Latest Period
Q1 2026
Security Snapshot
WisdomTree Trust - INTL SMCAP DIV (DLS) Institutional Ownership
CUSIP: 97717W760
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
204
Shares (Excl. Options)
4,456,637
Price
$81.50
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- Security type / class
- Equity / INTL SMCAP DIV
- Symbol
- DLS
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 4,456,637
- Total 13F value
- $363,220,756
- Portfolio coverage rank
- 0%
- Share change
- +68,297
- Value change
- +$5,585,053
- Number of holders
- 204
- Shares outstanding
- 12,752,282
- SEC-reported price per share
- $85.95
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.
- 204 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 197 to 204 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $354,348,008 to $363,220,756.
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 204 institutions filings for Q1 2026.
Security key
97717W760
Latest holder period
Q1 2026
13F holders
204
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 31 Mar 2026, 204 institutional investors reported holding 4,456,637 shares of WisdomTree Trust - INTL SMCAP DIV (DLS). This represents 35% 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
24%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Savant Capital, LLC | 5.9% | 751,429 | -3.1% | 0.3% | $61,241,457 |
| BIP Wealth, LLC | 2% | 259,514 | -4.2% | 0.86% | $21,150,422 |
| BANK OF AMERICA CORP /DE/ | 2% | 257,909 | +42% | 0% | $21,019,611 |
| LRI Investments, LLC | 1.5% | 193,374 | -1.2% | 1.4% | $15,759,981 |
| MORGAN STANLEY | 1.2% | 156,724 | -2.5% | 0% | $12,773,036 |
| HighTower Advisors, LLC | 0.9% | 114,526 | -0.51% | 0.01% | $9,333,480 |
| RAYMOND JAMES FINANCIAL INC | 0.85% | 107,958 | -0.66% | 0% | $8,798,632 |
| MAI Capital Management | 0.77% | 97,869 | +0.63% | 0.05% | $7,976,310 |
| OSAIC HOLDINGS, INC. | 0.72% | 91,702 | -1.1% | 0.01% | $7,474,549 |
| Compound Planning, Inc. | 0.65% | 83,147 | -2.6% | 0.21% | $6,776,515 |
| WELLS FARGO & COMPANY/MN | 0.65% | 82,305 | +3.9% | 0% | $6,707,864 |
| Evanson Asset Management, LLC | 0.64% | 81,887 | -2.1% | 0.36% | $6,673,786 |
| Csenge Advisory Group | 0.58% | 73,724 | -11% | 0.28% | $6,008,524 |
| FLOW TRADERS U.S. LLC | 0.55% | 70,662 | 0.18% | $5,759,000 | |
| Great Point Wealth Advisors, LLC | 0.55% | 69,693 | -7.6% | 1% | $5,679,958 |
| Neumann Capital Management, LLC | 0.52% | 66,219 | -0.97% | 1.6% | $5,396,849 |
| BANK OF MONTREAL /CAN/ | 0.47% | 60,505 | -8.8% | 0% | $4,931,158 |
| WESCAP Management Group, Inc. | 0.47% | 60,393 | +1.2% | 0.97% | $4,922,030 |
| Checchi Capital Advisers, LLC | 0.46% | 59,259 | -15% | 0.33% | $4,829,609 |
| Corient Private Wealth LLC | 0.45% | 57,731 | +2.4% | 0.01% | $4,705,081 |
| UBS Group AG | 0.45% | 57,327 | -25% | 0% | $4,672,151 |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.44% | 56,513 | -1.2% | 0.78% | $4,605,791 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.44% | 56,243 | +0.23% | 0.08% | $4,583,815 |
| Kestra Advisory Services, LLC | 0.41% | 52,823 | +37% | 0.02% | $4,305,070 |
| LPL Financial LLC | 0.39% | 49,922 | +0.62% | 0% | $4,068,617 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 4,456,637 | $363,220,756 | +$5,585,053 | $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 |
| 2020 Q1 | 8,727,410 | $419,285,236 | +$23,801,113 | $48.05 | 179 |