Wisdomtree Intl S/C DVD FundDLSETF

13F holders, Q2 2025 (June 30)
196holders +6
16new positions
13sold out
1famous investor
$75.06avg. 13F price*

At the end of Q2 2025, 196 institutions reported holding Wisdomtree Intl S/C DVD Fund (DLS) in their 13F filings, up 6 from Q1 2025. 16 opened new positions and 13 sold out. The largest holders were Savant Capital, LLC ($57.0M), BIP Wealth, LLC ($20.6M) and LRI Investments, LLC ($15.0M). 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions16$1.9M
Exits13$5.6M

All 13F filers, Q1 2025 → Q2 2025: 105,472 shares bought and 281,123 shares sold, net −175,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 196 holders

Savant Capital, LLC 0.41% Reduce -2.7% 758,741 $57.0M
BIP Wealth, LLC 1.27% Reduce -2.9% 274,694 $20.6M
LRI Investments, LLC 1.28% Reduce -1.0% 200,354 $15.0M
Bank of America Corp. 0.00% Reduce -7.8% 181,465 $13.6M
Morgan Stanley 0.00% Reduce -1.7% 162,461 $12.2M
HighTower Advisors, LLC 0.01% Reduce -0.1% 116,177 $8.7M
MAI Capital Management 0.06% Reduce -1.8% 113,605 $8.5M
CW Advisors, LLC 0.08% Add +0.4% 110,966 $8.3M
Raymond James Financial Inc. 0.00% Add +0.6% 107,315 $8.1M
UBS Group AG 0.00% Reduce -0.5% 105,467 $7.9M
Checchi Capital Advisers, LLC 0.48% Reduce -26.9% 92,096 $6.9M
Csenge Advisory Group 0.36% Reduce -2.3% 94,789 $6.9M
Compound Planning, Inc. 0.24% Reduce -0.9% 86,162 $6.5M
Evanson Asset Management, LLC 0.40% Add +0.3% 84,915 $6.4M
Telos Capital Management, Inc. 0.63% Add +0.6% 82,581 $6.2M
Wells Fargo & Company 0.00% Add +14.8% 72,135 $5.4M
Neumann Capital Management, LLC 1.63% Reduce -1.8% 69,221 $5.2M
Bank of Montreal 0.00% Reduce -3.1% 64,917 $4.9M
WESCAP Management Group, Inc. 1.05% Reduce -8.3% 61,499 $4.6M
PrairieView Partners, LLC 0.43% Add +13.3% 59,532 $4.5M
Elwood & Goetz Wealth Advisory Group, LLC 0.93% Add +0.9% 57,593 $4.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Reduce -1.3% 56,768 $4.3M
Waterfront Wealth Inc. 0.91% Add +1.6% 54,175 $4.1M
Alpha Omega Wealth Management LLC 0.72% Add +1.4% 53,848 $4.0M
Grove Street Fiduciary, LLC 1.87% Reduce -6.2% 51,553 $3.9M
LPL Financial LLC 0.00% Reduce -2.5% 50,013 $3.8M
Howard Bailey Securities, LLC 1.12% Add +1.6% 48,397 $3.6M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -7.9% 48,366 $3.6M
Kestra Advisory Services, LLC 0.02% Add +9.7% 44,162 $3.3M
Creative Planning 0.00% Reduce -9.2% 41,691 $3.1M
Royal Bank of Canada 0.00% Reduce -7.2% 39,862 $3.0M
Family Wealth Partners, LLC 1.16% Reduce -0.2% 38,685 $2.9M
Osaic Holdings, Inc. 0.01% Add +1.1% 38,283 $2.9M
Wealth Architects, LLC 0.27% Reduce -1.0% 34,933 $2.6M
Citadel Advisors 0.00% Add +376.1% 31,106 $2.3M
Kathleen S. Wright Associates Inc. 0.86% Reduce -0.1% 29,189 $2.2M
Allworth Financial LP 0.01% Reduce -1.1% 28,965 $2.2M
Corient Private Wealth LP 0.00% Add +0.1% 28,943 $2.2M
Tandem Investment Partners LLC 1.85% Add +2.6% 28,295 $2.1M
Smith, Moore & Co. 0.18% No change 28,219 $2.1M
Harbour Investments, Inc. 0.05% Add +1.8% 27,898 $2.1M
Janney Montgomery Scott LLC 0.01% Reduce -3.7% 27,616 $2.1M
GHP Investment Advisors, Inc. 0.08% Reduce -5.7% 25,080 $1.9M
Atria Investments, Inc 0.02% Add +2.0% 24,832 $1.9M
Jane Street Group, LLC 0.00% Reduce -48.2% 24,373 $1.8M
Marathon Strategic Advisors, LLC 1.67% Add +1.9% 23,953 $1.8M
Sharper & Granite LLC 0.68% Reduce -8.9% 23,910 $1.8M
Bristlecone Advisors, LLC 0.14% Add +3.3% 21,877 $1.6M
McLean Asset Management Corp 0.43% Reduce -3.1% 21,746 $1.6M
Waverly Advisors, LLC 0.02% Reduce -0.4% 21,668 $1.6M
Larson Financial Group LLC 0.06% Reduce -15.9% 21,331 $1.6M
Ritholtz Wealth Management 0.03% Reduce -1.2% 20,818 $1.6M
Impact Capital Partners LLC 0.51% Add +0.8% 20,738 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -6.7% 20,568 $1.5M
Jones Financial Companies LLLP 0.00% Add +2.5% 19,838 $1.5M
Cove Private Wealth, LLC 0.49% Add +83.3% 18,325 $1.4M
Prospera Financial Services Inc 0.03% Add +1.3% 18,035 $1.4M
Addison Advisors LLC 0.33% Reduce -9.1% 17,551 $1.3M
Beaird Harris Wealth Management, LLC 0.10% Reduce -0.5% 16,805 $1.3M
Betterment LLC 0.00% Add +6.6% 16,028 $1.2M
Citigroup Inc. 0.00% Add +0.1% 15,984 $1.2M
Tortoise Investment Management, LLC 0.10% No change 14,319 $1.1M
Bruce G. Allen Investments, LLC 0.81% Add +0.3% 14,221 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -6.5% 14,135 $1.1M
CoreCap Advisors, LLC 0.04% Reduce -0.5% 13,640 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.6% 13,110 $985K
Equitable Holdings, Inc. 0.01% Add +2.2% 12,260 $921K
Silver Oak Securities, Incorporated 0.08% Reduce -5.1% 12,181 $915K
Spire Wealth Management 0.03% Add +0.9% 12,134 $911K
Capital Analysts, LLC 0.03% Add +21.4% 11,919 $895K
Wealth Enhancement Advisory Services, LLC 0.00% Add +102.1% 11,595 $875K
Shakespeare Wealth Management, LLC 0.23% Reduce -8.8% 11,376 $854K
Stonebridge Wealth Management, LLC 0.79% — 10,853 $815K
Windward Private Wealth Management Inc. 0.28% Reduce -10.0% 10,425 $783K
Longview Financial Advisors LLC 0.47% Reduce -0.4% 9,992 $751K
Farther Finance Advisors, LLC 0.01% Reduce -2.9% 9,984 $750K
Robinswood Financial LLC 0.26% Reduce -2.2% 9,779 $735K
Avantax Advisory Services, Inc. 0.00% Reduce -5.5% 9,402 $706K
Envision Financial LLC 0.46% Add +1.2% 9,127 $686K
Sound Stewardship, LLC 0.33% No change 8,645 $649K
Sequoia Financial Advisors, LLC 0.00% Reduce -8.8% 8,635 $649K
Signature Estate & Investment Advisors LLC 0.01% Add +1.4% 8,360 $628K
Cahill Financial Advisors Inc. 0.08% Add +0.8% 8,131 $611K
Lester Murray Antman dba SimplyRich 0.17% No change 7,896 $593K
Camelot Portfolios, LLC 0.35% Reduce -8.7% 7,661 $575K
Mather Group, Llc. 0.01% No change 7,445 $559K
AllSquare Wealth Management LLC 0.31% No change 7,280 $547K
Susquehanna International Group, LLP 0.00% Reduce -30.9% 7,186 $540K
Tillman Hartley LLC 0.14% Add +0.0% 6,492 $488K
Viewpoint Capital Management LLC 0.24% Reduce -0.5% 6,441 $484K
Sanctuary Advisors, LLC 0.00% Reduce -5.8% 6,380 $479K
Stifel Financial Corp. 0.00% Add +1.2% 6,105 $459K
Cerity Partners LLC 0.00% Add +10.3% 6,087 $457K
IHT Wealth Management, LLC 0.01% Reduce -10.7% 6,078 $457K
Advisory Services Network, LLC 0.01% Reduce -2.9% 5,992 $452K
Apella Capital, LLC 0.01% No change 5,706 $426K
Williams & Novak, LLC 0.35% Reduce -0.6% 5,483 $412K
One Capital Management, LLC 0.01% Reduce -11.6% 5,437 $408K
Cetera Investment Advisers 0.00% Reduce -7.4% 5,364 $403K
Joel Isaacson & Co., LLC 0.02% No change 5,286 $397K

"% 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.

Show all 196 holders