Wisdomtree Intl S/C DVD FundDLSETF

13F holders, Q1 2026 (March 31)
204holders +6
15new positions
10sold out
2famous investors
$81.50avg. 13F price*

At the end of Q1 2026, 204 institutions reported holding Wisdomtree Intl S/C DVD Fund (DLS) in their 13F filings, up 6 from Q4 2025. 15 opened new positions and 10 sold out. The largest holders were Savant Capital, LLC ($61.2M), BIP Wealth, LLC ($21.2M) and Bank of America Corp. ($21.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions15$10.7M
Exits10$3.4M

All 13F filers, Q4 2025 → Q1 2026: 309,699 shares bought and 245,301 shares sold, net +64,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 204 holders

Savant Capital, LLC 0.30% Reduce -3.0% 751,429 $61.2M
BIP Wealth, LLC 0.86% Reduce -4.2% 259,514 $21.2M
Bank of America Corp. 0.00% Add +41.7% 257,909 $21.0M
LRI Investments, LLC 1.40% Reduce -1.2% 193,374 $15.8M
Morgan Stanley 0.00% Reduce -2.5% 156,725 $12.8M
HighTower Advisors, LLC 0.01% Reduce -0.5% 114,526 $9.3M
Raymond James Financial Inc. 0.00% Reduce -0.7% 107,958 $8.8M
MAI Capital Management 0.05% Add +0.6% 97,869 $8.0M
Osaic Holdings, Inc. 0.01% Reduce -1.1% 91,702 $7.5M
Compound Planning, Inc. 0.21% Reduce -2.6% 83,147 $6.8M
Wells Fargo & Company 0.00% Add +3.9% 82,305 $6.7M
Evanson Asset Management, LLC 0.36% Reduce -2.0% 81,887 $6.7M
Csenge Advisory Group 0.28% Reduce -10.7% 73,724 $6.0M
Flow Traders U.S. LLC 0.18% New 70,662 $5.8M
Great Point Wealth Advisors, LLC 1.05% Reduce -7.6% 69,693 $5.7M
Neumann Capital Management, LLC 1.59% Reduce -1.0% 66,219 $5.4M
Bank of Montreal 0.00% Reduce -8.8% 60,505 $4.9M
WESCAP Management Group, Inc. 0.97% Add +1.3% 60,393 $4.9M
Checchi Capital Advisers, LLC 0.33% Reduce -15.3% 59,259 $4.8M
Corient Private Wealth LP 0.01% Add +2.4% 57,731 $4.7M
UBS Group AG 0.00% Reduce -25.0% 57,327 $4.7M
Elwood & Goetz Wealth Advisory Group, LLC 0.78% Reduce -1.2% 56,513 $4.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Add +0.2% 56,243 $4.6M
Kestra Advisory Services, LLC 0.02% Add +36.9% 52,823 $4.3M
LPL Financial LLC 0.00% Add +0.6% 49,922 $4.1M
Waterfront Wealth Inc. 0.70% Reduce -14.8% 47,052 $3.8M
Grove Street Fiduciary, LLC 1.55% Reduce -2.6% 43,268 $3.5M
Creative Planning 0.00% Add +2.3% 40,363 $3.3M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -6.4% 37,122 $3.0M
Royal Bank of Canada 0.00% Reduce -2.5% 36,688 $3.0M
Family Wealth Partners, LLC 0.99% Reduce -3.1% 35,591 $2.9M
Wealth Architects, LLC 0.23% Reduce -6.8% 32,285 $2.6M
Janney Montgomery Scott LLC 0.01% Reduce -5.3% 32,022 $2.6M
Jane Street Group, LLC 0.00% Add +330.6% 31,296 $2.6M
Rockefeller Capital Management L.P. 0.00% Add +0.8% 31,257 $2.5M
Harbour Investments, Inc. 0.04% Add +3.2% 31,158 $2.5M
Smith, Moore & Co. 0.17% Reduce -0.7% 27,929 $2.3M
Allworth Financial LP 0.01% Reduce -6.9% 25,745 $2.1M
Marathon Strategic Advisors, LLC 1.48% Add +2.4% 25,215 $2.1M
Atria Investments, Inc 0.02% Reduce -7.7% 24,630 $2.0M
Mariner, LLC 0.00% Add +526.5% 24,284 $2.0M
Impact Capital Partners LLC 0.59% Add +13.1% 24,077 $2.0M
GHP Investment Advisors, Inc. 0.08% Reduce -3.5% 23,386 $1.9M
Envestnet Asset Management Inc. 0.00% Add +2.6% 23,079 $1.9M
Jones Financial Companies LLLP 0.00% Add +1.8% 21,565 $1.7M
Ritholtz Wealth Management 0.03% Reduce -0.1% 20,364 $1.7M
Cetera Investment Advisers 0.00% Add +16.9% 19,715 $1.6M
McLean Asset Management Corp 0.27% Reduce -3.0% 19,181 $1.6M
Larson Financial Group LLC 0.05% Reduce -0.8% 19,038 $1.6M
Waverly Advisors, LLC 0.01% Reduce -0.7% 18,455 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.8% 17,968 $1.5M
Towle & Co. 0.55% New 17,456 $1.4M
Wealth Care LLC 1.24% — 17,139 $1.4M
Addison Advisors LLC 0.30% Reduce -1.4% 16,800 $1.4M
Sharper & Granite LLC 0.44% Reduce -7.9% 15,840 $1.3M
Citigroup Inc. 0.00% Add +2.7% 15,263 $1.2M
Beaird Harris Wealth Management, LLC 0.08% Reduce -9.2% 14,614 $1.2M
Betterment LLC 0.00% Reduce -6.1% 14,491 $1.2M
Capital Analysts, LLC 0.03% Add +4.5% 14,121 $1.2M
CoreCap Advisors, LLC 0.04% Add +0.6% 13,314 $1.1M
Bruce G. Allen Investments, LLC 0.68% Reduce -6.0% 12,742 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -41.0% 12,608 $1.0M
Tortoise Investment Management, LLC 0.08% Reduce -6.4% 12,584 $1.0M
Farther Finance Advisors, LLC 0.01% Add +41.8% 12,299 $1.0M
Equitable Holdings, Inc. 0.01% Add +2.9% 12,166 $986K
RFG Advisory, LLC 0.02% New 11,373 $927K
Stonebridge Wealth Management, LLC 0.83% Add +1.3% 10,641 $867K
Robinswood Financial LLC 0.26% Reduce -0.9% 10,214 $833K
Shakespeare Wealth Management, LLC 0.20% Reduce -1.2% 10,208 $832K
Discipline Wealth Solutions, LLC 0.08% Reduce -7.7% 9,817 $800K
Spire Wealth Management 0.03% Reduce -12.2% 9,680 $789K
Windward Private Wealth Management Inc. 0.27% No change 9,583 $781K
Longview Financial Advisors LLC 0.39% Reduce -1.3% 8,774 $715K
Baird Financial Group, Inc. 0.00% Add +128.2% 8,397 $684K
Cerity Partners LLC 0.00% Reduce -2.8% 8,171 $666K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.6% 8,108 $661K
Lester Murray Antman dba SimplyRich 0.16% No change 7,896 $643K
Tandem Investment Partners LLC 0.53% Reduce -72.3% 7,670 $625K
Fifth Third Bancorp 0.00% Add +113.0% 7,643 $623K
Envision Financial LLC 0.33% Reduce -12.2% 7,598 $619K
Sound Stewardship, LLC 0.28% Reduce -5.7% 7,370 $601K
Signature Estate & Investment Advisors LLC 0.01% Reduce -0.4% 7,255 $591K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -21.5% 6,944 $572K
JFS Wealth Advisors, LLC 0.03% Reduce -3.1% 6,715 $547K
Stifel Financial Corp. 0.00% Add +2.7% 6,645 $542K
IHT Wealth Management, LLC 0.01% Reduce -0.2% 6,553 $534K
BCS Wealth Management 0.11% New 6,497 $530K
Tillman Hartley LLC 0.13% No change 6,482 $528K
Apella Capital, LLC 0.01% No change 5,881 $517K
Sanctuary Advisors, LLC 0.00% Reduce -6.3% 6,277 $512K
Bank of New York Mellon Corp 0.00% Add +20.4% 6,277 $512K
Mercer Global Advisors Inc. 0.00% Add +77.3% 6,256 $510K
Viewpoint Capital Management LLC 0.24% No change 6,221 $507K
Mather Group, Llc. 0.00% No change 5,770 $470K
Williams & Novak, LLC 0.33% Reduce -1.8% 5,353 $444K
AQR Capital Management 0.00% New 5,401 $440K
Freedom Investment Management, Inc. 0.13% Reduce -2.7% 5,366 $437K
Joel Isaacson & Co., LLC 0.01% No change 5,286 $431K
Ferguson Wellman Capital Management, Inc. 0.01% New 5,190 $423K
Advisory Services Network, LLC 0.01% Reduce -3.7% 5,177 $422K

"% 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 204 holders