WISDOMTREE TR (DLS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
199
Reporting holders
$454.7M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Savant Capital, LLC | $121.9M | 1,475,277 | 0.36% | 27q | +96.3%+$59.8M |
| RAYMOND JAMES FINANCIAL INC | $48.7M | 580,918 | 0.01% | 7q | +438.1%+$39.6M |
| BIP Wealth, LLC | $22.2M | 265,198 | 0.63% | 14q | +2.2%+$476.3K |
| BANK OF AMERICA CORP /DE/ | $21.4M | 255,726 | 0.00% | 31q | -0.8%-$182.9K |
| LRI Investments, LLC | $16.2M | 193,131 | 1.30% | 10q | HELD |
| MORGAN STANLEY | $12.9M | 154,465 | 0.00% | 35q | -1.4%-$189.4K |
| Corient Private Wealth LP | $9.6M | 114,681 | 0.01% | 15q | +98.6%+$4.8M |
| HighTower Advisors, LLC | $9.2M | 110,171 | 0.01% | 22q | -3.8%-$364.9K |
| OSAIC HOLDINGS, INC. | $8.4M | 99,967 | 0.01% | 26q | +9.0%+$692.6K |
| MAI Capital Management | $8.1M | 96,395 | 0.03% | 31q | -1.5%-$123.5K |
| Compound Planning, Inc. | $7.6M | 90,795 | 0.20% | 12q | +9.2%+$640.8K |
| WELLS FARGO & COMPANY/MN | $6.9M | 82,849 | 0.00% | 31q | -49.7%-$6.9M |
| Evanson Financial, LLC | $6.8M | 81,712 | 0.33% | new | FIRST |
| Great Point Wealth Advisors, LLC | $5.6M | 67,323 | 0.91% | 25q | -3.4%-$198.6K |
| Csenge Advisory Group | $5.6M | 66,399 | 0.23% | 17q | -9.9%-$613.8K |
| WESCAP Management Group, Inc. | $5.1M | 61,071 | 0.96% | 31q | +1.1%+$56.8K |
| BANK OF MONTREAL /CAN/ | $4.9M | 58,785 | 0.00% | 31q | -2.8%-$144.1K |
| Elwood & Goetz Wealth Advisory Group, LLC | $4.8M | 56,877 | 0.70% | 31q | +0.6%+$30.5K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $4.7M | 56,451 | 0.07% | 31q | HELD |
| UBS Group AG | $4.5M | 53,386 | 0.00% | 31q | -6.9%-$330.2K |
| Kestra Advisory Services, LLC | $4.4M | 52,290 | 0.01% | 24q | -1.0%-$44.7K |
| LPL Financial LLC | $4.2M | 50,334 | 0.00% | 31q | +0.8%+$34.5K |
| Waterfront Wealth Inc. | $4.0M | 47,517 | 0.62% | 17q | +1.0%+$39.5K |
| Checchi Capital Advisers, LLC | $3.9M | 46,956 | 0.18% | 17q | -20.8%-$1.0M |
| Grove Street Fiduciary, LLC | $3.6M | 43,141 | 1.53% | 7q | HELD |
| RITHOLTZ WEALTH MANAGEMENT | $3.4M | 40,272 | 0.03% | 31q | +97.8%+$1.7M |
| Creative Planning | $3.4M | 40,180 | 0.00% | 31q | HELD |
| ROYAL BANK OF CANADA | $3.2M | 38,398 | 0.00% | 31q | +4.7%+$143.3K |
| FAMILY WEALTH PARTNERS, LLC | $3.0M | 35,382 | 0.91% | 11q | -0.6%-$17.5K |
| Wealth Architects, LLC | $2.7M | 32,033 | 0.21% | 31q | -0.8%-$21.1K |
| HARBOUR INVESTMENTS, INC. | $2.7M | 31,838 | 0.04% | 21q | +2.2%+$57.0K |
| Rockefeller Capital Management L.P. | $2.5M | 29,863 | 0.00% | 4q | -4.5%-$116.8K |
| TOWLE & CO | $2.3M | 27,955 | 0.79% | 2q | +60.1%+$879.7K |
| SMITH, MOORE & CO. | $2.3M | 27,929 | 0.15% | 31q | HELD |
| Impact Capital Partners LLC | $2.1M | 25,622 | 0.59% | 7q | +6.4%+$129.5K |
| Marathon Strategic Advisors, LLC | $2.1M | 25,385 | 1.20% | 11q | +0.7%+$14.2K |
| Atria Investments, Inc | $2.1M | 25,245 | 0.02% | 12q | +2.5%+$51.5K |
| Mariner, LLC | $2.0M | 24,246 | 0.00% | 4q | HELD |
| GHP Investment Advisors, Inc. | $2.0M | 23,548 | 0.07% | 31q | +0.7%+$13.6K |
| ENVESTNET ASSET MANAGEMENT INC | $1.9M | 22,875 | 0.00% | 31q | -0.9%-$17.1K |
| JONES FINANCIAL COMPANIES LLLP | $1.8M | 22,048 | 0.00% | 9q | +2.2%+$40.4K |
| Allworth Financial LP | $1.8M | 21,499 | 0.01% | 31q | -16.5%-$355.8K |
| Cetera Investment Advisers | $1.6M | 19,435 | 0.00% | 15q | -1.4%-$23.5K |
| McLean Asset Management Corp | $1.6M | 18,554 | 0.21% | 23q | -3.3%-$54.0K |
| Focus Partners Advisor Solutions, LLC | $1.6M | 18,524 | 0.01% | 18q | -50.1%-$1.6M |
| Larson Financial Group LLC | $1.5M | 17,616 | 0.04% | 27q | -7.5%-$119.2K |
| Wealth Care LLC | $1.4M | 17,263 | 1.17% | 2q | +0.7%+$10.4K |
| Waverly Advisors, LLC | $1.4M | 17,202 | 0.01% | 10q | -6.8%-$105.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4M | 17,183 | 0.00% | 27q | -4.4%-$65.8K |
| CITIGROUP INC | $1.3M | 15,990 | 0.00% | 31q | +4.8%+$60.9K |
| Sharper & Granite LLC | $1.2M | 14,493 | 0.38% | 15q | -8.5%-$112.9K |
| Beaird Harris Wealth Management, LLC | $1.2M | 14,454 | 0.08% | 19q | -1.1%-$13.4K |
| CoreCap Advisors, LLC | $1.1M | 13,277 | 0.03% | 18q | HELD |
| Equitable Holdings, Inc. | $1.0M | 12,446 | 0.01% | 19q | +2.3%+$23.5K |
| Tortoise Investment Management, LLC | $1.0M | 11,954 | 0.07% | 31q | -5.0%-$52.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $962.0K | 11,481 | 0.00% | 31q | -8.9%-$94.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $912.9K | 10,896 | 0.00% | 3q | +74.2%+$388.8K |
| Stonebridge Wealth Management, LLC | $891.6K | 10,641 | 0.80% | 5q | HELD |
| Bruce G. Allen Investments, LLC | $886.5K | 10,580 | 0.56% | 11q | -17.0%-$181.1K |
| Robinswood Financial LLC | $857.4K | 10,232 | 0.25% | 13q | HELD |
| CITADEL ADVISORS LLC | $845.8K | 10,094 | 0.00% | 2q | +264.4%+$613.7K |
| Shakespeare Wealth Management, LLC | $837.5K | 9,995 | 0.22% | 31q | -2.1%-$17.8K |
| Discipline Wealth Solutions, LLC | $809.8K | 9,664 | 0.07% | 5q | -1.6%-$12.8K |
| Farther Finance Advisors, LLC | $809.3K | 9,659 | 0.01% | 9q | -21.5%-$221.2K |
| Spire Wealth Management | $804.4K | 9,600 | 0.02% | 22q | -0.8%-$6.7K |
| Windward Private Wealth Management Inc. | $710.4K | 8,478 | 0.23% | 23q | -11.5%-$92.6K |
| Longview Financial Advisors LLC | $705.3K | 8,417 | 0.35% | 7q | -4.1%-$29.9K |
| Baird Financial Group, Inc. | $703.6K | 8,397 | 0.00% | 5q | HELD |
| Addison Advisors LLC | $646.2K | 7,712 | 0.31% | 22q | -54.1%-$761.5K |
| Sequoia Financial Advisors, LLC | $642.3K | 7,666 | 0.00% | 6q | -5.5%-$37.0K |
| FIFTH THIRD BANCORP | $639.5K | 7,632 | 0.00% | 16q | HELD |
| Sound Stewardship, LLC | $618.0K | 7,376 | 0.25% | 15q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $602.2K | 7,097 | 0.00% | 12q | +2.2%+$13.0K |
| STIFEL FINANCIAL CORP | $599.7K | 7,157 | 0.00% | 31q | +7.7%+$42.9K |
| Bank of New York Mellon Corp | $557.5K | 6,653 | 0.00% | 5q | +6.0%+$31.5K |
| Envision Financial LLC | $550.3K | 6,568 | 0.25% | 7q | -13.6%-$86.3K |
| BCS Wealth Management | $544.5K | 6,497 | 0.10% | 2q | HELD |
| RFG Advisory, LLC | $543.4K | 6,486 | 0.01% | 2q | -43.0%-$409.5K |
| Tillman Hartley LLC | $541.1K | 6,458 | 0.12% | 15q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $537.7K | 6,418 | 0.01% | 9q | -11.5%-$70.1K |
| JFS WEALTH ADVISORS, LLC | $536.0K | 6,397 | 0.03% | 31q | -4.7%-$26.6K |
| Tandem Investment Partners LLC | $504.8K | 6,025 | 0.39% | 7q | -21.4%-$137.8K |
| Apella Capital, LLC | $483.8K | 5,706 | 0.01% | 7q | -3.0%-$14.8K |
| MATHER GROUP, LLC. | $483.5K | 5,770 | 0.00% | 16q | HELD |
| Cerity Partners LLC | $470.6K | 5,617 | 0.00% | 13q | -31.3%-$214.0K |
| IHT Wealth Management, LLC | $467.3K | 5,578 | 0.01% | 18q | -14.9%-$81.7K |
| Williams & Novak, LLC | $448.5K | 5,353 | 0.30% | 11q | HELD |
| Freedom Investment Management, Inc. | $444.8K | 5,308 | 0.12% | 4q | -1.1%-$4.9K |
| FMR LLC | $444.2K | 5,301 | 0.00% | 29q | +2.4%+$10.6K |
| Joel Isaacson & Co., LLC | $443.0K | 5,286 | 0.01% | 31q | HELD |
| JANE STREET GROUP, LLC | $435.6K | 5,199 | 0.00% | 20q | -83.4%-$2.2M |
| AQR CAPITAL MANAGEMENT LLC | $434.9K | 5,191 | 0.00% | 2q | -3.9%-$17.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $434.9K | 5,190 | 0.01% | 2q | HELD |
| Advisory Services Network, LLC | $433.8K | 5,177 | 0.00% | 31q | HELD |
| Hardin Capital Partners, LLC | $432.4K | 5,159 | 0.20% | 9q | HELD |
| Sanctuary Advisors, LLC | $428.9K | 5,119 | 0.00% | 9q | -18.4%-$97.0K |
| CAHILL FINANCIAL ADVISORS INC | $423.2K | 5,051 | 0.04% | 31q | +0.8%+$3.4K |
| Viewpoint Capital Management LLC | $412.3K | 4,921 | 0.21% | 19q | -20.9%-$108.9K |
| Camelot Portfolios, LLC | $392.7K | 4,686 | 0.27% | 31q | -1.1%-$4.4K |
| Wealthspire Advisors, LLC | $390.4K | 4,659 | 0.00% | 8q | +15.4%+$52.0K |
Showing the largest 100 of 205 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 199 | $454.7M | 5,446,071 | 11 | 50 | 63 | 0.0% |
| Q1 2026 | 198 | $358.6M | 4,399,753 | 15 | 44 | 76 | 0.0% |
| Q4 2025 | 192 | $353.7M | 4,362,431 | 12 | 43 | 63 | 0.0% |
| Q3 2025 | 189 | $360.7M | 4,541,219 | 10 | 42 | 78 | 0.0% |
| Q2 2025 | 188 | $345.8M | 4,606,458 | 16 | 42 | 73 | 0.0% |
| Q1 2025 | 181 | $312.9M | 4,741,924 | 13 | 38 | 82 | 0.0% |
| Q4 2024 | 187 | $311.0M | 4,939,929 | 12 | 42 | 70 | 0.0% |
| Q3 2024 | 175 | $343.9M | 5,006,048 | 11 | 30 | 81 | 0.0% |
| Q2 2024 | 188 | $383.4M | 6,036,065 | 14 | 46 | 70 | 0.0% |
| Q1 2024 | 186 | $452.5M | 6,941,386 | 12 | 52 | 73 | 0.0% |
| Q4 2023 | 187 | $420.1M | 6,583,126 | 13 | 39 | 73 | 0.0% |
| Q3 2023 | 169 | $385.1M | 6,696,218 | 13 | 54 | 61 | 0.0% |
| Q2 2023 | 163 | $402.1M | 6,761,044 | 9 | 50 | 66 | 0.0% |
| Q1 2023 | 166 | $444.6M | 7,295,735 | 12 | 60 | 47 | 0.0% |
| Q4 2022 | 158 | $442.0M | 7,648,477 | 16 | 48 | 56 | 0.0% |
| Q3 2022 | 189 | $425.1M | 8,239,012 | 13 | 58 | 72 | 0.0% |
| Q2 2022 | 204 | $477.9M | 8,149,627 | 21 | 72 | 68 | 0.0% |
| Q1 2022 | 204 | $544.9M | 7,952,151 | 17 | 66 | 56 | 0.0% |
| Q4 2021 | 210 | $605.6M | 8,224,941 | 16 | 61 | 54 | 0.0% |
| Q3 2021 | 188 | $558.1M | 7,503,453 | 16 | 70 | 42 | 0.0% |
| Q2 2021 | 188 | $559.1M | 7,486,705 | 19 | 73 | 59 | 0.0% |
| Q1 2021 | 192 | $523.8M | 7,248,393 | 19 | 54 | 60 | 0.0% |
| Q4 2020 | 195 | $502.0M | 7,362,911 | 20 | 48 | 60 | 0.0% |
| Q3 2020 | 173 | $484.1M | 8,093,106 | 11 | 45 | 66 | 0.0% |
| Q2 2020 | 181 | $478.6M | 8,599,516 | 20 | 39 | 81 | 0.0% |
| Q1 2020 | 182 | $435.9M | 9,007,198 | 17 | 55 | 75 | 0.0% |
| Q4 2019 | 230 | $568.5M | 8,001,843 | 22 | 67 | 69 | 0.0% |
| Q3 2019 | 205 | $513.5M | 8,080,346 | 18 | 65 | 65 | 0.0% |
| Q2 2019 | 199 | $587.9M | 9,035,763 | 18 | 73 | 54 | 0.0% |
| Q1 2019 | 208 | $622.1M | 9,445,449 | 23 | 68 | 64 | 0.0% |
| Q4 2018 | 203 | $584.8M | 9,699,248 | 3 | 5 | 3 | 0.0% |