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Disclosery

DLS WISDOMTREE TR

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INTL SMCAP DIV (fund)

195 managers (196 13F filers) reported a position in DLS shares at 2025-09-30, 4,729,990 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
195
13F filers
196
New
11
Added
53
Reduced
87
Sold out
10
Shares held by filers
4,729,990

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC801,574$63.7M0.39%+42,83313F-HR/ATimelineGroup
BIP Wealth, LLC269,365$21.4M1.06%-5,32913F-HRTimeline
LRI Investments, LLC199,662$15.9M1.3%-69213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY180,693$14.4M<0.01%+18,23213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/179,069$14.2M<0.01%-2,39613F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC124,824$9.93M0.4%new13F-HRTimeline
HighTower Advisors, LLC116,977$9.3M0.01%+80013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC109,362$8.7M<0.01%+2,04713F-HRTimelineGroup
MAI Capital Management99,094$7.88M0.05%-14,51113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,557$7.42M0.01%+55,27413F-HRTimelineGroup
Compound Planning, Inc.92,424$7.35M0.24%+6,26213F-HRTimeline
Csenge Advisory Group89,376$7.11M0.34%-5,41313F-HRTimeline
Evanson Asset Management, LLC83,825$6.66M0.38%-1,09013F-HRTimeline
UBS Group AGin group UBS Group AG82,223$6.54M<0.01%-23,24413F-HRTimelineGroup
Checchi Capital Advisers, LLC78,291$6.22M0.43%-13,80513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding78,392$6.13M+26,935Timeline
Great Point Wealth Advisors, LLC75,767$6.02M1.13%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN74,804$5.95M<0.01%+2,66913F-HRTimelineGroup
Neumann Capital Management, LLC68,148$5.42M1.58%-1,07313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/66,624$5.3M<0.01%+1,70713F-HRTimelineGroup
WESCAP Management Group, Inc.59,952$4.77M1%-1,54713F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…57,188$4.55M0.87%-40513F-HRTimeline
Empirical Financial Services, LLC d.b.a…56,060$4.46M0.09%-70813F-HRTimeline
Waterfront Wealth Inc.54,502$4.27M0.87%+32713F-HRTimeline
LPL Financial LLC49,972$3.97M<0.01%-4113F-HRTimeline
Grove Street Fiduciary, LLC49,064$3.9M1.84%-2,48913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC45,792$3.64M1.04%-2,60513F-HR/ATimeline
Alpha Omega Wealth Management LLC40,700$3.24M0.54%-13,14813F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,701$3.08M<0.01%-1,16113F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC38,427$3.06M1.15%-25813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,137$3.03M0.01%-6,02513F-HRTimelineGroup
Creative Planningin group Creative Planning37,226$2.96M<0.01%-4,46513F-HRTimelineGroup
Wealth Architects, LLC34,733$2.76M0.26%-20013F-HRTimeline
Kathleen S. Wright Associates Inc.29,262$2.33M0.86%+7313F-HRTimeline
HARBOUR INVESTMENTS, INC.29,016$2.31M0.05%+1,11813F-HRTimeline
Allworth Financial LP28,583$2.27M0.01%-38213F-HRTimeline
SMITH, MOORE & CO.28,196$2.24M0.17%-2313F-HRTimeline
Tandem Investment Partners LLC27,420$2.18M1.79%-87513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,068$2.07M<0.01%-2,87513F-HRTimelineGroup
Atria Investments, Inc25,719$2.04M0.02%+88713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,010$1.99M<0.01%+63713F-HRTimelineGroup
Janney Montgomery Scott LLC24,824$1.97M<0.01%-2,79213F-HRTimeline
GHP Investment Advisors, Inc.24,262$1.93M0.08%-81813F-HRTimeline
Marathon Strategic Advisors, LLC24,236$1.93M1.54%+28313F-HRTimeline
Bristlecone Advisors, LLC23,899$1.9M0.16%+2,02213F-HRTimeline
McLean Asset Management Corp21,207$1.69M0.35%-53913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,058$1.67M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,019$1.67M<0.01%+6,88413F-HRTimelineGroup
Impact Capital Partners LLC20,995$1.67M0.5%+25713F-HRTimeline
Waverly Advisors, LLC20,556$1.63M0.02%-1,11213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT20,394$1.62M0.03%-42413F-HRTimeline
Larson Financial Group LLC20,204$1.61M0.06%-1,12713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,040$1.58M<0.01%+20213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC19,040$1.51M<0.01%-1,52813F-HRTimeline
Prospera Financial Services Inc18,387$1.46M0.02%+35213F-HRTimeline
Cove Private Wealth, LLC18,325$1.46M0.46%013F-HRTimeline
Cetera Investment Advisers17,988$1.43M<0.01%+12,62413F-HRTimeline
Sharper & Granite LLC17,360$1.38M0.49%-6,55013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,241$1.37M<0.01%+4,13113F-HRTimelineGroup
Addison Advisors LLC17,186$1.37M0.32%-36513F-HRTimeline
Beaird Harris Wealth Management, LLC16,618$1.32M0.09%-18713F-HRTimeline
Betterment LLC15,702$1.25M<0.01%-32613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,575$1.24M<0.01%-15,53113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC14,402$1.15M<0.01%-1,58213F-HRTimelineGroup
Tortoise Investment Management, LLC14,119$1.12M0.1%-20013F-HRTimeline
Bruce G. Allen Investments, LLC13,620$1.08M0.78%-60113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,494$1.07M<0.01%+1,89913F-HRTimeline
CoreCap Advisors, LLC13,269$1.06M0.04%-37113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,764$1.01M0.03%+84513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management12,179$968K0.03%+4513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED12,175$968K0.07%-613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,033$957K0.01%-22713F-HRTimelineGroup
Discipline Wealth Solutions, LLC11,710$931K0.25%+6,98813F-HRTimeline
Stonebridge Wealth Management, LLC10,652$847K0.73%-20113F-HRTimeline
Shakespeare Wealth Management, LLC10,466$832K0.19%-91013F-HRTimeline
Robinswood Financial LLC10,296$819K0.27%+51713F-HRTimeline
Longview Financial Advisors LLC9,939$790K0.46%-5313F-HRTimeline
Windward Private Wealth Management Inc.9,583$762K0.26%-84213F-HRTimeline
Farther Finance Advisors, LLC9,234$734K0.01%-75013F-HRTimeline
Envision Financial LLC9,029$718K0.41%-9813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,634$686K0.01%+27413F-HRTimelineGroup
Sequoia Financial Advisors, LLC8,341$663K<0.01%-29413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC8,154$648K0.07%+2313F-HRTimeline
Lester Murray Antman dba SimplyRich7,896$627K0.17%013F-HRTimeline
Sound Stewardship, LLC7,808$621K0.3%-83713F-HRTimeline
Camelot Portfolios, LLC7,557$601K0.36%-10413F-HRTimeline
AllSquare Wealth Management LLC7,195$572K0.3%-8513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,173$570K<0.01%-1313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC6,952$553K0.03%+2,57413F-HRTimeline
Sanctuary Advisors, LLC6,712$534K<0.01%+33213F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,558$521K<0.01%+45313F-HRTimelineGroup
Tillman Hartley LLC6,492$516K0.13%013F-HRTimeline
IHT Wealth Management, LLC6,238$496K0.01%+16013F-HRTimeline
Viewpoint Capital Management LLC6,221$495K0.22%-22013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,106$486K<0.01%+1913F-HRTimelineGroup
MATHER GROUP, LLC.5,770$459K<0.01%-1,67513F-HRTimeline
Apella Capital, LLC5,706$448K0.01%013F-HRTimeline
Freedom Investment Management, Inc.5,532$440K0.12%new13F-HRTimeline
Williams & Novak Wealth Management, LLC5,483$436K0.34%013F-HRTimeline
Advisory Services Network, LLC5,341$425K0.01%-65113F-HRTimeline
Joel Isaacson & Co., LLC5,286$420K0.02%013F-HRTimeline
Hardin Capital Partners, LLC5,123$407K0.22%+913F-HRTimeline
Private Advisor Group, LLC4,724$376K<0.01%-8613F-HRTimeline
COMERICA BANK4,426$352K<0.01%-18213F-HRTimeline
Tradition Wealth Management, LLC4,412$351K0.03%-3513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,303$342K<0.01%-63513F-HRTimelineGroup
One Capital Management, LLC4,273$340K0.01%-1,16413F-HRTimeline
Quadrant Private Wealth Management, LLC4,249$338K0.06%-91813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,099$326K<0.01%013F-HRTimelineGroup
Insight Advisors, LLC/ PA4,070$324K0.05%-6013F-HRTimeline
Wealthspire Advisors, LLC4,027$320K<0.01%+613F-HRTimeline
TCI Wealth Advisors, Inc.4,014$319K0.02%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,911$311K<0.01%+1,11613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,827$304K<0.01%-20813F-HRTimelineGroup
BANNERMAN WEALTH MANAGEMENT GROUP, LLC3,816$303K0.22%-17813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,678$292K<0.01%+72413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,675$292K<0.01%-5013F-HR/ATimelineGroup
IAG Wealth Partners, LLC3,596$286K0.03%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,589$285K<0.01%013F-HRTimelineGroup
McAdam, LLC3,585$285K0.01%+12613F-HRTimeline
Modera Wealth Management, LLC3,409$271K<0.01%-12213F-HRTimeline
Rockbridge Investment Management, LCC3,331$265K0.03%-6713F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS3,305$263K0.15%-1613F-HRTimeline
Total Wealth Planning, LLC3,276$260K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,246$258K<0.01%+113F-HRTimeline
Clearstead Advisors, LLC3,184$253K<0.01%-64413F-HRTimeline
Montis Financial, LLC3,162$251K0.06%+10013F-HRTimeline
Telos Capital Management, Inc.3,095$246K0.02%-79,48613F-HRTimeline
Independent Advisor Alliance3,000$239K0.01%013F-HRTimeline
WORLD EQUITY GROUP, INC.2,990$238K0.05%new13F-HRTimeline
FMR LLCin group FMR LLC2,978$237K<0.01%+313F-HRTimelineGroup
Global Retirement Partners, LLC2,850$227K0.01%013F-HRTimeline
BEACON FINANCIAL GROUP2,839$226K0.02%-9013F-HRTimeline
Cherry Tree Wealth Management, LLC2,792$222K0.05%-39713F-HRTimeline
Berger Financial Group, Inc2,783$221K0.01%+113F-HRTimeline
Financial Harvest, LLC2,744$218K0.15%-2713F-HRTimeline
Mariner, LLCin group Mariner, LLC2,719$216K<0.01%new13F-HRTimelineGroup
SCOTIA CAPITAL INC.2,603$207K<0.01%new13F-HRTimeline
Clearwater Capital Advisors, LLC2,600$207K0.02%new13F-HRTimeline
Frazier Financial Advisors, LLC2,508$199K0.12%+313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,487$198K<0.01%+8913F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.2,199$175K0.18%-14213F-HR/ATimeline
Blue Trust, Inc.2,061$164K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC1,820$145K0.04%013F-HRTimeline
Fairman Group, LLC1,798$143K0.12%+1413F-HRTimeline
IFP Advisors, Inc1,775$141K<0.01%+2813F-HR/ATimeline
Investors Research Corp1,707$136K0.03%-3,04913F-HRTimeline
Front Row Advisors LLC1,664$132K0.04%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,532$122K<0.01%+2113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,449$115K<0.01%013F-HRTimeline
AE Wealth Management LLC1,382$110K<0.01%-5013F-HRTimeline
Crews Bank & Trust1,220$97K0.01%013F-HRTimeline
Tacita Capital Inc1,105$87.9K0.05%013F-HRTimeline
WealthShield Partners, LLC1,089$86.6K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC863$68.6K0.02%013F-HRTimeline
Princeton Global Asset Management LLC654$52K0.01%+113F-HRTimeline
Dunhill Financial, LLC614$48.8K0.01%+513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC562$44.7K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors559$44.2K0.01%-913F-HRTimelineGroup
Capital Advisors, Ltd. LLC552$44K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC547$43.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC500$39.8K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp495$39.4K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC460$36.6K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…459$36.5K<0.01%+40013F-HRTimelineGroup
Key Financial Inc400$31.8K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$23.9K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC245$19.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV221$17.6K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management207$16.5K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.206$16.4K<0.01%013F-HRTimeline
AlphaCore Capital LLC185$14.7K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/175$13.9K<0.01%-24013F-HRTimelineGroup
Pinnacle Bancorp, Inc.170$13.5K<0.01%013F-HRTimeline
Arax Advisory Partners146$11.7K<0.01%-113F-HRTimeline
Qube Research & Technologies Ltd122$9.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…120$9.54K<0.01%-1313F-HRTimeline
Capital Investment Advisory Services, L…106$8.43K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…106$8.43K<0.01%013F-HRTimelineGroup
NFSG Corp100$7.95K<0.01%013F-HRTimeline
Sound Income Strategies, LLC98$7.73K<0.01%013F-HRTimeline
Asset Dedication, LLC93$7.39K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC86$6.84K<0.01%+1313F-HRTimeline
PINNEY & SCOFIELD, INC.86$6.84K<0.01%013F-HRTimeline
Operose Advisors LLC81$6.44K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.75$5.96K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc60$4.75K<0.01%+113F-HRTimeline
REAP Financial Group, LLC44$3.5K<0.01%-713F-HRTimeline
REDMONT WEALTH ADVISORS LLC42$3.34K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.42$3.34K<0.01%-413F-HRTimeline
SJS Investment Consulting Inc.38$3.02K<0.01%-113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC37$2.94K<0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC14$1.11K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC5$411<0.01%-113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$159<0.01%new13F-HRTimelineGroup