financial Group LLC 2.60% of their portfolio QUINCY, IL 65,95866.0k $3.8m $3.8m 2.60% Added +1.2k +1,166
28 Neumann Capital Management, LLC 1.63% of their portfolio FOSTER CITY, CA 64,89864.9k $3.7m $3.7m 1.63% Added +1.8k +1,830
29 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 63,45263.5k $3.6m $3.6m 0.00% Added +3.0k +3,048
30 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.14% of their portfolio Seattle, WA 59,83459.8k $3.4m $3.4m 0.14% Reduced -493 -493
31 Elwood & Goetz Wealth Advisory Group, LLC 0.78% of their portfolio ATHENS, GA 58,54758.5k $3.4m $3.4m 0.78% Added +1.6k +1,649
32 PrairieView Partners, LLC 0.45% of their portfolio ST. PAUL, MN 57,24057.2k $3.3m $3.3m 0.45% Reduced -244 -244
33 SMITH, MOORE & CO. 0.43% of their portfolio CLAYTON, MO 56,91856.9k $3.3m $3.3m 0.43% Reduced -187 -187
34 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 54,43254.4k $3.1m $3.1m 0.03% Added +4.1k +4,128
35 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 53,61653.6k $3.1m $3.1m 0.00% Reduced -16.7k -16,658
36 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 47,80647.8k $2.7m $2.7m 0.00% Reduced -543 -543
37 Kathleen S. Wright Associates Inc. 1.53% of their portfolio PITTSBURGH, PA 47,67547.7k $2.7m $2.7m 1.53% Added +390 +390
38 GHP Investment Advisors, Inc. 0.16% of their portfolio Denver, CO 47,46047.5k $2.7m $2.7m 0.16% Reduced -6.7k -6,726
39 Cedar Brook Financial Partners, LLC 0.65% of their portfolio CLEVELAND, OH 43,66143.7k $2.5m $2.5m 0.65% Reduced -2.2k -2,209
40 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 42,51042.5k $2.4m $2.4m 0.01% Reduced -5.8k -5,850
41 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 40,94240.9k $2.4m $2.4m 0.02% Reduced -4.0k -4,042
42 Focus Partners Advisor Solutions, LLC 0.11% of their portfolio SAINT LOUIS, MO 40,80740.8k $2.3m $2.3m 0.11% Reduced -11.2k -11,207
43 Insight Advisors, LLC/ PA 0.53% of their portfolio Newtown, PA 40,21140.2k $2.3m $2.3m 0.53% Added +886 +886
44 Sharper & Granite LLC 1.30% of their portfolio EL SEGUNDO, CA 38,85538.9k $2.2m $2.2m 1.30% Added +310 +310
45 Waterfront Wealth Inc. 0.69% of their portfolio OVERLAND PARK, KS 38,40138.4k $2.1m $2.1m 0.69% Added +2.8k +2,826
46 FFG RETIREMENT ADVISORS LLC 1.82% of their portfolio CENTENNIAL, CO 38,27638.3k $2.2m $2.2m 1.82% Reduced -97 -97
47 Wealth Architects, LLC 0.36% of their portfolio MOUNTAIN VIEW, CA 37,20837.2k $2.1m $2.1m 0.36% Unchanged
48 Occidental Asset Management, LLC 0.47% of their portfolio Burlingame, CA 35,44535.4k $2.0m $2.0m 0.47% Added +8.6k +8,601
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,02934.0k $2.0m $2.0m 0.00% New
50 McLean Asset Management Corp 0.77% of their portfolio TYSONS, VA 32,69232.7k $1.9m $1.9m 0.77% Reduced -1.5k -1,518
51 SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.46% of their portfolio Chadds Ford, PA 32,27132.3k $1.9m $1.9m 0.46% Added +7.1k +7,144
52 Bristlecone Advisors, LLC 0.18% of their portfolio BELLEVUE, WA 28,47828.5k $1.6m $1.6m 0.18% Added +1.9k +1,852
53 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 28,35628.4k $1.6m $1.6m 0.00% Added +3.2k +3,200
54 KLR INVESTMENT ADVISORS, LLC 1.53% of their portfolio PROVIDENCE, RI 27,71327.7k $1.7m $1.7m 1.53% Reduced -828 -828
55 Efficient Advisors, LLC 0.11% of their portfolio BEAVERTON, OR 27,60727.6k $1.6m $1.6m 0.11% Reduced -1.2k -1,221
56 RITHOLTZ WEALTH MANAGEMENT 0.07% of their portfolio NEW YORK, NY 27,51527.5k $1.6m $1.6m 0.07% Reduced -3.1k -3,063
57 Investors Research Corp 0.41% of their portfolio ATLANTA, GA 27,01627.0k $1.6m $1.6m 0.41% Added +1.3k +1,283
58 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 26,97527.0k $1.6m $1.6m 0.08% Added +1.0k +1,027
59 Larson Financial Group LLC 0.15% of their portfolio ST LOUIS, MO 26,52026.5k $1.5m $1.5m 0.15% Reduced -37 -37
60 StrategIQ Financial Group, LLC 0.18% of their portfolio MERRILLVILLE, IN 26,43426.4k $1.5m $1.5m 0.18% Reduced -591 -591
61 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 25,64725.6k $1.5m $1.5m 0.03% New
62 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 25,50525.5k $1.5m $1.5m 0.02% Added +3.7k +3,744
63 Checchi Capital Advisers, LLC 0.13% of their portfolio BEVERLY HILLS, CA 24,85524.9k $1.4m $1.4m 0.13% Reduced -1.7k -1,705
64 Truadvice, LLC 0.55% of their portfolio SARASOTA, FL 24,39624.4k $1.4m $1.4m 0.55% Added +15.1k +15,071
65 Beaird Harris Wealth Management, LLC 0.15% of their portfolio DALLAS, TX 21,74521.7k $1.2m $1.2m 0.15% Reduced -321 -321
66 Tacita Capital Inc 0.93% of their portfolio TORONTO, A6 20,68420.7k $1.2m $1.2m 0.93% Reduced -28.4k -28,430
67 Addison Advisors LLC 0.55% of their portfolio MIDDLEBURY, VT 20,62920.6k $1.2m $1.2m 0.55% Reduced -6.8k -6,813
68 Windward Private Wealth Management Inc. 0.50% of their portfolio OVERLAND PARK, KS 19,25719.3k $1.1m $1.1m 0.50% Reduced -703 -703
69 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,40518.4k $1.1m $1.1m 0.00% Reduced -45.0k -44,980
70 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 17,19217.2k $988.0k $988.0k 0.00% Reduced -5.2k -5,199
71 CoreCap Advisors, LLC 0.07% of their portfolio SOUTHFIELD, MI 17,17517.2k $987.1k $987.1k 0.07% Reduced -4.8k -4,827
72 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 16,64416.6k $956.5k $956.5k 0.00% Added +344 +344
73 Tortoise Investment Management, LLC 0.14% of their portfolio WHITE PLAINS, NY 15,86915.9k $912.0k $912.0k 0.14% Unchanged
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,17415.2k $872.1k $872.1k 0.00% Reduced -204 -204
75 SILVER OAK SECURITIES, INCORPORATED 0.18% of their portfolio JACKSON, TN 14,77214.8k $848.9k $848.9k 0.18% Reduced -742 -742
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,25514.3k $819.2k $819.2k 0.00% Reduced -221 -221
77 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 13,75013.8k $790.2k $790.2k 0.03% Reduced -4.0k -4,043
78 INVENIO WEALTH PARTNERS LLC 0.71% of their portfolio CORAL GABLES, FL 13,63413.6k $783.5k $783.5k 0.71% New
79 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 13,39013.4k $769.5k $769.5k 0.03% Added +235 +235
80 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 13,19213.2k $758.2k $758.2k 0.04% Reduced -901 -901
81 Wescott Financial Advisory Group, LLC 0.14% of their portfolio Philadelphia, PA 13,07913.1k $751.7k $751.7k 0.14% Reduced -1.6k -1,554
82 Betterment LLC 0.00% of their portfolio NEW YORK, NY 12,17412.2k $700.0k $700.0k 0.00% Added +610 +610
83 Robinswood Financial LLC 0.33% of their portfolio KIRKLAND, WA 11,87011.9k $682.2k $682.2k 0.33% Added +200 +200
84 JFS WEALTH ADVISORS, LLC 0.06% of their portfolio HERMITAGE, PA 11,49211.5k $660.4k $660.4k 0.06% Reduced -44.4k -44,410
85 Sound Stewardship, LLC 0.44% of their portfolio Overland Park, KS 11,40911.4k $655.7k $655.7k 0.44% Reduced -214 -214
86 HEARTLAND ADVISORS INC 0.04% of their portfolio MILWAUKEE, WI 10,96011.0k $629.9k $629.9k 0.04% Reduced -19.2k -19,178
87 True Wealth Design, LLC 0.21% of their portfolio AKRON, OH 10,92610.9k $627.9k $627.9k 0.21% Reduced -67 -67
88 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,82110.8k $622.0k $622.0k 0.00% Reduced -434 -434
89 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 10,71510.7k $615.8k $615.8k 0.02% Unchanged
90 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 9,3689.4k $538.4k $538.4k 0.02% Added +109 +109
91 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 9,2139.2k $529.5k $529.5k 0.00% Added +325 +325
92 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 8,5458.5k $491.1k $491.1k 0.02% Unchanged
93 Camelot Portfolios, LLC 0.47% of their portfolio Maumee, OH 8,5078.5k $488.9k $488.9k 0.47% Reduced -1.2k -1,161
94 Compound Planning, Inc. 0.16% of their portfolio NEW YORK, NY 8,2828.3k $475.9k $475.9k 0.16% New
95 Glass Jacobson Investment Advisors llc 0.21% of their portfolio OWINGS MILLS, MD 8,0158.0k $460.6k $460.6k 0.21% Reduced -1.1k -1,131
96 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,9277.9k $455.6k $455.6k 0.00% New
97 AllSquare Wealth Management LLC 0.30% of their portfolio ALBANY, NY 7,8707.9k $452.3k $452.3k 0.30% Reduced -486 -486
98 Virtu Financial LLC 0.04% of their portfolio New York, NY 7,6877.7k $442.0k $442.0k 0.04% New
99 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 7,6847.7k $441.6k $441.6k 0.00% Unchanged
100 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,6207.6k $437.9k $437.9k 0.00% First filing