Latest Period
Q2 2026
Security Snapshot
WisdomTree Trust - INTL SMCAP DIV (DLS) Institutional Ownership
CUSIP: 97717W760
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
206
Shares (Excl. Options)
5,513,932
Price
$83.79
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- Security type / class
- Equity / INTL SMCAP DIV
- Symbol
- DLS
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 5,513,932
- Total 13F value
- $460,396,931
- Portfolio coverage rank
- 0%
- Share change
- +1,060,632
- Value change
- +$88,205,881
- Number of holders
- 206
- Shares outstanding
- 12,752,282
- SEC-reported price per share
- $84.86
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- DLS - WisdomTree Trust - INTL SMCAP DIV is tracked under CUSIP 97717W760.
- 206 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 204 to 206 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $363,220,756 to $460,396,931.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 206 institutions filings for Q2 2026.
Security key
97717W760
Latest holder period
Q2 2026
13F holders
206
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717W760:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
DLS
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | 6.3% | $63,979,232 | 804,669 | Savant Capital, LLC | 31 Oct 2025 |
As of 30 Jun 2026, 206 institutional investors reported holding 5,513,932 shares of WisdomTree Trust - INTL SMCAP DIV (DLS). This represents 43% of the company’s total 12,752,282 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
33%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Savant Capital, LLC | 12% | 1,475,277 | +96% | 0.36% | $121,892,685 |
| RAYMOND JAMES FINANCIAL INC | 4.6% | 580,918 | +438% | 0.01% | $48,675,135 |
| BIP Wealth, LLC | 2.1% | 265,198 | +2.2% | 0.63% | $22,220,934 |
| BANK OF AMERICA CORP /DE/ | 2% | 255,726 | -0.85% | 0% | $21,427,318 |
| LRI Investments, LLC | 1.5% | 193,131 | -0.13% | 1.3% | $16,182,446 |
| MORGAN STANLEY | 1.2% | 154,465 | -1.4% | 0% | $12,942,664 |
| HighTower Advisors, LLC | 0.86% | 110,171 | -3.8% | 0.01% | $9,231,205 |
| OSAIC HOLDINGS, INC. | 0.78% | 99,967 | +9% | 0.01% | $8,377,264 |
| MAI Capital Management | 0.76% | 96,395 | -1.5% | 0.03% | $8,076,969 |
| Compound Planning, Inc. | 0.71% | 90,795 | +9.2% | 0.2% | $7,607,686 |
| FLOW TRADERS U.S. LLC | 0.66% | 84,330 | +19% | 0.29% | $7,066,000 |
| WELLS FARGO & COMPANY/MN | 0.65% | 82,849 | +0.66% | 0% | $6,941,886 |
| Evanson Financial, LLC | 0.64% | 81,712 | 0% | 0.34% | $6,846,609 |
| Great Point Wealth Advisors, LLC | 0.53% | 67,323 | -3.4% | 0.91% | $5,640,994 |
| Csenge Advisory Group | 0.52% | 66,399 | -9.9% | 0.23% | $5,563,591 |
| WESCAP Management Group, Inc. | 0.48% | 61,071 | +1.1% | 0.96% | $5,117,139 |
| BANK OF MONTREAL /CAN/ | 0.46% | 58,785 | -2.8% | 0% | $4,925,595 |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.45% | 56,877 | +0.64% | 0.7% | $4,765,702 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.44% | 56,451 | +0.37% | 0.07% | $4,729,991 |
| Corient Private Wealth LP | 0.43% | 54,347 | -5.9% | 0.01% | $4,553,702 |
| UBS Group AG | 0.42% | 53,386 | -6.9% | 0% | $4,473,213 |
| Kestra Advisory Services, LLC | 0.41% | 52,290 | -1% | 0.01% | $4,381,369 |
| LPL Financial LLC | 0.39% | 50,334 | +0.83% | 0% | $4,217,517 |
| Waterfront Wealth Inc. | 0.37% | 47,517 | +0.99% | 0.63% | $4,032,261 |
| Checchi Capital Advisers, LLC | 0.37% | 46,956 | -21% | 0.25% | $3,934,443 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 5,513,932 | $460,396,931 | +$88,205,881 | $83.79 | 206 |
| 2026 Q1 | 4,456,636 | $363,220,756 | +$5,470,550 | $81.50 | 204 |
| 2025 Q4 | 4,370,204 | $354,348,008 | -$23,455,150 | $81.01 | 197 |
| 2025 Q3 | 4,718,831 | $374,988,018 | +$9,454,915 | $79.51 | 194 |
| 2025 Q2 | 4,688,719 | $351,930,900 | -$12,488,876 | $75.11 | 193 |
| 2025 Q1 | 4,929,808 | $325,318,579 | -$14,624,058 | $66.00 | 187 |
| 2024 Q4 | 5,149,857 | $324,200,759 | -$7,786,171 | $62.95 | 194 |
| 2024 Q3 | 5,153,758 | $354,142,471 | -$81,563,364 | $69.05 | 183 |
| 2024 Q2 | 6,342,252 | $402,774,442 | -$12,151,853 | $63.44 | 198 |
| 2024 Q1 | 6,543,826 | $426,562,546 | -$26,843,791 | $65.21 | 198 |
| 2023 Q4 | 6,806,399 | $434,289,145 | -$36,445,227 | $63.85 | 206 |
| 2023 Q3 | 7,275,750 | $418,345,919 | -$278,307 | $57.47 | 187 |
| 2023 Q2 | 7,258,183 | $432,049,980 | -$63,161,707 | $59.46 | 187 |
| 2023 Q1 | 8,283,944 | $504,878,635 | -$16,027,992 | $60.94 | 196 |
| 2022 Q4 | 8,336,059 | $483,551,612 | -$4,267,370 | $57.96 | 192 |
| 2022 Q3 | 8,236,032 | $424,881,509 | +$3,680,516 | $51.44 | 184 |
| 2022 Q2 | 8,147,770 | $477,784,859 | +$8,264,990 | $58.38 | 200 |
| 2022 Q1 | 7,935,384 | $544,877,513 | -$19,911,799 | $68.64 | 204 |
| 2021 Q4 | 8,102,806 | $596,591,533 | +$25,937,546 | $73.65 | 209 |
| 2021 Q3 | 7,503,443 | $558,056,448 | +$18,416,715 | $74.24 | 188 |
| 2021 Q2 | 7,476,947 | $558,572,597 | +$16,183,681 | $74.68 | 186 |
| 2021 Q1 | 7,234,376 | $522,822,364 | -$30,759,799 | $72.23 | 191 |
| 2020 Q4 | 7,340,159 | $500,400,347 | -$48,082,840 | $68.11 | 192 |
| 2020 Q3 | 8,092,976 | $484,111,020 | -$34,491,408 | $59.90 | 170 |
| 2020 Q2 | 8,599,333 | $478,578,208 | -$4,273,987 | $55.63 | 176 |