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
FMR LLC 0.00% Add +57.1% 5,175 $422K
Hardin Capital Partners, LLC 0.19% Add +0.1% 5,138 $419K
Cahill Financial Advisors Inc. 0.04% Reduce -3.5% 5,010 $408K
Camelot Portfolios, LLC 0.29% Reduce -22.3% 4,738 $386K
Modera Wealth Management, LLC 0.00% Add +36.8% 4,674 $381K
Tradition Wealth Management, LLC 0.03% No change 4,412 $360K
Private Advisor Group, LLC 0.00% Reduce -9.4% 4,333 $353K
Montis Financial, LLC 0.07% Reduce -25.0% 4,299 $350K
Quadrant Private Wealth Management, LLC 0.05% No change 4,249 $346K
Wealthspire Advisors, LLC 0.00% Add +0.1% 4,038 $329K
McAdam, LLC 0.01% Add +11.5% 3,839 $313K
AE Wealth Management LLC 0.00% Add +138.8% 3,819 $311K
Insight Advisors, LLC/ PA 0.06% Reduce -7.1% 3,801 $310K
Howard Bailey Securities, LLC 0.13% Reduce -0.9% 3,800 $310K
Ameriprise Financial Inc. 0.00% Reduce -0.2% 3,798 $309K
Alpha Omega Wealth Management LLC 0.05% Reduce -88.9% 3,754 $306K
JPMorgan Chase & Co. 0.00% Add +3.4% 3,798 $301K
Susquehanna International Group, LLP 0.00% Reduce -39.8% 3,541 $289K
World Equity Group, Inc. 0.07% Add +3.6% 3,433 $280K
Laurel Oak Wealth Management, LLC 0.05% Add +9.5% 3,433 $280K
One Capital Management, LLC 0.01% No change 3,423 $279K
Invesco Ltd. 0.00% Reduce -3.0% 3,402 $277K
Bannerman Wealth Management Group, LLC 0.18% Reduce -9.7% 3,359 $274K
Vestia Personal Wealth Advisors 0.13% Add +0.1% 3,334 $272K
Virtu Financial LLC 0.01% New 3,293 $268K
Cwm, LLC 0.00% No change 3,276 $267K
Blair William & Co. 0.00% No change 3,248 $265K
Clearstead Advisors, LLC 0.00% No change 3,184 $260K
IAG Wealth Partners, LLC 0.03% Reduce -3.7% 3,144 $256K
Independent Advisor Alliance 0.00% Add +4.2% 3,127 $255K
Telos Capital Management, Inc. 0.02% Reduce -3.3% 2,915 $238K
Keybank National Association 0.00% No change 2,866 $234K
Berger Financial Group, Inc 0.01% No change 2,785 $227K
Coldstream Capital Management Inc. 0.00% New 2,773 $226K
Citadel Advisors 0.00% New 2,770 $226K
Financial Harvest, LLC 0.13% No change 2,744 $224K
Cherry Tree Wealth Management, LLC 0.05% No change 2,742 $223K
Beacon Financial Group 0.02% Reduce -3.8% 2,694 $220K
Scotia Capital Inc. 0.00% No change 2,603 $212K
Clearwater Capital Advisors, LLC 0.02% No change 2,600 $212K
Frazier Financial Advisors, LLC 0.11% No change 2,514 $205K
GTS Securities LLC 0.01% Reduce -15.8% 2,490 $203K
Zhang Financial LLC 0.01% No change 2,487 $203K
CIBC Bancorp USA Inc. 0.00% — 2,487 $203K
TopTier Wealth Management, LLC 0.12% New 2,396 $195K
IFP Advisors, Inc 0.00% Add +15.8% 2,200 $179K
Blue Trust, Inc. 0.00% No change 2,061 $168K
Cassaday & Co Wealth Management LLC 0.00% New 2,023 $165K
Morton Brown Family Wealth, LLC 0.04% No change 1,820 $148K
Fairman Group, LLC 0.13% Add +0.2% 1,820 $148K
Arax Advisory Partners 0.00% Add +487.7% 1,816 $148K
Evolution Wealth Management Inc. 0.11% Reduce -3.7% 1,791 $146K
Front Row Advisors LLC 0.05% No change 1,664 $136K
BlackRock, Inc. 0.00% No change 1,533 $125K
O'shaughnessy Asset Management, LLC 0.00% No change 1,528 $125K
Hollencrest Capital Management 0.00% No change 1,449 $118K
Investors Research Corp 0.02% Reduce -18.3% 1,395 $114K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3060.0% 1,264 $103K
Crews Bank & Trust 0.01% No change 1,220 $99K
Tacita Capital Inc 0.05% No change 1,105 $90K
WealthShield Partners, LLC 0.01% Reduce -0.6% 1,083 $88K
Aptus Capital Advisors, LLC 0.00% Add +79.0% 979 $80K
First Horizon Corp. 0.00% New 891 $73K
Vanguard National Trust Co 0.00% — 854 $70K
Medallion Wealth Advisors, LLC 0.02% Reduce -5.1% 830 $68K
Parallel Advisors, LLC 0.00% Add +49.6% 748 $61K
Operose Advisors LLC 0.01% Add +1.2% 662 $54K
Princeton Global Asset Management LLC 0.01% Reduce -2.8% 636 $52K
Capital Advisors, Ltd. LLC 0.01% No change 552 $45K
Colonial Trust Co / SC 0.01% Reduce -6.1% 525 $42K
Beacon Investment Advisory Services, Inc. 0.00% New 500 $41K
Atlantic Union Bankshares Corp 0.00% No change 495 $40K
GAMMA Investing LLC 0.00% No change 460 $37K
3 Factor Indexing, LLC 0.03% — 448 $37K
Key Financial Inc 0.01% No change 400 $33K
US Bancorp \de 0.00% No change 300 $24K
Root Financial Partners, LLC 0.00% No change 292 $24K
Osbon Capital Management LLC 0.02% No change 284 $23K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 263 $21K
Triumph Capital Management 0.00% No change 252 $21K
Crewe Advisors LLC 0.00% No change 245 $20K
Creative Financial Designs Inc. 0.00% Add +9.3% 211 $17K
Lanark Financial, Inc. 0.00% Reduce -1.5% 203 $17K
Qube Research & Technologies Ltd 0.00% Add +11.1% 201 $16K
National Bank of Canada 0.00% No change 175 $14K
Pinnacle Bancorp, Inc. 0.00% No change 170 $14K
NFSG Corp 0.00% No change 162 $13K
Steward Partners Investment Advisory, LLC 0.00% No change 120 $10K
Assetmark, Inc. 0.00% No change 106 $9K
Russell Investments Group, Ltd. 0.00% No change 106 $9K
Ashton Thomas Private Wealth, LLC 0.00% New 100 $8K
Sound Income Strategies, LLC 0.00% No change 98 $8K
Asset Dedication, LLC 0.00% No change 93 $8K
Founders Financial Alliance, LLC 0.00% No change 86 $7K
Pinney & Scofield, Inc. 0.00% No change 86 $7K
Capital Investment Advisory Services, LLC 0.00% Reduce -31.1% 73 $6K
Vanguard Advisers Inc. 0.00% — 72 $6K
AdvisorNet Financial, Inc 0.00% No change 60 $5K
POM Investment Strategies, LLC 0.01% New 53 $4K
REAP Financial Group, LLC 0.00% No change 44 $4K
Fortitude Family Office, LLC 0.00% Reduce -57.4% 43 $4K
Howe & Rusling Inc. 0.00% No change 14 $1K
SHP Wealth Management 0.00% No change 12 $978
Smartleaf Asset Management LLC 0.00% Reduce -93.5% 5 $412

"% 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.