WISDOMTREE TR (DLS) is held by 63 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Savant Capital, LLC as of Q1 2026.

Are institutions buying or selling DLS?

In Q1 2026, 33 institutions opened or increased positions in WISDOMTREE TR while 21 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on DLS?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold DLS?

63 institutional investors report holding WISDOMTREE TR (DLS) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into DLS?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 33 buyers versus 21 sellers — net inflows.

WISDOMTREE TR

DLS·97717W760·US·ETF·Unknown - Unknown-13D/G

Holders

Avg rating(18 Elite)

$196.3M

Total Value

61% (65)

Fund Consensus

33 buying - 21 selling

Smart Money Verdict

View all

Held by 63 funds

18 elite

Who's Trading

Activist

Savant Capital, LLC6.3%Nov 5, 2025

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Savant Capital, LLC	Decreased	751,429(-3.0%)	$61.2M	0.3%	+100.01%	0
BANK OF AMERICA CORP /DE/	Increased	257,909(+41.7%)	$21M	0.0%	+24.83%	38
MORGAN STANLEY	Decreased	156,725(-2.5%)	$12.8M	0.0%	+37.59%	0
HighTower Advisors, LLC	Decreased	114,526(-0.5%)	$9.3M	0.0%	+38.07%	0
RAYMOND JAMES FINANCIAL INC	Decreased	107,958(-0.7%)	$8.8M	0.0%	+39.61%	0
MAI Capital Management	Increased	97,869(+0.6%)	$8M	0.0%	+67.92%	28
OSAIC HOLDINGS, INC.	Decreased	91,702(-1.1%)	$7.5M	0.0%	+25.34%	0
WELLS FARGO & COMPANY/MN	Increased	82,305(+3.9%)	$6.7M	0.0%	+34.67%	28
BANK OF MONTREAL /CAN/	Decreased	60,505(-8.8%)	$4.9M	0.0%	+39.51%	0
Corient Private Wealth LLC	Increased	57,731(+2.4%)	$4.7M	0.0%	+16.46%	27
UBS Group AG	Decreased	57,327(-25.0%)	$4.7M	0.0%	+61.46%	0
Kestra Advisory Services, LLC	Increased	52,823(+36.9%)	$4.3M	0.0%	+36.94%	35
LPL Financial LLC	Increased	49,922(+0.6%)	$4.1M	0.0%	+50.15%	27
Creative Planning	Increased	40,363(+2.3%)	$3.3M	0.0%	+67.56%	27
ROYAL BANK OF CANADA	Decreased	36,688(-2.5%)	$3M	0.0%	+40.57%	0
JANE STREET GROUP, LLC	Increased	31,296(+330.6%)	$2.6M	0.0%	+6.54%	42
Rockefeller Capital Management L.P.	Increased	31,257(+0.8%)	$2.5M	0.0%	+7.03%	26
Allworth Financial LP	Decreased	25,745(-6.9%)	$2.1M	0.0%	+85.23%	0
Mariner, LLC	Increased	24,284(+526.5%)	$2M	0.0%	+0.51%	42
ENVESTNET ASSET MANAGEMENT INC	Increased	23,079(+2.6%)	$1.9M	0.0%	+37.12%	26