Vault-13

WISDOMTREE TR DLS

INTL SMCAP DIV · ETP · CUSIP 97717W760

204 institutional holders +6 vs Q4 2025
4,454,7864.5m shares reported held*
$363.1mreported value*
15 new 49 added 82 reduced 10 sold out net bought ≈ $653.1k (+8.0k 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 ($150.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $81.50.

Trends to Q1 2026

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: 196Q4 25: 198Q1 26: 204204Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 2025198
Q1 2026204

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 69 bought or addedQ4 25: 87 cut or sold outQ1 26: 64 bought or addedQ1 26: 92 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20247895
Q3 202455116
Q4 20246492
Q1 202566107
Q2 20257098
Q3 20256596
Q4 20256987
Q1 20266492

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +75,849+75.8k
FLOW TRADERS U.S. LLC New +70,662+70.7k
JANE STREET GROUP, LLC Added +24,028+24.0k
Mariner, LLC Added +20,408+20.4k
TOWLE & CO New +17,456+17.5k
Kestra Advisory Services, LLC Added +14,225+14.2k
RFG Advisory, LLC New +11,373+11.4k
BCS Wealth Management New +6,497+6.5k
AQR CAPITAL MANAGEMENT LLC New +5,401+5.4k
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC New +5,190+5.2k

Biggest sellers

Corient Private Wealth LP Reduced -55,040-55.0k
Alpha Omega Wealth Management LLC Reduced -30,147-30.1k
Savant Capital, LLC Reduced -23,667-23.7k
Tandem Investment Partners LLC Reduced -20,055-20.1k
UBS Group AG Reduced -19,124-19.1k
Prospera Financial Services Inc Sold out -18,888-18.9k
SILVER OAK SECURITIES, INCORPORATED Sold out -12,172-12.2k
BIP Wealth, LLC Reduced -11,372-11.4k
Checchi Capital Advisers, LLC Reduced -10,741-10.7k
Csenge Advisory Group Reduced -8,824-8.8k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 0.30% of their portfolio ROCKFORD, IL 751,429751.4k $61.2m $61.2m 0.30% Reduced -23.7k -23,667
2 BIP Wealth, LLC 0.86% of their portfolio ATLANTA, GA 259,514259.5k $21.2m $21.2m 0.86% Reduced -11.4k -11,372
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 257,909257.9k $21.0m $21.0m 0.00% Added +75.8k +75,849
4 LRI Investments, LLC 1.40% of their portfolio PALM BEACH GARDENS, FL 193,374193.4k $15.8m $15.8m 1.40% Reduced -2.4k -2,383
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 156,725156.7k $12.8m $12.8m 0.00% Reduced -4.0k -3,989
6 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 114,526114.5k $9.3m $9.3m 0.01% Reduced -585 -585
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 107,958108.0k $8.8m $8.8m 0.00% Reduced -716 -716
8 MAI Capital Management 0.05% of their portfolio INDEPENDENCE, OH 97,86997.9k $8.0m $8.0m 0.05% Added +616 +616
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 91,70291.7k $7.5m $7.5m 0.01% Reduced -1.0k -1,046
10 Compound Planning, Inc. 0.21% of their portfolio NEW YORK, NY 83,14783.1k $6.8m $6.8m 0.21% Reduced -2.3k -2,254
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 82,30582.3k $6.7m $6.7m 0.00% Added +3.1k +3,086
12 Evanson Asset Management, LLC 0.36% of their portfolio CARMEL, CA 81,88781.9k $6.7m $6.7m 0.36% Reduced -1.7k -1,717
13 Csenge Advisory Group 0.28% of their portfolio CLEARWATER, FL 73,72473.7k $6.0m $6.0m 0.28% Reduced -8.8k -8,824
14 FLOW TRADERS U.S. LLC 0.18% of their portfolio NEW YORK, NY 70,66270.7k $5.8m $5.8m 0.18% New
15 Great Point Wealth Advisors, LLC 1.05% of their portfolio BOSTON, MA 69,69369.7k $5.7m $5.7m 1.05% Reduced -5.7k -5,714
16 Neumann Capital Management, LLC 1.59% of their portfolio FOSTER CITY, CA 66,21966.2k $5.4m $5.4m 1.59% Reduced -651 -651
17 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 60,50560.5k $4.9m $4.9m 0.00% Reduced -5.8k -5,847
18 WESCAP Management Group, Inc. 0.97% of their portfolio Glendale, CA 60,39360.4k $4.9m $4.9m 0.97% Added +745 +745
19 Checchi Capital Advisers, LLC 0.33% of their portfolio BEVERLY HILLS, CA 59,25959.3k $4.8m $4.8m 0.33% Reduced -10.7k -10,741
20 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 57,73157.7k $4.7m $4.7m 0.01% Reduced -55.0k -55,040
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 57,32757.3k $4.7m $4.7m 0.00% Reduced -19.1k -19,124
22 Elwood & Goetz Wealth Advisory Group, LLC 0.78% of their portfolio ATHENS, GA 56,51356.5k $4.6m $4.6m 0.78% Reduced -682 -682
23 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% of their portfolio Seattle, WA 56,24356.2k $4.6m $4.6m 0.08% Added +129 +129
24 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 52,82352.8k $4.3m $4.3m 0.02% Added +14.2k +14,225
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 49,92249.9k $4.1m $4.1m 0.00% Added +307 +307
26 Waterfront Wealth Inc. 0.70% of their portfolio OVERLAND PARK, KS 47,05247.1k $3.8m $3.8m 0.70% Reduced -8.2k -8,189
27 Grove Street Fiduciary, LLC 1.55% of their portfolio PETERBOROUGH, NH 43,26843.3k $3.5m $3.5m 1.55% Reduced -1.2k -1,164
28 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 40,36340.4k $3.3m $3.3m 0.00% Added +912 +912
29 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 37,12237.1k $3.0m $3.0m 0.03% Reduced -2.5k -2,526
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 36,68836.7k $3.0m $3.0m 0.00% Reduced -921 -921
31 FAMILY WEALTH PARTNERS, LLC 0.99% of their portfolio MATTHEWS, NC 35,59135.6k $2.9m $2.9m 0.99% Reduced -1.1k -1,146
32 Wealth Architects, LLC 0.23% of their portfolio MOUNTAIN VIEW, CA 32,28532.3k $2.6m $2.6m 0.23% Reduced -2.3k -2,348
33 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 32,02232.0k $2.6m $2.6m 0.01% Reduced -1.8k -1,780
34 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,29631.3k $2.6m $2.6m 0.00% Added +24.0k +24,028
35 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 31,25731.3k $2.5m $2.5m 0.00% Added +247 +247
36 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 31,15831.2k $2.5m $2.5m 0.04% Added +976 +976
37 SMITH, MOORE & CO. 0.17% of their portfolio CLAYTON, MO 27,92927.9k $2.3m $2.3m 0.17% Reduced -188 -188
38 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 25,74525.7k $2.1m $2.1m 0.01% Reduced -1.9k -1,903
39 Marathon Strategic Advisors, LLC 1.48% of their portfolio PITTSBURGH, PA 25,21525.2k $2.1m $2.1m 1.48% Added +588 +588
40 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 24,63024.6k $2.0m $2.0m 0.02% Reduced -2.0k -2,046
41 Mariner, LLC 0.00% of their portfolio Overland Park, KS 24,28424.3k $2.0m $2.0m 0.00% Added +20.4k +20,408
42 Impact Capital Partners LLC 0.59% of their portfolio GREENWOOD VILLAGE, CO 24,07724.1k $2.0m $2.0m 0.59% Added +2.8k +2,781
43 GHP Investment Advisors, Inc. 0.08% of their portfolio Denver, CO 23,38623.4k $1.9m $1.9m 0.08% Reduced -862 -862
44 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 23,07923.1k $1.9m $1.9m 0.00% Added +586 +586
45 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 21,56521.6k $1.7m $1.7m 0.00% Added +375 +375
46 RITHOLTZ WEALTH MANAGEMENT 0.03% of their portfolio NEW YORK, NY 20,36420.4k $1.7m $1.7m 0.03% Reduced -30 -30
47 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,71519.7k $1.6m $1.6m 0.00% Added +2.9k +2,855
48 McLean Asset Management Corp 0.27% of their portfolio TYSONS, VA 19,18119.2k $1.6m $1.6m 0.27% Reduced -600 -600
49 Larson Financial Group LLC 0.05% of their portfolio ST LOUIS, MO 19,03819.0k $1.6m $1.6m 0.05% Reduced -145 -145
50 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 18,45518.5k $1.5m $1.5m 0.01% Reduced -120 -120
51 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 17,96818.0k $1.5m $1.5m 0.00% Added +141 +141
52 TOWLE & CO 0.55% of their portfolio DENVER, CO 17,45617.5k $1.4m $1.4m 0.55% New
53 Wealth Care LLC 1.24% of their portfolio MERRITT ISLAND, FL 17,13917.1k $1.4m $1.4m 1.24% First filing
54 Addison Advisors LLC 0.30% of their portfolio MIDDLEBURY, VT 16,80016.8k $1.4m $1.4m 0.30% Reduced -245 -245
55 Sharper & Granite LLC 0.44% of their portfolio EL SEGUNDO, CA 15,84015.8k $1.3m $1.3m 0.44% Reduced -1.4k -1,360
56 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 15,26315.3k $1.2m $1.2m 0.00% Added +402 +402
57 Beaird Harris Wealth Management, LLC 0.08% of their portfolio DALLAS, TX 14,61414.6k $1.2m $1.2m 0.08% Reduced -1.5k -1,487
58 Betterment LLC 0.00% of their portfolio NEW YORK, NY 14,49114.5k $1.2m $1.2m 0.00% Reduced -936 -936
59 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 14,12114.1k $1.2m $1.2m 0.03% Added +611 +611
60 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 13,31413.3k $1.1m $1.1m 0.04% Added +76 +76
61 Bruce G. Allen Investments, LLC 0.68% of their portfolio DENVER, CO 12,74212.7k $1.0m $1.0m 0.68% Reduced -810 -810
62 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,60812.6k $1.0m $1.0m 0.00% Reduced -8.8k -8,774
63 Tortoise Investment Management, LLC 0.08% of their portfolio WHITE PLAINS, NY 12,58412.6k $1.0m $1.0m 0.08% Reduced -855 -855
64 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 12,29912.3k $1.0m $1.0m 0.01% Added +3.6k +3,623
65 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 12,16612.2k $985.6k $985.6k 0.01% Added +341 +341
66 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 11,37311.4k $926.9k $926.9k 0.02% New
67 Stonebridge Wealth Management, LLC 0.83% of their portfolio OAK BROOK, IL 10,64110.6k $867.2k $867.2k 0.83% Added +139 +139
68 Robinswood Financial LLC 0.26% of their portfolio KIRKLAND, WA 10,21410.2k $832.5k $832.5k 0.26% Reduced -91 -91
69 Shakespeare Wealth Management, LLC 0.20% of their portfolio Pewaukee, WI 10,20810.2k $832.0k $832.0k 0.20% Reduced -124 -124
70 Discipline Wealth Solutions, LLC 0.08% of their portfolio GREENVILLE, SC 9,8179.8k $800.1k $800.1k 0.08% Reduced -824 -824
71 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 9,6809.7k $788.9k $788.9k 0.03% Reduced -1.3k -1,342
72 Windward Private Wealth Management Inc. 0.27% of their portfolio OVERLAND PARK, KS 9,5839.6k $781.0k $781.0k 0.27% Unchanged
73 Longview Financial Advisors LLC 0.39% of their portfolio SAN RAFAEL, CA 8,7748.8k $715.1k $715.1k 0.39% Reduced -118 -118
74 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 8,3978.4k $684.4k $684.4k 0.00% Added +4.7k +4,718
75 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1718.2k $666.0k $666.0k 0.00% Reduced -233 -233
76 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 8,1088.1k $660.8k $660.8k 0.00% Reduced -134 -134
77 Lester Murray Antman dba SimplyRich 0.16% of their portfolio CARLSBAD, CA 7,8967.9k $643.0k $643.0k 0.16% Unchanged
78 Tandem Investment Partners LLC 0.53% of their portfolio Bordentown, NJ 7,6707.7k $625.1k $625.1k 0.53% Reduced -20.1k -20,055
79 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 7,6437.6k $622.9k $622.9k 0.00% Added +4.1k +4,054
80 Envision Financial LLC 0.33% of their portfolio BROOKFIELD, WI 7,5987.6k $619.2k $619.2k 0.33% Reduced -1.1k -1,055
81 Sound Stewardship, LLC 0.28% of their portfolio Overland Park, KS 7,3707.4k $600.7k $600.7k 0.28% Reduced -441 -441
82 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 7,2557.3k $591.3k $591.3k 0.01% Reduced -32 -32
83 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,9446.9k $571.6k $571.6k 0.00% Reduced -1.9k -1,899
84 JFS WEALTH ADVISORS, LLC 0.03% of their portfolio HERMITAGE, PA 6,7156.7k $547.3k $547.3k 0.03% Reduced -213 -213
85 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,6456.6k $541.5k $541.5k 0.00% Added +172 +172
86 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 6,5536.6k $534.0k $534.0k 0.01% Reduced -13 -13
87 BCS Wealth Management 0.11% of their portfolio JOHNSON CITY, TN 6,4976.5k $529.6k $529.6k 0.11% New
88 Tillman Hartley LLC 0.13% of their portfolio ORLANDO, FL 6,4826.5k $528.4k $528.4k 0.13% Unchanged
89 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 6,2776.3k $511.5k $511.5k 0.00% Added +1.1k +1,063
90 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,2776.3k $511.6k $511.6k 0.00% Reduced -420 -420
91 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 6,2566.3k $509.8k $509.8k 0.00% Added +2.7k +2,727
92 Viewpoint Capital Management LLC 0.24% of their portfolio SEATTLE, WA 6,2216.2k $507.0k $507.0k 0.24% Unchanged
93 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 5,8815.9k $516.9k $516.9k 0.01% Unchanged
94 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 5,7705.8k $470.3k $470.3k 0.00% Unchanged
95 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 5,4015.4k $440.2k $440.2k 0.00% New
96 Freedom Investment Management, Inc. 0.13% of their portfolio SOUTH WINDSOR, CT 5,3665.4k $437.3k $437.3k 0.13% Reduced -150 -150
97 Williams & Novak, LLC 0.33% of their portfolio WESTLAKE VILLAGE, CA 5,3535.4k $443.7k $443.7k 0.33% Reduced -100 -100
98 Joel Isaacson & Co., LLC 0.01% of their portfolio NEW YORK, NY 5,2865.3k $430.8k $430.8k 0.01% Unchanged
99 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.01% of their portfolio PORTLAND, OR 5,1905.2k $423.0k $423.0k 0.01% New
100 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 5,1775.2k $421.9k $421.9k 0.01% Reduced -198 -198