Wisdomtree Intl S/C DVD FundDLSETF
13F holders, Q1 2024 (March 31)200holders
1famous investor
$65.19avg. 13F price*
At the end of Q1 2024, 200 institutions reported holding Wisdomtree Intl S/C DVD Fund (DLS) in their 13F filings. The largest holders were Savant Capital, LLC ($57.4M), Bank of America Corp. ($26.9M) and Morgan Stanley ($18.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree Intl S/C DVD Fund
- CUSIP
- 97717W760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.3M |
| Exits | 16 | $26.5M |
Ownership 200 holders
| Savant Capital, LLC | 0.66% | Reduce -2.4% | 880,633 | $57.4M |
| Bank of America Corp. | 0.00% | Add +75.2% | 413,092 | $26.9M |
| Morgan Stanley | 0.00% | Add +12.5% | 286,381 | $18.7M |
| Shakespeare Wealth Management, LLC | 4.70% | Add +3.8% | 248,527 | $16.2M |
| Freedom Investment Management, Inc. | 1.18% | Reduce -3.7% | 225,074 | $14.7M |
| LRI Investments, LLC | 3.40% | — | 206,665 | $13.5M |
| Csenge Advisory Group | 0.73% | Reduce -1.4% | 200,661 | $13.1M |
| BIP Wealth, LLC | 0.89% | Add +16.2% | 186,813 | $12.2M |
| UBS Group AG | 0.00% | Reduce -1.2% | 186,294 | $12.1M |
| Raymond James & Associates | 0.01% | Reduce -0.9% | 183,573 | $12.0M |
| MAI Capital Management | 0.10% | Reduce -9.2% | 153,831 | $10.0M |
| Susquehanna International Group, LLP | 0.01% | Add +7.5% | 136,819 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.6% | 125,595 | $8.2M |
| Checchi Capital Advisers, LLC | 0.61% | Reduce -13.4% | 119,935 | $7.8M |
| Evanson Asset Management, LLC | 0.44% | Reduce -0.2% | 91,104 | $5.9M |
| LPL Financial LLC | 0.00% | Add +30.0% | 84,453 | $5.5M |
| Great Point Wealth Advisors, LLC | 1.25% | Reduce -3.3% | 82,432 | $5.4M |
| Telos Capital Management, Inc. | 0.59% | Reduce -1.7% | 80,504 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 78,219 | $5.1M |
| Bank of Montreal | 0.00% | Reduce -3.9% | 77,055 | $5.0M |
| Alpha Omega Wealth Management LLC | 0.90% | Add +2.8% | 73,912 | $4.8M |
| Neumann Capital Management, LLC | 1.64% | Add +14.7% | 70,389 | $4.6M |
| Citadel Advisors | 0.00% | Add +235.8% | 65,201 | $4.3M |
| Compound Planning, Inc. | 0.38% | Add +345.5% | 63,539 | $4.1M |
| WESCAP Management Group, Inc. | 1.18% | Reduce -1.3% | 62,193 | $4.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +13.0% | 61,776 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -40.3% | 61,485 | $4.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.12% | Add +1.5% | 60,278 | $3.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.92% | Reduce -1.1% | 58,168 | $3.8M |
| PrairieView Partners, LLC | 0.43% | Reduce -1.6% | 57,179 | $3.7M |
| Flow Traders U.S. LLC | 0.18% | Reduce -28.3% | 51,858 | $3.4M |
| Atria Investments, Inc | 0.04% | Add +3.5% | 46,610 | $3.0M |
| Creative Planning | 0.00% | Reduce -5.8% | 45,726 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -31.7% | 45,670 | $3.0M |
| Kathleen S. Wright Associates Inc. | 1.37% | Reduce -3.3% | 44,505 | $2.9M |
| Invenio Wealth Partners LLC | 1.55% | Add +113.0% | 44,099 | $2.9M |
| Regency Capital Management Inc.\DE | 1.83% | Add +0.6% | 44,002 | $2.9M |
| Waterfront Wealth Inc. | 0.78% | Add +11.8% | 43,782 | $2.8M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -3.9% | 41,249 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.4% | 40,130 | $2.6M |
| Allworth Financial LP | 0.02% | Reduce -3.7% | 37,435 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.5% | 37,267 | $2.4M |
| Wealth Architects, LLC | 0.32% | Reduce -0.2% | 37,147 | $2.4M |
| Family Wealth Partners, LLC | 1.34% | Reduce -2.4% | 36,298 | $2.4M |
| Sharper & Granite LLC | 1.02% | Reduce -11.4% | 32,700 | $2.1M |
| Smithbridge Asset Management Inc. | 0.43% | Add +0.6% | 32,145 | $2.1M |
| McLean Asset Management Corp | 0.71% | Reduce -1.8% | 31,957 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +7.3% | 31,040 | $2.0M |
| Insight Advisors, LLC/ PA | 0.39% | Add +10.4% | 30,836 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -80.3% | 30,658 | $2.0M |
| Larson Financial Group LLC | 0.15% | Reduce -2.5% | 29,743 | $1.9M |
| Waverly Advisors, LLC | 0.04% | New | 29,139 | $1.9M |
| Cedar Brook Financial Partners, LLC | 0.38% | Reduce -17.2% | 29,136 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -0.4% | 28,886 | $1.9M |
| Harbour Investments, Inc. | 0.07% | Add +3.6% | 28,813 | $1.9M |
| Smith, Moore & Co. | 0.20% | Reduce -13.5% | 28,567 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.4% | 27,263 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +55.9% | 26,944 | $1.8M |
| KLR Investment Advisors, LLC | 1.26% | Add +6.3% | 27,589 | $1.7M |
| Bristlecone Advisors, LLC | 0.15% | Reduce -0.2% | 25,662 | $1.7M |
| FFG Retirement Advisors LLC | 1.14% | Add +2.1% | 24,802 | $1.6M |
| Investors Research Corp | 0.38% | Reduce -7.1% | 24,607 | $1.6M |
| Ritholtz Wealth Management | 0.05% | Reduce -18.8% | 23,548 | $1.5M |
| Beaird Harris Wealth Management, LLC | 0.13% | Reduce -1.4% | 20,696 | $1.3M |
| Smartleaf Asset Management LLC | 0.26% | Reduce -11.0% | 20,201 | $1.3M |
| Marathon Strategic Advisors, LLC | 1.58% | Add +2.0% | 19,866 | $1.3M |
| Addison Advisors LLC | 0.44% | Reduce -0.4% | 19,479 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -63.4% | 18,472 | $1.2M |
| Old Mission Capital LLC | 0.03% | Add +10.4% | 16,734 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.3% | 16,245 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -3.9% | 15,576 | $1.0M |
| CoreCap Advisors, LLC | 0.05% | Reduce -0.7% | 15,500 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.6% | 14,940 | $974K |
| Silver Oak Securities, Incorporated | 0.15% | Add +1.7% | 14,837 | $968K |
| Tortoise Investment Management, LLC | 0.11% | Reduce -8.8% | 14,469 | $944K |
| Cetera Investment Advisers | 0.00% | Add +218.3% | 14,433 | $941K |
| Bruce G. Allen Investments, LLC | 0.75% | Add +4.1% | 13,993 | $913K |
| One Capital Management, LLC | 0.03% | No change | 13,105 | $855K |
| Windward Private Wealth Management Inc. | 0.33% | Reduce -0.7% | 12,424 | $810K |
| Carlson Capital Management | 0.04% | Reduce -86.9% | 12,364 | $806K |
| Betterment LLC | 0.00% | Add +4.0% | 12,092 | $789K |
| Spire Wealth Management | 0.01% | Add +7.8% | 11,553 | $753K |
| IHT Wealth Management, LLC | 0.03% | Reduce -11.5% | 11,156 | $727K |
| True Wealth Design, LLC | 0.18% | Reduce -0.2% | 10,902 | $711K |
| Robinswood Financial LLC | 0.30% | Add +0.1% | 10,660 | $692K |
| Heartland Advisors Inc. | 0.04% | Reduce -4.8% | 10,436 | $681K |
| Citigroup Inc. | 0.00% | Add +3.9% | 10,120 | $660K |
| Wescott Financial Advisory Group, LLC | 0.08% | Reduce -15.9% | 10,069 | $657K |
| REAP Financial Group, LLC | 0.18% | Reduce -14.0% | 9,983 | $651K |
| My Legacy Advisors, LLC | 0.21% | Reduce -6.3% | 9,505 | $620K |
| Sound Stewardship, LLC | 0.36% | Reduce -2.3% | 9,040 | $590K |
| Lanark Financial, Inc. | 0.06% | Add +70.9% | 9,001 | $586K |
| Capital Analysts, LLC | 0.03% | Add +12.3% | 8,744 | $570K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.2% | 8,530 | $556K |
| Williams & Novak, LLC | 0.62% | No change | 8,545 | $546K |
| Lester Murray Antman dba SimplyRich | 0.17% | No change | 7,995 | $522K |
| AllSquare Wealth Management LLC | 0.30% | No change | 7,870 | $513K |
| Camelot Portfolios, LLC | 0.49% | Reduce -22.2% | 7,671 | $500K |
| FSA Advisors, Inc. | 0.54% | Add +36.6% | 7,671 | $500K |
| Stifel Financial Corp. | 0.00% | Reduce -52.1% | 7,607 | $496K |
"% of holder's portfolio" is DLS's weight in each manager's 13F, not the share of Wisdomtree Intl S/C DVD Fund the manager owns.