Wisdomtree Intl S/C DVD FundDLSETF
13F holders, Q4 2024 (December 31)196holders +11
13new positions
15sold out
1famous investor
$62.95avg. 13F price*
At the end of Q4 2024, 196 institutions reported holding Wisdomtree Intl S/C DVD Fund (DLS) in their 13F filings, up 11 from Q3 2024. 13 opened new positions and 15 sold out. The largest holders were Savant Capital, LLC ($50.6M), BIP Wealth, LLC ($17.4M) and Bank of America Corp. ($13.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.3M |
| Exits | 15 | $7.9M |
All 13F filers, Q3 2024 → Q4 2024: 255,180 shares bought and 368,188 shares sold, net −113,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 196 holders
| Savant Capital, LLC | 0.40% | Reduce -2.2% | 803,826 | $50.6M |
| BIP Wealth, LLC | 1.16% | Add +13.8% | 275,869 | $17.4M |
| Bank of America Corp. | 0.00% | Add +4.9% | 214,673 | $13.5M |
| LRI Investments, LLC | 1.21% | Reduce -0.1% | 202,350 | $12.7M |
| Raymond James Financial Inc. | 0.00% | — | 179,316 | $11.3M |
| Morgan Stanley | 0.00% | Reduce -21.0% | 160,762 | $10.1M |
| Checchi Capital Advisers, LLC | 0.59% | Add +0.7% | 125,965 | $7.9M |
| MAI Capital Management | 0.06% | Reduce -7.2% | 120,258 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.2% | 118,754 | $7.5M |
| UBS Group AG | 0.00% | Reduce -2.7% | 113,118 | $7.1M |
| Csenge Advisory Group | 0.38% | Reduce -15.6% | 111,523 | $7.0M |
| CW Advisors, LLC | 0.09% | Add +0.8% | 102,792 | $6.5M |
| Evanson Asset Management, LLC | 0.37% | Reduce -1.2% | 85,456 | $5.4M |
| Telos Capital Management, Inc. | 0.56% | Add +2.2% | 82,669 | $5.2M |
| Great Point Wealth Advisors, LLC | 1.10% | Reduce -0.7% | 79,859 | $5.0M |
| Alpha Omega Wealth Management LLC | 0.92% | Add +3.0% | 77,352 | $4.9M |
| Flow Traders U.S. LLC | 0.19% | Add +151.7% | 77,167 | $4.9M |
| Compound Planning, Inc. | 0.24% | Add +36.4% | 75,460 | $4.8M |
| Neumann Capital Management, LLC | 1.48% | Add +5.1% | 70,763 | $4.5M |
| WESCAP Management Group, Inc. | 1.05% | Add +5.0% | 68,908 | $4.3M |
| Bank of Montreal | 0.00% | Reduce -6.3% | 66,993 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +289.8% | 63,677 | $4.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.10% | Add +4.4% | 60,432 | $3.8M |
| PrairieView Partners, LLC | 0.39% | Add +5.0% | 58,670 | $3.7M |
| Grove Street Fiduciary, LLC | 1.86% | — | 56,230 | $3.5M |
| LPL Financial LLC | 0.00% | Reduce -1.7% | 55,681 | $3.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.85% | Reduce -1.3% | 55,239 | $3.5M |
| Howard Bailey Securities, LLC | 1.18% | Add +2.1% | 50,281 | $3.2M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -1.2% | 50,091 | $3.2M |
| Waterfront Wealth Inc. | 0.77% | Add +5.9% | 50,022 | $3.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.2% | 47,826 | $3.0M |
| Creative Planning | 0.00% | Add +0.8% | 46,697 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -11.2% | 44,696 | $2.8M |
| Family Wealth Partners, LLC | 1.18% | Add +10.6% | 39,477 | $2.5M |
| Wealth Architects, LLC | 0.26% | No change | 36,625 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 33,480 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -49.2% | 33,060 | $2.1M |
| Kathleen S. Wright Associates Inc. | 0.83% | Reduce -12.1% | 31,669 | $2.0M |
| Sharper & Granite LLC | 0.85% | Reduce -9.7% | 30,705 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.6% | 30,701 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -10.9% | 30,090 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +0.5% | 28,983 | $1.8M |
| Smith, Moore & Co. | 0.16% | Reduce -1.0% | 28,219 | $1.8M |
| Tandem Investment Partners LLC | 1.66% | — | 27,535 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Reduce -2.0% | 27,041 | $1.7M |
| GHP Investment Advisors, Inc. | 0.08% | Reduce -7.0% | 26,662 | $1.7M |
| Larson Financial Group LLC | 0.09% | Reduce -2.4% | 26,419 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +10.9% | 25,848 | $1.6M |
| Marathon Strategic Advisors, LLC | 1.59% | Add +6.6% | 23,417 | $1.5M |
| Ritholtz Wealth Management | 0.04% | Add +7.8% | 23,092 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.9% | 22,795 | $1.4M |
| Investors Research Corp | 0.32% | Reduce -1.9% | 22,779 | $1.4M |
| McLean Asset Management Corp | 0.43% | Reduce -25.8% | 22,581 | $1.4M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.3% | 22,567 | $1.4M |
| Bristlecone Advisors, LLC | 0.11% | Reduce -3.5% | 21,795 | $1.4M |
| Addison Advisors LLC | 0.34% | Add +7.9% | 19,480 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +5.1% | 19,143 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +15.9% | 18,884 | $1.2M |
| Impact Capital Partners LLC | 0.39% | — | 17,592 | $1.1M |
| Beaird Harris Wealth Management, LLC | 0.09% | Add +1.0% | 17,351 | $1.1M |
| Prospera Financial Services Inc | 0.02% | New | 15,919 | $1.0M |
| Citigroup Inc. | 0.00% | Add +8.1% | 15,540 | $978K |
| Betterment LLC | 0.00% | Add +11.0% | 14,904 | $938K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.5% | 14,665 | $923K |
| Tortoise Investment Management, LLC | 0.10% | No change | 14,469 | $911K |
| Bruce G. Allen Investments, LLC | 0.72% | Reduce -1.2% | 14,134 | $890K |
| CoreCap Advisors, LLC | 0.04% | Reduce -9.0% | 13,997 | $881K |
| Shakespeare Wealth Management, LLC | 0.23% | Reduce -25.9% | 13,729 | $864K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -11.4% | 12,965 | $816K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.4% | 12,812 | $806K |
| Spire Wealth Management | 0.02% | Add +1.3% | 12,590 | $793K |
| Equitable Holdings, Inc. | 0.01% | Reduce -71.4% | 11,793 | $742K |
| Windward Private Wealth Management Inc. | 0.28% | Reduce -6.7% | 11,589 | $730K |
| Citadel Advisors | 0.00% | Add +100.4% | 11,451 | $721K |
| Envision Financial LLC | 0.55% | — | 10,964 | $690K |
| One Capital Management, LLC | 0.02% | Reduce -4.2% | 10,827 | $682K |
| JPMorgan Chase & Co. | 0.00% | Add +8.3% | 10,811 | $681K |
| Insight Advisors, LLC/ PA | 0.11% | Reduce -23.0% | 10,633 | $669K |
| Longview Financial Advisors LLC | 0.42% | — | 10,023 | $631K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -44.3% | 10,001 | $630K |
| Robinswood Financial LLC | 0.24% | Reduce -6.0% | 9,994 | $629K |
| Avantax Advisory Services, Inc. | 0.00% | Add +42.2% | 9,545 | $601K |
| Capital Analysts, LLC | 0.02% | Reduce -4.8% | 9,327 | $587K |
| Sound Stewardship, LLC | 0.33% | Add +0.9% | 8,845 | $557K |
| Carlson Capital Management | 0.02% | Reduce -0.1% | 8,816 | $555K |
| Lester Murray Antman dba SimplyRich | 0.14% | No change | 7,860 | $494K |
| Cahill Financial Advisors Inc. | 0.07% | Add +2.4% | 7,836 | $493K |
| AllSquare Wealth Management LLC | 0.27% | No change | 7,580 | $477K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.9% | 7,119 | $448K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -9.1% | 6,874 | $444K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.8% | 6,970 | $439K |
| Camelot Portfolios, LLC | 0.47% | Reduce -3.8% | 6,905 | $435K |
| Tillman Hartley LLC | 0.12% | Add +13.7% | 6,693 | $421K |
| Viewpoint Capital Management LLC | 0.21% | No change | 6,471 | $407K |
| Bleakley Financial Group, LLC | 0.01% | No change | 6,410 | $404K |
| IHT Wealth Management, LLC | 0.01% | Add +32.4% | 6,252 | $394K |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 6,197 | $390K |
| Cetera Investment Advisers | 0.00% | Reduce -3.9% | 6,093 | $384K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +2.8% | 6,085 | $383K |
| SignalPoint Asset Management, LLC | 0.09% | Reduce -12.2% | 6,045 | $381K |
"% 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.