WISDOMTREE INTL S/C DVD FUND (DLS) Top Institutional Shareholders
WISDOMTREE INTL S/C DVD FUND (DLS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $353.65M in DLS holdings during the latest filing period.
Savant Capital, Llc is currently the largest disclosed institutional shareholder of DLS tracked by InsiderSet, reporting ownership valued at approximately $61.24M in its March 31, 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 $64.97M, representing an estimated gain of +6.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed DLS value among the investors covered in this analysis. Major shareholders include Savant Capital, Llc, Bip Wealth, Llc, 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
203
Total Reported Value
$353.65M
Largest Holder
Savant Capital, Llc
Largest Position
$61.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
168
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Savant Capital, Llc | 0.30% | 751,429 | $61,241,457 | $64,968,551 | +$3,727,094 | +6.09% | |
| Bip Wealth, Llc | 0.86% | 259,514 | $21,150,422 | $22,437,580 | +$1,287,158 | +6.09% | |
| Bank Of America Corp | 0.00% | 257,909 | $21,019,611 | $22,298,812 | +$1,279,201 | +6.09% | |
| Lri Investments, Llc | 1.40% | 193,374 | $15,759,981 | $16,719,116 | +$959,135 | +6.09% | |
| Morgan Stanley | 0.00% | 156,725 | $12,773,181 | $13,550,443 | +$777,262 | +6.09% | |
| Hightower Advisors, Llc | 0.01% | 114,526 | $9,333,480 | $9,901,918 | +$568,438 | +6.09% | |
| Raymond James Financial Inc | 0.00% | 107,958 | $8,798,632 | $9,334,049 | +$535,417 | +6.09% | |
| Mai Capital Management | 0.05% | 97,869 | $7,976,310 | $8,461,754 | +$485,444 | +6.09% | |
| Osaic Holdings, Inc. | 0.01% | 91,702 | $7,474,549 | $7,928,555 | +$454,006 | +6.07% | |
| Compound Planning, Inc. | 0.21% | 83,147 | $6,776,515 | $7,188,890 | +$412,375 | +6.09% | |
| Wells Fargo & Company/Mn | 0.00% | 82,305 | $6,707,864 | $7,116,090 | +$408,226 | +6.09% | |
| Evanson Asset Management, Llc | 0.36% | 81,887 | $6,673,786 | $7,079,950 | +$406,164 | +6.09% | |
| Csenge Advisory Group | 0.28% | 73,724 | $6,008,524 | $6,374,177 | +$365,653 | +6.09% | |
| Great Point Wealth Advisors, Llc | 1.05% | 69,693 | $5,679,958 | $6,025,657 | +$345,699 | +6.09% | |
| Neumann Capital Management, Llc | 1.59% | 66,219 | $5,396,849 | $5,725,295 | +$328,446 | +6.09% | |
| Bank Of Montreal | 0.00% | 60,505 | $4,931,158 | $5,231,262 | +$300,104 | +6.09% | |
| Wescap Management Group, Inc. | 0.97% | 60,393 | $4,922,030 | $5,221,579 | +$299,549 | +6.09% | |
| Checchi Capital Advisers, Llc | 0.33% | 59,259 | $4,829,609 | $5,123,533 | +$293,924 | +6.09% | |
| Corient Private Wealth Llc | 0.01% | 57,731 | $4,705,081 | $4,991,422 | +$286,341 | +6.09% | |
| Ubs Group Ag | 0.00% | 57,327 | $4,672,151 | $4,956,492 | +$284,341 | +6.09% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 0.78% | 56,513 | $4,605,791 | $4,886,114 | +$280,323 | +6.09% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.08% | 56,243 | $4,583,815 | $4,862,770 | +$278,955 | +6.09% | |
| Kestra Advisory Services, Llc | 0.02% | 52,823 | $4,305,070 | $4,567,077 | +$262,007 | +6.09% | |
| Lpl Financial Llc | 0.00% | 49,922 | $4,068,617 | $4,316,256 | +$247,639 | +6.09% | |
| Waterfront Wealth Inc. | 0.70% | 47,052 | $3,834,715 | $4,068,116 | +$233,401 | +6.09% | |
| Grove Street Fiduciary, Llc | 1.55% | 43,268 | $3,526,312 | $3,740,951 | +$214,639 | +6.09% | |
| Creative Planning | 0.00% | 40,363 | $3,289,594 | $3,489,785 | +$200,191 | +6.09% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 37,122 | $3,025,454 | $3,209,568 | +$184,114 | +6.09% | |
| Royal Bank Of Canada | 0.00% | 36,688 | $2,990,000 | $3,172,044 | +$182,044 | +6.09% | |
| Family Wealth Partners, Llc | 0.99% | 35,591 | $2,900,677 | $3,077,198 | +$176,521 | +6.09% | |
| Ocean Park Asset Management, Llc | 0.99% | 35,591 | $2,900,677 | $3,077,198 | +$176,521 | +6.09% | |
| Wealth Architects, Llc | 0.23% | 32,285 | $2,631,228 | $2,791,361 | +$160,133 | +6.09% | |
| Jane Street Group, Llc | 0.00% | 31,296 | $2,550,624 | $2,705,852 | +$155,228 | +6.09% | |
| Rockefeller Capital Management L.P. | 0.00% | 31,257 | $2,547,446 | $2,702,480 | +$155,034 | +6.09% | |
| Harbour Investments, Inc. | 0.04% | 31,158 | $2,539,421 | $2,693,921 | +$154,500 | +6.08% | |
| Smith, Moore & Co. | 0.17% | 27,929 | $2,276,214 | $2,414,741 | +$138,527 | +6.09% | |
| Allworth Financial Lp | 0.01% | 25,745 | $2,098,259 | $2,225,913 | +$127,654 | +6.08% | |
| Marathon Strategic Advisors, Llc | 1.48% | 25,215 | $2,055,050 | $2,180,089 | +$125,039 | +6.08% | |
| Atria Investments, Inc | 0.02% | 24,630 | $2,007,327 | $2,129,510 | +$122,183 | +6.09% | |
| Mariner, Llc | 0.00% | 24,284 | $1,979,146 | $2,099,595 | +$120,449 | +6.09% | |
| Impact Capital Partners Llc | 0.59% | 24,077 | $1,962,276 | $2,081,697 | +$119,421 | +6.09% | |
| Ghp Investment Advisors, Inc. | 0.08% | 23,386 | $1,905,964 | $2,021,954 | +$115,990 | +6.09% | |
| Envestnet Asset Management Inc | 0.00% | 23,079 | $1,880,967 | $1,995,410 | +$114,443 | +6.08% | |
| Jones Financial Companies Lllp | 0.00% | 21,565 | $1,709,641 | $1,864,510 | +$154,869 | +9.06% | |
| Ritholtz Wealth Management | 0.03% | 20,364 | $1,659,687 | $1,760,671 | +$100,984 | +6.08% | |
| Cetera Investment Advisers | 0.00% | 19,715 | $1,606,795 | $1,704,559 | +$97,764 | +6.08% | |
| Mclean Asset Management Corp | 0.27% | 19,181 | $1,563,229 | $1,658,389 | +$95,160 | +6.09% | |
| Larson Financial Group Llc | 0.05% | 19,038 | $1,551,603 | $1,646,025 | +$94,422 | +6.09% | |
| Waverly Advisors, Llc | 0.01% | 18,455 | $1,504,061 | $1,595,619 | +$91,558 | +6.09% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 17,968 | $1,464,391 | $1,553,513 | +$89,122 | +6.09% |
Frequently asked questions about DLS
Who owns the most DLS stock?
The largest holders of DLS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE INTL S/C DVD FUND (DLS).
Is DLS widely held by superinvestors?
Many widely followed stocks like DLS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DLS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.