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Disclosery

DLS WISDOMTREE TR

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INTL SMCAP DIV (fund)

196 managers (198 13F filers) reported a position in DLS shares at 2025-12-31, 4,380,509 shares in all. 13 filers opened a position and 11 filers sold out during the quarter.

Managers
196
13F filers
198
New
13
Added
56
Reduced
76
Sold out
11
Shares held by filers
4,380,509

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC775,096$62.8M0.36%-26,47813F-HRTimelineGroup
BIP Wealth, LLC270,886$21.9M0.77%+1,52113F-HRTimeline
LRI Investments, LLC195,757$15.9M1.28%-3,90513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/182,060$14.7M<0.01%+2,99113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY160,714$13M<0.01%-19,97913F-HR/ATimelineGroup
HighTower Advisors, LLC115,111$9.33M0.01%-1,86613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC108,674$8.8M<0.01%-68813F-HRTimelineGroup
MAI Capital Management97,253$7.88M0.05%-1,84113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.92,748$7.51M0.01%-80913F-HRTimelineGroup
Compound Planning, Inc.85,401$6.92M0.2%-7,02313F-HRTimeline
Evanson Asset Management, LLC83,604$6.77M0.37%-22113F-HRTimeline
Csenge Advisory Group82,548$6.69M0.3%-6,82813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN79,219$6.42M<0.01%+4,41513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding76,491$6.2M-5,732Timeline
Great Point Wealth Advisors, LLC75,407$6.11M1.11%-36013F-HRTimeline
Checchi Capital Advisers, LLC70,000$5.67M0.39%-8,29113F-HRTimeline
Neumann Capital Management, LLC66,870$5.42M1.57%-1,27813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/66,352$5.38M<0.01%-27213F-HRTimelineGroup
WESCAP Management Group, Inc.59,648$4.83M0.98%-30413F-HRTimeline
Waterfront Wealth Inc.55,241$4.73M0.9%+73913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…57,195$4.63M0.81%+713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP56,386$4.57M0.01%+30,31813F-HR/ATimelineGroup
Empirical Financial Services, LLC d.b.a…56,114$4.55M0.08%+5413F-HRTimeline
LPL Financial LLC49,615$4.02M<0.01%-35713F-HRTimeline
Grove Street Fiduciary, LLC44,432$3.6M1.5%-4,63213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding42,391$3.43M-36,001Timeline
Creative Planningin group Creative Planning39,451$3.2M<0.01%+2,22513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,598$3.13M0.01%+46113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,609$3.05M<0.01%-1,09213F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC36,737$2.98M1.07%-1,69013F-HRTimeline
Wealth Architects, LLC34,633$2.81M0.25%-10013F-HRTimeline
Alpha Omega Wealth Management LLC33,901$2.75M0.46%-6,79913F-HRTimeline
Janney Montgomery Scott LLC33,802$2.74M0.01%+8,97813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,010$2.51M<0.01%+9,95213F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.30,182$2.45M0.05%+1,16613F-HRTimeline
SMITH, MOORE & CO.28,117$2.28M0.17%-7913F-HRTimeline
Tandem Investment Partners LLC27,725$2.25M1.89%+30513F-HRTimeline
Allworth Financial LP27,648$2.24M0.01%-93513F-HRTimeline
Atria Investments, Inc26,676$2.16M0.02%+95713F-HRTimeline
Marathon Strategic Advisors, LLC24,627$2M1.52%+39113F-HRTimeline
GHP Investment Advisors, Inc.24,248$1.96M0.08%-1413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,493$1.82M<0.01%+1,47413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,382$1.73M<0.01%+2,34213F-HRTimeline
Impact Capital Partners LLC21,296$1.73M0.51%+30113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,190$1.72M<0.01%+1,15013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT20,394$1.65M0.03%013F-HRTimeline
McLean Asset Management Corp19,781$1.65M0.29%-1,42613F-HRTimeline
Larson Financial Group LLC19,183$1.55M0.05%-1,02113F-HRTimeline
Prospera Financial Services Inc18,888$1.53M0.03%+50113F-HRTimeline
Waverly Advisors, LLC18,575$1.5M0.01%-1,98113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,827$1.44M<0.01%+58613F-HR/ATimelineGroup
Sharper & Granite LLC17,200$1.39M0.49%-16013F-HRTimeline
Addison Advisors LLC17,045$1.38M0.31%-14113F-HRTimeline
Cetera Investment Advisers16,860$1.37M<0.01%-1,12813F-HRTimeline
Beaird Harris Wealth Management, LLC16,101$1.3M0.09%-51713F-HRTimeline
Betterment LLC15,427$1.25M<0.01%-27513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,861$1.2M<0.01%+45913F-HRTimelineGroup
Bruce G. Allen Investments, LLC13,552$1.1M0.74%-6813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,510$1.09M0.03%+74613F-HR/ATimelineGroup
Tortoise Investment Management, LLC13,439$1.09M0.1%-68013F-HRTimeline
CoreCap Advisors, LLC13,238$1.07M0.04%-3113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,172$989K0.07%-313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,825$958K0.01%-20813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management11,022$893K0.03%-1,15713F-HRTimelineGroup
Discipline Wealth Solutions, LLC10,641$862K0.16%-1,06913F-HRTimeline
Stonebridge Wealth Management, LLC10,502$851K0.8%-15013F-HRTimeline
Shakespeare Wealth Management, LLC10,332$837K0.18%-13413F-HRTimeline
Robinswood Financial LLC10,305$835K0.27%+913F-HRTimeline
Windward Private Wealth Management Inc.9,583$776K0.27%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,843$726K<0.01%-4,65113F-HRTimeline
Longview Financial Advisors LLC8,892$720K0.4%-1,04713F-HRTimeline
Farther Finance Advisors, LLC8,676$703K0.01%-55813F-HRTimeline
Envision Financial LLC8,653$701K0.37%-37613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,404$681K<0.01%+2,29813F-HRTimelineGroup
Sequoia Financial Advisors, LLC8,242$668K<0.01%-9913F-HRTimeline
Lester Murray Antman dba SimplyRich7,896$639K0.17%013F-HRTimeline
Sound Stewardship, LLC7,811$633K0.3%+313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,287$590K0.01%-1,34713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,268$589K<0.01%-17,74213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC6,928$561K0.03%-2413F-HRTimeline
Sanctuary Advisors, LLC6,697$542K<0.01%-1513F-HRTimeline
IHT Wealth Management, LLC6,566$532K0.01%+32813F-HRTimeline
Tillman Hartley LLC6,482$525K0.13%-1013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,473$524K<0.01%-8513F-HRTimelineGroup
Viewpoint Capital Management LLC6,221$504K0.22%013F-HRTimeline
Camelot Portfolios, LLC6,095$494K0.31%-1,46213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,882$477K<0.01%-1,29113F-HRTimelineGroup
Apella Capital, LLC5,881$476K0.01%+17513F-HRTimeline
MATHER GROUP, LLC.5,770$467K<0.01%013F-HRTimeline
Montis Financial, LLC5,731$464K0.09%+2,56913F-HRTimeline
Freedom Investment Management, Inc.5,516$447K0.13%-1613F-HRTimeline
Williams & Novak Wealth Management, LLC5,453$442K0.33%-3013F-HRTimeline
Advisory Services Network, LLC5,375$435K0.01%+3413F-HRTimeline
Joel Isaacson & Co., LLC5,286$428K0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,214$422K<0.01%+1,30313F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC5,193$421K0.05%-2,96113F-HRTimeline
Hardin Capital Partners, LLC5,135$416K0.2%+1213F-HRTimeline
Private Advisor Group, LLC4,785$388K<0.01%+6113F-HRTimeline
Tradition Wealth Management, LLC4,412$357K0.03%013F-HRTimeline
Quadrant Private Wealth Management, LLC4,249$344K0.06%013F-HRTimeline
Insight Advisors, LLC/ PA4,091$331K0.05%+2113F-HRTimeline
Wealthspire Advisors, LLC4,036$327K<0.01%+913F-HRTimeline
TCI Wealth Advisors, Inc.3,987$323K0.02%-2713F-HRTimeline
COMERICA BANK3,891$315K<0.01%-53513F-HRTimeline
Mariner, LLCin group Mariner, LLC3,876$314K<0.01%+1,15713F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC3,835$311K0.12%-41,95713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,806$308K<0.01%-49713F-HRTimelineGroup
BANNERMAN WEALTH MANAGEMENT GROUP, LLC3,718$301K0.21%-9813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,679$298K<0.01%+113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,674$298K<0.01%-113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,589$291K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,529$286K<0.01%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,506$284K<0.01%-32113F-HRTimelineGroup
McAdam, LLC3,443$279K0.01%-14213F-HRTimeline
One Capital Management, LLC3,423$277K0.01%-85013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS3,329$277K0.14%+2413F-HRTimeline
Modera Wealth Management, LLC3,417$277K<0.01%+813F-HRTimeline
WORLD EQUITY GROUP, INC.3,312$268K0.07%+32213F-HRTimeline
FMR LLCin group FMR LLC3,293$267K<0.01%+31513F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,276$265K<0.01%new13F-HRTimelineGroup
IAG Wealth Partners, LLC3,266$265K0.03%-33013F-HRTimeline
BLAIR WILLIAM & CO/IL3,248$263K<0.01%+213F-HRTimeline
Clearstead Advisors, LLC3,184$258K<0.01%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC3,135$254K0.04%13F-HRTimeline
Telos Capital Management, Inc.3,015$244K0.02%-8013F-HRTimeline
Independent Advisor Alliance3,000$243K0.01%013F-HRTimeline
GTS SECURITIES LLC2,956$239K0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,866$232K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC2,850$231K<0.01%013F-HRTimeline
BEACON FINANCIAL GROUP2,799$227K0.02%-4013F-HRTimeline
Berger Financial Group, Inc2,785$226K0.01%+213F-HRTimeline
Financial Harvest, LLC2,744$222K0.14%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,742$222K0.05%-5013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,616$212K<0.01%new13F-HRTimeline
SCOTIA CAPITAL INC.2,603$211K<0.01%013F-HRTimeline
Clearwater Capital Advisors, LLC2,600$211K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC2,514$204K0.12%+613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,487$201K<0.01%013F-HRTimelineGroup
Zhang Financial LLC2,487$201K0.01%new13F-HRTimeline
Blue Trust, Inc.2,061$167K<0.01%013F-HRTimeline
IFP Advisors, Inc1,900$154K<0.01%+12513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,859$151K0.12%-34013F-HRTimeline
Morton Brown Family Wealth, LLC1,820$147K0.04%013F-HRTimeline
Fairman Group, LLC1,816$147K0.12%+1813F-HRTimeline
Investors Research Corp1,707$138K0.03%013F-HRTimeline
Front Row Advisors LLC1,664$135K0.04%013F-HRTimeline
AE Wealth Management LLC1,599$130K<0.01%+21713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,533$124K<0.01%-2,56613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,528$124K<0.01%-413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,449$117K<0.01%013F-HRTimeline
Crews Bank & Trust1,220$98.8K0.01%013F-HRTimeline
Tacita Capital Inc1,105$89.5K0.05%013F-HRTimeline
WealthShield Partners, LLC1,089$88.2K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC875$70.9K0.02%+1213F-HRTimeline
SageView Advisory Group, LLC759$61.5K<0.01%new13F-HRTimeline
Operose Advisors LLC654$53K0.01%+57313F-HRTimeline
Princeton Global Asset Management LLC654$53K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC563$45.6K0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors559$45.4K0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC552$45K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC547$44.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC500$40.5K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp495$40.1K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC460$37.3K<0.01%013F-HRTimeline
Key Financial Inc400$32.4K0.01%013F-HRTimeline
Arax Advisory Partners309$25K<0.01%+16313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$24.3K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC292$23.6K<0.01%new13F-HRTimeline
Osbon Capital Management LLC284$23K0.02%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…263$21.3K<0.01%new13F-HRTimeline
Triumph Capital Management252$20.4K<0.01%new13F-HRTimeline
Crewe Advisors LLC245$19.8K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.206$16.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV193$15.6K<0.01%-2813F-HRTimeline
AlphaCore Capital LLC185$15K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd181$14.7K<0.01%+5913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/175$14.2K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.170$13.8K<0.01%013F-HRTimeline
NFSG Corp162$13.1K<0.01%+6213F-HRTimeline
Steward Partners Investment Advisory, L…120$9.72K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106$8.59K<0.01%+6913F-HRTimelineGroup
Capital Investment Advisory Services, L…106$8.59K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…106$8.59K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC98$8.19K<0.01%013F-HRTimeline
Fortitude Family Office, LLC101$8.18K<0.01%new13F-HRTimeline
Asset Dedication, LLC93$7.53K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.86$6.97K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC86$6.97K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC77$6.27K<0.01%+7213F-HRTimeline
AdvisorNet Financial, Inc60$4.88K<0.01%013F-HRTimeline
REAP Financial Group, LLC44$3.56K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC42$3.4K0.01%013F-HRTimeline
SJS Investment Consulting Inc.38$3.08K<0.01%013F-HRTimeline
HOWE & RUSLING INC14$1.14K<0.01%013F-HRTimeline
SHP Wealth Management12$972<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11$891<0.01%+913F-HRTimelineGroup