WISDOMTREE TR (DLS) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling DLS?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for WISDOMTREE TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on DLS?

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

Is institutional money flowing into DLS?

63 institutional investors hold WISDOMTREE TR (DLS). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about DLS?

Track institutional sentiment and conviction scores for WISDOMTREE TR (DLS) including Smart Money Verdict and position changes on HoldingsIntel.

WISDOMTREE TR

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

INTL SMCAP DIV

DLS (WISDOMTREE TR) is held by 63 institutional investors as of Q4 2025. Largest holders: Savant Capital, LLC ($62.8M), BANK OF AMERICA CORP /DE/ ($14.7M), MORGAN STANLEY ($13M). Net institutional sentiment: Mixed.

Holders

Avg rating(10 Elite)

$187.5M

Total Value

49% (64)

Fund Consensus

26 buying - 26 selling

Smart Money Verdict- Q4 2025View all

55Mixed MomentumConfirmed

Held by 63 funds

10 elite

Who's Trading

ActivistSavant Capital, LLC6.3%Nov 5, 2025

View all activist filings

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Savant Capital, LLC	Decreased	775,096(-3.7%)	$62.8M	0.4%	+101.36%	0
BANK OF AMERICA CORP /DE/	Increased	182,060(+1.7%)	$14.7M	0.0%	+40.71%	29
MORGAN STANLEY	Decreased	160,714(-11.1%)	$13M	0.0%	+38.52%	0
HighTower Advisors, LLC	Decreased	115,111(-1.6%)	$9.3M	0.0%	+38.99%	0
RAYMOND JAMES FINANCIAL INC	Decreased	108,674(-0.6%)	$8.8M	0.0%	+40.55%	0
MAI Capital Management	Decreased	97,253(-1.9%)	$7.9M	0.0%	+69.79%	0
OSAIC HOLDINGS, INC.	Decreased	92,748(-0.9%)	$7.5M	0.0%	+26.18%	0
WELLS FARGO & COMPANY/MN	Increased	79,219(+5.9%)	$6.4M	0.0%	+37.48%	29
UBS Group AG	Decreased	76,451(-7.0%)	$6.2M	0.0%	+62.54%	0
BANK OF MONTREAL /CAN/	Decreased	66,352(-0.4%)	$5.4M	0.0%	+40.44%	0
Corient Private Wealth LLC	Increased	56,385(+116.3%)	$4.6M	0.0%	+17.73%	43
LPL Financial LLC	Decreased	49,615(-0.7%)	$4M	0.0%	+51.64%	0
Creative Planning	Increased	39,451(+6.0%)	$3.2M	0.0%	+71.41%	28
Kestra Advisory Services, LLC	Increased	38,598(+1.2%)	$3.1M	0.0%	+60.22%	27
ROYAL BANK OF CANADA	Decreased	37,609(-2.8%)	$3M	0.0%	+41.51%	0
Rockefeller Capital Management L.P.	Increased	31,010(+47.3%)	$2.5M	0.0%	+7.81%	36
Allworth Financial LP	Decreased	27,648(-3.3%)	$2.2M	0.0%	+86.47%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	22,493(+7.0%)	$1.8M	0.0%	+39.42%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	21,382(+12.3%)	$1.7M	0.0%	+61.18%	29
JONES FINANCIAL COMPANIES LLLP	Increased	21,190(+5.7%)	$1.7M	0.0%	+35.21%	27
Waverly Advisors, LLC	Decreased	18,575(-9.6%)	$1.5M	0.0%	+41.72%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	17,827(+3.4%)	$1.4M	0.0%	+41.11%	26
Cetera Investment Advisers	Decreased	16,860(-6.3%)	$1.4M	0.0%	+18.34%	0
CITIGROUP INC	Increased	14,861(+3.2%)	$1.2M	0.0%	+39.75%	26
Equitable Holdings, Inc.	Decreased	11,825(-1.7%)	$957,943	0.0%	+48.14%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	8,843(-34.5%)	$725,550	0.0%	+28.57%	0
Farther Finance Advisors, LLC	Decreased	8,676(-6.0%)	$702,876	0.0%	+37.20%	0
Cerity Partners LLC	Increased	8,404(+37.6%)	$680,825	0.0%	+34.45%	32
Sequoia Financial Advisors, LLC	Decreased	8,242(-1.2%)	$667,685	0.0%	+32.70%	0
JANE STREET GROUP, LLC	Decreased	7,268(-70.9%)	$588,781	0.0%	+41.09%	0
Sanctuary Advisors, LLC	Decreased	6,697(-0.2%)	$542,485	0.0%	+40.97%	0
STIFEL FINANCIAL CORP	Decreased	6,473(-1.3%)	$524,356	0.0%	+58.15%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	5,882(-18.0%)	$476,501	0.0%	+49.39%	0
MATHER GROUP, LLC.	Unchanged	5,770	$467,428	0.0%	+60.45%	0
Bank of New York Mellon Corp	Increased	5,214(+33.3%)	$422,432	0.0%	+11.78%	31
Private Advisor Group, LLC	Increased	4,785(+1.3%)	$387,635	0.0%	+51.54%	24
Wealthspire Advisors, LLC	Increased	4,036(+0.2%)	$326,950	0.0%	+30.53%	23
COMERICA BANK	Decreased	3,891(-12.1%)	$315,210	0.0%	+62.32%	0
Mariner, LLC	Increased	3,876(+42.5%)	$313,995	0.0%	+7.90%	31
AMERIPRISE FINANCIAL INC	Decreased	3,806(-11.6%)	$308,304	0.0%	+58.22%	0
Baird Financial Group, Inc.	Increased	3,679(+0.0%)	$298,071	0.0%	+14.84%	23
JPMORGAN CHASE & CO	Decreased	3,674(-0.0%)	$297,662	0.0%	+41.51%	0
FIFTH THIRD BANCORP	Unchanged	3,589	$290,745	0.0%	+91.33%	0
MERCER GLOBAL ADVISORS INC /ADV	New	3,529	$285,923	0.0%	+5.14%	32
Invesco Ltd.	Decreased	3,506(-8.4%)	$284,021	0.0%	+56.28%	0
FMR LLC	Increased	3,293(+10.6%)	$266,728	0.0%	+33.31%	18
BLAIR WILLIAM & CO/IL	Increased	3,248(+0.1%)	$263,103	0.0%	+76.47%	23
KEYBANK NATIONAL ASSOCIATION/OH	New	2,866	$232,175	0.0%	+5.14%	32
Focus Partners Wealth	Increased	2,743(+5.3%)	$222,231	0.0%	+30.98%	24
CAPTRUST FINANCIAL ADVISORS	New	2,616	$211,922	0.0%	+5.14%	32
SCOTIA CAPITAL INC.	Unchanged	2,603	$210,858	0.0%	+9.12%	0
CIBC Private Wealth Group LLC	Unchanged	2,487	$201,472	0.0%	+33.63%	0
AE Wealth Management LLC	Increased	1,599(+15.7%)	$129,543	0.0%	+35.17%	26
BlackRock, Inc.	Decreased	1,533(-62.6%)	$124,189	0.0%	+16.71%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	1,528(-0.3%)	$123,783	0.0%	+43.36%	0
Aptus Capital Advisors, LLC	Unchanged	547	$44,312	0.0%	+41.73%	0
US BANCORP \DE\	Unchanged	300	$24,303	0.0%	+45.41%	0
Qube Research & Technologies Ltd	Increased	181(+48.4%)	$14,663	0.0%	+37.15%	17
NATIONAL BANK OF CANADA /FI/	Unchanged	175	$14,154	0.0%	+25.35%	0
Steward Partners Investment Advisory, LLC	Unchanged	120	$9,721	0.0%	+39.27%	0
Russell Investments Group, Ltd.	Unchanged	106	$8,587	0.0%	+31.95%	0
ASSETMARK, INC	Increased	106(+186.5%)	$8,587	0.0%	+6.50%	18
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	40	$3,240	0.0%	+5.14%	21
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$1.2M	0.0%	+15.38%	0

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