WISDOMTREE TR

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

INTL SMCAP DIV

DLS (WISDOMTREE TR) is held by 63 institutional investors as of Q1 2026. Largest holders: Savant Capital, LLC ($61.2M), BANK OF AMERICA CORP /DE/ ($21M), MORGAN STANLEY ($12.8M). Net institutional sentiment: Mixed.

63

Holders

Avg rating(12 Elite)

$196.3M

Total Value

61% (65)

Fund Consensus

33 buying - 21 selling

Smart Money Verdict

View all

57Mixed MomentumConfirmed

Institutional (13F)60

Insider (Form 4)

No data

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how DLS's score breaks down across 4 SEC sources

Holder Quality

12

★★★★★

Elite

25

★★★★

Strong

19

★★★

Solid

8

★★

Below

1

★

Weak

Held by 63 funds

12 elite

Who's Trading

ActivistSavant Capital, LLC6.3%Nov 5, 2025

View all activist filings

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

Positions (63)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Savant Capital, LLC	Decreased	751,429(-3.0%)	$61.2M	0.3%	+103.83%	0
BANK OF AMERICA CORP /DE/	Increased	257,909(+41.7%)	$21M	0.0%	+27.21%	38
MORGAN STANLEY	Decreased	156,725(-2.5%)	$12.8M	0.0%	+40.22%	0
HighTower Advisors, LLC	Decreased	114,526(-0.5%)	$9.3M	0.0%	+40.70%	0
RAYMOND JAMES FINANCIAL INC	Decreased	107,958(-0.7%)	$8.8M	0.0%	+42.27%	0
MAI Capital Management	Increased	97,869(+0.6%)	$8M	0.0%	+71.13%	28
OSAIC HOLDINGS, INC.	Decreased	91,702(-1.1%)	$7.5M	0.0%	+27.73%	0
WELLS FARGO & COMPANY/MN	Increased	82,305(+3.9%)	$6.7M	0.0%	+37.24%	28
BANK OF MONTREAL /CAN/	Decreased	60,505(-8.8%)	$4.9M	0.0%	+42.17%	0
Corient Private Wealth LLC	Increased	57,731(+2.4%)	$4.7M	0.0%	+18.68%	27
UBS Group AG	Decreased	57,327(-25.0%)	$4.7M	0.0%	+64.54%	0
Kestra Advisory Services, LLC	Increased	52,823(+36.9%)	$4.3M	0.0%	+39.56%	35
LPL Financial LLC	Increased	49,922(+0.6%)	$4.1M	0.0%	+53.02%	27
Creative Planning	Increased	40,363(+2.3%)	$3.3M	0.0%	+70.76%	27
ROYAL BANK OF CANADA	Decreased	36,688(-2.5%)	$3M	0.0%	+43.25%	0
JANE STREET GROUP, LLC	Increased	31,296(+330.6%)	$2.6M	0.0%	+8.57%	42
Rockefeller Capital Management L.P.	Increased	31,257(+0.8%)	$2.5M	0.0%	+9.07%	26
Allworth Financial LP	Decreased	25,745(-6.9%)	$2.1M	0.0%	+88.76%	0
Mariner, LLC	Increased	24,284(+526.5%)	$2M	0.0%	+2.43%	42
ENVESTNET ASSET MANAGEMENT INC	Increased	23,079(+2.6%)	$1.9M	0.0%	+39.73%	26

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer