Vault-13

WISDOMTREE TR DLS

INTL SMCAP DIV · ETP · CUSIP 97717W760

197 institutional holders +11 vs Q3 2024
5,159,9795.2m shares reported held*
$324.8mreported value*
13 new 51 added 76 reduced 16 sold out net sold ≈ $7.8m (-123.4k 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 ($39.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.95.

Trends to Q4 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: 202Q3 24: 186Q4 24: 197197Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022193
Q4 2022196
Q1 2023197
Q2 2023190
Q3 2023190
Q4 2023208
Q1 2024201
Q2 2024202
Q3 2024186
Q4 2024197

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 24Q3 24: 55 bought or addedQ3 24: 116 cut or sold outQ4 24: 64 bought or addedQ4 24: 92 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20239579
Q2 202372100
Q3 20237989
Q4 20236898
Q1 202476103
Q2 20247895
Q3 202455116
Q4 20246492

Biggest buyers

WELLS FARGO & COMPANY/MN Added +47,341+47.3k
FLOW TRADERS U.S. LLC Added +46,511+46.5k
BIP Wealth, LLC Added +33,351+33.4k
Compound Planning, Inc. Added +20,136+20.1k
Prospera Financial Services Inc New +15,919+15.9k
BANK OF AMERICA CORP /DE/ Added +10,038+10.0k
CITADEL ADVISORS LLC Added +5,736+5.7k
Apella Capital, LLC New +5,706+5.7k
Farther Finance Advisors, LLC Added +4,956+5.0k
FAMILY WEALTH PARTNERS, LLC Added +3,777+3.8k

Biggest sellers

Merriman Wealth Management, LLC Sold out -89,276-89.3k
MORGAN STANLEY Reduced -42,832-42.8k
JANE STREET GROUP, LLC Reduced -32,073-32.1k
Equitable Holdings, Inc. Reduced -29,501-29.5k
Csenge Advisory Group Reduced -20,633-20.6k
Savant Capital, LLC Reduced -17,793-17.8k
MAI Capital Management Reduced -9,363-9.4k
JPMORGAN CHASE & CO Reduced -9,157-9.2k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Reduced -7,940-7.9k
McLean Asset Management Corp Reduced -7,867-7.9k

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 0.40% of their portfolio ROCKFORD, IL 803,826803.8k $50.6m $50.6m 0.40% Reduced -17.8k -17,793
2 BIP Wealth, LLC 1.16% of their portfolio ATLANTA, GA 275,869275.9k $17.4m $17.4m 1.16% Added +33.4k +33,351
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 214,673214.7k $13.5m $13.5m 0.00% Added +10.0k +10,038
4 LRI Investments, LLC 1.23% of their portfolio PALM BEACH GARDENS, FL 202,350202.3k $12.7m $12.7m 1.23% Reduced -166 -166
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 179,316179.3k $11.3m $11.3m 0.00% First filing
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 160,762160.8k $10.1m $10.1m 0.00% Reduced -42.8k -42,832
7 Checchi Capital Advisers, LLC 0.59% of their portfolio BEVERLY HILLS, CA 125,965126.0k $7.9m $7.9m 0.59% Added +885 +885
8 MAI Capital Management 0.06% of their portfolio INDEPENDENCE, OH 120,258120.3k $7.6m $7.6m 0.06% Reduced -9.4k -9,363
9 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 118,754118.8k $7.5m $7.5m 0.01% Reduced -6.6k -6,567
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 113,118113.1k $7.1m $7.1m 0.00% Reduced -3.1k -3,111
11 Csenge Advisory Group 0.38% of their portfolio CLEARWATER, FL 111,523111.5k $7.0m $7.0m 0.38% Reduced -20.6k -20,633
12 CW Advisors, LLC 0.09% of their portfolio BOSTON, MA 102,792102.8k $6.5m $6.5m 0.09% Added +843 +843
13 Evanson Asset Management, LLC 0.37% of their portfolio CARMEL, CA 85,45685.5k $5.4m $5.4m 0.37% Reduced -1.0k -1,033
14 Telos Capital Management, Inc. 0.56% of their portfolio SAN DIEGO, CA 82,66982.7k $5.2m $5.2m 0.56% Added +1.8k +1,780
15 Great Point Wealth Advisors, LLC 1.10% of their portfolio BOSTON, MA 79,85979.9k $5.0m $5.0m 1.10% Reduced -527 -527
16 Alpha Omega Wealth Management LLC 0.92% of their portfolio RICHMOND, VA 77,35277.4k $4.9m $4.9m 0.92% Added +2.3k +2,273
17 FLOW TRADERS U.S. LLC 0.19% of their portfolio NEW YORK, NY 77,16777.2k $4.9m $4.9m 0.19% Added +46.5k +46,511
18 Compound Planning, Inc. 0.24% of their portfolio NEW YORK, NY 75,46075.5k $4.8m $4.8m 0.24% Added +20.1k +20,136
19 Neumann Capital Management, LLC 1.48% of their portfolio FOSTER CITY, CA 70,76370.8k $4.5m $4.5m 1.48% Added +3.5k +3,456
20 WESCAP Management Group, Inc. 1.05% of their portfolio Glendale, CA 68,90868.9k $4.3m $4.3m 1.05% Added +3.3k +3,275
21 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 66,99367.0k $4.2m $4.2m 0.00% Reduced -4.5k -4,530
22 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 63,67763.7k $4.0m $4.0m 0.00% Added +47.3k +47,341
23 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% of their portfolio Seattle, WA 60,43260.4k $3.8m $3.8m 0.10% Added +2.5k +2,537
24 PrairieView Partners, LLC 0.39% of their portfolio ST. PAUL, MN 58,67058.7k $3.7m $3.7m 0.39% Added +2.8k +2,803
25 Grove Street Fiduciary, LLC 1.86% of their portfolio PETERBOROUGH, NH 56,23056.2k $3.5m $3.5m 1.86% First filing
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 55,68155.7k $3.5m $3.5m 0.00% Reduced -961 -961
27 Elwood & Goetz Wealth Advisory Group, LLC 0.85% of their portfolio ATHENS, GA 55,23955.2k $3.5m $3.5m 0.85% Reduced -723 -723
28 HOWARD BAILEY SECURITIES, LLC 1.18% of their portfolio FORT WAYNE, IN 50,28150.3k $3.2m $3.2m 1.18% Added +1.0k +1,038
29 Focus Partners Advisor Solutions, LLC 0.05% of their portfolio SAINT LOUIS, MO 50,09150.1k $3.2m $3.2m 0.05% Reduced -620 -620
30 Waterfront Wealth Inc. 0.77% of their portfolio OVERLAND PARK, KS 50,02250.0k $3.1m $3.1m 0.77% Added +2.8k +2,770
31 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 47,82647.8k $3.0m $3.0m 0.02% Added +1.0k +1,023
32 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 46,69746.7k $2.9m $2.9m 0.00% Added +390 +390
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 44,69644.7k $2.8m $2.8m 0.00% Reduced -5.6k -5,643
34 FAMILY WEALTH PARTNERS, LLC 1.18% of their portfolio MATTHEWS, NC 39,47739.5k $2.5m $2.5m 1.18% Added +3.8k +3,777
35 Wealth Architects, LLC 0.26% of their portfolio MOUNTAIN VIEW, CA 36,62536.6k $2.3m $2.3m 0.26% Unchanged
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 33,48033.5k $2.1m $2.1m 0.00% Added +23 +23
37 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,06033.1k $2.1m $2.1m 0.00% Reduced -32.1k -32,073
38 Kathleen S. Wright Associates Inc. 0.83% of their portfolio PITTSBURGH, PA 31,66931.7k $2.0m $2.0m 0.83% Reduced -4.4k -4,365
39 Sharper & Granite LLC 0.85% of their portfolio EL SEGUNDO, CA 30,70530.7k $1.9m $1.9m 0.85% Reduced -3.3k -3,285
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 30,70130.7k $1.9m $1.9m 0.00% Reduced -512 -512
41 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 30,09030.1k $1.9m $1.9m 0.01% Reduced -3.7k -3,667
42 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 28,98329.0k $1.8m $1.8m 0.00% Added +157 +157
43 SMITH, MOORE & CO. 0.16% of their portfolio CLAYTON, MO 28,21928.2k $1.8m $1.8m 0.16% Reduced -289 -289
44 Tandem Investment Partners LLC 1.66% of their portfolio Bordentown, NJ 27,53527.5k $1.7m $1.7m 1.66% First filing
45 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 27,04127.0k $1.7m $1.7m 0.05% Reduced -558 -558
46 GHP Investment Advisors, Inc. 0.08% of their portfolio Denver, CO 26,66226.7k $1.7m $1.7m 0.08% Reduced -2.0k -2,000
47 Larson Financial Group LLC 0.09% of their portfolio ST LOUIS, MO 26,41926.4k $1.7m $1.7m 0.09% Reduced -657 -657
48 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 25,84825.8k $1.6m $1.6m 0.00% Added +2.5k +2,543
49 Marathon Strategic Advisors, LLC 1.59% of their portfolio PITTSBURGH, PA 23,41723.4k $1.5m $1.5m 1.59% Added +1.5k +1,457
50 RITHOLTZ WEALTH MANAGEMENT 0.04% of their portfolio NEW YORK, NY 23,09223.1k $1.5m $1.5m 0.04% Added +1.7k +1,673
51 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 22,79522.8k $1.4m $1.4m 0.00% Reduced -3.7k -3,675
52 Investors Research Corp 0.32% of their portfolio ATLANTA, GA 22,77922.8k $1.4m $1.4m 0.32% Reduced -438 -438
53 McLean Asset Management Corp 0.43% of their portfolio TYSONS, VA 22,58122.6k $1.4m $1.4m 0.43% Reduced -7.9k -7,867
54 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 22,56722.6k $1.4m $1.4m 0.02% Reduced -773 -773
55 Bristlecone Advisors, LLC 0.11% of their portfolio BELLEVUE, WA 21,79521.8k $1.4m $1.4m 0.11% Reduced -780 -780
56 Addison Advisors LLC 0.34% of their portfolio MIDDLEBURY, VT 19,48019.5k $1.2m $1.2m 0.34% Added +1.4k +1,431
57 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 19,14319.1k $1.2m $1.2m 0.01% Added +933 +933
58 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 18,88418.9k $1.2m $1.2m 0.00% Added +2.6k +2,588
59 Impact Capital Partners LLC 0.39% of their portfolio GREENWOOD VILLAGE, CO 17,59217.6k $1.1m $1.1m 0.39% First filing
60 Beaird Harris Wealth Management, LLC 0.09% of their portfolio DALLAS, TX 17,35117.4k $1.1m $1.1m 0.09% Added +176 +176
61 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 15,91915.9k $1.0m $1.0m 0.02% New
62 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 15,54015.5k $978.2k $978.2k 0.00% Added +1.2k +1,159
63 Betterment LLC 0.00% of their portfolio NEW YORK, NY 14,90414.9k $938.0k $938.0k 0.00% Added +1.5k +1,475
64 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,66514.7k $923.2k $923.2k 0.00% Reduced -2.3k -2,288
65 Tortoise Investment Management, LLC 0.10% of their portfolio WHITE PLAINS, NY 14,46914.5k $910.8k $910.8k 0.10% Unchanged
66 Bruce G. Allen Investments, LLC 0.72% of their portfolio DENVER, CO 14,13414.1k $889.7k $889.7k 0.72% Reduced -170 -170
67 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 13,99714.0k $881.1k $881.1k 0.04% Reduced -1.4k -1,386
68 Shakespeare Wealth Management, LLC 0.23% of their portfolio Pewaukee, WI 13,72913.7k $864.2k $864.2k 0.23% Reduced -4.8k -4,808
69 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 12,96513.0k $815.6k $815.6k 0.08% Reduced -1.7k -1,675
70 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 12,81212.8k $806.5k $806.5k 0.00% Reduced -736 -736
71 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 12,59012.6k $792.5k $792.5k 0.02% Added +163 +163
72 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 11,79311.8k $742.4k $742.4k 0.01% Reduced -29.5k -29,501
73 Windward Private Wealth Management Inc. 0.28% of their portfolio OVERLAND PARK, KS 11,58911.6k $729.5k $729.5k 0.28% Reduced -830 -830
74 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,45111.5k $720.8k $720.8k 0.00% Added +5.7k +5,736
75 Envision Financial LLC 0.55% of their portfolio BROOKFIELD, WI 10,96411.0k $690.2k $690.2k 0.55% First filing
76 One Capital Management, LLC 0.02% of their portfolio WESTLAKE VILLAGE, CA 10,82710.8k $681.6k $681.6k 0.02% Reduced -478 -478
77 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,81110.8k $680.6k $680.6k 0.00% Reduced -9.2k -9,157
78 Insight Advisors, LLC/ PA 0.11% of their portfolio Newtown, PA 10,63310.6k $668.9k $668.9k 0.11% Reduced -3.2k -3,180
79 Longview Financial Advisors LLC 0.42% of their portfolio SAN RAFAEL, CA 10,02310.0k $630.9k $630.9k 0.42% First filing
80 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 10,00110.0k $629.6k $629.6k 0.02% Reduced -7.9k -7,940
81 Robinswood Financial LLC 0.24% of their portfolio KIRKLAND, WA 9,99410.0k $629.1k $629.1k 0.24% Reduced -642 -642
82 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,5459.5k $600.9k $600.9k 0.00% Added +2.8k +2,833
83 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 9,3279.3k $587.0k $587.0k 0.02% Reduced -471 -471
84 Sound Stewardship, LLC 0.33% of their portfolio Overland Park, KS 8,8458.8k $556.8k $556.8k 0.33% Added +78 +78
85 Carlson Capital Management 0.02% of their portfolio NORTHFIELD, MN 8,8168.8k $555.0k $555.0k 0.02% Reduced -12 -12
86 Lester Murray Antman dba SimplyRich 0.14% of their portfolio CARLSBAD, CA 7,8607.9k $494.0k $494.0k 0.14% Unchanged
87 CAHILL FINANCIAL ADVISORS INC 0.07% of their portfolio EDINA, MN 7,8367.8k $493.3k $493.3k 0.07% Added +184 +184
88 AllSquare Wealth Management LLC 0.27% of their portfolio ALBANY, NY 7,5807.6k $477.2k $477.2k 0.27% Unchanged
89 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 7,1197.1k $448.1k $448.1k 0.01% Reduced -136 -136
90 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,9707.0k $438.7k $438.7k 0.00% Reduced -277 -277
91 Camelot Portfolios, LLC 0.47% of their portfolio Maumee, OH 6,9056.9k $434.7k $434.7k 0.47% Reduced -276 -276
92 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,8746.9k $444.3k $444.3k 0.00% Reduced -691 -691
93 Tillman Hartley LLC 0.12% of their portfolio ORLANDO, FL 6,6936.7k $421.4k $421.4k 0.12% Added +807 +807
94 Viewpoint Capital Management LLC 0.21% of their portfolio SEATTLE, WA 6,4716.5k $407.3k $407.3k 0.21% Unchanged
95 Bleakley Financial Group, LLC 0.01% of their portfolio PARSIPPANY, NJ 6,4106.4k $403.5k $403.5k 0.01% Unchanged
96 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 6,2526.3k $393.6k $393.6k 0.01% Added +1.5k +1,531
97 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,1976.2k $390.1k $390.1k 0.00% Reduced -155 -155
98 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,0936.1k $383.6k $383.6k 0.00% Reduced -244 -244
99 Quadrant Private Wealth Management, LLC 0.09% of their portfolio Center Valley, PA 6,0856.1k $383.1k $383.1k 0.09% Added +167 +167
100 SignalPoint Asset Management, LLC 0.09% of their portfolio SPRINGFIELD, MO 6,0456.0k $380.5k $380.5k 0.09% Reduced -841 -841