DLS WISDOMTREE TR
FollowINTL SMCAP DIV (fund)
Filings received so far for Q3 2026: 10 13F filers report a position in DLS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 13,185 | $1.15M | 0.03% | -92 | 13F-HRTimeline |
| Apella Capital, LLC | 12,668 | $1.09M | 0.01% | +6,962 | 13F-HRTimeline |
| Stonebridge Wealth Management, LLC | 10,641 | $928K | 0.83% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 10,242 | $893K | 0.01% | +583 | 13F-HRTimeline |
| Williams & Novak Wealth Management, LLC | 5,353 | $467K | 0.28% | 0 | 13F-HRTimeline |
| Hardin Capital Partners, LLC | 5,159 | $450K | 0.22% | 0 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4,850 | $423K | 0.01% | -340 | 13F-HRTimeline |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 3,419 | $298K | 0.17% | +60 | 13F-HRTimeline |
| GAMMA Investing LLC | 460 | $40.1K | <0.01% | 0 | 13F-HRTimeline |
| Planning Strategies Inc. | 7 | $610 | <0.01% | 0 | 13F-HRTimeline |