Wisdomtree Intl S/C DVD FundDLSETF
13F holders, Q1 2025 (March 31)190holders −6
14new positions
16sold out
1famous investor
$65.99avg. 13F price*
At the end of Q1 2025, 190 institutions reported holding Wisdomtree Intl S/C DVD Fund (DLS) in their 13F filings, down 6 from Q4 2024. 14 opened new positions and 16 sold out. The largest holders were Savant Capital, LLC ($51.4M), BIP Wealth, LLC ($18.7M) and LRI Investments, LLC ($13.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.4M |
| Exits | 16 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 125,700 shares bought and 316,953 shares sold, net −191,253 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 190 holders
| Savant Capital, LLC | 0.44% | Reduce -3.0% | 779,506 | $51.4M |
| BIP Wealth, LLC | 1.22% | Add +2.6% | 282,945 | $18.7M |
| LRI Investments, LLC | 1.29% | No change | 202,350 | $13.4M |
| Bank of America Corp. | 0.00% | Reduce -8.4% | 196,704 | $13.0M |
| Morgan Stanley | 0.00% | Add +2.9% | 165,342 | $10.9M |
| Checchi Capital Advisers, LLC | 0.59% | Reduce -0.0% | 125,934 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.0% | 116,334 | $7.7M |
| MAI Capital Management | 0.06% | Reduce -3.8% | 115,711 | $7.6M |
| CW Advisors, LLC | 0.09% | Add +7.5% | 110,548 | $7.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -40.5% | 106,651 | $7.0M |
| UBS Group AG | 0.00% | Reduce -6.3% | 105,946 | $7.0M |
| Csenge Advisory Group | 0.36% | Reduce -13.0% | 97,005 | $6.4M |
| Compound Planning, Inc. | 0.26% | Add +15.2% | 86,941 | $5.7M |
| Evanson Asset Management, LLC | 0.40% | Reduce -1.0% | 84,635 | $5.6M |
| Telos Capital Management, Inc. | 0.59% | Reduce -0.7% | 82,105 | $5.4M |
| Great Point Wealth Advisors, LLC | 1.13% | Reduce -1.2% | 78,914 | $5.2M |
| Flow Traders U.S. LLC | 0.20% | Reduce -7.5% | 71,345 | $4.7M |
| Neumann Capital Management, LLC | 1.61% | Reduce -0.4% | 70,458 | $4.7M |
| WESCAP Management Group, Inc. | 1.08% | Reduce -2.7% | 67,029 | $4.4M |
| Bank of Montreal | 0.00% | Reduce -0.0% | 66,965 | $4.4M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 62,821 | $4.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.10% | Reduce -4.9% | 57,498 | $3.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.92% | Add +3.4% | 57,094 | $3.8M |
| Grove Street Fiduciary, LLC | 1.84% | Reduce -2.3% | 54,958 | $3.6M |
| Waterfront Wealth Inc. | 0.86% | Add +6.5% | 53,295 | $3.5M |
| Alpha Omega Wealth Management LLC | 0.67% | Reduce -31.4% | 53,089 | $3.5M |
| PrairieView Partners, LLC | 0.36% | Reduce -10.4% | 52,568 | $3.5M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +4.8% | 52,502 | $3.5M |
| LPL Financial LLC | 0.00% | Reduce -7.9% | 51,304 | $3.4M |
| Howard Bailey Securities, LLC | 1.05% | Reduce -5.3% | 47,620 | $3.1M |
| Jane Street Group, LLC | 0.01% | Add +42.2% | 47,023 | $3.1M |
| Creative Planning | 0.00% | Reduce -1.7% | 45,900 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 42,946 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -15.8% | 40,261 | $2.7M |
| Family Wealth Partners, LLC | 1.17% | Reduce -1.8% | 38,767 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Add +13.1% | 37,848 | $2.5M |
| Wealth Architects, LLC | 0.26% | Reduce -3.6% | 35,300 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -2.7% | 29,291 | $2.0M |
| Kathleen S. Wright Associates Inc. | 0.80% | Reduce -7.8% | 29,207 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -0.2% | 28,922 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +10.9% | 28,664 | $1.9M |
| Smith, Moore & Co. | 0.17% | No change | 28,219 | $1.9M |
| Tandem Investment Partners LLC | 1.80% | Add +0.2% | 27,590 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Add +1.4% | 27,412 | $1.8M |
| GHP Investment Advisors, Inc. | 0.08% | Reduce -0.2% | 26,600 | $1.8M |
| Sharper & Granite LLC | 0.72% | Reduce -14.5% | 26,250 | $1.7M |
| Larson Financial Group LLC | 0.08% | Reduce -4.0% | 25,367 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +27.2% | 24,351 | $1.6M |
| Marathon Strategic Advisors, LLC | 1.67% | Add +0.3% | 23,499 | $1.6M |
| Investors Research Corp | 0.32% | Reduce -1.9% | 22,335 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 22,046 | $1.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.6% | 21,753 | $1.4M |
| Bristlecone Advisors, LLC | 0.11% | Reduce -2.9% | 21,171 | $1.4M |
| Ritholtz Wealth Management | 0.04% | Reduce -8.7% | 21,077 | $1.4M |
| Impact Capital Partners LLC | 0.49% | Add +16.9% | 20,565 | $1.4M |
| McLean Asset Management Corp | 0.44% | Reduce -0.6% | 22,452 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +2.5% | 19,346 | $1.3M |
| Addison Advisors LLC | 0.35% | Reduce -0.9% | 19,311 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +11.8% | 17,801 | $1.2M |
| Beaird Harris Wealth Management, LLC | 0.09% | Reduce -2.7% | 16,885 | $1.1M |
| Citigroup Inc. | 0.00% | Add +2.8% | 15,972 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 15,126 | $998K |
| Betterment LLC | 0.00% | Add +0.8% | 15,031 | $992K |
| Tortoise Investment Management, LLC | 0.10% | Reduce -1.0% | 14,319 | $945K |
| Bruce G. Allen Investments, LLC | 0.74% | Add +0.3% | 14,178 | $936K |
| CoreCap Advisors, LLC | 0.04% | Reduce -2.1% | 13,706 | $905K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -1.0% | 12,836 | $858K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.1% | 12,536 | $827K |
| Shakespeare Wealth Management, LLC | 0.22% | Reduce -9.2% | 12,473 | $823K |
| Spire Wealth Management | 0.03% | Reduce -4.5% | 12,023 | $794K |
| Equitable Holdings, Inc. | 0.01% | Add +1.7% | 11,997 | $792K |
| Windward Private Wealth Management Inc. | 0.30% | No change | 11,589 | $765K |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.1% | 10,396 | $686K |
| Farther Finance Advisors, LLC | 0.02% | Add +85.8% | 10,283 | $680K |
| Longview Financial Advisors LLC | 0.44% | Add +0.1% | 10,029 | $662K |
| Cove Private Wealth, LLC | 0.35% | New | 10,000 | $660K |
| Robinswood Financial LLC | 0.24% | Add +0.0% | 9,997 | $660K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.2% | 9,949 | $657K |
| Capital Analysts, LLC | 0.02% | Add +5.3% | 9,819 | $648K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 9,473 | $625K |
| Envision Financial LLC | 0.45% | Reduce -17.7% | 9,021 | $595K |
| Sound Stewardship, LLC | 0.33% | Reduce -2.3% | 8,645 | $571K |
| Camelot Portfolios, LLC | 0.34% | Add +21.6% | 8,394 | $554K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -17.6% | 8,243 | $544K |
| Cahill Financial Advisors Inc. | 0.07% | Add +2.9% | 8,063 | $532K |
| Lester Murray Antman dba SimplyRich | 0.15% | Add +0.5% | 7,896 | $521K |
| Mather Group, Llc. | 0.01% | Add +77.2% | 7,445 | $491K |
| AllSquare Wealth Management LLC | 0.29% | Reduce -4.0% | 7,280 | $480K |
| JPMorgan Chase & Co. | 0.00% | Reduce -35.5% | 6,976 | $460K |
| IHT Wealth Management, LLC | 0.01% | Add +8.9% | 6,808 | $449K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.4% | 6,776 | $447K |
| Citadel Advisors | 0.00% | Reduce -42.9% | 6,534 | $431K |
| Tillman Hartley LLC | 0.12% | Reduce -3.0% | 6,490 | $428K |
| Ameriprise Financial Inc. | 0.00% | Add +12.1% | 6,488 | $428K |
| Viewpoint Capital Management LLC | 0.23% | No change | 6,471 | $427K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -39.7% | 6,408 | $423K |
| Advisory Services Network, LLC | 0.01% | Reduce -13.3% | 6,169 | $407K |
| One Capital Management, LLC | 0.01% | Reduce -43.2% | 6,147 | $406K |
| Stifel Financial Corp. | 0.00% | Reduce -2.6% | 6,035 | $398K |
| Cetera Investment Advisers | 0.00% | Reduce -5.0% | 5,790 | $382K |
"% 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.