Vault-13

WISDOMTREE TR DLS

INTL SMCAP DIV · ETP · CUSIP 97717W760

198 institutional holders +6 vs Q1 2025
4,750,8274.8m shares reported held*
$356.6mreported value*
16 new 54 added 85 reduced 13 sold out net sold ≈ $10.2m (-135.8k 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 ($42.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $75.06.

Trends to Q2 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: 192Q2 25: 198198Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025198

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q1 25: 66 bought or addedQ1 25: 107 cut or sold outQ2 25: 70 bought or addedQ2 25: 98 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237989
Q4 20236898
Q1 202476103
Q2 20247895
Q3 202455116
Q4 20246492
Q1 202566107
Q2 20257098

Biggest buyers

ROYAL BANK OF CANADA Added +36,778+36.8k
CITADEL ADVISORS LLC Added +24,572+24.6k
WELLS FARGO & COMPANY/MN Added +9,314+9.3k
Cove Private Wealth, LLC Added +8,325+8.3k
PrairieView Partners, LLC Added +6,964+7.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +5,857+5.9k
Discipline Wealth Solutions, LLC New +4,722+4.7k
BlackRock, Inc. Added +4,027+4.0k
Kestra Advisory Services, LLC Added +3,901+3.9k
Independent Advisor Alliance New +3,000+3.0k

Biggest sellers

FLOW TRADERS U.S. LLC Sold out -71,345-71.3k
Checchi Capital Advisers, LLC Reduced -33,838-33.8k
JANE STREET GROUP, LLC Reduced -22,650-22.6k
Savant Capital, LLC Reduced -20,765-20.8k
Investors Research Corp Reduced -17,579-17.6k
BANK OF AMERICA CORP /DE/ Reduced -15,239-15.2k
BIP Wealth, LLC Reduced -8,251-8.3k
WESCAP Management Group, Inc. Reduced -5,530-5.5k
True Link Financial Advisors, LLC Sold out -5,100-5.1k
Creative Planning Reduced -4,209-4.2k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 0.41% of their portfolio ROCKFORD, IL 758,741758.7k $57.0m $57.0m 0.41% Reduced -20.8k -20,765
2 BIP Wealth, LLC 1.27% of their portfolio ATLANTA, GA 274,694274.7k $20.6m $20.6m 1.27% Reduced -8.3k -8,251
3 LRI Investments, LLC 1.28% of their portfolio PALM BEACH GARDENS, FL 200,354200.4k $15.0m $15.0m 1.28% Reduced -2.0k -1,996
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 181,465181.5k $13.6m $13.6m 0.00% Reduced -15.2k -15,239
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 162,461162.5k $12.2m $12.2m 0.00% Reduced -2.9k -2,881
6 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 116,177116.2k $8.7m $8.7m 0.01% Reduced -157 -157
7 MAI Capital Management 0.06% of their portfolio INDEPENDENCE, OH 113,605113.6k $8.5m $8.5m 0.06% Reduced -2.1k -2,106
8 CW Advisors, LLC 0.08% of their portfolio BOSTON, MA 110,966111.0k $8.3m $8.3m 0.08% Added +418 +418
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 107,315107.3k $8.1m $8.1m 0.00% Added +664 +664
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 105,467105.5k $7.9m $7.9m 0.00% Reduced -479 -479
11 Csenge Advisory Group 0.36% of their portfolio CLEARWATER, FL 94,78994.8k $6.9m $6.9m 0.36% Reduced -2.2k -2,216
12 Checchi Capital Advisers, LLC 0.48% of their portfolio BEVERLY HILLS, CA 92,09692.1k $6.9m $6.9m 0.48% Reduced -33.8k -33,838
13 Compound Planning, Inc. 0.24% of their portfolio NEW YORK, NY 86,16286.2k $6.5m $6.5m 0.24% Reduced -779 -779
14 Evanson Asset Management, LLC 0.40% of their portfolio CARMEL, CA 84,91584.9k $6.4m $6.4m 0.40% Added +280 +280
15 Telos Capital Management, Inc. 0.63% of their portfolio SAN DIEGO, CA 82,58182.6k $6.2m $6.2m 0.63% Added +476 +476
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 79,72479.7k $6.0m $6.0m 0.00% Added +36.8k +36,778
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 72,13572.1k $5.4m $5.4m 0.00% Added +9.3k +9,314
18 Neumann Capital Management, LLC 1.63% of their portfolio FOSTER CITY, CA 69,22169.2k $5.2m $5.2m 1.63% Reduced -1.2k -1,237
19 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 64,91764.9k $4.9m $4.9m 0.00% Reduced -2.0k -2,048
20 WESCAP Management Group, Inc. 1.05% of their portfolio Glendale, CA 61,49961.5k $4.6m $4.6m 1.05% Reduced -5.5k -5,530
21 PrairieView Partners, LLC 0.43% of their portfolio ST. PAUL, MN 59,53259.5k $4.5m $4.5m 0.43% Added +7.0k +6,964
22 Elwood & Goetz Wealth Advisory Group, LLC 0.93% of their portfolio ATHENS, GA 57,59357.6k $4.3m $4.3m 0.93% Added +499 +499
23 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% of their portfolio Seattle, WA 56,76856.8k $4.3m $4.3m 0.10% Reduced -730 -730
24 Waterfront Wealth Inc. 0.91% of their portfolio OVERLAND PARK, KS 54,17554.2k $4.1m $4.1m 0.91% Added +880 +880
25 Alpha Omega Wealth Management LLC 0.72% of their portfolio RICHMOND, VA 53,84853.8k $4.0m $4.0m 0.72% Added +759 +759
26 Grove Street Fiduciary, LLC 1.87% of their portfolio PETERBOROUGH, NH 51,55351.6k $3.9m $3.9m 1.87% Reduced -3.4k -3,405
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 50,01350.0k $3.8m $3.8m 0.00% Reduced -1.3k -1,291
28 HOWARD BAILEY SECURITIES, LLC 1.12% of their portfolio FORT WAYNE, IN 48,39748.4k $3.6m $3.6m 1.12% Added +777 +777
29 Focus Partners Advisor Solutions, LLC 0.05% of their portfolio SAINT LOUIS, MO 48,36648.4k $3.6m $3.6m 0.05% Reduced -4.1k -4,136
30 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 44,16244.2k $3.3m $3.3m 0.02% Added +3.9k +3,901
31 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 41,69141.7k $3.1m $3.1m 0.00% Reduced -4.2k -4,209
32 FAMILY WEALTH PARTNERS, LLC 1.16% of their portfolio MATTHEWS, NC 38,68538.7k $2.9m $2.9m 1.16% Reduced -82 -82
33 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 38,28338.3k $2.9m $2.9m 0.01% Added +435 +435
34 Wealth Architects, LLC 0.27% of their portfolio MOUNTAIN VIEW, CA 34,93334.9k $2.6m $2.6m 0.27% Reduced -367 -367
35 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 31,10631.1k $2.3m $2.3m 0.00% Added +24.6k +24,572
36 Kathleen S. Wright Associates Inc. 0.86% of their portfolio PITTSBURGH, PA 29,18929.2k $2.2m $2.2m 0.86% Reduced -18 -18
37 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 28,96529.0k $2.2m $2.2m 0.01% Reduced -326 -326
38 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 28,94328.9k $2.2m $2.2m 0.00% Added +21 +21
39 Tandem Investment Partners LLC 1.85% of their portfolio Bordentown, NJ 28,29528.3k $2.1m $2.1m 1.85% Added +705 +705
40 SMITH, MOORE & CO. 0.18% of their portfolio CLAYTON, MO 28,21928.2k $2.1m $2.1m 0.18% Unchanged
41 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 27,89827.9k $2.1m $2.1m 0.05% Added +486 +486
42 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 27,61627.6k $2.1m $2.1m 0.01% Reduced -1.0k -1,048
43 GHP Investment Advisors, Inc. 0.08% of their portfolio Denver, CO 25,08025.1k $1.9m $1.9m 0.08% Reduced -1.5k -1,520
44 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 24,83224.8k $1.9m $1.9m 0.02% Added +481 +481
45 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,37324.4k $1.8m $1.8m 0.00% Reduced -22.6k -22,650
46 Marathon Strategic Advisors, LLC 1.67% of their portfolio PITTSBURGH, PA 23,95324.0k $1.8m $1.8m 1.67% Added +454 +454
47 Sharper & Granite LLC 0.68% of their portfolio EL SEGUNDO, CA 23,91023.9k $1.8m $1.8m 0.68% Reduced -2.3k -2,340
48 Bristlecone Advisors, LLC 0.14% of their portfolio BELLEVUE, WA 21,87721.9k $1.6m $1.6m 0.14% Added +706 +706
49 McLean Asset Management Corp 0.43% of their portfolio TYSONS, VA 21,74621.7k $1.6m $1.6m 0.43% Reduced -706 -706
50 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 21,66821.7k $1.6m $1.6m 0.02% Reduced -85 -85
51 Larson Financial Group LLC 0.06% of their portfolio ST LOUIS, MO 21,33121.3k $1.6m $1.6m 0.06% Reduced -4.0k -4,036
52 RITHOLTZ WEALTH MANAGEMENT 0.03% of their portfolio NEW YORK, NY 20,81820.8k $1.6m $1.6m 0.03% Reduced -259 -259
53 Impact Capital Partners LLC 0.51% of their portfolio GREENWOOD VILLAGE, CO 20,73820.7k $1.6m $1.6m 0.51% Added +173 +173
54 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 20,56820.6k $1.5m $1.5m 0.00% Reduced -1.5k -1,478
55 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 19,83819.8k $1.5m $1.5m 0.00% Added +492 +492
56 Cove Private Wealth, LLC 0.49% of their portfolio Oyster Bay Cove, NY 18,32518.3k $1.4m $1.4m 0.49% Added +8.3k +8,325
57 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 18,03518.0k $1.4m $1.4m 0.03% Added +234 +234
58 Addison Advisors LLC 0.33% of their portfolio MIDDLEBURY, VT 17,55117.6k $1.3m $1.3m 0.33% Reduced -1.8k -1,760
59 Beaird Harris Wealth Management, LLC 0.10% of their portfolio DALLAS, TX 16,80516.8k $1.3m $1.3m 0.10% Reduced -80 -80
60 Betterment LLC 0.00% of their portfolio NEW YORK, NY 16,02816.0k $1.2m $1.2m 0.00% Added +997 +997
61 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 15,98416.0k $1.2m $1.2m 0.00% Added +12 +12
62 Tortoise Investment Management, LLC 0.10% of their portfolio WHITE PLAINS, NY 14,31914.3k $1.1m $1.1m 0.10% Unchanged
63 Bruce G. Allen Investments, LLC 0.81% of their portfolio DENVER, CO 14,22114.2k $1.1m $1.1m 0.81% Added +43 +43
64 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,13514.1k $1.1m $1.1m 0.00% Reduced -991 -991
65 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 13,64013.6k $1.0m $1.0m 0.04% Reduced -66 -66
66 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 13,11013.1k $984.7k $984.7k 0.00% Added +574 +574
67 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 12,26012.3k $920.8k $920.8k 0.01% Added +263 +263
68 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 12,18112.2k $914.9k $914.9k 0.08% Reduced -655 -655
69 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 12,13412.1k $911.4k $911.4k 0.03% Added +111 +111
70 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 11,91911.9k $895.0k $895.0k 0.03% Added +2.1k +2,100
71 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,59511.6k $875.2k $875.2k 0.00% Added +5.9k +5,857
72 Shakespeare Wealth Management, LLC 0.23% of their portfolio Pewaukee, WI 11,37611.4k $854.5k $854.5k 0.23% Reduced -1.1k -1,097
73 Stonebridge Wealth Management, LLC 0.77% of their portfolio OAK BROOK, IL 10,85310.9k $815.2k $815.2k 0.77% First filing
74 Windward Private Wealth Management Inc. 0.28% of their portfolio OVERLAND PARK, KS 10,42510.4k $783.0k $783.0k 0.28% Reduced -1.2k -1,164
75 Longview Financial Advisors LLC 0.47% of their portfolio SAN RAFAEL, CA 9,99210.0k $750.5k $750.5k 0.47% Reduced -37 -37
76 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 9,98410.0k $749.9k $749.9k 0.02% Reduced -299 -299
77 Robinswood Financial LLC 0.26% of their portfolio KIRKLAND, WA 9,7799.8k $734.6k $734.6k 0.26% Reduced -218 -218
78 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,4029.4k $706.2k $706.2k 0.00% Reduced -547 -547
79 Envision Financial LLC 0.46% of their portfolio BROOKFIELD, WI 9,1279.1k $685.6k $685.6k 0.46% Added +106 +106
80 Sound Stewardship, LLC 0.33% of their portfolio Overland Park, KS 8,6458.6k $649.3k $649.3k 0.33% Unchanged
81 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 8,6358.6k $648.6k $648.6k 0.00% Reduced -838 -838
82 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 8,3608.4k $627.9k $627.9k 0.01% Added +117 +117
83 CAHILL FINANCIAL ADVISORS INC 0.08% of their portfolio EDINA, MN 8,1318.1k $610.7k $610.7k 0.08% Added +68 +68
84 Lester Murray Antman dba SimplyRich 0.17% of their portfolio CARLSBAD, CA 7,8967.9k $593.0k $593.0k 0.17% Unchanged
85 Camelot Portfolios, LLC 0.35% of their portfolio Maumee, OH 7,6617.7k $575.5k $575.5k 0.35% Reduced -733 -733
86 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 7,4457.4k $559.2k $559.2k 0.01% Unchanged
87 AllSquare Wealth Management LLC 0.31% of their portfolio ALBANY, NY 7,2807.3k $546.8k $546.8k 0.31% Unchanged
88 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,1867.2k $539.7k $539.7k 0.00% Reduced -3.2k -3,210
89 Tillman Hartley LLC 0.14% of their portfolio ORLANDO, FL 6,4926.5k $487.6k $487.6k 0.14% Added +2 +2
90 Viewpoint Capital Management LLC 0.24% of their portfolio SEATTLE, WA 6,4416.4k $483.8k $483.8k 0.24% Reduced -30 -30
91 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,3806.4k $479.2k $479.2k 0.00% Reduced -396 -396
92 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,1056.1k $458.6k $458.6k 0.00% Added +70 +70
93 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 6,0876.1k $457.2k $457.2k 0.00% Added +566 +566
94 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 6,0786.1k $456.6k $456.6k 0.01% Reduced -730 -730
95 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 5,9926.0k $451.8k $451.8k 0.01% Reduced -177 -177
96 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 5,7065.7k $426.4k $426.4k 0.01% Unchanged
97 Williams & Novak, LLC 0.35% of their portfolio WESTLAKE VILLAGE, CA 5,4835.5k $411.8k $411.8k 0.35% Reduced -35 -35
98 One Capital Management, LLC 0.01% of their portfolio WESTLAKE VILLAGE, CA 5,4375.4k $408.4k $408.4k 0.01% Reduced -710 -710
99 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,3645.4k $402.9k $402.9k 0.00% Reduced -426 -426
100 Joel Isaacson & Co., LLC 0.02% of their portfolio NEW YORK, NY 5,2865.3k $397.1k $397.1k 0.02% Unchanged