Wisdomtree Intl S/C DVD FundDLSETF
13F holders, Q3 2024 (September 30)185holders −14
12new positions
25sold out
1famous investor
$68.72avg. 13F price*
At the end of Q3 2024, 185 institutions reported holding Wisdomtree Intl S/C DVD Fund (DLS) in their 13F filings, down 14 from Q2 2024. 12 opened new positions and 25 sold out. The largest holders were Savant Capital, LLC ($56.7M), BIP Wealth, LLC ($16.7M) and Bank of America Corp. ($14.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $14.7M |
| Exits | 25 | $39.7M |
All 13F filers, Q2 2024 → Q3 2024: 321,331 shares bought and 1,587,232 shares sold, net −1,265,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Savant Capital, LLC | 0.47% | Reduce -1.8% | 821,619 | $56.7M |
| BIP Wealth, LLC | 1.14% | Add +22.7% | 242,518 | $16.7M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 204,635 | $14.1M |
| Morgan Stanley | 0.00% | Reduce -13.4% | 203,594 | $14.1M |
| LRI Investments, LLC | 1.25% | Reduce -2.0% | 202,516 | $12.9M |
| Raymond James & Associates | 0.01% | Reduce -4.2% | 178,076 | $12.3M |
| MAI Capital Management | 0.09% | Reduce -6.3% | 129,621 | $9.0M |
| Csenge Advisory Group | 0.46% | Reduce -25.9% | 132,156 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Add +1.0% | 125,321 | $8.7M |
| Checchi Capital Advisers, LLC | 0.64% | Reduce -2.0% | 125,080 | $8.6M |
| UBS Group AG | 0.00% | Reduce -0.1% | 116,229 | $8.0M |
| CW Advisors, LLC | 0.09% | New | 101,949 | $7.0M |
| Merriman Wealth Management, LLC | 0.25% | New | 89,276 | $6.2M |
| Evanson Asset Management, LLC | 0.42% | Reduce -1.8% | 86,489 | $6.0M |
| Telos Capital Management, Inc. | 0.59% | Reduce -0.3% | 80,889 | $5.6M |
| Great Point Wealth Advisors, LLC | 1.19% | Reduce -0.4% | 80,386 | $5.6M |
| Alpha Omega Wealth Management LLC | 0.95% | Add +1.1% | 75,079 | $5.2M |
| Bank of Montreal | 0.00% | Reduce -5.5% | 71,523 | $4.9M |
| Neumann Capital Management, LLC | 1.55% | Reduce -4.4% | 67,307 | $4.6M |
| WESCAP Management Group, Inc. | 1.14% | Add +4.9% | 65,633 | $4.5M |
| Jane Street Group, LLC | 0.01% | Add +44.4% | 65,133 | $4.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.11% | Reduce -1.4% | 57,895 | $4.0M |
| LPL Financial LLC | 0.00% | Reduce -39.9% | 56,642 | $3.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.96% | Reduce -3.1% | 55,962 | $3.9M |
| PrairieView Partners, LLC | 0.40% | Add +0.3% | 55,867 | $3.9M |
| Compound Planning, Inc. | 0.24% | Reduce -43.8% | 55,324 | $3.8M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -10.1% | 50,711 | $3.5M |
| Royal Bank of Canada | 0.00% | Reduce -29.5% | 50,339 | $3.5M |
| Howard Bailey Securities, LLC | 1.29% | — | 49,243 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -19.2% | 46,803 | $3.2M |
| Creative Planning | 0.00% | Add +2.0% | 46,307 | $3.2M |
| Waterfront Wealth Inc. | 0.75% | Add +6.9% | 47,252 | $3.1M |
| Equitable Holdings, Inc. | 0.03% | Add +15.5% | 41,294 | $2.9M |
| Wealth Architects, LLC | 0.29% | Reduce -0.5% | 36,625 | $2.5M |
| Kathleen S. Wright Associates Inc. | 1.03% | Reduce -0.6% | 36,034 | $2.5M |
| Family Wealth Partners, LLC | 1.26% | Reduce -5.7% | 35,700 | $2.5M |
| Sharper & Granite LLC | 1.05% | Add +0.4% | 33,990 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -3.3% | 33,757 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.5% | 33,457 | $2.3M |
| Smithbridge Asset Management Inc. | 0.38% | Reduce -0.9% | 31,947 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.8% | 31,213 | $2.2M |
| Flow Traders U.S. LLC | 0.11% | Reduce -82.7% | 30,656 | $2.1M |
| McLean Asset Management Corp | 0.62% | Reduce -3.8% | 30,448 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 28,826 | $2.0M |
| GHP Investment Advisors, Inc. | 0.09% | Reduce -18.5% | 28,662 | $2.0M |
| Smith, Moore & Co. | 0.19% | No change | 28,508 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Reduce -1.4% | 27,599 | $1.9M |
| Larson Financial Group LLC | 0.11% | Reduce -5.3% | 27,076 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -30.5% | 26,470 | $1.8M |
| Waverly Advisors, LLC | 0.03% | Reduce -1.6% | 23,340 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +58.2% | 23,305 | $1.6M |
| Investors Research Corp | 0.35% | Reduce -0.6% | 23,217 | $1.6M |
| Bristlecone Advisors, LLC | 0.13% | Reduce -10.6% | 22,575 | $1.6M |
| Marathon Strategic Advisors, LLC | 1.60% | Add +9.4% | 21,960 | $1.5M |
| Ritholtz Wealth Management | 0.04% | Reduce -8.3% | 21,419 | $1.5M |
| Shakespeare Wealth Management, LLC | 0.33% | Reduce -91.2% | 18,537 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -4.2% | 18,210 | $1.3M |
| Addison Advisors LLC | 0.35% | Reduce -6.6% | 18,049 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -31.2% | 17,941 | $1.2M |
| Beaird Harris Wealth Management, LLC | 0.10% | Reduce -5.3% | 17,175 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.4% | 16,953 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 16,336 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +60.7% | 16,296 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +0.6% | 15,383 | $1.1M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -0.6% | 14,640 | $1.0M |
| Tortoise Investment Management, LLC | 0.10% | No change | 14,469 | $999K |
| Citigroup Inc. | 0.00% | Add +45.7% | 14,381 | $993K |
| Bruce G. Allen Investments, LLC | 0.77% | Add +0.6% | 14,304 | $988K |
| Insight Advisors, LLC/ PA | 0.17% | Reduce -62.2% | 13,813 | $954K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.7% | 13,548 | $936K |
| Betterment LLC | 0.00% | Add +5.3% | 13,429 | $927K |
| Spire Wealth Management | 0.03% | Add +0.7% | 12,427 | $858K |
| Windward Private Wealth Management Inc. | 0.33% | No change | 12,419 | $858K |
| One Capital Management, LLC | 0.02% | Reduce -1.7% | 11,305 | $781K |
| Robinswood Financial LLC | 0.27% | Add +0.1% | 10,636 | $734K |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.6% | 9,984 | $689K |
| Capital Analysts, LLC | 0.03% | Reduce -1.0% | 9,798 | $677K |
| Carlson Capital Management | 0.03% | Reduce -17.0% | 8,828 | $610K |
| Sound Stewardship, LLC | 0.34% | Reduce -3.0% | 8,767 | $605K |
| Wescott Financial Advisory Group, LLC | 0.06% | Reduce -8.3% | 8,324 | $575K |
| Wealthspire Advisors, LLC | 0.01% | New | 7,981 | $551K |
| Lester Murray Antman dba SimplyRich | 0.15% | Add +0.6% | 7,860 | $542K |
| Cahill Financial Advisors Inc. | 0.07% | Add +1.5% | 7,652 | $528K |
| AllSquare Wealth Management LLC | 0.30% | Reduce -2.4% | 7,580 | $523K |
| D'Orazio & Associates, Inc. | 0.07% | Add +0.7% | 7,259 | $501K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.1% | 7,247 | $500K |
| Camelot Portfolios, LLC | 0.49% | Reduce -18.2% | 7,181 | $496K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -33.6% | 7,565 | $484K |
| Comerica Bank | 0.00% | Add +1.9% | 6,991 | $483K |
| SignalPoint Asset Management, LLC | 0.11% | Reduce -3.1% | 6,886 | $475K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.5% | 6,712 | $463K |
| Advisory Services Network, LLC | 0.01% | No change | 7,255 | $460K |
| Cerity Partners LLC | 0.00% | Reduce -4.4% | 6,521 | $450K |
| Viewpoint Capital Management LLC | 0.25% | No change | 6,471 | $446K |
| Bleakley Financial Group, LLC | 0.01% | No change | 6,410 | $443K |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 6,352 | $439K |
| Cetera Investment Advisers | 0.00% | Reduce -19.1% | 6,337 | $438K |
| Private Advisor Group, LLC | 0.00% | Reduce -86.6% | 6,190 | $427K |
| Williams & Novak, LLC | 0.38% | Reduce -10.3% | 5,973 | $412K |
| Quadrant Private Wealth Management, LLC | 0.10% | Add +50.2% | 5,918 | $409K |
"% 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.