DLS WISDOMTREE TR
FollowINTL SMCAP DIV (fund)
204 managers (206 13F filers) reported a position in DLS shares at 2026-06-30, 5,514,716 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.
- Managers
- 204
- 13F filers
- 206
- New
- 11
- Added
- 58
- Reduced
- 75
- Sold out
- 10
- Shares held by filers
- 5,514,716
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| HOWE & RUSLING INC | 14 | $1.17K | <0.01% | 0 | 13F-HRTimeline |
| SHP Wealth Management | 12 | $1K | <0.01% | 0 | 13F-HRTimeline |
| Planning Strategies Inc. | 7 | $587 | <0.01% | 13F-HRTimeline | |
| Smartleaf Asset Management LLC | 5 | $436 | <0.01% | 0 | 13F-HRTimeline |