Wisdomtree Intl S/C DVD FundDLSETF

13F holders, Q4 2025 (December 31)
198holders +2
13new positions
11sold out
$81.08avg. 13F price*

At the end of Q4 2025, 198 institutions reported holding Wisdomtree Intl S/C DVD Fund (DLS) in their 13F filings, up 2 from Q3 2025. 13 opened new positions and 11 sold out. The largest holders were Savant Capital, LLC ($62.8M), BIP Wealth, LLC ($21.9M) and LRI Investments, LLC ($15.9M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions13$1.6M
Exits11$13.3M

All 13F filers, Q3 2025 → Q4 2025: 102,214 shares bought and 394,770 shares sold, net −292,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 198 holders

Savant Capital, LLC 0.36% Reduce -3.3% 775,096 $62.8M
BIP Wealth, LLC 0.77% Add +0.6% 270,886 $21.9M
LRI Investments, LLC 1.28% Reduce -2.0% 195,757 $15.9M
Bank of America Corp. 0.00% Add +1.7% 182,060 $14.7M
Morgan Stanley 0.00% Reduce -11.1% 160,714 $13.0M
HighTower Advisors, LLC 0.01% Reduce -1.6% 115,111 $9.3M
Raymond James Financial Inc. 0.00% Reduce -0.6% 108,674 $8.8M
MAI Capital Management 0.05% Reduce -1.9% 97,253 $7.9M
Osaic Holdings, Inc. 0.01% Reduce -0.9% 92,748 $7.5M
Compound Planning, Inc. 0.20% Reduce -7.6% 85,401 $6.9M
Evanson Asset Management, LLC 0.37% Reduce -0.3% 83,604 $6.8M
Csenge Advisory Group 0.30% Reduce -7.6% 82,548 $6.7M
Wells Fargo & Company 0.00% Add +5.9% 79,219 $6.4M
UBS Group AG 0.00% Reduce -7.0% 76,451 $6.2M
Great Point Wealth Advisors, LLC 1.11% Reduce -0.5% 75,407 $6.1M
Checchi Capital Advisers, LLC 0.39% Reduce -10.6% 70,000 $5.7M
Neumann Capital Management, LLC 1.57% Reduce -1.9% 66,870 $5.4M
Bank of Montreal 0.00% Reduce -0.4% 66,352 $5.4M
WESCAP Management Group, Inc. 0.98% Reduce -0.5% 59,648 $4.8M
Waterfront Wealth Inc. 0.90% Add +1.4% 55,241 $4.7M
Elwood & Goetz Wealth Advisory Group, LLC 0.81% Add +0.0% 57,195 $4.6M
Corient Private Wealth LP 0.01% Add +116.3% 56,386 $4.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Add +0.1% 56,114 $4.5M
LPL Financial LLC 0.00% Reduce -0.7% 49,615 $4.0M
Grove Street Fiduciary, LLC 1.50% Reduce -9.4% 44,432 $3.6M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -47.7% 39,648 $3.2M
Creative Planning 0.00% Add +6.0% 39,451 $3.2M
Kestra Advisory Services, LLC 0.01% Add +1.2% 38,598 $3.1M
Royal Bank of Canada 0.00% Reduce -2.8% 37,609 $3.0M
Family Wealth Partners, LLC 1.07% Reduce -4.4% 36,737 $3.0M
Wealth Architects, LLC 0.25% Reduce -0.3% 34,633 $2.8M
Alpha Omega Wealth Management LLC 0.46% Reduce -16.7% 33,901 $2.7M
Janney Montgomery Scott LLC 0.01% Add +36.2% 33,802 $2.7M
Rockefeller Capital Management L.P. 0.00% Add +47.3% 31,010 $2.5M
Harbour Investments, Inc. 0.05% Add +4.0% 30,182 $2.4M
Smith, Moore & Co. 0.17% Reduce -0.3% 28,117 $2.3M
Tandem Investment Partners LLC 1.89% Add +1.1% 27,725 $2.2M
Allworth Financial LP 0.01% Reduce -3.3% 27,648 $2.2M
Atria Investments, Inc 0.02% Add +3.7% 26,676 $2.2M
Marathon Strategic Advisors, LLC 1.52% Add +1.6% 24,627 $2.0M
GHP Investment Advisors, Inc. 0.08% Reduce -0.1% 24,248 $2.0M
Envestnet Asset Management Inc. 0.00% Add +7.0% 22,493 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +12.3% 21,382 $1.7M
Impact Capital Partners LLC 0.51% Add +1.4% 21,296 $1.7M
Jones Financial Companies LLLP 0.00% Add +5.7% 21,190 $1.7M
Ritholtz Wealth Management 0.03% No change 20,394 $1.7M
McLean Asset Management Corp 0.29% Reduce -6.7% 19,781 $1.6M
Larson Financial Group LLC 0.05% Reduce -5.0% 19,183 $1.6M
Prospera Financial Services Inc 0.03% Add +2.7% 18,888 $1.5M
Waverly Advisors, LLC 0.01% Reduce -9.6% 18,575 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.4% 17,827 $1.4M
Sharper & Granite LLC 0.49% Reduce -0.9% 17,200 $1.4M
Addison Advisors LLC 0.31% Reduce -0.8% 17,045 $1.4M
Cetera Investment Advisers 0.00% Reduce -6.3% 16,860 $1.4M
Beaird Harris Wealth Management, LLC 0.09% Reduce -3.1% 16,101 $1.3M
Betterment LLC 0.00% Reduce -1.8% 15,427 $1.3M
Citigroup Inc. 0.00% Add +3.2% 14,861 $1.2M
Bruce G. Allen Investments, LLC 0.74% Reduce -0.5% 13,552 $1.1M
Capital Analysts, LLC 0.03% Add +5.8% 13,510 $1.1M
Tortoise Investment Management, LLC 0.10% Reduce -4.8% 13,439 $1.1M
CoreCap Advisors, LLC 0.04% Reduce -0.2% 13,238 $1.1M
Silver Oak Securities, Incorporated 0.07% Reduce -0.0% 12,172 $989K
Equitable Holdings, Inc. 0.01% Reduce -1.7% 11,825 $958K
Spire Wealth Management 0.03% Reduce -9.5% 11,022 $893K
Discipline Wealth Solutions, LLC 0.16% Reduce -9.1% 10,641 $862K
Stonebridge Wealth Management, LLC 0.81% Reduce -1.4% 10,502 $851K
Shakespeare Wealth Management, LLC 0.18% Reduce -1.3% 10,332 $837K
Robinswood Financial LLC 0.27% Add +0.1% 10,305 $835K
Windward Private Wealth Management Inc. 0.27% No change 9,583 $776K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -34.5% 8,843 $726K
Longview Financial Advisors LLC 0.40% Reduce -10.5% 8,892 $720K
Farther Finance Advisors, LLC 0.01% Reduce -6.0% 8,676 $703K
Envision Financial LLC 0.37% Reduce -4.2% 8,653 $701K
Cerity Partners LLC 0.00% Add +37.6% 8,404 $681K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.2% 8,242 $668K
Lester Murray Antman dba SimplyRich 0.17% No change 7,896 $639K
Sound Stewardship, LLC 0.30% Add +0.0% 7,811 $633K
Signature Estate & Investment Advisors LLC 0.01% Reduce -15.6% 7,287 $590K
Jane Street Group, LLC 0.00% Reduce -70.9% 7,268 $589K
JFS Wealth Advisors, LLC 0.03% Reduce -0.3% 6,928 $561K
Sanctuary Advisors, LLC 0.00% Reduce -0.2% 6,697 $542K
IHT Wealth Management, LLC 0.01% Add +5.3% 6,566 $532K
Tillman Hartley LLC 0.13% Reduce -0.1% 6,482 $525K
Stifel Financial Corp. 0.00% Reduce -1.3% 6,473 $524K
Viewpoint Capital Management LLC 0.22% No change 6,221 $504K
Camelot Portfolios, LLC 0.31% Reduce -19.4% 6,095 $494K
Susquehanna International Group, LLP 0.00% Reduce -18.0% 5,882 $477K
Apella Capital, LLC 0.01% Add +3.1% 5,881 $476K
Mather Group, Llc. 0.00% No change 5,770 $467K
Montis Financial, LLC 0.09% Add +81.3% 5,731 $464K
Freedom Investment Management, Inc. 0.13% Reduce -0.3% 5,516 $447K
Williams & Novak, LLC 0.33% Reduce -0.6% 5,453 $442K
Advisory Services Network, LLC 0.01% Add +0.6% 5,375 $435K
Joel Isaacson & Co., LLC 0.01% No change 5,286 $428K
Bank of New York Mellon Corp 0.00% Add +33.3% 5,214 $422K
Cahill Financial Advisors Inc. 0.05% Reduce -36.3% 5,193 $421K
Hardin Capital Partners, LLC 0.20% Add +0.2% 5,135 $416K
Private Advisor Group, LLC 0.00% Add +1.3% 4,785 $388K
Tradition Wealth Management, LLC 0.03% No change 4,412 $357K
Quadrant Private Wealth Management, LLC 0.06% No change 4,249 $344K

"% 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 198 holders