Vault-13

WISDOMTREE TR DLS

INTL SMCAP DIV · ETP · CUSIP 97717W760

196 institutional holders -2 vs Q2 2025
4,746,8214.7m shares reported held*
$377.1mreported value*
11 new 54 added 86 reduced 10 sold out net bought ≈ $7.9m (+99.6k 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 ≈ $79.44.

Trends to Q3 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: 198Q3 25: 196196Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025196

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 25Q2 25: 70 bought or addedQ2 25: 98 cut or sold outQ3 25: 65 bought or addedQ3 25: 96 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20236898
Q1 202476103
Q2 20247895
Q3 202455116
Q4 20246492
Q1 202566107
Q2 20257098
Q3 20256596

Biggest buyers

FLOW TRADERS U.S. LLC New +124,824+124.8k
OSAIC HOLDINGS, INC. Added +55,274+55.3k
Savant Capital, LLC Added +42,833+42.8k
Focus Partners Advisor Solutions, LLC Added +27,420+27.4k
Rockefeller Capital Management L.P. New +21,058+21.1k
MORGAN STANLEY Added +18,232+18.2k
Sanctuary Advisors, LLC Added +13,488+13.5k
Cetera Investment Advisers Added +12,624+12.6k
Discipline Wealth Solutions, LLC Added +6,988+7.0k
ENVESTNET ASSET MANAGEMENT INC Added +6,884+6.9k

Biggest sellers

Telos Capital Management, Inc. Reduced -79,486-79.5k
ROYAL BANK OF CANADA Reduced -41,023-41.0k
UBS Group AG Reduced -23,244-23.2k
CITADEL ADVISORS LLC Reduced -15,531-15.5k
MAI Capital Management Reduced -14,511-14.5k
Checchi Capital Advisers, LLC Reduced -13,805-13.8k
Alpha Omega Wealth Management LLC Reduced -13,148-13.1k
Sharper & Granite LLC Reduced -6,550-6.5k
Kestra Advisory Services, LLC Reduced -6,025-6.0k
Csenge Advisory Group Reduced -5,413-5.4k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 0.39% of their portfolio ROCKFORD, IL 801,574801.6k $63.7m $63.7m 0.39% Added +42.8k +42,833
2 BIP Wealth, LLC 1.06% of their portfolio ATLANTA, GA 269,365269.4k $21.4m $21.4m 1.06% Reduced -5.3k -5,329
3 LRI Investments, LLC 1.30% of their portfolio PALM BEACH GARDENS, FL 199,662199.7k $15.9m $15.9m 1.30% Reduced -692 -692
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 180,693180.7k $14.4m $14.4m 0.00% Added +18.2k +18,232
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 179,069179.1k $14.2m $14.2m 0.00% Reduced -2.4k -2,396
6 FLOW TRADERS U.S. LLC 0.40% of their portfolio NEW YORK, NY 124,824124.8k $9.9m $9.9m 0.40% New
7 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 116,977117.0k $9.3m $9.3m 0.01% Added +800 +800
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 109,362109.4k $8.7m $8.7m 0.00% Added +2.0k +2,047
9 MAI Capital Management 0.05% of their portfolio INDEPENDENCE, OH 99,09499.1k $7.9m $7.9m 0.05% Reduced -14.5k -14,511
10 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 93,55793.6k $7.4m $7.4m 0.01% Added +55.3k +55,274
11 Compound Planning, Inc. 0.24% of their portfolio NEW YORK, NY 92,42492.4k $7.3m $7.3m 0.24% Added +6.3k +6,262
12 Csenge Advisory Group 0.34% of their portfolio CLEARWATER, FL 89,37689.4k $7.1m $7.1m 0.34% Reduced -5.4k -5,413
13 Evanson Asset Management, LLC 0.38% of their portfolio CARMEL, CA 83,82583.8k $6.7m $6.7m 0.38% Reduced -1.1k -1,090
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 82,22382.2k $6.5m $6.5m 0.00% Reduced -23.2k -23,244
15 Checchi Capital Advisers, LLC 0.43% of their portfolio BEVERLY HILLS, CA 78,29178.3k $6.2m $6.2m 0.43% Reduced -13.8k -13,805
16 Focus Partners Advisor Solutions, LLC 0.07% of their portfolio SAINT LOUIS, MO 75,78675.8k $5.9m $5.9m 0.07% Added +27.4k +27,420
17 Great Point Wealth Advisors, LLC 1.13% of their portfolio BOSTON, MA 75,76775.8k $6.0m $6.0m 1.13% First filing
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 74,80474.8k $5.9m $5.9m 0.00% Added +2.7k +2,669
19 Neumann Capital Management, LLC 1.58% of their portfolio FOSTER CITY, CA 68,14868.1k $5.4m $5.4m 1.58% Reduced -1.1k -1,073
20 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 66,62466.6k $5.3m $5.3m 0.00% Added +1.7k +1,707
21 WESCAP Management Group, Inc. 1.00% of their portfolio Glendale, CA 59,95260.0k $4.8m $4.8m 1.00% Reduced -1.5k -1,547
22 Elwood & Goetz Wealth Advisory Group, LLC 0.87% of their portfolio ATHENS, GA 57,18857.2k $4.5m $4.5m 0.87% Reduced -405 -405
23 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.09% of their portfolio Seattle, WA 56,06056.1k $4.5m $4.5m 0.09% Reduced -708 -708
24 Waterfront Wealth Inc. 0.87% of their portfolio OVERLAND PARK, KS 54,50254.5k $4.3m $4.3m 0.87% Added +327 +327
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 49,97250.0k $4.0m $4.0m 0.00% Reduced -41 -41
26 Grove Street Fiduciary, LLC 1.84% of their portfolio PETERBOROUGH, NH 49,06449.1k $3.9m $3.9m 1.84% Reduced -2.5k -2,489
27 HOWARD BAILEY SECURITIES, LLC 1.04% of their portfolio FORT WAYNE, IN 45,79245.8k $3.6m $3.6m 1.04% Reduced -2.6k -2,605
28 Alpha Omega Wealth Management LLC 0.54% of their portfolio RICHMOND, VA 40,70040.7k $3.2m $3.2m 0.54% Reduced -13.1k -13,148
29 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 38,70138.7k $3.1m $3.1m 0.00% Reduced -41.0k -41,023
30 FAMILY WEALTH PARTNERS, LLC 1.15% of their portfolio MATTHEWS, NC 38,42738.4k $3.1m $3.1m 1.15% Reduced -258 -258
31 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 38,13738.1k $3.0m $3.0m 0.01% Reduced -6.0k -6,025
32 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 37,22637.2k $3.0m $3.0m 0.00% Reduced -4.5k -4,465
33 Wealth Architects, LLC 0.26% of their portfolio MOUNTAIN VIEW, CA 34,73334.7k $2.8m $2.8m 0.26% Reduced -200 -200
34 Kathleen S. Wright Associates Inc. 0.86% of their portfolio PITTSBURGH, PA 29,26229.3k $2.3m $2.3m 0.86% Added +73 +73
35 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 29,01629.0k $2.3m $2.3m 0.05% Added +1.1k +1,118
36 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 28,58328.6k $2.3m $2.3m 0.01% Reduced -382 -382
37 SMITH, MOORE & CO. 0.17% of their portfolio CLAYTON, MO 28,19628.2k $2.2m $2.2m 0.17% Reduced -23 -23
38 Tandem Investment Partners LLC 1.79% of their portfolio Bordentown, NJ 27,42027.4k $2.2m $2.2m 1.79% Reduced -875 -875
39 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 26,06826.1k $2.1m $2.1m 0.00% Reduced -2.9k -2,875
40 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 25,71925.7k $2.0m $2.0m 0.02% Added +887 +887
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 25,01025.0k $2.0m $2.0m 0.00% Added +637 +637
42 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 24,82424.8k $2.0m $2.0m 0.00% Reduced -2.8k -2,792
43 GHP Investment Advisors, Inc. 0.08% of their portfolio Denver, CO 24,26224.3k $1.9m $1.9m 0.08% Reduced -818 -818
44 Marathon Strategic Advisors, LLC 1.54% of their portfolio PITTSBURGH, PA 24,23624.2k $1.9m $1.9m 1.54% Added +283 +283
45 Bristlecone Advisors, LLC 0.16% of their portfolio BELLEVUE, WA 23,89923.9k $1.9m $1.9m 0.16% Added +2.0k +2,022
46 McLean Asset Management Corp 0.35% of their portfolio TYSONS, VA 21,20721.2k $1.7m $1.7m 0.35% Reduced -539 -539
47 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 21,05821.1k $1.7m $1.7m 0.00% New
48 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 21,01921.0k $1.7m $1.7m 0.00% Added +6.9k +6,884
49 Impact Capital Partners LLC 0.50% of their portfolio GREENWOOD VILLAGE, CO 20,99521.0k $1.7m $1.7m 0.50% Added +257 +257
50 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 20,55620.6k $1.6m $1.6m 0.02% Reduced -1.1k -1,112
51 RITHOLTZ WEALTH MANAGEMENT 0.03% of their portfolio NEW YORK, NY 20,39420.4k $1.6m $1.6m 0.03% Reduced -424 -424
52 Larson Financial Group LLC 0.06% of their portfolio ST LOUIS, MO 20,20420.2k $1.6m $1.6m 0.06% Reduced -1.1k -1,127
53 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 20,04020.0k $1.6m $1.6m 0.00% Added +202 +202
54 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 19,86819.9k $1.5m $1.5m 0.00% Added +13.5k +13,488
55 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 19,04019.0k $1.5m $1.5m 0.00% Reduced -1.5k -1,528
56 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 18,38718.4k $1.5m $1.5m 0.02% Added +352 +352
57 Cove Private Wealth, LLC 0.46% of their portfolio Oyster Bay Cove, NY 18,32518.3k $1.5m $1.5m 0.46% Unchanged
58 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,98818.0k $1.4m $1.4m 0.00% Added +12.6k +12,624
59 Sharper & Granite LLC 0.49% of their portfolio EL SEGUNDO, CA 17,36017.4k $1.4m $1.4m 0.49% Reduced -6.5k -6,550
60 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 17,24117.2k $1.4m $1.4m 0.00% Added +4.1k +4,131
61 Addison Advisors LLC 0.32% of their portfolio MIDDLEBURY, VT 17,18617.2k $1.4m $1.4m 0.32% Reduced -365 -365
62 Beaird Harris Wealth Management, LLC 0.09% of their portfolio DALLAS, TX 16,61816.6k $1.3m $1.3m 0.09% Reduced -187 -187
63 Betterment LLC 0.00% of their portfolio NEW YORK, NY 15,70215.7k $1.2m $1.2m 0.00% Reduced -326 -326
64 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,57515.6k $1.2m $1.2m 0.00% Reduced -15.5k -15,531
65 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 14,40214.4k $1.1m $1.1m 0.00% Reduced -1.6k -1,582
66 Tortoise Investment Management, LLC 0.10% of their portfolio WHITE PLAINS, NY 14,11914.1k $1.1m $1.1m 0.10% Reduced -200 -200
67 Bruce G. Allen Investments, LLC 0.78% of their portfolio DENVER, CO 13,62013.6k $1.1m $1.1m 0.78% Reduced -601 -601
68 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,49413.5k $1.1m $1.1m 0.00% Added +1.9k +1,899
69 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 13,26913.3k $1.1m $1.1m 0.04% Reduced -371 -371
70 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 12,76412.8k $1.0m $1.0m 0.03% Added +845 +845
71 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 12,17912.2k $968.3k $968.3k 0.03% Added +45 +45
72 SILVER OAK SECURITIES, INCORPORATED 0.07% of their portfolio JACKSON, TN 12,17512.2k $968.0k $968.0k 0.07% Reduced -6 -6
73 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 12,03312.0k $956.7k $956.7k 0.01% Reduced -227 -227
74 Discipline Wealth Solutions, LLC 0.25% of their portfolio GREENVILLE, SC 11,71011.7k $931.0k $931.0k 0.25% Added +7.0k +6,988
75 Stonebridge Wealth Management, LLC 0.73% of their portfolio OAK BROOK, IL 10,65210.7k $846.9k $846.9k 0.73% Reduced -201 -201
76 Shakespeare Wealth Management, LLC 0.19% of their portfolio Pewaukee, WI 10,46610.5k $832.2k $832.2k 0.19% Reduced -910 -910
77 Robinswood Financial LLC 0.27% of their portfolio KIRKLAND, WA 10,29610.3k $818.7k $818.7k 0.27% Added +517 +517
78 Longview Financial Advisors LLC 0.46% of their portfolio SAN RAFAEL, CA 9,9399.9k $790.2k $790.2k 0.46% Reduced -53 -53
79 Windward Private Wealth Management Inc. 0.26% of their portfolio OVERLAND PARK, KS 9,5839.6k $761.9k $761.9k 0.26% Reduced -842 -842
80 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,2349.2k $734.2k $734.2k 0.01% Reduced -750 -750
81 Envision Financial LLC 0.41% of their portfolio BROOKFIELD, WI 9,0299.0k $717.9k $717.9k 0.41% Reduced -98 -98
82 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 8,6348.6k $686.5k $686.5k 0.01% Added +274 +274
83 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 8,3418.3k $663.2k $663.2k 0.00% Reduced -294 -294
84 CAHILL FINANCIAL ADVISORS INC 0.07% of their portfolio EDINA, MN 8,1548.2k $648.3k $648.3k 0.07% Added +23 +23
85 Lester Murray Antman dba SimplyRich 0.17% of their portfolio CARLSBAD, CA 7,8967.9k $627.0k $627.0k 0.17% Unchanged
86 Sound Stewardship, LLC 0.30% of their portfolio Overland Park, KS 7,8087.8k $620.8k $620.8k 0.30% Reduced -837 -837
87 Camelot Portfolios, LLC 0.36% of their portfolio Maumee, OH 7,5577.6k $600.8k $600.8k 0.36% Reduced -104 -104
88 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,3507.3k $584.4k $584.4k 0.00% Added +3.6k +3,625
89 AllSquare Wealth Management LLC 0.30% of their portfolio ALBANY, NY 7,1957.2k $572.1k $572.1k 0.30% Reduced -85 -85
90 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,1737.2k $570.3k $570.3k 0.00% Reduced -13 -13
91 JFS WEALTH ADVISORS, LLC 0.03% of their portfolio HERMITAGE, PA 6,9527.0k $552.8k $552.8k 0.03% Added +2.6k +2,574
92 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,5586.6k $521.5k $521.5k 0.00% Added +453 +453
93 Tillman Hartley LLC 0.13% of their portfolio ORLANDO, FL 6,4926.5k $516.3k $516.3k 0.13% Unchanged
94 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 6,2386.2k $496.0k $496.0k 0.01% Added +160 +160
95 Viewpoint Capital Management LLC 0.22% of their portfolio SEATTLE, WA 6,2216.2k $494.6k $494.6k 0.22% Reduced -220 -220
96 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 6,1066.1k $485.5k $485.5k 0.00% Added +19 +19
97 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 5,7705.8k $458.8k $458.8k 0.00% Reduced -1.7k -1,675
98 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 5,7065.7k $447.6k $447.6k 0.01% Unchanged
99 Freedom Investment Management, Inc. 0.12% of their portfolio SOUTH WINDSOR, CT 5,5325.5k $439.9k $439.9k 0.12% New
100 Williams & Novak, LLC 0.34% of their portfolio WESTLAKE VILLAGE, CA 5,4835.5k $436.0k $436.0k 0.34% Unchanged