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Disclosery

DLS WISDOMTREE TR

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INTL SMCAP DIV (fund)

197 managers (197 13F filers) reported a position in DLS shares at 2024-12-31, 5,160,601 shares in all. 13 filers opened a position and 16 filers sold out during the quarter.

Managers
197
13F filers
197
New
13
Added
52
Reduced
75
Sold out
16
Shares held by filers
5,160,601

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLCin group Savant Capital, LLC803,826$50.6M0.4%-17,79313F-HRTimelineGroup
BIP Wealth, LLC275,869$17.4M1.16%+33,35113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/214,673$13.5M<0.01%+10,03813F-HRTimelineGroup
LRI Investments, LLC202,350$12.7M1.23%-16613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC179,316$11.3M<0.01%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY160,762$10.1M<0.01%-42,83213F-HR/ATimelineGroup
Checchi Capital Advisers, LLC125,965$7.93M0.59%+88513F-HRTimeline
MAI Capital Management120,258$7.57M0.06%-9,36313F-HRTimeline
HighTower Advisors, LLC118,754$7.48M0.01%-6,56713F-HRTimeline
UBS Group AGin group UBS Group AG113,118$7.12M<0.01%-3,11113F-HRTimelineGroup
Csenge Advisory Group111,523$7.02M0.38%-20,63313F-HRTimeline
CW Advisors, LLC102,792$6.47M0.09%+84313F-HRTimeline
Evanson Asset Management, LLC85,456$5.38M0.37%-1,03313F-HRTimeline
Telos Capital Management, Inc.82,669$5.2M0.56%+1,78013F-HRTimeline
Great Point Wealth Advisors, LLC79,859$5.03M1.1%-52713F-HRTimeline
Alpha Omega Wealth Management LLC77,352$4.87M0.92%+2,27313F-HRTimeline
FLOW TRADERS U.S. LLC77,167$4.86M0.19%+46,51113F-HRTimeline
Compound Planning, Inc.75,460$4.75M0.24%+20,13613F-HRTimeline
Neumann Capital Management, LLC70,763$4.45M1.48%+3,45613F-HRTimeline
WESCAP Management Group, Inc.68,908$4.34M1.05%+3,27513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/66,993$4.22M<0.01%-4,53013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63,677$4.01M<0.01%+47,34113F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…60,432$3.8M0.1%+2,53713F-HRTimeline
PrairieView Partners, LLC58,670$3.69M0.39%+2,80313F-HRTimeline
Grove Street Fiduciary, LLC56,230$3.54M1.86%13F-HRTimeline
LPL Financial LLC55,681$3.51M<0.01%-96113F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…55,239$3.48M0.85%-72313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC50,281$3.17M1.18%+1,03813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth50,091$3.15M0.05%-62013F-HRTimelineGroup
Waterfront Wealth Inc.50,022$3.15M0.77%+2,77013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC47,826$3.01M0.02%+1,02313F-HRTimelineGroup
Creative Planningin group Creative Planning46,697$2.94M<0.01%+39013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,696$2.81M<0.01%-5,64313F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC39,477$2.49M1.18%+3,77713F-HRTimeline
Wealth Architects, LLC36,625$2.31M0.26%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,480$2.11M<0.01%+2313F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,060$2.08M<0.01%-32,07313F-HRTimelineGroup
Kathleen S. Wright Associates Inc.31,669$1.99M0.83%-4,36513F-HRTimeline
Sharper & Granite LLC30,705$1.93M0.85%-3,28513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,701$1.93M<0.01%-51213F-HRTimelineGroup
Allworth Financial LP30,090$1.9M0.01%-3,66713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP28,983$1.82M<0.01%+15713F-HRTimelineGroup
SMITH, MOORE & CO.28,219$1.78M0.16%-28913F-HRTimeline
Tandem Investment Partners LLC27,535$1.73M1.66%13F-HRTimeline
HARBOUR INVESTMENTS, INC.27,041$1.7M0.05%-55813F-HRTimeline
GHP Investment Advisors, Inc.26,662$1.68M0.08%-2,00013F-HRTimeline
Larson Financial Group LLC26,419$1.66M0.09%-65713F-HRTimeline
Janney Montgomery Scott LLC25,848$1.63M<0.01%+2,54313F-HRTimeline
Marathon Strategic Advisors, LLC23,417$1.47M1.59%+1,45713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT23,092$1.45M0.04%+1,67313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,795$1.44M<0.01%-3,67513F-HRTimeline
Investors Research Corp22,779$1.43M0.32%-43813F-HRTimeline
McLean Asset Management Corp22,581$1.42M0.43%-7,86713F-HRTimeline
Waverly Advisors, LLC22,567$1.42M0.02%-77313F-HRTimeline
Bristlecone Advisors, LLC21,795$1.37M0.11%-78013F-HRTimeline
Addison Advisors LLC19,480$1.23M0.34%+1,43113F-HRTimeline
Atria Investments, Inc19,143$1.21M0.01%+93313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,884$1.19M<0.01%+2,58813F-HRTimelineGroup
Impact Capital Partners LLC17,592$1.11M0.39%13F-HRTimeline
Beaird Harris Wealth Management, LLC17,351$1.09M0.09%+17613F-HRTimeline
Prospera Financial Services Inc15,919$1M0.02%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,540$978K<0.01%+1,15913F-HRTimelineGroup
Betterment LLC14,904$938K<0.01%+1,47513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,665$923K<0.01%-2,28813F-HRTimelineGroup
Tortoise Investment Management, LLC14,469$911K0.1%013F-HR/ATimeline
Bruce G. Allen Investments, LLC14,134$890K0.72%-17013F-HRTimeline
CoreCap Advisors, LLC13,997$881K0.04%-1,38613F-HRTimeline
Shakespeare Wealth Management, LLC13,729$864K0.23%-4,80813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,965$816K0.08%-1,67513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,812$806K<0.01%-73613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management12,590$793K0.02%+16313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,793$742K0.01%-29,50113F-HRTimelineGroup
Windward Private Wealth Management Inc.11,589$730K0.28%-83013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,451$721K<0.01%+5,73613F-HRTimelineGroup
Envision Financial LLC10,964$690K0.55%13F-HR/ATimeline
One Capital Management, LLC10,827$682K0.02%-47813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,811$681K<0.01%+82713F-HRTimelineGroup
Insight Advisors, LLC/ PA10,633$669K0.11%-3,18013F-HRTimeline
Longview Financial Advisors LLC10,023$631K0.42%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,001$630K0.02%-7,94013F-HRTimelineGroup
Robinswood Financial LLC9,994$629K0.24%-64213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,545$601K<0.01%+2,83313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,327$587K0.02%-47113F-HRTimelineGroup
Sound Stewardship, LLC8,845$557K0.33%+7813F-HRTimeline
Carlson Capital Management8,816$555K0.02%-1213F-HRTimeline
Lester Murray Antman dba SimplyRich7,860$494K0.14%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,836$493K0.07%+18413F-HRTimeline
AllSquare Wealth Management LLC7,580$477K0.27%013F-HRTimeline
Advisory Services Network, LLC7,119$448K0.01%-13613F-HRTimeline
Sanctuary Advisors, LLC6,874$444K<0.01%-69113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,970$439K<0.01%-27713F-HR/ATimeline
Camelot Portfolios, LLC6,905$435K0.47%-27613F-HRTimeline
Tillman Hartley LLC6,693$421K0.12%+80713F-HRTimeline
Viewpoint Capital Management LLC6,471$407K0.21%013F-HRTimeline
Bleakley Financial Group, LLC6,410$404K0.01%013F-HRTimeline
IHT Wealth Management, LLC6,252$394K0.01%+1,53113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,197$390K<0.01%-15513F-HRTimelineGroup
Cetera Investment Advisers6,093$384K<0.01%-24413F-HRTimeline
Quadrant Private Wealth Management, LLC6,085$383K0.09%+16713F-HRTimeline
SignalPoint Asset Management, LLC6,045$381K0.09%-84113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,789$364K<0.01%+22113F-HRTimelineGroup
Apella Capital, LLC5,706$359K0.01%new13F-HRTimeline
Williams & Novak Wealth Management, LLC5,668$357K0.34%-30513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,582$351K<0.01%-93913F-HRTimelineGroup
Joel Isaacson & Co., LLC5,536$349K0.02%-2013F-HRTimeline
Farther Finance Advisors, LLC5,536$349K0.01%+4,95613F-HRTimeline
FSA Advisors, Inc.5,269$332K0.41%-43513F-HRTimeline
COMERICA BANK5,178$326K<0.01%-1,81313F-HR/ATimeline
JFS WEALTH ADVISORS, LLC4,929$310K0.02%-15913F-HRTimeline
Private Advisor Group, LLC4,645$292K<0.01%-1,54513F-HRTimeline
Mariner, LLCin group Mariner, LLC4,619$291K<0.01%+92513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.4,481$282K<0.01%+4413F-HRTimelineGroup
Tradition Wealth Management, LLC4,462$281K0.02%-4413F-HRTimeline
Wescott Financial Advisory Group, LLC4,429$279K0.03%-3,89513F-HRTimeline
TCI Wealth Advisors, Inc.4,387$276K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC4,262$268K0.07%-43713F-HRTimeline
MATHER GROUP, LLC.4,202$265K<0.01%013F-HRTimeline
Berger Financial Group, Inc4,160$262K0.02%013F-HRTimeline
IAG Wealth Partners, LLC4,156$262K0.05%-7113F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC4,125$260K0.21%13F-HRTimeline
McAdam, LLC4,044$255K0.01%-9313F-HRTimeline
Financial Harvest, LLC4,041$254K0.21%13F-HRTimeline
Hardin Capital Partners, LLC4,039$254K0.15%+313F-HRTimeline
Bison Wealth, LLC4,025$253K0.03%13F-HRTimeline
Wealthspire Advisors, LLC4,001$252K<0.01%-3,98013F-HRTimeline
Total Wealth Planning, LLC3,886$245K0.04%-21713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,674$231K<0.01%013F-HRTimelineGroup
Modera Wealth Management, LLC3,647$230K<0.01%+1013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,589$226K<0.01%013F-HRTimelineGroup
Independent Advisor Alliance3,560$224K<0.01%new13F-HRTimeline
HRT FINANCIAL LP3,549$223K<0.01%new13F-HRTimeline
Rockbridge Investment Management, LCC3,482$219K0.03%-4213F-HRTimeline
Compass Investment Advisers LLC3,342$210K0.61%13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS3,268$206K0.17%-413F-HRTimeline
BLAIR WILLIAM & CO/IL3,242$204K<0.01%+213F-HRTimeline
HEARTLAND ADVISORS INC3,157$199K0.01%-1,68013F-HRTimeline
FMR LLCin group FMR LLC2,698$170K<0.01%+66113F-HRTimelineGroup
Frazier Financial Advisors, LLC2,493$157K0.12%+713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,398$149K<0.01%013F-HRTimelineGroup
Tacita Capital Inc2,288$144K0.1%-88413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,888$119K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC1,820$115K0.04%013F-HRTimeline
AE Wealth Management LLC1,746$110K<0.01%new13F-HRTimeline
Fairman Group, LLC1,744$110K0.09%+2213F-HRTimeline
Princeton Global Asset Management LLC1,546$97.4K0.02%013F-HRTimeline
IFP Advisors, Inc1,500$94.4K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,449$91.2K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,373$86.4K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC1,316$82.8K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,300$81.8K<0.01%+1,00013F-HRTimelineGroup
Global Retirement Partners, LLC1,300$81.8K<0.01%013F-HRTimeline
Bellwether Advisors, LLC1,225$77.1K0.01%new13F-HRTimeline
Crews Bank & Trust1,220$76.8K0.01%13F-HRTimeline
Operose Advisors LLC985$62K0.02%new13F-HRTimeline
Blue Trust, Inc.861$54.2K<0.01%013F-HR/ATimeline
GAMMA Investing LLC858$54K<0.01%new13F-HRTimeline
Transce3nd, LLC829$52.2K0.02%13F-HRTimeline
Medallion Wealth Advisors, LLC750$47.4K0.02%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC677$42.6K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC625$39.3K<0.01%-3,17213F-HRTimeline
BOKF, NAin group BOKF, NA578$35.4K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC552$35K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC547$34.4K<0.01%-3313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors540$34K0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC500$31.5K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.479$30.2K0.02%13F-HRTimeline
Key Financial Inc400$25.2K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV338$21.3K<0.01%-7713F-HRTimeline
Glass Jacobson Investment Advisors llc280$17.6K0.01%-36413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Synergy Investment Management, LLC252$15.9K0.01%13F-HRTimeline
Crewe Advisors LLC245$15.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…200$12.6K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/175$11K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.170$10.7K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC167$10.5K<0.01%+213F-HRTimeline
Geneos Wealth Management Inc.152$9.57K<0.01%013F-HRTimeline
Asset Dedication, LLC130$8.18K<0.01%-11713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.125$7.87K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd122$7.68K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…120$7.55K<0.01%013F-HRTimeline
NFSG Corp100$6.29K<0.01%013F-HRTimeline
Sound Income Strategies, LLC98$6.17K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.86$5.41K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC83$5.2K<0.01%+113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.71$4.47K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…70$4.41K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc59$3.68K<0.01%+113F-HRTimeline
EPG Wealth Management LLC57$3.59K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.57$3.59K<0.01%13F-HRTimeline
REAP Financial Group, LLC48$3.02K<0.01%-213F-HRTimeline
Founders Financial Alliance, LLC40$2.52K<0.01%013F-HRTimeline
FLP Wealth Management, LLC38$2.36K0.01%13F-HRTimeline
Dogwood Wealth Management LLC26$1.64K<0.01%-73813F-HRTimeline
Sachetta, LLC20$1.26K<0.01%013F-HRTimeline
PSI Advisors, LLC15$944<0.01%013F-HRTimeline
Smartleaf Asset Management LLC7$470<0.01%-2813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.