Vault-13

WISDOMTREE TR DLS

INTL SMCAP DIV · ETP · CUSIP 97717W760

192 institutional holders -5 vs Q4 2024
4,949,4864.9m shares reported held*
$326.6mreported value*
15 new 51 added 91 reduced 16 sold out net sold ≈ $12.6m (-191.0k 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 ($37.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $65.99.

Trends to Q1 2025

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: 197Q1 25: 192192Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022193
Q4 2022196
Q1 2023197
Q2 2023190
Q3 2023190
Q4 2023208
Q1 2024201
Q2 2024202
Q3 2024186
Q4 2024197
Q1 2025192

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 23: 72 bought or addedQ2 23: 100 cut or sold outQ3 23: 79 bought or addedQ3 23: 89 cut or sold outQ3 23Q4 23: 68 bought or addedQ4 23: 98 cut or sold outQ1 24: 76 bought or addedQ1 24: 103 cut or sold outQ1 24Q2 24: 78 bought or addedQ2 24: 95 cut or sold outQ3 24: 55 bought or addedQ3 24: 116 cut or sold outQ3 24Q4 24: 64 bought or addedQ4 24: 92 cut or sold outQ1 25: 66 bought or addedQ1 25: 107 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202372100
Q3 20237989
Q4 20236898
Q1 202476103
Q2 20247895
Q3 202455116
Q4 20246492
Q1 202566107

Biggest buyers

JANE STREET GROUP, LLC Added +13,963+14.0k
Compound Planning, Inc. Added +11,481+11.5k
Cove Private Wealth, LLC New +10,000+10.0k
Sequoia Financial Advisors, LLC New +9,473+9.5k
CW Advisors, LLC Added +7,756+7.8k
BIP Wealth, LLC Added +7,076+7.1k
Atria Investments, Inc Added +5,208+5.2k
True Link Financial Advisors, LLC New +5,100+5.1k
Farther Finance Advisors, LLC Added +4,747+4.7k
MORGAN STANLEY Added +4,580+4.6k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -72,665-72.7k
Savant Capital, LLC Reduced -24,320-24.3k
Alpha Omega Wealth Management LLC Reduced -24,263-24.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -20,305-20.3k
BANK OF AMERICA CORP /DE/ Reduced -17,969-18.0k
Csenge Advisory Group Reduced -14,518-14.5k
Kestra Advisory Services, LLC Reduced -7,565-7.6k
UBS Group AG Reduced -7,172-7.2k
Bleakley Financial Group, LLC Sold out -6,410-6.4k
PrairieView Partners, LLC Reduced -6,102-6.1k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 0.44% of their portfolio ROCKFORD, IL 779,506779.5k $51.4m $51.4m 0.44% Reduced -24.3k -24,320
2 BIP Wealth, LLC 1.22% of their portfolio ATLANTA, GA 282,945282.9k $18.7m $18.7m 1.22% Added +7.1k +7,076
3 LRI Investments, LLC 1.29% of their portfolio PALM BEACH GARDENS, FL 202,350202.3k $13.4m $13.4m 1.29% Unchanged
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 196,704196.7k $13.0m $13.0m 0.00% Reduced -18.0k -17,969
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 165,342165.3k $10.9m $10.9m 0.00% Added +4.6k +4,580
6 Checchi Capital Advisers, LLC 0.59% of their portfolio BEVERLY HILLS, CA 125,934125.9k $8.3m $8.3m 0.59% Reduced -31 -31
7 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 116,334116.3k $7.7m $7.7m 0.01% Reduced -2.4k -2,420
8 MAI Capital Management 0.06% of their portfolio INDEPENDENCE, OH 115,711115.7k $7.6m $7.6m 0.06% Reduced -4.5k -4,547
9 CW Advisors, LLC 0.09% of their portfolio BOSTON, MA 110,548110.5k $7.3m $7.3m 0.09% Added +7.8k +7,756
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 106,651106.7k $7.0m $7.0m 0.00% Reduced -72.7k -72,665
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 105,946105.9k $7.0m $7.0m 0.00% Reduced -7.2k -7,172
12 Csenge Advisory Group 0.36% of their portfolio CLEARWATER, FL 97,00597.0k $6.4m $6.4m 0.36% Reduced -14.5k -14,518
13 Compound Planning, Inc. 0.26% of their portfolio NEW YORK, NY 86,94186.9k $5.7m $5.7m 0.26% Added +11.5k +11,481
14 Evanson Asset Management, LLC 0.40% of their portfolio CARMEL, CA 84,63584.6k $5.6m $5.6m 0.40% Reduced -821 -821
15 Telos Capital Management, Inc. 0.59% of their portfolio SAN DIEGO, CA 82,10582.1k $5.4m $5.4m 0.59% Reduced -564 -564
16 Great Point Wealth Advisors, LLC 1.13% of their portfolio BOSTON, MA 78,91478.9k $5.2m $5.2m 1.13% Reduced -945 -945
17 FLOW TRADERS U.S. LLC 0.20% of their portfolio NEW YORK, NY 71,34571.3k $4.7m $4.7m 0.20% Reduced -5.8k -5,822
18 Neumann Capital Management, LLC 1.61% of their portfolio FOSTER CITY, CA 70,45870.5k $4.7m $4.7m 1.61% Reduced -305 -305
19 WESCAP Management Group, Inc. 1.08% of their portfolio Glendale, CA 67,02967.0k $4.4m $4.4m 1.08% Reduced -1.9k -1,879
20 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 66,96567.0k $4.4m $4.4m 0.00% Reduced -28 -28
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 62,82162.8k $4.1m $4.1m 0.00% Reduced -856 -856
22 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% of their portfolio Seattle, WA 57,49857.5k $3.8m $3.8m 0.10% Reduced -2.9k -2,934
23 Elwood & Goetz Wealth Advisory Group, LLC 0.92% of their portfolio ATHENS, GA 57,09457.1k $3.8m $3.8m 0.92% Added +1.9k +1,855
24 Grove Street Fiduciary, LLC 1.84% of their portfolio PETERBOROUGH, NH 54,95855.0k $3.6m $3.6m 1.84% Reduced -1.3k -1,272
25 Waterfront Wealth Inc. 0.86% of their portfolio OVERLAND PARK, KS 53,29553.3k $3.5m $3.5m 0.86% Added +3.3k +3,273
26 Alpha Omega Wealth Management LLC 0.67% of their portfolio RICHMOND, VA 53,08953.1k $3.5m $3.5m 0.67% Reduced -24.3k -24,263
27 PrairieView Partners, LLC 0.36% of their portfolio ST. PAUL, MN 52,56852.6k $3.5m $3.5m 0.36% Reduced -6.1k -6,102
28 Focus Partners Advisor Solutions, LLC 0.05% of their portfolio SAINT LOUIS, MO 52,50252.5k $3.5m $3.5m 0.05% Added +2.4k +2,411
29 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 51,30451.3k $3.4m $3.4m 0.00% Reduced -4.4k -4,377
30 HOWARD BAILEY SECURITIES, LLC 1.05% of their portfolio FORT WAYNE, IN 47,62047.6k $3.1m $3.1m 1.05% Reduced -2.7k -2,661
31 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 47,02347.0k $3.1m $3.1m 0.01% Added +14.0k +13,963
32 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 45,90045.9k $3.0m $3.0m 0.00% Reduced -797 -797
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 42,94642.9k $2.8m $2.8m 0.00% Reduced -1.8k -1,750
34 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 40,26140.3k $2.7m $2.7m 0.01% Reduced -7.6k -7,565
35 FAMILY WEALTH PARTNERS, LLC 1.17% of their portfolio MATTHEWS, NC 38,76738.8k $2.6m $2.6m 1.17% Reduced -710 -710
36 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 37,84837.8k $2.5m $2.5m 0.01% Added +4.4k +4,368
37 Wealth Architects, LLC 0.26% of their portfolio MOUNTAIN VIEW, CA 35,30035.3k $2.3m $2.3m 0.26% Reduced -1.3k -1,325
38 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 29,29129.3k $2.0m $2.0m 0.01% Reduced -799 -799
39 Kathleen S. Wright Associates Inc. 0.80% of their portfolio PITTSBURGH, PA 29,20729.2k $1.9m $1.9m 0.80% Reduced -2.5k -2,462
40 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 28,92228.9k $1.9m $1.9m 0.00% Reduced -61 -61
41 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 28,66428.7k $1.9m $1.9m 0.01% Added +2.8k +2,816
42 SMITH, MOORE & CO. 0.17% of their portfolio CLAYTON, MO 28,21928.2k $1.9m $1.9m 0.17% Unchanged
43 Tandem Investment Partners LLC 1.80% of their portfolio Bordentown, NJ 27,59027.6k $1.8m $1.8m 1.80% Added +55 +55
44 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 27,41227.4k $1.8m $1.8m 0.05% Added +371 +371
45 GHP Investment Advisors, Inc. 0.08% of their portfolio Denver, CO 26,60026.6k $1.8m $1.8m 0.08% Reduced -62 -62
46 Sharper & Granite LLC 0.72% of their portfolio EL SEGUNDO, CA 26,25026.2k $1.7m $1.7m 0.72% Reduced -4.5k -4,455
47 Larson Financial Group LLC 0.08% of their portfolio ST LOUIS, MO 25,36725.4k $1.7m $1.7m 0.08% Reduced -1.1k -1,052
48 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 24,35124.4k $1.6m $1.6m 0.02% Added +5.2k +5,208
49 Marathon Strategic Advisors, LLC 1.67% of their portfolio PITTSBURGH, PA 23,49923.5k $1.6m $1.6m 1.67% Added +82 +82
50 McLean Asset Management Corp 0.44% of their portfolio TYSONS, VA 22,45222.5k $1.3m $1.3m 0.44% Reduced -129 -129
51 Investors Research Corp 0.32% of their portfolio ATLANTA, GA 22,33522.3k $1.5m $1.5m 0.32% Reduced -444 -444
52 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 22,04622.0k $1.5m $1.5m 0.00% Reduced -749 -749
53 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 21,75321.8k $1.4m $1.4m 0.02% Reduced -814 -814
54 Bristlecone Advisors, LLC 0.11% of their portfolio BELLEVUE, WA 21,17121.2k $1.4m $1.4m 0.11% Reduced -624 -624
55 RITHOLTZ WEALTH MANAGEMENT 0.04% of their portfolio NEW YORK, NY 21,07721.1k $1.4m $1.4m 0.04% Reduced -2.0k -2,015
56 Impact Capital Partners LLC 0.49% of their portfolio GREENWOOD VILLAGE, CO 20,56520.6k $1.4m $1.4m 0.49% Added +3.0k +2,973
57 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 19,34619.3k $1.3m $1.3m 0.00% Added +462 +462
58 Addison Advisors LLC 0.35% of their portfolio MIDDLEBURY, VT 19,31119.3k $1.3m $1.3m 0.35% Reduced -169 -169
59 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 17,80117.8k $1.2m $1.2m 0.03% Added +1.9k +1,882
60 Beaird Harris Wealth Management, LLC 0.09% of their portfolio DALLAS, TX 16,88516.9k $1.1m $1.1m 0.09% Reduced -466 -466
61 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 15,97216.0k $1.1m $1.1m 0.00% Added +432 +432
62 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 15,12615.1k $998.3k $998.3k 0.00% Added +461 +461
63 Betterment LLC 0.00% of their portfolio NEW YORK, NY 15,03115.0k $992.0k $992.0k 0.00% Added +127 +127
64 Tortoise Investment Management, LLC 0.10% of their portfolio WHITE PLAINS, NY 14,31914.3k $945.1k $945.1k 0.10% Reduced -150 -150
65 Bruce G. Allen Investments, LLC 0.74% of their portfolio DENVER, CO 14,17814.2k $935.8k $935.8k 0.74% Added +44 +44
66 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 13,70613.7k $904.6k $904.6k 0.04% Reduced -291 -291
67 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 12,83612.8k $857.5k $857.5k 0.08% Reduced -129 -129
68 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 12,53612.5k $827.4k $827.4k 0.00% Reduced -276 -276
69 Shakespeare Wealth Management, LLC 0.22% of their portfolio Pewaukee, WI 12,47312.5k $823.2k $823.2k 0.22% Reduced -1.3k -1,256
70 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 12,02312.0k $793.5k $793.5k 0.03% Reduced -567 -567
71 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 11,99712.0k $791.8k $791.8k 0.01% Added +204 +204
72 Windward Private Wealth Management Inc. 0.30% of their portfolio OVERLAND PARK, KS 11,58911.6k $764.9k $764.9k 0.30% Unchanged
73 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,39610.4k $686.2k $686.2k 0.00% Reduced -20.3k -20,305
74 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 10,28310.3k $680.0k $680.0k 0.02% Added +4.7k +4,747
75 Longview Financial Advisors LLC 0.44% of their portfolio SAN RAFAEL, CA 10,02910.0k $661.9k $661.9k 0.44% Added +6 +6
76 Cove Private Wealth, LLC 0.35% of their portfolio Oyster Bay Cove, NY 10,00010.0k $660.0k $660.0k 0.35% New
77 Robinswood Financial LLC 0.24% of their portfolio KIRKLAND, WA 9,99710.0k $659.9k $659.9k 0.24% Added +3 +3
78 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,9499.9k $656.6k $656.6k 0.00% Added +404 +404
79 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 9,8199.8k $648.0k $648.0k 0.02% Added +492 +492
80 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 9,4739.5k $625.2k $625.2k 0.00% New
81 Envision Financial LLC 0.45% of their portfolio BROOKFIELD, WI 9,0219.0k $595.4k $595.4k 0.45% Reduced -1.9k -1,943
82 Sound Stewardship, LLC 0.33% of their portfolio Overland Park, KS 8,6458.6k $570.6k $570.6k 0.33% Reduced -200 -200
83 Camelot Portfolios, LLC 0.34% of their portfolio Maumee, OH 8,3948.4k $554.0k $554.0k 0.34% Added +1.5k +1,489
84 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 8,2438.2k $544.0k $544.0k 0.01% Reduced -1.8k -1,758
85 CAHILL FINANCIAL ADVISORS INC 0.07% of their portfolio EDINA, MN 8,0638.1k $532.2k $532.2k 0.07% Added +227 +227
86 Lester Murray Antman dba SimplyRich 0.15% of their portfolio CARLSBAD, CA 7,8967.9k $521.0k $521.0k 0.15% Added +36 +36
87 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 7,4457.4k $491.4k $491.4k 0.01% Added +3.2k +3,243
88 AllSquare Wealth Management LLC 0.29% of their portfolio ALBANY, NY 7,2807.3k $480.5k $480.5k 0.29% Reduced -300 -300
89 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,9767.0k $460.4k $460.4k 0.00% Reduced -3.8k -3,835
90 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 6,8086.8k $449.3k $449.3k 0.01% Added +556 +556
91 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,7766.8k $447.2k $447.2k 0.00% Reduced -98 -98
92 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,5346.5k $431.3k $431.3k 0.00% Reduced -4.9k -4,917
93 Tillman Hartley LLC 0.12% of their portfolio ORLANDO, FL 6,4906.5k $428.4k $428.4k 0.12% Reduced -203 -203
94 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 6,4886.5k $428.2k $428.2k 0.00% Added +699 +699
95 Viewpoint Capital Management LLC 0.23% of their portfolio SEATTLE, WA 6,4716.5k $427.1k $427.1k 0.23% Unchanged
96 Insight Advisors, LLC/ PA 0.07% of their portfolio Newtown, PA 6,4086.4k $422.9k $422.9k 0.07% Reduced -4.2k -4,225
97 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 6,1696.2k $407.2k $407.2k 0.01% Reduced -950 -950
98 One Capital Management, LLC 0.01% of their portfolio WESTLAKE VILLAGE, CA 6,1476.1k $405.7k $405.7k 0.01% Reduced -4.7k -4,680
99 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,0356.0k $398.3k $398.3k 0.00% Reduced -162 -162
100 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,7905.8k $382.1k $382.1k 0.00% Reduced -303 -303