Wisdomtree Intl S/C DVD FundDLSETF

13F holders, Q2 2024 (June 30)
199holders −1
15new positions
16sold out
1famous investor
$63.19avg. 13F price*

At the end of Q2 2024, 199 institutions reported holding Wisdomtree Intl S/C DVD Fund (DLS) in their 13F filings, down 1 from Q1 2024. 15 opened new positions and 16 sold out. The largest holders were Savant Capital, LLC ($53.1M), Old Mission Capital LLC ($15.2M) and Morgan Stanley ($14.9M). 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

050100150200250 Q1 2024: 200Q1 2024Q2 2024: 199Q2 2024Q3 2024: 185Q3 2024Q4 2024: 196Q4 2024Q1 2025: 190Q1 2025Q2 2025: 196Q2 2025Q3 2025: 196Q3 2025Q4 2025: 198Q4 2025Q1 2026: 204Q1 2026Q2 2026: 206Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions15$3.2M
Exits16$4.4M

All 13F filers, Q1 2024 → Q2 2024: 611,638 shares bought and 768,740 shares sold, net −157,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 199 holders

Savant Capital, LLC 0.53% Reduce -5.0% 836,268 $53.1M
Old Mission Capital LLC 0.40% Add +1335.1% 240,147 $15.2M
Morgan Stanley 0.00% Reduce -17.9% 235,227 $14.9M
Freedom Investment Management, Inc. 1.18% Add +0.5% 226,257 $14.4M
Bank of America Corp. 0.00% Reduce -48.6% 212,303 $13.5M
Shakespeare Wealth Management, LLC 3.86% Reduce -15.3% 210,617 $13.4M
LRI Investments, LLC 1.49% No change 206,665 $13.1M
BIP Wealth, LLC 1.03% Add +5.8% 197,665 $12.5M
Raymond James & Associates 0.01% Add +1.2% 185,816 $11.8M
Csenge Advisory Group 0.64% Reduce -11.1% 178,436 $11.3M
Flow Traders U.S. LLC 0.55% Add +240.7% 176,680 $11.2M
MAI Capital Management 0.09% Reduce -10.1% 138,350 $8.8M
Checchi Capital Advisers, LLC 0.64% Add +6.4% 127,655 $8.1M
HighTower Advisors, LLC 0.01% Reduce -1.2% 124,123 $7.9M
UBS Group AG 0.00% Reduce -37.5% 116,368 $7.4M
Susquehanna International Group, LLP 0.01% Reduce -19.2% 110,589 $7.0M
Compound Planning, Inc. 0.46% Add +54.8% 98,367 $6.2M
LPL Financial LLC 0.00% Add +11.6% 94,233 $6.0M
Evanson Asset Management, LLC 0.41% Reduce -3.3% 88,109 $5.6M
Telos Capital Management, Inc. 0.57% Add +0.7% 81,097 $5.1M
Great Point Wealth Advisors, LLC 1.17% Reduce -2.1% 80,706 $5.1M
Bank of Montreal 0.00% Reduce -1.7% 75,720 $5.0M
Alpha Omega Wealth Management LLC 0.90% Add +0.5% 74,270 $4.7M
Royal Bank of Canada 0.00% Add +16.1% 71,399 $4.5M
Neumann Capital Management, LLC 1.53% Add +0.0% 70,403 $4.5M
WESCAP Management Group, Inc. 1.12% Add +0.6% 62,561 $4.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% Reduce -2.6% 58,729 $3.7M
Kestra Advisory Services, LLC 0.02% Reduce -6.2% 57,940 $3.7M
Elwood & Goetz Wealth Advisory Group, LLC 1.04% Reduce -0.7% 57,764 $3.7M
Focus Partners Advisor Solutions, LLC 0.09% Add +205.5% 56,435 $3.6M
PrairieView Partners, LLC 0.40% Reduce -2.6% 55,696 $3.5M
Invenio Wealth Partners LLC 1.59% Add +14.8% 50,635 $3.2M
Private Advisor Group, LLC 0.02% Add +0.9% 46,069 $2.9M
Creative Planning 0.00% Reduce -0.7% 45,417 $2.9M
Jane Street Group, LLC 0.00% Add +47.1% 45,107 $2.9M
Waterfront Wealth Inc. 0.76% Add +1.0% 44,207 $2.8M
Ameriprise Financial Inc. 0.00% Add +2.9% 41,300 $2.6M
Commonwealth Equity Services, LLC 0.00% Add +2.2% 38,090 $2.4M
Family Wealth Partners, LLC 1.25% Add +4.3% 37,872 $2.4M
Wealth Architects, LLC 0.29% Reduce -0.9% 36,813 $2.3M
Insight Advisors, LLC/ PA 0.42% Add +18.5% 36,529 $2.3M
Allworth Financial LP 0.01% Reduce -6.8% 34,902 $2.3M
Kathleen S. Wright Associates Inc. 1.06% Reduce -18.6% 36,248 $2.3M
Equitable Holdings, Inc. 0.02% Add +15.2% 35,754 $2.3M
Envestnet Asset Management Inc. 0.00% Reduce -54.5% 35,578 $2.3M
GHP Investment Advisors, Inc. 0.11% Reduce -14.8% 35,163 $2.2M
Osaic Holdings, Inc. 0.01% Add +25.9% 34,324 $2.2M
Sharper & Granite LLC 1.02% Add +3.5% 33,840 $2.1M
McLean Asset Management Corp 0.67% Reduce -1.0% 31,634 $2.1M
Smithbridge Asset Management Inc. 0.43% Add +0.3% 32,245 $2.0M
Corient Private Wealth LP 0.00% Reduce -0.4% 28,781 $1.8M
Larson Financial Group LLC 0.12% Reduce -3.9% 28,599 $1.8M
Smith, Moore & Co. 0.19% Reduce -0.2% 28,508 $1.8M
Harbour Investments, Inc. 0.06% Reduce -2.9% 27,983 $1.8M
Signature Estate & Investment Advisors LLC 0.04% New 26,089 $1.7M
Bristlecone Advisors, LLC 0.14% Reduce -1.6% 25,245 $1.6M
FFG Retirement Advisors LLC 1.07% Reduce -2.7% 24,122 $1.5M
Waverly Advisors, LLC 0.03% Reduce -18.6% 23,727 $1.5M
Investors Research Corp 0.35% Reduce -5.1% 23,354 $1.5M
Ritholtz Wealth Management 0.05% Reduce -0.8% 23,353 $1.5M
Citadel Advisors 0.00% Reduce -68.3% 20,649 $1.3M
Smartleaf Asset Management LLC 0.21% Add +2.0% 20,608 $1.3M
Marathon Strategic Advisors, LLC 1.49% Add +1.0% 20,066 $1.3M
Addison Advisors LLC 0.40% Reduce -0.8% 19,329 $1.2M
Regency Capital Management Inc.\DE 0.78% Reduce -56.6% 19,073 $1.2M
Atria Investments, Inc 0.02% Reduce -59.2% 19,012 $1.2M
Beaird Harris Wealth Management, LLC 0.11% Reduce -12.3% 18,144 $1.2M
JPMorgan Chase & Co. 0.00% Reduce -33.1% 18,033 $1.1M
Wells Fargo & Company 0.00% Add +2.8% 16,005 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.4% 15,523 $985K
CoreCap Advisors, LLC 0.10% Reduce -1.4% 15,291 $970K
Janney Montgomery Scott LLC 0.00% Reduce -1.4% 14,735 $935K
Silver Oak Securities, Incorporated 0.14% Reduce -0.7% 14,731 $935K
Tortoise Investment Management, LLC 0.10% No change 14,469 $918K
Bruce G. Allen Investments, LLC 0.76% Add +1.6% 14,214 $902K
Betterment LLC 0.00% Add +5.4% 12,749 $809K
Windward Private Wealth Management Inc. 0.32% Reduce -0.0% 12,419 $788K
Spire Wealth Management 0.03% Add +6.9% 12,346 $783K
One Capital Management, LLC 0.02% Reduce -12.3% 11,498 $729K
Sanctuary Advisors, LLC 0.01% — 11,392 $727K
True Wealth Design, LLC 0.17% Add +0.0% 10,903 $692K
Carlson Capital Management 0.03% Reduce -13.9% 10,641 $675K
Robinswood Financial LLC 0.27% Reduce -0.3% 10,630 $674K
Heartland Advisors Inc. 0.04% No change 10,436 $662K
Jones Financial Companies LLLP 0.00% New 10,142 $643K
Capital Analysts, LLC 0.03% Add +13.2% 9,896 $628K
Citigroup Inc. 0.00% Reduce -2.5% 9,872 $626K
Lanark Financial, Inc. 0.06% Add +9.6% 9,866 $625K
Wescott Financial Advisory Group, LLC 0.07% Reduce -9.9% 9,073 $576K
Sound Stewardship, LLC 0.35% No change 9,040 $574K
REAP Financial Group, LLC 0.15% Reduce -10.0% 8,986 $570K
Camelot Portfolios, LLC 0.32% Add +14.5% 8,781 $557K
Wealth Enhancement Advisory Services, LLC 0.00% Add +70.3% 8,432 $535K
FSA Advisors, Inc. 0.52% No change 7,671 $500K
Cetera Investment Advisers 0.00% Reduce -45.7% 7,831 $497K
Lester Murray Antman dba SimplyRich 0.16% Reduce -2.2% 7,817 $495K
AllSquare Wealth Management LLC 0.30% Reduce -1.3% 7,769 $493K
RFG Advisory, LLC 0.02% Add +9.2% 7,767 $493K
Cahill Financial Advisors Inc. 0.07% Add +2.1% 7,542 $478K
Oxinas Partners, LLC 0.31% Add +76.3% 7,357 $467K
Advisory Services Network, LLC 0.01% Add +75.5% 7,255 $460K
D'Orazio & Associates, Inc. 0.07% Add +1.8% 7,206 $457K
My Legacy Advisors, LLC 0.14% Reduce -24.9% 7,138 $453K
SignalPoint Asset Management, LLC 0.12% Add +0.1% 7,103 $451K
Comerica Bank 0.00% Reduce -0.9% 6,862 $435K
Cerity Partners LLC 0.00% Reduce -3.4% 6,819 $433K
Williams & Novak, LLC 0.39% Reduce -22.1% 6,659 $422K
Dynamic Advisor Solutions LLC 0.01% Reduce -21.9% 6,659 $422K
Avantax Advisory Services, Inc. 0.00% Add +16.1% 6,547 $415K
Stifel Financial Corp. 0.00% Reduce -14.5% 6,507 $413K
Viewpoint Capital Management LLC 0.25% No change 6,471 $411K
Bleakley Financial Group, LLC 0.01% No change 6,410 $407K
Simplicity Wealth,LLC 0.01% No change 6,410 $407K
Tillman Hartley LLC 0.13% Reduce -1.4% 5,903 $375K
Mariner, LLC 0.00% Add +1.7% 5,734 $364K
M&T Bank Corp 0.00% No change 5,684 $361K
Joel Isaacson & Co., LLC 0.02% No change 5,556 $353K
Invesco Ltd. 0.00% Reduce -15.1% 5,076 $322K
JFS Wealth Advisors, LLC 0.03% Add +30.1% 5,034 $319K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.3% 4,864 $309K
Cherry Tree Wealth Management, LLC 0.08% No change 4,850 $308K
IHT Wealth Management, LLC 0.01% Reduce -57.8% 4,708 $299K
Chicago Partners Investment Group LLC 0.01% Reduce -0.2% 4,500 $296K
Tradition Wealth Management, LLC 0.03% Reduce -6.1% 4,506 $286K
Mather Group, Llc. 0.00% Reduce -5.1% 4,202 $274K
Total Wealth Planning, LLC 0.04% No change 4,103 $273K
IAG Wealth Partners, LLC 0.05% Reduce -6.7% 4,227 $268K
Berger Financial Group, Inc 0.02% No change 4,160 $264K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -33.1% 4,115 $261K
Private Ocean, LLC 0.02% Add +0.3% 3,984 $253K
Quadrant Private Wealth Management, LLC 0.06% New 3,940 $250K
Hardin Capital Partners, LLC 0.16% — 3,892 $247K
Clearstead Advisors, LLC 0.00% New 3,816 $242K
Virtu Financial LLC 0.02% New 3,814 $242K
TCI Wealth Advisors, Inc. 0.02% No change 3,746 $238K
McAdam, LLC 0.01% Add +19.8% 3,708 $235K
O'shaughnessy Asset Management, LLC 0.00% Add +94.5% 3,673 $233K
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.4% 3,638 $231K
Modera Wealth Management, LLC 0.00% Add +0.4% 3,632 $230K
Fifth Third Bancorp 0.00% No change 3,589 $228K
Rockbridge Investment Management, LCC 0.03% Add +0.0% 3,574 $227K
WealthShield Partners, LLC 0.03% Reduce -2.9% 3,480 $221K
Vestia Personal Wealth Advisors 0.22% — 3,256 $207K
Blair William & Co. 0.00% Reduce -10.7% 3,240 $206K
Tacita Capital Inc 0.14% Reduce -48.1% 3,172 $201K
Frazier Financial Advisors, LLC 0.13% Reduce -25.2% 2,483 $157K
Morton Brown Family Wealth, LLC 0.05% Reduce -2.7% 1,900 $126K
FMR LLC 0.00% Add +6.3% 1,858 $118K
Fairman Group, LLC 0.12% Add +1.6% 1,799 $114K
Global Retirement Partners, LLC 0.00% Reduce -8.9% 1,792 $114K
Creative Financial Designs Inc. 0.01% Add +4.9% 1,767 $112K
Glass Jacobson Investment Advisors llc 0.04% Add +1.0% 1,764 $112K
Princeton Global Asset Management LLC 0.02% Add +0.1% 1,545 $98K
Aptus Capital Advisors, LLC 0.00% Reduce -5.7% 1,527 $97K
Hollencrest Capital Management 0.00% No change 1,449 $92K
Baldwin Wealth Partners LLC 0.00% No change 1,000 $63K
CIBC Private Wealth Group LLC 0.00% No change 952 $61K
Blue Trust, Inc. 0.00% No change 918 $60K
Brown Brothers Harriman & Co. 0.00% No change 863 $55K
Family Firm, Inc. 0.01% New 835 $53K
Dogwood Wealth Management LLC 0.03% Reduce -65.1% 772 $49K
Principal Securities, Inc. 0.00% Reduce -0.7% 677 $43K
FinTrust Capital Advisors, LLC 0.01% No change 675 $43K
Carmichael Hill & Associates, Inc. 0.02% Add +1.7% 594 $38K
Capital Advisors, Ltd. LLC 0.00% No change 552 $35K
Liberty Wealth Management LLC 0.01% New 32,291 $32K
Parallel Advisors, LLC 0.00% No change 500 $32K
Farther Finance Advisors, LLC 0.00% New 430 $27K
Key Financial Inc 0.01% No change 400 $25K
US Bancorp \de 0.00% No change 300 $19K
Asset Dedication, LLC 0.00% No change 247 $16K
Crewe Advisors LLC 0.00% No change 245 $16K
Montag A & Associates Inc. 0.00% Reduce -51.5% 217 $14K
Northwest Capital Management Inc 0.00% No change 207 $13K
MCF Advisors LLC 0.00% New 201 $13K
PNC Financial Services Group, Inc. 0.00% No change 200 $13K
National Bank of Canada 0.00% No change 175 $11K
Pinnacle Bancorp, Inc. 0.00% No change 170 $11K
Highline Wealth Partners LLC 0.00% Add +1.9% 164 $10K
Geneos Wealth Management Inc. 0.00% New 152 $10K
Qube Research & Technologies Ltd 0.00% Reduce -89.0% 145 $9K
International Assets Investment Management, LLC 0.00% New 145 $9K
Bangor Savings Bank 0.00% No change 130 $8K
Steward Partners Investment Advisory, LLC 0.00% No change 120 $8K
Institutional & Family Asset Management, LLC 0.00% No change 109 $7K
Sound Income Strategies, LLC 0.00% New 98 $6K
Covestor Ltd 0.00% Add +13.8% 91 $6K
Tucker Asset Management LLC 0.00% Add +1.3% 81 $5K
Russell Investments Group, Ltd. 0.00% No change 70 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% New 59 $4K
AdvisorNet Financial, Inc 0.00% No change 58 $4K
Opal Wealth Advisors, LLC 0.00% No change 42 $3K
Redmont Wealth Advisors LLC 0.00% New 42 $3K
Founders Financial Alliance, LLC 0.00% Add +25.0% 40 $3K
Sachetta, LLC 0.00% No change 20 $1K
PSI Advisors, LLC 0.00% No change 15 $952
Howe & Rusling Inc. 0.00% No change 14 $889
Tower Research Capital LLC (TRC) 0.00% No change 3 $190
BlackRock Inc. 0.00% New 1 $57

"% 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.