# WISDOMTREE TR (DLS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DLS/

- Reporting holders: 10
- Reported value: $5.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.1M | 13,185 | 0.0% | 19 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.1M | 12,668 | 0.0% | 8 |
| [Stonebridge Wealth Management, LLC](https://holderbook.com/funds/2082460-stonebridge-wealth-management-llc/) | $927.8K | 10,641 | 0.8% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $893.0K | 10,242 | 0.0% | 10 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $466.7K | 5,353 | 0.3% | 12 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $449.8K | 5,159 | 0.2% | 10 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $422.9K | 4,850 | 0.0% | 3 |
| [BANNERMAN WEALTH MANAGEMENT GROUP, LLC](https://holderbook.com/funds/2058816-bannerman-wealth-management-group-llc/) | $298.1K | 3,419 | 0.2% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $40.1K | 460 | 0.0% | 8 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $610 | 7 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $5.7M |
| Q2 2026 | 206 | $470.6M |
| Q1 2026 | 205 | $370.2M |
| Q4 2025 | 198 | $359.8M |
| Q3 2025 | 196 | $377.1M |
| Q2 2025 | 197 | $356.6M |
| Q1 2025 | 190 | $326.7M |
| Q4 2024 | 196 | $324.9M |
| Q3 2024 | 184 | $355.6M |
| Q2 2024 | 200 | $404.6M |
| Q1 2024 | 200 | $466.4M |
| Q4 2023 | 207 | $451.3M |