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Disclosery

DLS WISDOMTREE TR

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INTL SMCAP DIV (fund)

204 managers (206 13F filers) reported a position in DLS shares at 2026-06-30, 5,513,932 shares in all. 12 filers opened a position and 10 filers sold out during the quarter.

Managers
204
13F filers
206
New
12
Added
58
Reduced
75
Sold out
10
Shares held by filers
5,513,932

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Savant Capital, LLC1,475,277$122M0.36%+723,84813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC580,918$48.7M0.01%+472,96013F-HRTimelineGroup
BIP Wealth, LLC265,198$22.2M0.63%+5,68413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/255,726$21.4M<0.01%-2,18313F-HRTimelineGroup
LRI Investments, LLC193,131$16.2M1.3%-24313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY154,465$12.9M<0.01%-2,26013F-HRTimelineGroup
HighTower Advisors, LLC110,171$9.23M0.01%-4,35513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,967$8.38M0.01%+8,26513F-HRTimelineGroup
MAI Capital Management96,395$8.08M0.03%-1,47413F-HRTimeline
Compound Planning, Inc.90,795$7.61M0.2%+7,64813F-HRTimeline
FLOW TRADERS U.S. LLC84,330$7.07M0.29%+13,66813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN82,849$6.94M<0.01%+54413F-HRTimelineGroup
Evanson Financial, LLC81,712$6.85M0.33%13F-HRTimeline
Great Point Wealth Advisors, LLC67,323$5.64M0.91%-2,37013F-HRTimeline
Csenge Advisory Group66,399$5.56M0.23%-7,32513F-HRTimeline
WESCAP Management Group, Inc.61,071$5.12M0.96%+67813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/58,785$4.93M<0.01%-1,72013F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…56,877$4.77M0.7%+36413F-HRTimeline
Empirical Financial Services, LLC d.b.a…56,451$4.73M0.07%+20813F-HRTimeline
UBS Group AGgroup of 2 filers holding54,582$4.57M-4,009Timeline
Corient Private Wealth LPin group Corient Private Wealth LP54,347$4.55M0.01%-3,38413F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC52,290$4.38M0.01%-53313F-HRTimelineGroup
LPL Financial LLC50,334$4.22M<0.01%+41213F-HRTimeline
Waterfront Wealth Inc.47,517$4.03M0.62%+46513F-HRTimeline
Checchi Capital Advisers, LLC46,956$3.93M0.25%-12,30313F-HRTimeline
Grove Street Fiduciary, LLC43,141$3.61M1.53%-12713F-HRTimeline
Creative Planningin group Creative Planning40,180$3.37M<0.01%-18313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,398$3.22M<0.01%+1,71013F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC35,382$2.96M0.91%-20913F-HRTimeline
Janney Montgomery Scott LLC32,967$2.76M0.01%+94513F-HRTimeline
Wealth Architects, LLC32,033$2.68M0.21%-25213F-HRTimeline
HARBOUR INVESTMENTS, INC.31,838$2.67M0.04%+68013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,863$2.5M<0.01%-1,39413F-HRTimelineGroup
TOWLE & CO27,955$2.34M0.79%+10,49913F-HRTimeline
SMITH, MOORE & CO.27,929$2.34M0.15%013F-HRTimeline
Impact Capital Partners LLC25,622$2.15M0.59%+1,54513F-HRTimeline
Marathon Strategic Advisors, LLC25,385$2.13M1.2%+17013F-HRTimeline
Atria Investments, Inc25,245$2.12M0.02%+61513F-HRTimeline
Mariner, LLCin group Mariner, LLC24,246$2.03M<0.01%-3813F-HRTimelineGroup
GHP Investment Advisors, Inc.23,548$1.97M0.07%+16213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,875$1.92M<0.01%-20413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,048$1.84M<0.01%+48313F-HRTimelineGroup
Allworth Financial LP21,499$1.8M0.01%-4,24613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT20,136$1.69M0.03%-22813F-HR/ATimeline
Cetera Investment Advisers19,435$1.63M<0.01%-28013F-HRTimeline
McLean Asset Management Corp18,554$1.6M0.21%-62713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth18,524$1.55M0.01%-18,59813F-HRTimelineGroup
Larson Financial Group LLC17,616$1.48M0.04%-1,42213F-HRTimeline
Wealth Care LLC17,263$1.45M1.17%+12413F-HRTimeline
Waverly Advisors, LLC17,202$1.44M0.01%-1,25313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,183$1.44M<0.01%-78513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC15,990$1.34M<0.01%+72713F-HRTimelineGroup
Sharper & Granite LLC14,493$1.21M0.38%-1,34713F-HRTimeline
Beaird Harris Wealth Management, LLC14,454$1.21M0.08%-16013F-HRTimeline
Betterment LLC14,395$1.21M<0.01%-9613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,171$1.19M0.03%+5013F-HRTimelineGroup
CoreCap Advisors, LLC13,277$1.11M0.03%-3713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,446$1.04M0.01%+28013F-HRTimelineGroup
Tortoise Investment Management, LLC11,954$1M0.07%-63013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,481$962K<0.01%-1,12713F-HRTimeline
Stonebridge Wealth Management, LLC10,641$892K0.8%013F-HRTimeline
Bruce G. Allen Investments, LLC10,580$886K0.56%-2,16213F-HRTimeline
Robinswood Financial LLC10,232$857K0.25%+1813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,094$846K<0.01%+7,32413F-HRTimelineGroup
Shakespeare Wealth Management, LLC9,995$837K0.22%-21313F-HRTimeline
Discipline Wealth Solutions, LLC9,664$810K0.07%-15313F-HRTimeline
Farther Finance Advisors, LLC9,659$809K0.01%-2,64013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,600$804K0.02%-8013F-HRTimelineGroup
Windward Private Wealth Management Inc.8,478$710K0.23%-1,10513F-HRTimeline
Longview Financial Advisors LLC8,417$705K0.35%-35713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,397$704K<0.01%013F-HRTimelineGroup
Addison Advisors LLC7,712$646K0.31%-9,08813F-HRTimeline
Sequoia Financial Advisors, LLC7,666$642K<0.01%-44213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,632$639K<0.01%-1113F-HRTimelineGroup
Sound Stewardship, LLC7,376$618K0.25%+613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,097$602K<0.01%+15313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,157$600K<0.01%+51213F-HRTimelineGroup
Lester Murray Antman dba SimplyRich7,110$595K0.14%-78613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,653$557K<0.01%+37613F-HRTimelineGroup
Envision Financial LLC6,568$550K0.25%-1,03013F-HRTimeline
BCS Wealth Management6,497$544K0.1%013F-HRTimeline
RFG Advisory, LLC6,486$543K0.01%-4,88713F-HRTimeline
Tillman Hartley LLC6,458$541K0.12%-2413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,418$538K0.01%-83713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC6,397$536K0.03%-31813F-HRTimeline
Tandem Investment Partners LLC6,025$505K0.39%-1,64513F-HRTimeline
Apella Capital, LLC5,706$484K0.01%-17513F-HRTimeline
MATHER GROUP, LLC.5,770$483K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,617$471K<0.01%-2,55413F-HRTimelineGroup
IHT Wealth Management, LLC5,578$467K0.01%-97513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,448$456K<0.01%-80813F-HR/ATimeline
Williams & Novak, LLC5,353$449K0.3%013F-HRTimeline
Freedom Investment Management, Inc.5,308$445K0.12%-5813F-HRTimeline
FMR LLCin group FMR LLC5,301$444K<0.01%+12613F-HRTimelineGroup
Joel Isaacson & Co., LLC5,286$443K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,199$436K<0.01%-26,09713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,191$435K<0.01%-21013F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,190$435K0.01%013F-HRTimeline
Advisory Services Network, LLC5,177$434K<0.01%013F-HRTimeline
Hardin Capital Partners, LLC5,159$432K0.2%+2113F-HRTimeline
Sanctuary Advisors, LLC5,119$429K<0.01%-1,15813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,051$423K0.04%+4113F-HRTimeline
Viewpoint Capital Management LLC4,921$412K0.21%-1,30013F-HRTimeline
Camelot Portfolios, LLC4,686$393K0.28%-5213F-HRTimeline
Wealthspire Advisors, LLC4,659$390K<0.01%+62113F-HRTimeline
Private Advisor Group, LLC4,582$384K<0.01%+24913F-HRTimeline
Tradition Wealth Management, LLC4,412$370K0.02%013F-HRTimeline
Montis Financial, LLC4,360$365K0.07%+6113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,111$344K<0.01%+31313F-HRTimelineGroup
McAdam, LLC3,894$326K0.01%+5513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,814$320K<0.01%+1613F-HRTimelineGroup
Alpha Omega Wealth Management LLC3,751$314K0.05%-313F-HRTimeline
Quadrant Private Wealth Management, LLC3,727$312K0.07%-52213F-HRTimeline
NewEdge Advisors, LLC3,690$309K<0.01%new13F-HRTimeline
Modera Wealth Management, LLC3,601$302K<0.01%-1,07313F-HRTimeline
WORLD EQUITY GROUP, INC.3,508$295K0.07%+7513F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC3,433$288K0.04%013F-HRTimeline
IFP Advisors, Inc3,400$285K0.01%+1,20013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS3,374$283K0.11%+4013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC3,359$281K0.16%013F-HRTimeline
One Capital Management, LLC3,423$279K0.01%013F-HRTimeline
Global Retirement Partners, LLC3,300$277K<0.01%13F-HRTimeline
BLAIR WILLIAM & CO/IL3,251$272K<0.01%+313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC3,243$272K0.1%-55713F-HRTimeline
Insight Advisors, LLC/ PA3,207$269K0.05%-59413F-HRTimeline
Clearstead Advisors, LLC3,186$267K<0.01%+213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,175$266K<0.01%-22713F-HRTimelineGroup
IAG Wealth Partners, LLC3,134$263K0.03%-1013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,019$253K<0.01%-52213F-HRTimelineGroup
Independent Advisor Alliance3,000$251K0.01%-12713F-HRTimeline
Telos Capital Management, Inc.2,915$244K0.02%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,866$240K<0.01%013F-HRTimelineGroup
NOVEM GROUP2,799$235K0.02%new13F-HRTimeline
Berger Financial Group, Inc2,788$234K0.01%+313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,773$232K<0.01%013F-HRTimeline
Financial Harvest, LLC2,744$230K0.1%013F-HRTimeline
Clearwater Capital Advisors, LLC2,600$218K0.02%013F-HRTimeline
BEACON FINANCIAL GROUP2,547$213K0.02%-14713F-HRTimeline
Frazier Financial Advisors, LLC2,514$211K0.11%013F-HRTimeline
Zhang Financial LLC2,487$208K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.2,457$206K<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC2,410$202K0.12%+1413F-HRTimeline
SCOTIA CAPITAL INC.2,387$200K<0.01%-21613F-HRTimeline
Blue Trust, Inc.2,061$173K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,023$170K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC1,958$164K<0.01%new13F-HRTimeline
Fairman Group, LLC1,851$155K0.12%+3113F-HRTimeline
AE Wealth Management LLC1,849$155K<0.01%-1,97013F-HRTimeline
Morton Brown Family Wealth, LLC1,820$152K0.03%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,806$151K0.09%+1513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,789$150K<0.01%+26113F-HRTimeline
Front Row Advisors LLC1,664$146K0.04%013F-HRTimeline
Arax Advisory Partners1,702$143K<0.01%-11413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,533$128K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,449$121K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,425$119K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,199$100K<0.01%+22013F-HRTimeline
Tacita Capital Inc1,105$92.6K0.05%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding1,030$86.3K+104Timeline
FIRST HORIZON CORP891$74.7K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC835$70K0.02%+513F-HRTimeline
Parallel Advisors, LLC748$62.7K<0.01%013F-HRTimeline
Operose Advisors LLC662$55.5K0.01%013F-HRTimeline
Princeton Global Asset Management LLC636$53.3K0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC560$46.9K0.02%new13F-HRTimeline
Capital Advisors, Ltd. LLC552$46K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors525$44K0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc503$42.2K<0.01%+44313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…500$41.9K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp495$41.5K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…473$39.6K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV462$38.7K<0.01%+25113F-HRTimeline
GAMMA Investing LLC460$38.5K<0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC448$37.5K0.03%013F-HRTimeline
Key Financial Inc400$33.5K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$25.1K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…286$24K<0.01%+21313F-HRTimeline
Osbon Capital Management LLC284$23.8K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…268$22.4K<0.01%+513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC254$21.3K0.01%new13F-HRTimeline
Triumph Capital Management252$21.1K<0.01%013F-HRTimeline
Crewe Advisors LLC245$20.5K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd204$17.1K<0.01%+313F-HRTimeline
LANARK FINANCIAL, INC.203$17K<0.01%013F-HRTimeline
IFG Advisory, LLC200$16.8K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/175$14.6K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.170$14.2K<0.01%013F-HRTimeline
NFSG Corp162$13.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…120$10.1K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.108$9.05K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106$8.88K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC100$8.38K<0.01%013F-HRTimeline
Asset Dedication, LLC93$7.79K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC86$7.21K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.86$7.21K<0.01%013F-HRTimeline
EPG Wealth Management LLC57$4.78K<0.01%new13F-HRTimeline
REAP Financial Group, LLC44$3.69K<0.01%013F-HRTimeline
Fortitude Family Office, LLC43$3.6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…36$3.02K<0.01%-7013F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC35$2.93K<0.01%new13F-HRTimeline