WISDOMTREE TR (DLS) is held by 62 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Savant Capital, LLC as of Q2 2026.

Are institutions buying or selling DLS?

In Q2 2026, 23 institutions opened or increased positions in WISDOMTREE TR while 33 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on DLS?

HoldingsIntel scores WISDOMTREE TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for DLS. In Q2 2026, the institutional leg showed net outflows: 23 buying versus 33 selling.

How many hedge funds hold DLS?

62 institutional investors report holding WISDOMTREE TR (DLS) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into DLS?

As of Q2 2026, tracked institutions in WISDOMTREE TR show 23 buyers versus 33 sellers — net outflows.

WISDOMTREE TR

DLS·97717W760·US·ETF-13D/G

Holders

(9 Elite)

$296.9M

Total Value

41% (56)

Consensus

23 buying - 33 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 62 funds

9 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists Nov 5, 2025 · Congress none

Activist

Savant Capital, LLC6.3%Nov 5, 2025

View all activist filings

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	Action
Savant Capital, LLC	Increased	1.5M(+96.3%)	$121.9M	0.4%	+38.41%	58
RAYMOND JAMES FINANCIAL INC	Increased	580,918(+438.1%)	$48.7M	0.0%	+8.69%	47
BANK OF AMERICA CORP /DE/	Decreased	255,726(-0.8%)	$21.4M	0.0%	+38.81%	0
MORGAN STANLEY	Decreased	154,465(-1.4%)	$12.9M	0.0%	+42.42%	0
HighTower Advisors, LLC	Decreased	110,171(-3.8%)	$9.2M	0.0%	+42.72%	0
OSAIC HOLDINGS, INC.	Increased	99,967(+9.0%)	$8.4M	0.0%	+26.74%	30
MAI Capital Management	Decreased	96,395(-1.5%)	$8.1M	0.0%	+73.60%	0
WELLS FARGO & COMPANY/MN	Increased	82,849(+0.7%)	$6.9M	0.0%	+39.46%	27
BANK OF MONTREAL /CAN/	Decreased	58,785(-2.8%)	$4.9M	0.0%	+50.52%	0
Corient Private Wealth LP	Decreased	54,347(-5.9%)	$4.6M	0.0%	+29.78%	0
UBS Group AG	Decreased	53,386(-6.9%)	$4.5M	0.0%	+67.66%	0
Kestra Advisory Services, LLC	Decreased	52,290(-1.0%)	$4.4M	0.0%	+44.05%	0
LPL Financial LLC	Increased	50,334(+0.8%)	$4.2M	0.0%	+54.86%	27
Creative Planning	Decreased	40,180(-0.5%)	$3.4M	0.0%	+73.93%	0
ROYAL BANK OF CANADA	Increased	38,398(+4.7%)	$3.2M	0.0%	+64.98%	28
Rockefeller Capital Management L.P.	Decreased	29,863(-4.5%)	$2.5M	0.0%	+10.57%	0
Mariner, LLC	Decreased	24,246(-0.2%)	$2M	0.0%	+8.07%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	22,875(-0.9%)	$1.9M	0.0%	+41.94%	0
JONES FINANCIAL COMPANIES LLLP	Increased	22,048(+2.2%)	$1.8M	0.0%	+37.30%	26
Allworth Financial LP	Decreased	21,499(-16.5%)	$1.8M	0.0%	+91.98%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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