Vault-13

WISDOMTREE TR DLS

INTL SMCAP DIV · ETP · CUSIP 97717W760

206 institutional holders +2 vs Q1 2026
5,511,7935.5m shares reported held*
$460.2mreported value*
12 new 58 added 75 reduced 10 sold out net bought ≈ $88.8m (+1.1m 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 ($179.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $83.50.

Trends to Q2 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: 204Q2 26: 206206Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026206

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 65 bought or addedQ3 25: 96 cut or sold outQ4 25: 69 bought or addedQ4 25: 87 cut or sold outQ4 25Q1 26: 64 bought or addedQ1 26: 92 cut or sold outQ2 26: 70 bought or addedQ2 26: 85 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202455116
Q4 20246492
Q1 202566107
Q2 20257098
Q3 20256596
Q4 20256987
Q1 20266492
Q2 20267085

Biggest buyers

Savant Capital, LLC Added +723,848+723.8k
RAYMOND JAMES FINANCIAL INC Added +472,960+473.0k
FLOW TRADERS U.S. LLC Added +13,668+13.7k
TOWLE & CO Added +10,499+10.5k
OSAIC HOLDINGS, INC. Added +8,265+8.3k
Compound Planning, Inc. Added +7,648+7.6k
CITADEL ADVISORS LLC Added +7,324+7.3k
BIP Wealth, LLC Added +5,684+5.7k
NewEdge Advisors, LLC New +3,690+3.7k
NOVEM GROUP New +2,799+2.8k

Biggest sellers

Neumann Capital Management, LLC Sold out -66,219-66.2k
JANE STREET GROUP, LLC Reduced -26,097-26.1k
Focus Partners Advisor Solutions, LLC Reduced -18,598-18.6k
Checchi Capital Advisers, LLC Reduced -12,303-12.3k
Addison Advisors LLC Reduced -9,088-9.1k
Csenge Advisory Group Reduced -7,325-7.3k
RFG Advisory, LLC Reduced -4,887-4.9k
HighTower Advisors, LLC Reduced -4,355-4.4k
Allworth Financial LP Reduced -4,246-4.2k
UBS Group AG Reduced -3,941-3.9k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 0.36% of their portfolio ROCKFORD, IL 1,475,2771.5m $121.9m $121.9m 0.36% Added +723.8k +723,848
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 580,918580.9k $48.7m $48.7m 0.01% Added +473.0k +472,960
3 BIP Wealth, LLC 0.63% of their portfolio ATLANTA, GA 265,198265.2k $22.2m $22.2m 0.63% Added +5.7k +5,684
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 255,726255.7k $21.4m $21.4m 0.00% Reduced -2.2k -2,183
5 LRI Investments, LLC 1.30% of their portfolio PALM BEACH GARDENS, FL 193,131193.1k $16.2m $16.2m 1.30% Reduced -243 -243
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 154,465154.5k $12.9m $12.9m 0.00% Reduced -2.3k -2,260
7 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 110,171110.2k $9.2m $9.2m 0.01% Reduced -4.4k -4,355
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 99,967100.0k $8.4m $8.4m 0.01% Added +8.3k +8,265
9 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 96,39596.4k $8.1m $8.1m 0.03% Reduced -1.5k -1,474
10 Compound Planning, Inc. 0.20% of their portfolio NEW YORK, NY 90,79590.8k $7.6m $7.6m 0.20% Added +7.6k +7,648
11 FLOW TRADERS U.S. LLC 0.29% of their portfolio NEW YORK, NY 84,33084.3k $7.1m $7.1m 0.29% Added +13.7k +13,668
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 82,84982.8k $6.9m $6.9m 0.00% Added +544 +544
13 Evanson Financial, LLC 0.33% of their portfolio MCLEAN, VA 81,71281.7k $6.8m $6.8m 0.33% First filing
14 Great Point Wealth Advisors, LLC 0.91% of their portfolio BOSTON, MA 67,32367.3k $5.6m $5.6m 0.91% Reduced -2.4k -2,370
15 Csenge Advisory Group 0.23% of their portfolio CLEARWATER, FL 66,39966.4k $5.6m $5.6m 0.23% Reduced -7.3k -7,325
16 WESCAP Management Group, Inc. 0.96% of their portfolio Glendale, CA 61,07161.1k $5.1m $5.1m 0.96% Added +678 +678
17 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 58,78558.8k $4.9m $4.9m 0.00% Reduced -1.7k -1,720
18 Elwood & Goetz Wealth Advisory Group, LLC 0.70% of their portfolio ATHENS, GA 56,87756.9k $4.8m $4.8m 0.70% Added +364 +364
19 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% of their portfolio Seattle, WA 56,45156.5k $4.7m $4.7m 0.07% Added +208 +208
20 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 54,34754.3k $4.6m $4.6m 0.01% Reduced -3.4k -3,384
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 53,38653.4k $4.5m $4.5m 0.00% Reduced -3.9k -3,941
22 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 52,29052.3k $4.4m $4.4m 0.01% Reduced -533 -533
23 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 50,33450.3k $4.2m $4.2m 0.00% Added +412 +412
24 Waterfront Wealth Inc. 0.62% of their portfolio OVERLAND PARK, KS 47,51747.5k $4.0m $4.0m 0.62% Added +465 +465
25 Checchi Capital Advisers, LLC 0.25% of their portfolio BEVERLY HILLS, CA 46,95647.0k $3.9m $3.9m 0.25% Reduced -12.3k -12,303
26 Grove Street Fiduciary, LLC 1.53% of their portfolio PETERBOROUGH, NH 43,14143.1k $3.6m $3.6m 1.53% Reduced -127 -127
27 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 40,18040.2k $3.4m $3.4m 0.00% Reduced -183 -183
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 38,39838.4k $3.2m $3.2m 0.00% Added +1.7k +1,710
29 FAMILY WEALTH PARTNERS, LLC 0.91% of their portfolio MATTHEWS, NC 35,38235.4k $3.0m $3.0m 0.91% Reduced -209 -209
30 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 32,96733.0k $2.8m $2.8m 0.01% Added +945 +945
31 Wealth Architects, LLC 0.21% of their portfolio MOUNTAIN VIEW, CA 32,03332.0k $2.7m $2.7m 0.21% Reduced -252 -252
32 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 31,83831.8k $2.7m $2.7m 0.04% Added +680 +680
33 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,86329.9k $2.5m $2.5m 0.00% Reduced -1.4k -1,394
34 TOWLE & CO 0.79% of their portfolio DENVER, CO 27,95528.0k $2.3m $2.3m 0.79% Added +10.5k +10,499
35 SMITH, MOORE & CO. 0.15% of their portfolio CLAYTON, MO 27,92927.9k $2.3m $2.3m 0.15% Unchanged
36 Impact Capital Partners LLC 0.59% of their portfolio GREENWOOD VILLAGE, CO 25,62225.6k $2.1m $2.1m 0.59% Added +1.5k +1,545
37 Marathon Strategic Advisors, LLC 1.20% of their portfolio PITTSBURGH, PA 25,38525.4k $2.1m $2.1m 1.20% Added +170 +170
38 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 25,24525.2k $2.1m $2.1m 0.02% Added +615 +615
39 Mariner, LLC 0.00% of their portfolio Overland Park, KS 24,24624.2k $2.0m $2.0m 0.00% Reduced -38 -38
40 GHP Investment Advisors, Inc. 0.07% of their portfolio Denver, CO 23,54823.5k $2.0m $2.0m 0.07% Added +162 +162
41 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 22,87522.9k $1.9m $1.9m 0.00% Reduced -204 -204
42 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 22,04822.0k $1.8m $1.8m 0.00% Added +483 +483
43 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 21,49921.5k $1.8m $1.8m 0.01% Reduced -4.2k -4,246
44 RITHOLTZ WEALTH MANAGEMENT 0.03% of their portfolio NEW YORK, NY 20,13620.1k $1.7m $1.7m 0.03% Reduced -228 -228
45 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,43519.4k $1.6m $1.6m 0.00% Reduced -280 -280
46 McLean Asset Management Corp 0.21% of their portfolio TYSONS, VA 18,55418.6k $1.6m $1.6m 0.21% Reduced -627 -627
47 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 18,52418.5k $1.6m $1.6m 0.01% Reduced -18.6k -18,598
48 Larson Financial Group LLC 0.04% of their portfolio ST LOUIS, MO 17,61617.6k $1.5m $1.5m 0.04% Reduced -1.4k -1,422
49 Wealth Care LLC 1.17% of their portfolio MERRITT ISLAND, FL 17,26317.3k $1.4m $1.4m 1.17% Added +124 +124
50 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 17,20217.2k $1.4m $1.4m 0.01% Reduced -1.3k -1,253
51 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 17,18317.2k $1.4m $1.4m 0.00% Reduced -785 -785
52 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 15,99016.0k $1.3m $1.3m 0.00% Added +727 +727
53 Sharper & Granite LLC 0.38% of their portfolio EL SEGUNDO, CA 14,49314.5k $1.2m $1.2m 0.38% Reduced -1.3k -1,347
54 Beaird Harris Wealth Management, LLC 0.08% of their portfolio DALLAS, TX 14,45414.5k $1.2m $1.2m 0.08% Reduced -160 -160
55 Betterment LLC 0.00% of their portfolio NEW YORK, NY 14,39514.4k $1.2m $1.2m 0.00% Reduced -96 -96
56 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 14,17114.2k $1.2m $1.2m 0.03% Added +50 +50
57 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 13,27713.3k $1.1m $1.1m 0.03% Reduced -37 -37
58 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 12,44612.4k $1.0m $1.0m 0.01% Added +280 +280
59 Tortoise Investment Management, LLC 0.07% of their portfolio WHITE PLAINS, NY 11,95412.0k $1.0m $1.0m 0.07% Reduced -630 -630
60 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 11,48111.5k $962.0k $962.0k 0.00% Reduced -1.1k -1,127
61 Stonebridge Wealth Management, LLC 0.80% of their portfolio OAK BROOK, IL 10,64110.6k $891.6k $891.6k 0.80% Unchanged
62 Bruce G. Allen Investments, LLC 0.56% of their portfolio DENVER, CO 10,58010.6k $886.5k $886.5k 0.56% Reduced -2.2k -2,162
63 Robinswood Financial LLC 0.25% of their portfolio KIRKLAND, WA 10,23210.2k $857.4k $857.4k 0.25% Added +18 +18
64 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,09410.1k $845.8k $845.8k 0.00% Added +7.3k +7,324
65 Shakespeare Wealth Management, LLC 0.22% of their portfolio Pewaukee, WI 9,99510.0k $837.5k $837.5k 0.22% Reduced -213 -213
66 Discipline Wealth Solutions, LLC 0.07% of their portfolio GREENVILLE, SC 9,6649.7k $809.8k $809.8k 0.07% Reduced -153 -153
67 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,6599.7k $809.3k $809.3k 0.01% Reduced -2.6k -2,640
68 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 9,6009.6k $804.4k $804.4k 0.02% Reduced -80 -80
69 Windward Private Wealth Management Inc. 0.23% of their portfolio OVERLAND PARK, KS 8,4788.5k $710.4k $710.4k 0.23% Reduced -1.1k -1,105
70 Longview Financial Advisors LLC 0.35% of their portfolio SAN RAFAEL, CA 8,4178.4k $705.3k $705.3k 0.35% Reduced -357 -357
71 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 8,3978.4k $703.6k $703.6k 0.00% Unchanged
72 Addison Advisors LLC 0.31% of their portfolio MIDDLEBURY, VT 7,7127.7k $646.2k $646.2k 0.31% Reduced -9.1k -9,088
73 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 7,6667.7k $642.3k $642.3k 0.00% Reduced -442 -442
74 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 7,6327.6k $639.5k $639.5k 0.00% Reduced -11 -11
75 Sound Stewardship, LLC 0.25% of their portfolio Overland Park, KS 7,3767.4k $618.0k $618.0k 0.25% Added +6 +6
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,1577.2k $599.7k $599.7k 0.00% Added +512 +512
77 Lester Murray Antman dba SimplyRich 0.14% of their portfolio CARLSBAD, CA 7,1107.1k $595.0k $595.0k 0.14% Reduced -786 -786
78 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,0977.1k $602.2k $602.2k 0.00% Added +153 +153
79 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 6,6536.7k $557.5k $557.5k 0.00% Added +376 +376
80 Envision Financial LLC 0.25% of their portfolio BROOKFIELD, WI 6,5686.6k $550.3k $550.3k 0.25% Reduced -1.0k -1,030
81 BCS Wealth Management 0.10% of their portfolio JOHNSON CITY, TN 6,4976.5k $544.5k $544.5k 0.10% Unchanged
82 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 6,4866.5k $543.4k $543.4k 0.01% Reduced -4.9k -4,887
83 Tillman Hartley LLC 0.12% of their portfolio ORLANDO, FL 6,4586.5k $541.1k $541.1k 0.12% Reduced -24 -24
84 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 6,4186.4k $537.7k $537.7k 0.01% Reduced -837 -837
85 JFS WEALTH ADVISORS, LLC 0.03% of their portfolio HERMITAGE, PA 6,3976.4k $536.0k $536.0k 0.03% Reduced -318 -318
86 Tandem Investment Partners LLC 0.39% of their portfolio Bordentown, NJ 6,0256.0k $504.8k $504.8k 0.39% Reduced -1.6k -1,645
87 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 5,7705.8k $483.5k $483.5k 0.00% Unchanged
88 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 5,7065.7k $483.8k $483.8k 0.01% Reduced -175 -175
89 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 5,6175.6k $470.6k $470.6k 0.00% Reduced -2.6k -2,554
90 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 5,5785.6k $467.3k $467.3k 0.01% Reduced -975 -975
91 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 5,4485.4k $456.5k $456.5k 0.00% Reduced -808 -808
92 Williams & Novak, LLC 0.30% of their portfolio WESTLAKE VILLAGE, CA 5,3535.4k $448.5k $448.5k 0.30% Unchanged
93 Freedom Investment Management, Inc. 0.12% of their portfolio SOUTH WINDSOR, CT 5,3085.3k $444.8k $444.8k 0.12% Reduced -58 -58
94 FMR LLC 0.00% of their portfolio BOSTON, MA 5,3015.3k $444.2k $444.2k 0.00% Added +126 +126
95 Joel Isaacson & Co., LLC 0.01% of their portfolio NEW YORK, NY 5,2865.3k $443.0k $443.0k 0.01% Unchanged
96 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,1995.2k $435.6k $435.6k 0.00% Reduced -26.1k -26,097
97 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 5,1915.2k $434.9k $434.9k 0.00% Reduced -210 -210
98 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.01% of their portfolio PORTLAND, OR 5,1905.2k $434.9k $434.9k 0.01% Unchanged
99 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 5,1775.2k $433.8k $433.8k 0.00% Unchanged
100 Hardin Capital Partners, LLC 0.20% of their portfolio GREENVILLE, SC 5,1595.2k $432.4k $432.4k 0.20% Added +21 +21