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Disclosery

DLS WISDOMTREE TR

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INTL SMCAP DIV (fund)

191 managers (192 13F filers) reported a position in DLS shares at 2025-03-31, 4,950,051 shares in all. 15 filers opened a position and 16 filers sold out during the quarter.

Managers
191
13F filers
192
New
15
Added
51
Reduced
91
Sold out
16
Shares held by filers
4,950,051

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC779,506$51.4M0.44%-24,32013F-HR/ATimelineGroup
BIP Wealth, LLC282,945$18.7M1.22%+7,07613F-HRTimeline
LRI Investments, LLC202,350$13.4M1.29%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/196,704$13M<0.01%-17,96913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY165,342$10.9M<0.01%+4,58013F-HRTimelineGroup
Checchi Capital Advisers, LLC125,934$8.31M0.59%-3113F-HRTimeline
HighTower Advisors, LLC116,334$7.68M0.01%-2,42013F-HRTimeline
MAI Capital Management115,711$7.64M0.06%-4,54713F-HRTimeline
CW Advisors, LLC110,548$7.3M0.09%+7,75613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC106,651$7.04M<0.01%-72,66513F-HRTimelineGroup
UBS Group AGin group UBS Group AG105,946$6.99M<0.01%-7,17213F-HRTimelineGroup
Csenge Advisory Group97,005$6.43M0.36%-14,51813F-HRTimeline
Compound Planning, Inc.86,941$5.74M0.26%+11,48113F-HRTimeline
Evanson Asset Management, LLC84,635$5.59M0.4%-82113F-HRTimeline
Telos Capital Management, Inc.82,105$5.42M0.59%-56413F-HRTimeline
Great Point Wealth Advisors, LLC78,914$5.21M1.13%-94513F-HRTimeline
FLOW TRADERS U.S. LLC71,345$4.71M0.2%-5,82213F-HRTimeline
Neumann Capital Management, LLC70,458$4.65M1.61%-30513F-HRTimeline
WESCAP Management Group, Inc.67,029$4.42M1.08%-1,87913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/66,965$4.42M<0.01%-2813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN62,821$4.15M<0.01%-85613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…57,498$3.79M0.1%-2,93413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…57,094$3.77M0.92%+1,85513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding56,346$3.72M+6,255Timeline
Grove Street Fiduciary, LLC54,958$3.63M1.84%-1,27213F-HRTimeline
Waterfront Wealth Inc.53,295$3.52M0.86%+3,27313F-HRTimeline
Alpha Omega Wealth Management LLC53,089$3.5M0.67%-24,26313F-HRTimeline
PrairieView Partners, LLC52,568$3.47M0.36%-6,10213F-HRTimeline
LPL Financial LLC51,304$3.39M<0.01%-4,37713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC47,620$3.14M1.05%-2,66113F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,023$3.1M0.01%+13,96313F-HR/ATimelineGroup
Creative Planningin group Creative Planning45,900$3.03M<0.01%-79713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA42,946$2.83M<0.01%-1,75013F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,261$2.66M0.01%-7,56513F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC38,767$2.56M1.17%-71013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,848$2.5M0.01%+4,36813F-HRTimelineGroup
Wealth Architects, LLC35,300$2.33M0.26%-1,32513F-HR/ATimeline
Allworth Financial LP29,291$2M0.01%-79913F-HRTimeline
Kathleen S. Wright Associates Inc.29,207$1.93M0.8%-2,46213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP28,922$1.91M<0.01%-6113F-HRTimelineGroup
Janney Montgomery Scott LLC28,664$1.89M0.01%+2,81613F-HRTimeline
SMITH, MOORE & CO.28,219$1.86M0.17%013F-HRTimeline
Tandem Investment Partners LLC27,590$1.82M1.8%+5513F-HRTimeline
HARBOUR INVESTMENTS, INC.27,412$1.81M0.05%+37113F-HRTimeline
GHP Investment Advisors, Inc.26,600$1.76M0.08%-6213F-HRTimeline
Sharper & Granite LLC26,250$1.73M0.72%-4,45513F-HRTimeline
Larson Financial Group LLC25,367$1.67M0.08%-1,05213F-HRTimeline
Atria Investments, Inc24,351$1.61M0.02%+5,20813F-HRTimeline
Marathon Strategic Advisors, LLC23,499$1.55M1.67%+8213F-HRTimeline
Investors Research Corp22,335$1.47M0.32%-44413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,046$1.46M<0.01%-74913F-HRTimeline
Waverly Advisors, LLC21,753$1.44M0.02%-81413F-HRTimeline
Bristlecone Advisors, LLC21,171$1.4M0.11%-62413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT21,077$1.39M0.04%-2,01513F-HRTimeline
Impact Capital Partners LLC20,565$1.36M0.49%+2,97313F-HRTimeline
McLean Asset Management Corp22,452$1.35M0.44%-12913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,346$1.29M<0.01%+46213F-HR/ATimelineGroup
Addison Advisors LLC19,311$1.27M0.35%-16913F-HRTimeline
Prospera Financial Services Inc17,801$1.17M0.03%+1,88213F-HRTimeline
Beaird Harris Wealth Management, LLC16,885$1.11M0.09%-46613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,972$1.05M<0.01%+43213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,126$998K<0.01%+46113F-HRTimelineGroup
Betterment LLC15,031$992K<0.01%+12713F-HRTimeline
Tortoise Investment Management, LLC14,319$945K0.1%-15013F-HR/ATimeline
Bruce G. Allen Investments, LLC14,178$936K0.74%+4413F-HRTimeline
CoreCap Advisors, LLC13,706$905K0.04%-29113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,836$858K0.08%-12913F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,536$827K<0.01%-27613F-HRTimelineGroup
Shakespeare Wealth Management, LLC12,473$823K0.22%-1,25613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,023$794K0.03%-56713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,997$792K0.01%+20413F-HRTimelineGroup
Windward Private Wealth Management Inc.11,589$765K0.3%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,396$686K<0.01%-20,30513F-HRTimelineGroup
Farther Finance Advisors, LLC10,283$680K0.02%+4,74713F-HRTimeline
Longview Financial Advisors LLC10,029$662K0.44%+613F-HRTimeline
Cove Private Wealth, LLC10,000$660K0.35%new13F-HRTimeline
Robinswood Financial LLC9,997$660K0.24%+313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,949$657K<0.01%+40413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,819$648K0.02%+49213F-HRTimelineGroup
Sequoia Financial Advisors, LLC9,473$625K<0.01%new13F-HRTimeline
Envision Financial LLC9,021$595K0.45%-1,94313F-HRTimeline
Sound Stewardship, LLC8,645$571K0.33%-20013F-HRTimeline
Camelot Portfolios, LLC8,394$554K0.34%+1,48913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,243$544K0.01%-1,75813F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC8,063$532K0.07%+22713F-HRTimeline
Lester Murray Antman dba SimplyRich7,896$521K0.15%+3613F-HRTimeline
MATHER GROUP, LLC.7,445$491K0.01%+3,24313F-HRTimeline
AllSquare Wealth Management LLC7,280$480K0.29%-30013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,976$460K<0.01%-3,83513F-HRTimelineGroup
IHT Wealth Management, LLC6,808$449K0.01%+55613F-HRTimeline
Sanctuary Advisors, LLC6,776$447K<0.01%-9813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,534$431K<0.01%-4,91713F-HRTimelineGroup
Tillman Hartley LLC6,490$428K0.12%-20313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,488$428K<0.01%+69913F-HRTimelineGroup
Viewpoint Capital Management LLC6,471$427K0.23%013F-HRTimeline
Insight Advisors, LLC/ PA6,408$423K0.07%-4,22513F-HRTimeline
Advisory Services Network, LLC6,169$407K0.01%-95013F-HRTimeline
One Capital Management, LLC6,147$406K0.01%-4,68013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,035$398K<0.01%-16213F-HRTimelineGroup
Cetera Investment Advisers5,790$382K<0.01%-30313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,738$379K<0.01%-1,23213F-HRTimeline
Williams & Novak Wealth Management, LLC5,518$365K0.36%-15013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,521$364K<0.01%-6113F-HRTimelineGroup
Apella Capital, LLC5,706$362K0.01%013F-HRTimeline
Joel Isaacson & Co., LLC5,286$349K0.02%-25013F-HRTimeline
Quadrant Private Wealth Management, LLC5,154$340K0.08%-93113F-HRTimeline
True Link Financial Advisors, LLC5,100$337K0.03%new13F-HRTimeline
COMERICA BANK4,892$323K<0.01%-28613F-HRTimeline
IAG Wealth Partners, LLC4,538$300K0.05%+38213F-HRTimeline
Tradition Wealth Management, LLC4,447$294K0.03%-1513F-HRTimeline
TCI Wealth Advisors, Inc.4,387$290K0.02%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.4,372$289K<0.01%-10913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC4,355$287K0.02%-57413F-HRTimeline
Private Advisor Group, LLC4,229$279K<0.01%-41613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC4,191$277K0.23%+6613F-HRTimeline
Wealthspire Advisors, LLC4,004$264K<0.01%+313F-HRTimeline
Hardin Capital Partners, LLC3,900$257K0.16%-13913F-HRTimeline
Clearstead Advisors, LLC3,738$247K<0.01%+3,11313F-HRTimeline
McAdam, LLC3,702$244K0.02%-34213F-HRTimeline
Total Wealth Planning, LLC3,669$242K0.04%-21713F-HRTimeline
Mariner, LLCin group Mariner, LLC3,632$240K<0.01%-98713F-HRTimelineGroup
Modera Wealth Management, LLC3,605$238K<0.01%-4213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,589$237K<0.01%013F-HRTimelineGroup
Berger Financial Group, Inc3,562$235K0.02%-59813F-HRTimeline
Rockbridge Investment Management, LCC3,411$225K0.03%-7113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS3,278$216K0.17%+1013F-HRTimeline
BLAIR WILLIAM & CO/IL3,242$214K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC3,212$212K0.05%-1,05013F-HRTimeline
Montis Financial, LLC3,115$206K0.06%new13F-HRTimeline
HEARTLAND ADVISORS INC2,991$197K0.01%-16613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,773$183K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,546$168K<0.01%-15213F-HRTimelineGroup
Frazier Financial Advisors, LLC2,495$165K0.13%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,308$152K<0.01%+42013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,532$152K<0.01%+13413F-HRTimelineGroup
Blue Trust, Inc.2,061$136K<0.01%+1,20013F-HRTimeline
Morton Brown Family Wealth, LLC1,820$120K0.04%013F-HRTimeline
IFP Advisors, Inc1,747$115K<0.01%+24713F-HRTimeline
Fairman Group, LLC1,751$110K0.1%+713F-HRTimeline
AE Wealth Management LLC1,591$105K<0.01%-15513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,449$95.6K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,373$90.6K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,300$85.8K<0.01%013F-HRTimelineGroup
Tacita Capital Inc1,255$82.8K0.06%-1,03313F-HRTimeline
Bellwether Advisors, LLC1,225$80.9K0.02%013F-HRTimeline
Crews Bank & Trust1,220$80.5K0.01%013F-HRTimeline
WealthShield Partners, LLC1,117$73.7K0.01%-19913F-HRTimeline
Medallion Wealth Advisors, LLC896$59.2K0.03%+14613F-HRTimeline
GAMMA Investing LLC858$56.6K<0.01%013F-HR/ATimeline
AlphaCore Capital LLC755$49.8K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA700$46.2K0.03%new13F-HRTimeline
Princeton Global Asset Management LLC693$45.7K0.01%-85313F-HRTimeline
Transce3nd, LLC668$44.1K0.02%-16113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC677$42.6K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors609$40.7K0.01%+6913F-HRTimelineGroup
Aptus Capital Advisors, LLC547$36.1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC552$36K<0.01%013F-HRTimeline
Parallel Advisors, LLC500$33K<0.01%013F-HRTimeline
Key Financial Inc400$26.4K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV274$18.1K<0.01%-6413F-HRTimeline
Glass Jacobson Investment Advisors llc280$17.6K0.01%013F-HRTimeline
Synergy Investment Management, LLC252$16.6K0.01%013F-HRTimeline
Crewe Advisors LLC245$16.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…200$13.2K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.206$13K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA193$12.7K<0.01%-38513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/175$11.5K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.170$11.2K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC168$11.1K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…162$10.7K<0.01%+4213F-HRTimeline
NorthRock Partners, LLC151$9.97K<0.01%new13F-HRTimeline
Asset Dedication, LLC130$8.58K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd122$8.05K<0.01%013F-HRTimeline
NFSG Corp100$6.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC98$6.47K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.86$5.68K<0.01%013F-HRTimeline
Operose Advisors LLC81$5.35K<0.01%-90413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.72$4.74K<0.01%+113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…70$4.62K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC67$4.42K<0.01%+2713F-HRTimeline
Costello Asset Management, INC61$4.01K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc59$3.87K<0.01%013F-HRTimeline
REAP Financial Group, LLC51$3.37K<0.01%+313F-HRTimeline
Quest 10 Wealth Builders, Inc.46$3.04K<0.01%-1113F-HRTimeline
REDMONT WEALTH ADVISORS LLC42$2.77K0.01%new13F-HRTimeline
Sachetta, LLC20$1.32K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.17$1.12K<0.01%new13F-HRTimeline
HOWE & RUSLING INC14$925<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC6$432<0.01%-113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.