Vault-13

WISDOMTREE TR DLS

INTL SMCAP DIV · ETP · CUSIP 97717W760

208 institutional holders +18 vs Q3 2023
7,073,0317.1m shares reported held*
$451.3mreported value*
15 new 53 added 85 reduced 13 sold out net sold ≈ $20.7m (-324.9k 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 ≈ $63.81.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 193Q4 22: 196Q1 23: 197Q2 23: 190Q3 23: 190Q4 23: 208208Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022193
Q4 2022196
Q1 2023197
Q2 2023190
Q3 2023190
Q4 2023208

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 23Q4 23: 68 bought or addedQ4 23: 98 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228295
Q1 20239579
Q2 202372100
Q3 20237989
Q4 20236898

Biggest buyers

Freedom Investment Management, Inc. New +233,828+233.8k
MORGAN STANLEY Added +212,097+212.1k
Checchi Capital Advisers, LLC Added +113,583+113.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +93,263+93.3k
Regency Capital Management Inc.\DE New +43,740+43.7k
Atria Investments, Inc Added +19,400+19.4k
JPMORGAN CHASE & CO Added +19,390+19.4k
Janney Montgomery Scott LLC New +17,501+17.5k
AE Wealth Management LLC Added +15,536+15.5k
Shakespeare Wealth Management, LLC Added +12,495+12.5k

Biggest sellers

3D/L Capital Management, LLC Sold out -240,789-240.8k
UBS Group AG Reduced -154,766-154.8k
AMERIPRISE FINANCIAL INC Reduced -145,626-145.6k
FLOW TRADERS U.S. LLC Reduced -118,568-118.6k
ROYAL BANK OF CANADA Reduced -82,707-82.7k
BANK OF MONTREAL /CAN/ Reduced -70,459-70.5k
BANK OF AMERICA CORP /DE/ Reduced -68,059-68.1k
MAI Capital Management Reduced -38,726-38.7k
Efficient Advisors, LLC Sold out -27,607-27.6k
Savant Capital, LLC Reduced -27,152-27.2k

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 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 0.74% of their portfolio ROCKFORD, IL 901,822901.8k $57.6m $57.6m 0.74% Reduced -27.2k -27,152
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 509,256509.3k $32.5m $32.5m 0.00% Added +212.1k +212,097
3 Shakespeare Wealth Management, LLC 4.73% of their portfolio Pewaukee, WI 239,544239.5k $15.3m $15.3m 4.73% Added +12.5k +12,495
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 235,765235.8k $15.1m $15.1m 0.00% Reduced -68.1k -68,059
5 Freedom Investment Management, Inc. 1.22% of their portfolio SOUTH WINDSOR, CT 233,828233.8k $14.9m $14.9m 1.22% New
6 M Holdings Securities, Inc. 1.47% of their portfolio PORTLAND, OR 204,438204.4k $13.1m $13.1m 1.47% Reduced -4.6k -4,645
7 Csenge Advisory Group 0.81% of their portfolio CLEARWATER, FL 203,476203.5k $13.0m $13.0m 0.81% Added +2.3k +2,337
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 188,573188.6k $12.0m $12.0m 0.00% Reduced -154.8k -154,766
9 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 185,304185.3k $11.8m $11.8m 0.01% Reduced -9.8k -9,835
10 MAI Capital Management 0.14% of their portfolio INDEPENDENCE, OH 169,397169.4k $10.8m $10.8m 0.14% Reduced -38.7k -38,726
11 BIP Wealth, LLC 0.81% of their portfolio ATLANTA, GA 160,746160.7k $10.3m $10.3m 0.81% Added +7.9k +7,942
12 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 155,535155.5k $9.9m $9.9m 0.01% Reduced -1.5k -1,482
13 Checchi Capital Advisers, LLC 0.72% of their portfolio BEVERLY HILLS, CA 138,438138.4k $8.8m $8.8m 0.72% Added +113.6k +113,583
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 127,292127.3k $8.1m $8.1m 0.01% Added +93.3k +93,263
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 126,335126.3k $8.1m $8.1m 0.01% Reduced -9.0k -9,015
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 102,917102.9k $6.6m $6.6m 0.00% Reduced -82.7k -82,707
17 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 100,964101.0k $6.3m $6.3m 0.03% Added +15.5k +15,536
18 Carlson Capital Management 0.31% of their portfolio NORTHFIELD, MN 94,46394.5k $6.0m $6.0m 0.31% Reduced -2.4k -2,383
19 Evanson Asset Management, LLC 0.47% of their portfolio CARMEL, CA 91,30291.3k $5.8m $5.8m 0.47% Reduced -448 -448
20 Great Point Wealth Advisors, LLC 1.42% of their portfolio BOSTON, MA 85,24785.2k $5.4m $5.4m 1.42% Reduced -1.5k -1,515
21 Telos Capital Management, Inc. 0.64% of their portfolio SAN DIEGO, CA 81,92781.9k $5.2m $5.2m 0.64% Added +371 +371
22 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 80,18880.2k $5.1m $5.1m 0.00% Reduced -70.5k -70,459
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 73,68573.7k $4.7m $4.7m 0.00% Reduced -5.1k -5,078
24 FLOW TRADERS U.S. LLC 0.14% of their portfolio NEW YORK, NY 72,31972.3k $4.6m $4.6m 0.14% Reduced -118.6k -118,568
25 Alpha Omega Wealth Management LLC 0.76% of their portfolio RICHMOND, VA 71,90271.9k $4.6m $4.6m 0.76% Reduced -3.5k -3,531
26 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 66,89366.9k $4.3m $4.3m 0.03% Reduced -1.2k -1,207
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 64,94864.9k $4.1m $4.1m 0.00% Added +1.5k +1,496
28 WESCAP Management Group, Inc. 1.30% of their portfolio Glendale, CA 62,99863.0k $4.0m $4.0m 1.30% Reduced -6.3k -6,290
29 Neumann Capital Management, LLC 1.55% of their portfolio FOSTER CITY, CA 61,38061.4k $3.9m $3.9m 1.55% Reduced -3.5k -3,518
30 O'Connor Financial Group LLC 2.41% of their portfolio QUINCY, IL 61,11661.1k $3.9m $3.9m 2.41% Reduced -4.8k -4,842
31 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.13% of their portfolio Seattle, WA 59,36659.4k $3.8m $3.8m 0.13% Reduced -468 -468
32 Elwood & Goetz Wealth Advisory Group, LLC 0.79% of their portfolio ATHENS, GA 58,83758.8k $3.8m $3.8m 0.79% Added +290 +290
33 PrairieView Partners, LLC 0.46% of their portfolio ST. PAUL, MN 58,13558.1k $3.7m $3.7m 0.46% Added +895 +895
34 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 54,68954.7k $3.5m $3.5m 0.03% Added +257 +257
35 Focus Partners Advisor Solutions, LLC 0.15% of their portfolio SAINT LOUIS, MO 50,40450.4k $3.2m $3.2m 0.15% Added +9.6k +9,597
36 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 48,54448.5k $3.1m $3.1m 0.01% Added +738 +738
37 Kathleen S. Wright Associates Inc. 1.49% of their portfolio PITTSBURGH, PA 46,00746.0k $2.9m $2.9m 1.49% Reduced -1.7k -1,668
38 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 45,04745.0k $2.9m $2.9m 0.04% Added +19.4k +19,400
39 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 44,97645.0k $2.9m $2.9m 0.01% Reduced -8.6k -8,640
40 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 44,79944.8k $2.9m $2.9m 0.00% Reduced -145.6k -145,626
41 Regency Capital Management Inc.\DE 1.88% of their portfolio HONOLULU, HI 43,74043.7k $2.8m $2.8m 1.88% New
42 GHP Investment Advisors, Inc. 0.15% of their portfolio Denver, CO 42,93342.9k $2.7m $2.7m 0.15% Reduced -4.5k -4,527
43 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 40,72340.7k $2.6m $2.6m 0.00% Reduced -1.8k -1,787
44 Waterfront Wealth Inc. 0.74% of their portfolio OVERLAND PARK, KS 39,16839.2k $2.5m $2.5m 0.74% Added +767 +767
45 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 38,87038.9k $2.5m $2.5m 0.02% Reduced -2.1k -2,072
46 Wealth Architects, LLC 0.33% of their portfolio MOUNTAIN VIEW, CA 37,20837.2k $2.4m $2.4m 0.33% Unchanged
47 FAMILY WEALTH PARTNERS, LLC 1.83% of their portfolio MATTHEWS, NC 37,20737.2k $2.4m $2.4m 1.83% First filing
48 Sharper & Granite LLC 1.22% of their portfolio EL SEGUNDO, CA 36,91036.9k $2.4m $2.4m 1.22% Reduced -1.9k -1,945
49 Occidental Asset Management, LLC 0.48% of their portfolio Burlingame, CA 36,18636.2k $2.3m $2.3m 0.48% Added +741 +741
50 Cedar Brook Financial Partners, LLC 0.49% of their portfolio CLEVELAND, OH 35,17835.2k $2.2m $2.2m 0.49% Reduced -8.5k -8,483
51 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 34,56434.6k $2.2m $2.2m 0.00% Added +19.4k +19,390
52 SMITH, MOORE & CO. 0.25% of their portfolio CLAYTON, MO 33,01433.0k $2.1m $2.1m 0.25% Reduced -23.9k -23,904
53 McLean Asset Management Corp 0.76% of their portfolio TYSONS, VA 32,52532.5k $2.0m $2.0m 0.76% Reduced -167 -167
54 SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.46% of their portfolio Chadds Ford, PA 31,96332.0k $2.0m $2.0m 0.46% Reduced -308 -308
55 Larson Financial Group LLC 0.17% of their portfolio ST LOUIS, MO 30,49630.5k $1.9m $1.9m 0.17% Added +4.0k +3,976
56 RITHOLTZ WEALTH MANAGEMENT 0.07% of their portfolio NEW YORK, NY 29,01629.0k $1.9m $1.9m 0.07% Added +1.5k +1,501
57 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 28,99229.0k $1.9m $1.9m 0.00% Added +636 +636
58 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 28,92228.9k $1.8m $1.8m 0.02% Added +3.4k +3,417
59 Insight Advisors, LLC/ PA 0.38% of their portfolio Newtown, PA 27,92427.9k $1.8m $1.8m 0.38% Reduced -12.3k -12,287
60 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 27,81027.8k $1.8m $1.8m 0.07% Added +835 +835
61 Investors Research Corp 0.41% of their portfolio ATLANTA, GA 26,49726.5k $1.7m $1.7m 0.41% Reduced -519 -519
62 StrategIQ Financial Group, LLC 0.19% of their portfolio MERRILLVILLE, IN 26,08126.1k $1.7m $1.7m 0.19% Reduced -353 -353
63 KLR INVESTMENT ADVISORS, LLC 1.20% of their portfolio PROVIDENCE, RI 25,95626.0k $1.7m $1.7m 1.20% Reduced -1.8k -1,757
64 Bristlecone Advisors, LLC 0.17% of their portfolio BELLEVUE, WA 25,72125.7k $1.6m $1.6m 0.17% Reduced -2.8k -2,757
65 FFG RETIREMENT ADVISORS LLC 1.20% of their portfolio CENTENNIAL, CO 24,30024.3k $1.6m $1.6m 1.20% Reduced -14.0k -13,976
66 Smartleaf Asset Management LLC 0.39% of their portfolio BOSTON, MA 22,69122.7k $1.4m $1.4m 0.39% First filing
67 Beaird Harris Wealth Management, LLC 0.14% of their portfolio DALLAS, TX 20,98721.0k $1.3m $1.3m 0.14% Reduced -758 -758
68 INVENIO WEALTH PARTNERS LLC 0.96% of their portfolio CORAL GABLES, FL 20,70120.7k $1.3m $1.3m 0.96% Added +7.1k +7,067
69 Addison Advisors LLC 0.49% of their portfolio MIDDLEBURY, VT 19,54919.5k $1.2m $1.2m 0.49% Reduced -1.1k -1,080
70 Marathon Strategic Advisors, LLC 1.68% of their portfolio PITTSBURGH, PA 19,47219.5k $1.2m $1.2m 1.68% First filing
71 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,41419.4k $1.2m $1.2m 0.00% Added +1.0k +1,009
72 Tacita Capital Inc 0.90% of their portfolio TORONTO, A6 19,10919.1k $1.2m $1.2m 0.90% Reduced -1.6k -1,575
73 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 17,50117.5k $1.1m $1.1m 0.00% New
74 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 16,20016.2k $1.0m $1.0m 0.00% Reduced -992 -992
75 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 15,88315.9k $1.0m $1.0m 0.00% Added +1.6k +1,628
76 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 15,87715.9k $1.0m $1.0m 0.00% Reduced -767 -767
77 Tortoise Investment Management, LLC 0.14% of their portfolio WHITE PLAINS, NY 15,86915.9k $1.0m $1.0m 0.14% Unchanged
78 CoreCap Advisors, LLC 0.06% of their portfolio SOUTHFIELD, MI 15,60715.6k $996.5k $996.5k 0.06% Reduced -1.6k -1,568
79 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 15,15415.2k $967.5k $967.5k 0.03% Added +1.4k +1,404
80 SILVER OAK SECURITIES, INCORPORATED 0.13% of their portfolio JACKSON, TN 14,58814.6k $931.3k $931.3k 0.13% Reduced -184 -184
81 Compound Planning, Inc. 0.13% of their portfolio NEW YORK, NY 14,26214.3k $910.6k $910.6k 0.13% Added +6.0k +5,980
82 Bruce G. Allen Investments, LLC 0.78% of their portfolio DENVER, CO 13,44713.4k $858.5k $858.5k 0.78% First filing
83 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 13,10513.1k $836.7k $836.7k 0.03% Reduced -285 -285
84 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 12,60512.6k $804.8k $804.8k 0.04% Reduced -587 -587
85 Windward Private Wealth Management Inc. 0.33% of their portfolio OVERLAND PARK, KS 12,51312.5k $798.9k $798.9k 0.33% Reduced -6.7k -6,744
86 Wescott Financial Advisory Group, LLC 0.11% of their portfolio Philadelphia, PA 11,97412.0k $764.5k $764.5k 0.11% Reduced -1.1k -1,105
87 Betterment LLC 0.00% of their portfolio NEW YORK, NY 11,62711.6k $742.0k $742.0k 0.00% Reduced -547 -547
88 REAP Financial Group, LLC 0.22% of their portfolio AUSTIN, TX 11,60711.6k $741.1k $741.1k 0.22% First filing
89 HEARTLAND ADVISORS INC 0.04% of their portfolio MILWAUKEE, WI 10,96011.0k $699.8k $699.8k 0.04% Unchanged
90 True Wealth Design, LLC 0.20% of their portfolio AKRON, OH 10,92710.9k $697.6k $697.6k 0.20% Added +1 +1
91 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 10,71510.7k $663.4k $663.4k 0.02% Unchanged
92 Robinswood Financial LLC 0.29% of their portfolio KIRKLAND, WA 10,65410.7k $680.3k $680.3k 0.29% Reduced -1.2k -1,216
93 My Legacy Advisors, LLC 0.23% of their portfolio BEND, OR 10,15010.2k $638.2k $638.2k 0.23% Added +6.5k +6,482
94 Camelot Portfolios, LLC 0.37% of their portfolio Maumee, OH 9,8649.9k $629.8k $629.8k 0.37% Added +1.4k +1,357
95 Blue Trust, Inc. 0.01% of their portfolio BRENTWOOD, TN 9,8259.8k $565.0k $565.0k 0.01% Added +9.7k +9,679
96 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 9,7449.7k $622.1k $622.1k 0.00% Added +531 +531
97 Sound Stewardship, LLC 0.39% of their portfolio Overland Park, KS 9,2489.2k $590.4k $590.4k 0.39% Reduced -2.2k -2,161
98 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 8,5458.5k $535.9k $535.9k 0.02% Unchanged
99 Williams & Novak, LLC 0.62% of their portfolio WESTLAKE VILLAGE, CA 8,5458.5k $545.6k $545.6k 0.62% First filing
100 Lester Murray Antman dba SimplyRich 0.18% of their portfolio CARLSBAD, CA 7,9958.0k $510.0k $510.0k 0.18% New