DLS Institutional Ownership & Shareholders
WISDOMTREE INTL S/C DVD FUND (DLS) is currently held by 201 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $455.05M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Savant Capital, Llc is currently the largest disclosed institutional shareholder of DLS tracked by InsiderSet, reporting ownership valued at approximately $121.89M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $125.80M, representing an estimated gain of +3.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed DLS value among the investors covered in this analysis. Major shareholders include Savant Capital, Llc, Raymond James Financial Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in WISDOMTREE INTL S/C DVD FUND (DLS).
This page ranks the largest institutional DLS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
201
Total Reported Value
$455.05M
Largest Holder
Savant Capital, Llc
Largest Position
$121.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Savant Capital, Llc | 0.36% | 1,475,277 | $121,892,685 | $125,802,328 | +$3,909,643 | +3.21% | |
| Raymond James Financial Inc | 0.01% | 580,918 | $48,675,135 | $49,537,027 | +$861,892 | +1.77% | |
| Bank Of America Corp | 0.00% | 255,726 | $21,427,318 | $21,806,702 | +$379,384 | +1.77% | |
| Bip Wealth, Llc | 0.57% | 241,985 | $21,098,665 | $20,634,956 | -$463,709 | -2.20% | |
| Lri Investments, Llc | 1.30% | 193,131 | $16,182,446 | $16,468,995 | +$286,549 | +1.77% | |
| Morgan Stanley | 0.00% | 154,465 | $12,942,664 | $13,171,802 | +$229,138 | +1.77% | |
| Osaic Holdings, Inc. | 0.01% | 99,967 | $8,377,264 | $8,524,556 | +$147,292 | +1.76% | |
| Mai Capital Management | 0.03% | 96,395 | $8,076,969 | $8,219,958 | +$142,989 | +1.77% | |
| Compound Planning, Inc. | 0.20% | 90,795 | $7,607,686 | $7,742,426 | +$134,740 | +1.77% | |
| Flow Traders U.S. Llc | 0.29% | 84,330 | $7,066,000 | $7,191,131 | +$125,131 | +1.77% | |
| Wells Fargo & Company/Mn | 0.00% | 82,849 | $6,941,886 | $7,064,841 | +$122,955 | +1.77% | |
| Evanson Asset Management, Llc | 0.36% | 81,887 | $6,673,786 | $6,982,807 | +$309,021 | +4.63% | |
| Neumann Capital Management, Llc | 1.60% | 71,651 | $6,247,251 | $6,109,946 | -$137,305 | -2.20% | |
| Csenge Advisory Group | 0.23% | 66,399 | $5,563,591 | $5,662,088 | +$98,497 | +1.77% | |
| Wescap Management Group, Inc. | 0.96% | 61,071 | $5,117,139 | $5,207,750 | +$90,611 | +1.77% | |
| Bank Of Montreal | 0.00% | 58,785 | $4,925,595 | $5,012,814 | +$87,219 | +1.77% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 0.67% | 56,022 | $4,884,589 | $4,777,203 | -$107,386 | -2.20% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.07% | 55,312 | $4,822,616 | $4,716,659 | -$105,957 | -2.20% | |
| Kestra Advisory Services, Llc | 0.01% | 53,653 | $4,677,974 | $4,575,190 | -$102,784 | -2.20% | |
| Corient Private Wealth Llc | 0.01% | 54,347 | $4,553,702 | $4,634,370 | +$80,668 | +1.77% | |
| Ubs Group Ag | 0.00% | 53,386 | $4,473,213 | $4,552,422 | +$79,209 | +1.77% | |
| Lpl Financial Llc | 0.00% | 50,334 | $4,217,517 | $4,292,166 | +$74,649 | +1.77% | |
| Waterfront Wealth Inc. | 0.62% | 47,517 | $4,032,261 | $4,051,950 | +$19,689 | +0.49% | |
| Checchi Capital Advisers, Llc | 0.25% | 46,956 | $3,934,443 | $4,004,112 | +$69,669 | +1.77% | |
| Grove Street Fiduciary, Llc | 1.61% | 40,874 | $3,563,777 | $3,485,477 | -$78,300 | -2.20% | |
| Creative Planning | 0.00% | 38,169 | $3,327,916 | $3,254,812 | -$73,104 | -2.20% | |
| Royal Bank Of Canada | 0.00% | 38,398 | $3,218,000 | $3,274,340 | +$56,340 | +1.75% | |
| Family Wealth Partners, Llc | 0.93% | 35,293 | $3,077,157 | $3,009,565 | -$67,592 | -2.20% | |
| Janney Montgomery Scott Llc | 0.01% | 32,967 | $2,762,000 | $2,811,218 | +$49,218 | +1.78% | |
| Wealth Architects, Llc | 0.21% | 32,033 | $2,684,045 | $2,731,572 | +$47,527 | +1.77% | |
| Harbour Investments, Inc. | 0.04% | 31,838 | $2,667,726 | $2,714,944 | +$47,218 | +1.77% | |
| Great Point Wealth Advisors, Llc | 0.42% | 30,212 | $2,634,217 | $2,576,289 | -$57,928 | -2.20% | |
| Rockefeller Capital Management L.P. | 0.00% | 29,863 | $2,502,221 | $2,546,529 | +$44,308 | +1.77% | |
| Towle & Co | 0.79% | 27,955 | $2,342,349 | $2,383,826 | +$41,477 | +1.77% | |
| Smith, Moore & Co. | 0.15% | 27,929 | $2,340,171 | $2,381,609 | +$41,438 | +1.77% | |
| Impact Capital Partners Llc | 0.63% | 26,331 | $2,295,800 | $2,245,342 | -$50,458 | -2.20% | |
| Marathon Strategic Advisors, Llc | 1.30% | 25,504 | $2,223,712 | $2,174,820 | -$48,892 | -2.20% | |
| Atria Investments, Inc | 0.02% | 25,163 | $2,193,960 | $2,145,742 | -$48,218 | -2.20% | |
| Mariner, Llc | 0.00% | 24,246 | $2,031,572 | $2,067,546 | +$35,974 | +1.77% | |
| Ghp Investment Advisors, Inc. | 0.08% | 23,164 | $2,019,704 | $1,975,280 | -$44,424 | -2.20% | |
| Envestnet Asset Management Inc | 0.00% | 22,875 | $1,916,664 | $1,950,636 | +$33,972 | +1.77% | |
| Jones Financial Companies Lllp | 0.00% | 22,048 | $1,844,415 | $1,880,115 | +$35,700 | +1.94% | |
| Allworth Financial Lp | 0.01% | 21,499 | $1,801,425 | $1,833,299 | +$31,874 | +1.77% | |
| Ritholtz Wealth Management | 0.03% | 20,136 | $1,687,233 | $1,717,071 | +$29,838 | +1.77% | |
| Cetera Investment Advisers | 0.00% | 19,435 | $1,628,380 | $1,657,294 | +$28,914 | +1.78% | |
| Mclean Asset Management Corp | 0.21% | 18,554 | $1,598,773 | $1,582,168 | -$16,605 | -1.04% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 18,524 | $1,552,210 | $1,579,610 | +$27,400 | +1.77% | |
| Hb Wealth Management, Llc | 0.01% | 17,413 | $1,518,262 | $1,484,871 | -$33,391 | -2.20% | |
| Larson Financial Group Llc | 0.04% | 17,616 | $1,476,082 | $1,502,181 | +$26,099 | +1.77% | |
| Wealth Care Llc | 1.17% | 17,263 | $1,446,461 | $1,472,080 | +$25,619 | +1.77% |
Frequently asked questions about DLS
Who are the largest institutional holders of DLS?
The largest institutional holders of DLS reported in the latest SEC Form 13F filings include Savant Capital, Llc, Raymond James Financial Inc, Bank Of America Corp, Bip Wealth, Llc, and Lri Investments, Llc. InsiderSet ranks institutional holders by their latest reported DLS position.
What is DLS institutional ownership?
This page tracks DLS positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE INTL S/C DVD FUND (DLS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DLS?
InsiderSet currently tracks 201 institutional managers reporting DLS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DLS shareholders.
How much DLS stock do institutions own?
Institutional investment managers disclosed approximately $455.05M in DLS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DLS institutional ownership last updated?
The latest DLS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DLS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DLS position after the reporting date.
Are institutions buying or selling DLS?
Institutional buying and selling can be analyzed by comparing DLS positions across consecutive 13F reporting periods. InsiderSet's DLS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DLS ownership changes.
How has DLS institutional ownership changed over time?
InsiderSet tracks DLS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.