Vault-13

WISDOMTREE TR DLS

INTL SMCAP DIV · ETP · CUSIP 97717W760

202 institutional holders +1 vs Q1 2024
6,403,1806.4m shares reported held*
$404.6mreported value*
16 new 62 added 79 reduced 16 sold out net sold ≈ $48.9m (-738.8k 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 ≈ $63.19.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 193Q4 22: 196Q1 23: 197Q2 23: 190Q3 23: 190Q4 23: 208Q1 24: 201Q2 24: 202202Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022193
Q4 2022196
Q1 2023197
Q2 2023190
Q3 2023190
Q4 2023208
Q1 2024201
Q2 2024202

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 82 bought or addedQ4 22: 95 cut or sold outQ4 22Q1 23: 95 bought or addedQ1 23: 79 cut or sold outQ2 23: 72 bought or addedQ2 23: 100 cut or sold outQ2 23Q3 23: 79 bought or addedQ3 23: 89 cut or sold outQ4 23: 68 bought or addedQ4 23: 98 cut or sold outQ4 23Q1 24: 76 bought or addedQ1 24: 103 cut or sold outQ2 24: 78 bought or addedQ2 24: 95 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20228295
Q1 20239579
Q2 202372100
Q3 20237989
Q4 20236898
Q1 202476103
Q2 20247895

Biggest buyers

OLD MISSION CAPITAL LLC Added +223,413+223.4k
FLOW TRADERS U.S. LLC Added +124,822+124.8k
Focus Partners Advisor Solutions, LLC Added +37,963+38.0k
Compound Planning, Inc. Added +34,828+34.8k
LIBERTY WEALTH MANAGEMENT LLC New +32,291+32.3k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC New +26,089+26.1k
JANE STREET GROUP, LLC Added +14,449+14.4k
BIP Wealth, LLC Added +10,852+10.9k
JONES FINANCIAL COMPANIES LLLP New +10,142+10.1k
ROYAL BANK OF CANADA Added +9,914+9.9k

Biggest sellers

MORGAN STANLEY Reduced -623,916-623.9k
BANK OF AMERICA CORP /DE/ Reduced -200,789-200.8k
UBS Group AG Reduced -69,926-69.9k
CITADEL ADVISORS LLC Reduced -44,552-44.6k
Savant Capital, LLC Reduced -44,365-44.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -42,641-42.6k
Shakespeare Wealth Management, LLC Reduced -37,910-37.9k
Cedar Brook Financial Partners, LLC Sold out -29,136-29.1k
Atria Investments, Inc Reduced -27,598-27.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -26,230-26.2k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 0.53% of their portfolio ROCKFORD, IL 836,268836.3k $53.1m $53.1m 0.53% Reduced -44.4k -44,365
2 OLD MISSION CAPITAL LLC 0.40% of their portfolio CHICAGO, IL 240,147240.1k $15.2m $15.2m 0.40% Added +223.4k +223,413
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 235,227235.2k $14.9m $14.9m 0.00% Reduced -623.9k -623,916
4 Freedom Investment Management, Inc. 1.18% of their portfolio SOUTH WINDSOR, CT 226,257226.3k $14.4m $14.4m 1.18% Added +1.2k +1,183
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 212,303212.3k $13.5m $13.5m 0.00% Reduced -200.8k -200,789
6 Shakespeare Wealth Management, LLC 3.86% of their portfolio Pewaukee, WI 210,617210.6k $13.4m $13.4m 3.86% Reduced -37.9k -37,910
7 LRI Investments, LLC 1.49% of their portfolio PALM BEACH GARDENS, FL 206,665206.7k $13.1m $13.1m 1.49% Unchanged
8 BIP Wealth, LLC 1.03% of their portfolio ATLANTA, GA 197,665197.7k $12.5m $12.5m 1.03% Added +10.9k +10,852
9 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 185,816185.8k $11.8m $11.8m 0.01% Added +2.2k +2,243
10 Csenge Advisory Group 0.64% of their portfolio CLEARWATER, FL 178,436178.4k $11.3m $11.3m 0.64% Reduced -22.2k -22,225
11 FLOW TRADERS U.S. LLC 0.55% of their portfolio NEW YORK, NY 176,680176.7k $11.2m $11.2m 0.55% Added +124.8k +124,822
12 MAI Capital Management 0.09% of their portfolio INDEPENDENCE, OH 138,350138.3k $8.8m $8.8m 0.09% Reduced -15.5k -15,481
13 Checchi Capital Advisers, LLC 0.64% of their portfolio BEVERLY HILLS, CA 127,655127.7k $8.1m $8.1m 0.64% Added +7.7k +7,720
14 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 124,123124.1k $7.9m $7.9m 0.01% Reduced -1.5k -1,472
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 116,368116.4k $7.4m $7.4m 0.00% Reduced -69.9k -69,926
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 110,589110.6k $7.0m $7.0m 0.01% Reduced -26.2k -26,230
17 Compound Planning, Inc. 0.46% of their portfolio NEW YORK, NY 98,36798.4k $6.2m $6.2m 0.46% Added +34.8k +34,828
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 94,23394.2k $6.0m $6.0m 0.00% Added +9.8k +9,780
19 Evanson Asset Management, LLC 0.41% of their portfolio CARMEL, CA 88,10988.1k $5.6m $5.6m 0.41% Reduced -3.0k -2,995
20 Telos Capital Management, Inc. 0.57% of their portfolio SAN DIEGO, CA 81,09781.1k $5.1m $5.1m 0.57% Added +593 +593
21 Great Point Wealth Advisors, LLC 1.17% of their portfolio BOSTON, MA 80,70680.7k $5.1m $5.1m 1.17% Reduced -1.7k -1,726
22 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 75,72075.7k $5.0m $5.0m 0.00% Reduced -1.3k -1,335
23 Alpha Omega Wealth Management LLC 0.90% of their portfolio RICHMOND, VA 74,27074.3k $4.7m $4.7m 0.90% Added +358 +358
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 71,39971.4k $4.5m $4.5m 0.00% Added +9.9k +9,914
25 Neumann Capital Management, LLC 1.53% of their portfolio FOSTER CITY, CA 70,40370.4k $4.5m $4.5m 1.53% Added +14 +14
26 WESCAP Management Group, Inc. 1.12% of their portfolio Glendale, CA 62,56162.6k $4.0m $4.0m 1.12% Added +368 +368
27 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% of their portfolio Seattle, WA 58,72958.7k $3.7m $3.7m 0.11% Reduced -1.5k -1,549
28 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 57,94057.9k $3.7m $3.7m 0.02% Reduced -3.8k -3,836
29 Elwood & Goetz Wealth Advisory Group, LLC 1.04% of their portfolio ATHENS, GA 57,76457.8k $3.7m $3.7m 1.04% Reduced -404 -404
30 Focus Partners Advisor Solutions, LLC 0.09% of their portfolio SAINT LOUIS, MO 56,43556.4k $3.6m $3.6m 0.09% Added +38.0k +37,963
31 PrairieView Partners, LLC 0.40% of their portfolio ST. PAUL, MN 55,69655.7k $3.5m $3.5m 0.40% Reduced -1.5k -1,483
32 INVENIO WEALTH PARTNERS LLC 1.59% of their portfolio CORAL GABLES, FL 50,63550.6k $3.2m $3.2m 1.59% Added +6.5k +6,536
33 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 46,06946.1k $2.9m $2.9m 0.02% Added +399 +399
34 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 45,41745.4k $2.9m $2.9m 0.00% Reduced -309 -309
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 45,10745.1k $2.9m $2.9m 0.00% Added +14.4k +14,449
36 Waterfront Wealth Inc. 0.76% of their portfolio OVERLAND PARK, KS 44,20744.2k $2.8m $2.8m 0.76% Added +425 +425
37 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 41,30041.3k $2.6m $2.6m 0.00% Added +1.2k +1,170
38 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 38,09038.1k $2.4m $2.4m 0.00% Added +823 +823
39 FAMILY WEALTH PARTNERS, LLC 1.25% of their portfolio MATTHEWS, NC 37,87237.9k $2.4m $2.4m 1.25% Added +1.6k +1,574
40 Wealth Architects, LLC 0.29% of their portfolio MOUNTAIN VIEW, CA 36,81336.8k $2.3m $2.3m 0.29% Reduced -334 -334
41 Insight Advisors, LLC/ PA 0.42% of their portfolio Newtown, PA 36,52936.5k $2.3m $2.3m 0.42% Added +5.7k +5,693
42 Kathleen S. Wright Associates Inc. 1.06% of their portfolio PITTSBURGH, PA 36,24836.2k $2.3m $2.3m 1.06% Reduced -8.3k -8,257
43 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 36,06636.1k $2.3m $2.3m 0.00% Reduced -17.8k -17,822
44 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 35,75435.8k $2.3m $2.3m 0.02% Added +4.7k +4,714
45 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 35,57835.6k $2.3m $2.3m 0.00% Reduced -42.6k -42,641
46 GHP Investment Advisors, Inc. 0.11% of their portfolio Denver, CO 35,16335.2k $2.2m $2.2m 0.11% Reduced -6.1k -6,086
47 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 34,90234.9k $2.3m $2.3m 0.01% Reduced -2.5k -2,533
48 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 34,32434.3k $2.2m $2.2m 0.01% Added +7.1k +7,061
49 Sharper & Granite LLC 1.02% of their portfolio EL SEGUNDO, CA 33,84033.8k $2.1m $2.1m 1.02% Added +1.1k +1,140
50 LIBERTY WEALTH MANAGEMENT LLC 0.00% of their portfolio OAKLAND, CA 32,29132.3k $32 $32 0.00% New
51 SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.43% of their portfolio Chadds Ford, PA 32,24532.2k $2.0m $2.0m 0.43% Added +100 +100
52 McLean Asset Management Corp 0.67% of their portfolio TYSONS, VA 31,63431.6k $2.1m $2.1m 0.67% Reduced -323 -323
53 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 28,78128.8k $1.8m $1.8m 0.00% Reduced -105 -105
54 Larson Financial Group LLC 0.12% of their portfolio ST LOUIS, MO 28,59928.6k $1.8m $1.8m 0.12% Reduced -1.1k -1,144
55 SMITH, MOORE & CO. 0.19% of their portfolio CLAYTON, MO 28,50828.5k $1.8m $1.8m 0.19% Reduced -59 -59
56 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 27,98328.0k $1.8m $1.8m 0.06% Reduced -830 -830
57 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% of their portfolio LOS ANGELES, CA 26,08926.1k $1.7m $1.7m 0.04% New
58 Bristlecone Advisors, LLC 0.14% of their portfolio BELLEVUE, WA 25,24525.2k $1.6m $1.6m 0.14% Reduced -417 -417
59 FFG RETIREMENT ADVISORS LLC 1.07% of their portfolio CENTENNIAL, CO 24,12224.1k $1.5m $1.5m 1.07% Reduced -680 -680
60 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 23,72723.7k $1.5m $1.5m 0.03% Reduced -5.4k -5,412
61 Investors Research Corp 0.35% of their portfolio ATLANTA, GA 23,35423.4k $1.5m $1.5m 0.35% Reduced -1.3k -1,253
62 RITHOLTZ WEALTH MANAGEMENT 0.05% of their portfolio NEW YORK, NY 23,35323.4k $1.5m $1.5m 0.05% Reduced -195 -195
63 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,64920.6k $1.3m $1.3m 0.00% Reduced -44.6k -44,552
64 Smartleaf Asset Management LLC 0.21% of their portfolio BOSTON, MA 20,60820.6k $1.3m $1.3m 0.21% Added +407 +407
65 Marathon Strategic Advisors, LLC 1.49% of their portfolio PITTSBURGH, PA 20,06620.1k $1.3m $1.3m 1.49% Added +200 +200
66 Addison Advisors LLC 0.40% of their portfolio MIDDLEBURY, VT 19,32919.3k $1.2m $1.2m 0.40% Reduced -150 -150
67 Regency Capital Management Inc.\DE 0.78% of their portfolio HONOLULU, HI 19,07319.1k $1.2m $1.2m 0.78% Reduced -24.9k -24,929
68 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 19,01219.0k $1.2m $1.2m 0.02% Reduced -27.6k -27,598
69 Beaird Harris Wealth Management, LLC 0.11% of their portfolio DALLAS, TX 18,14418.1k $1.2m $1.2m 0.11% Reduced -2.6k -2,552
70 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 16,00516.0k $1.0m $1.0m 0.00% Added +429 +429
71 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 15,52315.5k $984.8k $984.8k 0.00% Reduced -722 -722
72 CoreCap Advisors, LLC 0.10% of their portfolio SOUTHFIELD, MI 15,29115.3k $970.1k $970.1k 0.10% Reduced -209 -209
73 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,73514.7k $935.0k $935.0k 0.00% Reduced -205 -205
74 SILVER OAK SECURITIES, INCORPORATED 0.14% of their portfolio JACKSON, TN 14,73114.7k $934.5k $934.5k 0.14% Reduced -106 -106
75 Tortoise Investment Management, LLC 0.10% of their portfolio WHITE PLAINS, NY 14,46914.5k $917.9k $917.9k 0.10% Unchanged
76 Bruce G. Allen Investments, LLC 0.76% of their portfolio DENVER, CO 14,21414.2k $901.7k $901.7k 0.76% Added +221 +221
77 Betterment LLC 0.00% of their portfolio NEW YORK, NY 12,74912.7k $809.0k $809.0k 0.00% Added +657 +657
78 Windward Private Wealth Management Inc. 0.32% of their portfolio OVERLAND PARK, KS 12,41912.4k $787.9k $787.9k 0.32% Reduced -5 -5
79 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 12,34612.3k $783.2k $783.2k 0.03% Added +793 +793
80 One Capital Management, LLC 0.02% of their portfolio WESTLAKE VILLAGE, CA 11,49811.5k $729.4k $729.4k 0.02% Reduced -1.6k -1,607
81 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 11,39211.4k $727.2k $727.2k 0.01% First filing
82 True Wealth Design, LLC 0.17% of their portfolio AKRON, OH 10,90310.9k $691.7k $691.7k 0.17% Added +1 +1
83 Carlson Capital Management 0.03% of their portfolio NORTHFIELD, MN 10,64110.6k $675.1k $675.1k 0.03% Reduced -1.7k -1,723
84 Robinswood Financial LLC 0.27% of their portfolio KIRKLAND, WA 10,63010.6k $674.4k $674.4k 0.27% Reduced -30 -30
85 HEARTLAND ADVISORS INC 0.04% of their portfolio MILWAUKEE, WI 10,43610.4k $662.1k $662.1k 0.04% Unchanged
86 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 10,14210.1k $643.4k $643.4k 0.00% New
87 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 9,8969.9k $628.0k $628.0k 0.03% Added +1.2k +1,152
88 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 9,8729.9k $626.3k $626.3k 0.00% Reduced -248 -248
89 LANARK FINANCIAL, INC. 0.06% of their portfolio BIRMINGHAM, AL 9,8669.9k $625.0k $625.0k 0.06% Added +865 +865
90 Wescott Financial Advisory Group, LLC 0.07% of their portfolio Philadelphia, PA 9,0739.1k $575.6k $575.6k 0.07% Reduced -996 -996
91 Sound Stewardship, LLC 0.35% of their portfolio Overland Park, KS 9,0409.0k $573.5k $573.5k 0.35% Unchanged
92 REAP Financial Group, LLC 0.15% of their portfolio AUSTIN, TX 8,9869.0k $570.0k $570.0k 0.15% Reduced -997 -997
93 Camelot Portfolios, LLC 0.32% of their portfolio Maumee, OH 8,7818.8k $557.0k $557.0k 0.32% Added +1.1k +1,110
94 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,4328.4k $534.9k $534.9k 0.00% Added +3.5k +3,481
95 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,8317.8k $496.9k $496.9k 0.00% Reduced -6.6k -6,602
96 Lester Murray Antman dba SimplyRich 0.16% of their portfolio CARLSBAD, CA 7,8177.8k $495.0k $495.0k 0.16% Reduced -178 -178
97 AllSquare Wealth Management LLC 0.30% of their portfolio ALBANY, NY 7,7697.8k $492.8k $492.8k 0.30% Reduced -101 -101
98 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 7,7677.8k $492.7k $492.7k 0.02% Added +656 +656
99 FSA Advisors, Inc. 0.52% of their portfolio TROY, MI 7,6717.7k $500.2k $500.2k 0.52% Unchanged
100 CAHILL FINANCIAL ADVISORS INC 0.07% of their portfolio EDINA, MN 7,5427.5k $478.5k $478.5k 0.07% Added +157 +157