WISDOMTREE INTL S/C DVD FUND DLS
$85.11
+1.1% 52w: $69.12 – $87.55
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data69.1278.3487.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
204
+7 QoQ
13F value
$363.2M
+1.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DLS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Savant Capital, LLC | Wealth advisor | 751.4K | $61.2M | 0.3% | -3.1% |
| BIP Wealth, LLC | Wealth advisor | 259.5K | $21.2M | 0.9% | -4.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 257.9K | $21.0M | 0.0% | +41.7% |
| LRI Investments, LLC | Wealth advisor | 193.4K | $15.8M | 1.4% | -1.2% |
| MORGAN STANLEY | Bank broker | 156.7K | $12.8M | 0.0% | -2.5% |
| HighTower Advisors, LLC | Diversified mechanical | 114.5K | $9.3M | 0.0% | -0.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 108.0K | $8.8M | 0.0% | -0.7% |
| MAI Capital Management | Wealth advisor | 97.9K | $8.0M | 0.0% | +0.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 91.7K | $7.5M | 0.0% | -1.1% |
| Compound Planning, Inc. | Wealth advisor | 83.1K | $6.8M | 0.2% | -2.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 82.3K | $6.7M | 0.0% | +3.9% |
| Evanson Asset Management, LLC | Wealth advisor | 81.9K | $6.7M | 0.4% | -2.1% |
| Csenge Advisory Group | Wealth advisor | 73.7K | $6.0M | 0.3% | -10.7% |
| FLOW TRADERS U.S. LLC | Market maker | 70.7K | $5.8M | 0.2% | New |
| Great Point Wealth Advisors, LLC | Wealth advisor | 69.7K | $5.7M | 1.0% | -7.6% |
| Neumann Capital Management, LLC | Wealth advisor | 66.2K | $5.4M | 1.6% | -1.0% |
| BANK OF MONTREAL /CAN/ | Bank broker | 60.5K | $4.9M | 0.0% | -8.8% |
| WESCAP Management Group, Inc. | Wealth advisor | 60.4K | $4.9M | 1.0% | +1.2% |
| Checchi Capital Advisers, LLC | Wealth advisor | 59.3K | $4.8M | 0.3% | -15.3% |
| Corient Private Wealth LLC | Diversified mechanical | 57.7K | $4.7M | 0.0% | -48.8% |
| UBS Group AG | Bank broker | 57.3K | $4.7M | 0.0% | -25.0% |
| Elwood & Goetz Wealth Advisory Group, LLC | Wealth advisor | 56.5K | $4.6M | 0.8% | -1.2% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 56.2K | $4.6M | 0.1% | +0.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 52.8K | $4.3M | 0.0% | +36.9% |
| LPL Financial LLC | Bank broker | 49.9K | $4.1M | 0.0% | +0.6% |
| Waterfront Wealth Inc. | Other | 47.1K | $3.8M | 0.7% | -14.8% |
| Grove Street Fiduciary, LLC | Wealth advisor | 43.3K | $3.5M | 1.6% | -2.6% |
| Creative Planning | Wealth advisor | 40.4K | $3.3M | 0.0% | +2.3% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 37.1K | $3.0M | 0.0% | -6.4% |
| ROYAL BANK OF CANADA | Bank broker | 36.7K | $3.0M | 0.0% | -2.4% |
| FAMILY WEALTH PARTNERS, LLC | Wealth advisor | 35.6K | $2.9M | 1.0% | -3.1% |
| Wealth Architects, LLC | Wealth advisor | 32.3K | $2.6M | 0.2% | -6.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 32.0K | $2.6M | 0.0% | -5.3% |
| JANE STREET GROUP, LLC | Market maker | 31.3K | $2.6M | 0.0% | +330.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 31.3K | $2.5M | 0.0% | +0.8% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 31.2K | $2.5M | 0.0% | +3.2% |
| SMITH, MOORE & CO. | Wealth advisor | 27.9K | $2.3M | 0.2% | -0.7% |
| Allworth Financial LP | Wealth advisor | 25.7K | $2.1M | 0.0% | -6.9% |
| Marathon Strategic Advisors, LLC | Wealth advisor | 25.2K | $2.1M | 1.5% | +2.4% |
| Atria Investments, Inc | Wealth advisor | 24.6K | $2.0M | 0.0% | -7.7% |
| Mariner, LLC | Diversified mechanical | 24.3K | $2.0M | 0.0% | +526.5% |
| Impact Capital Partners LLC | Other | 24.1K | $2.0M | 0.6% | +13.1% |
| GHP Investment Advisors, Inc. | Diversified mechanical | 23.4K | $1.9M | 0.1% | -3.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 23.1K | $1.9M | 0.0% | +2.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 21.6K | $1.7M | 0.0% | +1.8% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 20.4K | $1.7M | 0.0% | -0.1% |
| Cetera Investment Advisers | Wealth advisor | 19.7K | $1.6M | 0.0% | +16.9% |
| McLean Asset Management Corp | Wealth advisor | 19.2K | $1.6M | 0.3% | -3.0% |
| Larson Financial Group LLC | Wealth advisor | 19.0K | $1.6M | 0.0% | -0.8% |
| Waverly Advisors, LLC | Wealth advisor | 18.5K | $1.5M | 0.0% | -0.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.