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Disclosery

DLS WISDOMTREE TR

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INTL SMCAP DIV (fund)

197 managers (198 13F filers) reported a position in DLS shares at 2025-06-30, 4,711,530 shares in all. 16 filers opened a position and 13 filers sold out during the quarter.

Managers
197
13F filers
198
New
16
Added
53
Reduced
86
Sold out
13
Shares held by filers
4,711,530

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLCin group Savant Capital, LLC758,741$57M0.41%-20,76513F-HR/ATimelineGroup
BIP Wealth, LLC274,694$20.6M1.27%-8,25113F-HRTimeline
LRI Investments, LLC200,354$15M1.28%-1,99613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/181,465$13.6M<0.01%-15,23913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY162,461$12.2M<0.01%-2,88113F-HRTimelineGroup
HighTower Advisors, LLC116,177$8.73M0.01%-15713F-HRTimeline
MAI Capital Management113,605$8.53M0.06%-2,10613F-HRTimeline
CW Advisors, LLC110,966$8.33M0.08%+41813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC107,315$8.06M<0.01%+66413F-HRTimelineGroup
UBS Group AGin group UBS Group AG105,467$7.92M<0.01%-47913F-HRTimelineGroup
Checchi Capital Advisers, LLC92,096$6.92M0.48%-33,83813F-HRTimeline
Csenge Advisory Group94,789$6.89M0.36%-2,21613F-HRTimeline
Compound Planning, Inc.86,162$6.47M0.24%-77913F-HRTimeline
Evanson Asset Management, LLC84,915$6.38M0.4%+28013F-HRTimeline
Telos Capital Management, Inc.82,581$6.2M0.63%+47613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN72,135$5.42M<0.01%+9,31413F-HRTimelineGroup
Neumann Capital Management, LLC69,221$5.2M1.63%-1,23713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/64,917$4.88M<0.01%-2,04813F-HRTimelineGroup
WESCAP Management Group, Inc.61,499$4.62M1.05%-5,53013F-HRTimeline
PrairieView Partners, LLC59,532$4.47M0.43%+6,96413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…57,593$4.33M0.93%+49913F-HRTimeline
Empirical Financial Services, LLC d.b.a…56,768$4.26M0.1%-73013F-HRTimeline
Waterfront Wealth Inc.54,175$4.07M0.91%+88013F-HRTimeline
Alpha Omega Wealth Management LLC53,848$4.04M0.72%+75913F-HRTimeline
Grove Street Fiduciary, LLC51,553$3.87M1.87%-3,40513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding51,457$3.86M-4,889Timeline
LPL Financial LLC50,013$3.76M<0.01%-1,29113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC48,397$3.64M1.12%+77713F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,162$3.32M0.02%+3,90113F-HRTimelineGroup
Creative Planningin group Creative Planning41,691$3.13M<0.01%-4,20913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,862$2.99M<0.01%-3,08413F-HR/ATimelineGroup
FAMILY WEALTH PARTNERS, LLC38,685$2.91M1.16%-8213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,283$2.88M0.01%+43513F-HR/ATimelineGroup
Wealth Architects, LLC34,933$2.62M0.27%-36713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,106$2.34M<0.01%+24,57213F-HRTimelineGroup
Kathleen S. Wright Associates Inc.29,189$2.19M0.86%-1813F-HRTimeline
Allworth Financial LP28,965$2.18M0.01%-32613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP28,943$2.17M<0.01%+2113F-HR/ATimelineGroup
Tandem Investment Partners LLC28,295$2.13M1.85%+70513F-HRTimeline
SMITH, MOORE & CO.28,219$2.12M0.18%013F-HRTimeline
HARBOUR INVESTMENTS, INC.27,898$2.1M0.05%+48613F-HRTimeline
Janney Montgomery Scott LLC27,616$2.07M0.01%-1,04813F-HRTimeline
GHP Investment Advisors, Inc.25,080$1.88M0.08%-1,52013F-HRTimeline
Atria Investments, Inc24,832$1.87M0.02%+48113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,373$1.83M<0.01%-22,65013F-HRTimelineGroup
Marathon Strategic Advisors, LLC23,953$1.8M1.67%+45413F-HRTimeline
Sharper & Granite LLC23,910$1.8M0.68%-2,34013F-HRTimeline
Bristlecone Advisors, LLC21,877$1.64M0.14%+70613F-HRTimeline
McLean Asset Management Corp21,746$1.63M0.43%-70613F-HRTimeline
Waverly Advisors, LLC21,668$1.63M0.02%-8513F-HRTimeline
Larson Financial Group LLC21,331$1.6M0.06%-4,03613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT20,818$1.56M0.03%-25913F-HRTimeline
Impact Capital Partners LLC20,738$1.56M0.51%+17313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,568$1.54M<0.01%-1,47813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,838$1.48M<0.01%+49213F-HRTimelineGroup
Cove Private Wealth, LLC18,325$1.38M0.49%+8,32513F-HRTimeline
Prospera Financial Services Inc18,035$1.35M0.03%+23413F-HRTimeline
Addison Advisors LLC17,551$1.32M0.33%-1,76013F-HRTimeline
Beaird Harris Wealth Management, LLC16,805$1.26M0.1%-8013F-HRTimeline
Betterment LLC16,028$1.2M<0.01%+99713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,984$1.2M<0.01%+1213F-HRTimelineGroup
Tortoise Investment Management, LLC14,319$1.08M0.1%013F-HRTimeline
Bruce G. Allen Investments, LLC14,221$1.07M0.81%+4313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,135$1.06M<0.01%-99113F-HRTimelineGroup
CoreCap Advisors, LLC13,640$1.02M0.04%-6613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,110$985K<0.01%+57413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,260$921K0.01%+26313F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED12,181$915K0.08%-65513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,134$911K0.03%+11113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC11,919$895K0.03%+2,10013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,595$875K<0.01%+5,85713F-HRTimeline
Shakespeare Wealth Management, LLC11,376$854K0.23%-1,09713F-HRTimeline
Stonebridge Wealth Management, LLC10,853$815K0.77%13F-HRTimeline
Windward Private Wealth Management Inc.10,425$783K0.28%-1,16413F-HRTimeline
Longview Financial Advisors LLC9,992$750K0.47%-3713F-HRTimeline
Farther Finance Advisors, LLC9,984$750K0.02%-29913F-HRTimeline
Robinswood Financial LLC9,779$735K0.26%-21813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,402$706K<0.01%-54713F-HRTimeline
Envision Financial LLC9,127$686K0.46%+10613F-HRTimeline
Sound Stewardship, LLC8,645$649K0.33%013F-HRTimeline
Sequoia Financial Advisors, LLC8,635$649K<0.01%-83813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,360$628K0.01%+11713F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC8,131$611K0.08%+6813F-HRTimeline
Lester Murray Antman dba SimplyRich7,896$593K0.17%013F-HRTimeline
Camelot Portfolios, LLC7,661$575K0.35%-73313F-HRTimeline
MATHER GROUP, LLC.7,445$559K0.01%013F-HRTimeline
AllSquare Wealth Management LLC7,280$547K0.31%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,186$540K<0.01%-3,21013F-HRTimelineGroup
Tillman Hartley LLC6,492$488K0.14%+213F-HRTimeline
Viewpoint Capital Management LLC6,441$484K0.24%-3013F-HRTimeline
Sanctuary Advisors, LLC6,380$479K<0.01%-39613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,105$459K<0.01%+7013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,087$457K<0.01%+56613F-HRTimelineGroup
IHT Wealth Management, LLC6,078$457K0.01%-73013F-HRTimeline
Advisory Services Network, LLC5,992$452K0.01%-17713F-HRTimeline
Apella Capital, LLC5,706$426K0.01%013F-HRTimeline
Williams & Novak Wealth Management, LLC5,483$412K0.35%-3513F-HRTimeline
One Capital Management, LLC5,437$408K0.01%-71013F-HRTimeline
Cetera Investment Advisers5,364$403K<0.01%-42613F-HRTimeline
Joel Isaacson & Co., LLC5,286$397K0.02%013F-HRTimeline
Quadrant Private Wealth Management, LLC5,167$388K0.08%+1313F-HRTimeline
Hardin Capital Partners, LLC5,114$383K0.22%+1,21413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,938$371K<0.01%-1,55013F-HRTimelineGroup
Private Advisor Group, LLC4,810$361K<0.01%+58113F-HRTimeline
Investors Research Corp4,756$357K0.07%-17,57913F-HRTimeline
Discipline Wealth Solutions, LLC4,722$355K0.14%new13F-HRTimeline
COMERICA BANK4,608$346K<0.01%-28413F-HRTimeline
Tradition Wealth Management, LLC4,447$334K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,378$329K0.02%+2313F-HRTimeline
Insight Advisors, LLC/ PA4,130$310K0.05%-2,27813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,099$308K<0.01%+4,02713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.4,035$303K<0.01%-33713F-HRTimelineGroup
Wealthspire Advisors, LLC4,021$302K<0.01%+1713F-HRTimeline
TCI Wealth Advisors, Inc.4,014$301K0.02%-37313F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC3,994$300K0.23%-19713F-HRTimeline
Clearstead Advisors, LLC3,828$288K<0.01%+9013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,725$280K<0.01%-3,25113F-HRTimelineGroup
IAG Wealth Partners, LLC3,596$270K0.04%-94213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,589$270K<0.01%013F-HRTimelineGroup
Modera Wealth Management, LLC3,531$265K<0.01%-7413F-HRTimeline
McAdam, LLC3,459$260K0.01%-24313F-HRTimeline
Rockbridge Investment Management, LCC3,398$255K0.03%-1313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS3,321$249K0.17%+4313F-HRTimeline
Total Wealth Planning, LLC3,276$246K0.03%-39313F-HRTimeline
BLAIR WILLIAM & CO/IL3,245$244K<0.01%+313F-HRTimeline
Cherry Tree Wealth Management, LLC3,189$240K0.06%-2313F-HRTimeline
Montis Financial, LLC3,062$230K0.06%-5313F-HRTimeline
Independent Advisor Alliance3,000$225K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,975$223K<0.01%+42913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,954$222K<0.01%new13F-HRTimelineGroup
BEACON FINANCIAL GROUP2,929$220K0.02%new13F-HRTimeline
Global Retirement Partners, LLC2,850$214K0.01%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,795$210K<0.01%new13F-HRTimelineGroup
Berger Financial Group, Inc2,782$209K0.01%-78013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,773$208K<0.01%013F-HRTimeline
Financial Harvest, LLC2,771$208K0.16%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,713$204K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC2,505$188K0.13%+1013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,398$180K<0.01%-13413F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.2,341$176K0.22%13F-HRTimeline
Blue Trust, Inc.2,061$155K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC1,820$137K0.04%013F-HRTimeline
Fairman Group, LLC1,784$134K0.11%+3313F-HRTimeline
IFP Advisors, Inc1,747$131K<0.01%013F-HRTimeline
Front Row Advisors LLC1,664$125K0.04%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,511$113K<0.01%-79713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,449$109K<0.01%013F-HRTimeline
AE Wealth Management LLC1,432$108K<0.01%-15913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,373$103K<0.01%013F-HRTimelineGroup
Bellwether Advisors, LLC1,225$92K0.02%013F-HRTimeline
Crews Bank & Trust1,220$91.6K0.01%013F-HRTimeline
Tacita Capital Inc1,105$83K0.05%-15013F-HRTimeline
WealthShield Partners, LLC1,089$81.8K0.01%-2813F-HRTimeline
Medallion Wealth Advisors, LLC863$64.6K0.02%-3313F-HRTimeline
Transce3nd, LLC668$50.2K0.02%013F-HRTimeline
Princeton Global Asset Management LLC653$49.1K0.01%-4013F-HRTimeline
CWM, LLCin group CWM, LLC617$46K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC609$45.8K0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors568$42.5K0.01%-4113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC562$42.2K<0.01%-11513F-HRTimelineGroup
Aptus Capital Advisors, LLC547$41.1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC552$41K0.01%013F-HRTimeline
Parallel Advisors, LLC500$37.6K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.470$35.3K0.01%new13F-HRTimeline
GAMMA Investing LLC460$34.6K<0.01%-39813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/415$31.1K<0.01%+24013F-HR/ATimelineGroup
Key Financial Inc400$30K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$22.5K<0.01%-1,00013F-HRTimelineGroup
Crewe Advisors LLC245$18.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV221$16.6K<0.01%-5313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management207$15.5K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.206$15K<0.01%013F-HRTimeline
AlphaCore Capital LLC185$13.9K<0.01%-57013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC171$12.9K<0.01%+313F-HRTimeline
Pinnacle Bancorp, Inc.170$12.8K<0.01%013F-HRTimeline
Arax Advisory Partners147$11K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…133$9.99K<0.01%-2913F-HRTimeline
Qube Research & Technologies Ltd122$9.16K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…106$7.96K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…106$7.96K<0.01%+3613F-HRTimelineGroup
NFSG Corp100$7.51K<0.01%013F-HRTimeline
Sound Income Strategies, LLC98$7.36K<0.01%013F-HRTimeline
Asset Dedication, LLC93$6.99K<0.01%-3713F-HRTimeline
PINNEY & SCOFIELD, INC.86$6.46K<0.01%013F-HRTimeline
Operose Advisors LLC81$6.08K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC73$5.48K<0.01%+613F-HRTimeline
AdvisorNet Financial, Inc59$4.47K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…59$4.44K<0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC51$3.83K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.46$3.46K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC42$3.15K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.39$2.93K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.17$1.26K<0.01%013F-HRTimeline
HOWE & RUSLING INC14$1.05K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC6$463<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.0$35<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.