DLS

WISDOMTREE INTL S/C DVD FUND
USCUSIP 97717W760
Institutional Owners
59
+8 QoQ
13F Value Held
$145.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)21 adding · 20 trimming
Insider net (180d)+$0
Price history not yet available for DLS.

Top institutional holders

59 13F filers
#FundPosition valueSharesLast moveAs of
1Savant Capital, LLC
$61.2M
751.4KReducedQ1 2026
2BIP Wealth, LLC
$21.2M
259.5KReducedQ1 2026
3MAI Capital Management
$8.0M
97.9KAddedQ1 2026
4Compound Planning, Inc.
$6.7M
82.6KReducedQ1 2026
5Evanson Asset Management, LLC
$6.7M
81.9KReducedQ1 2026
6Csenge Advisory Group
$6.0M
73.7KReducedQ1 2026
7Checchi Capital Advisers, LLC
$4.8M
59.3KReducedQ1 2026
8Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma
$4.6M
56.2KAddedQ1 2026
9Kestra Advisory Services, LLC
$4.3M
52.8KAddedQ1 2026
10Focus Partners Advisor Solutions, LLC
$3.0M
37.1KReducedQ1 2026
11Rockefeller Capital Management L.P.
$2.1M
26.2KNewQ4 2025
12Atria Investments, Inc
$2.0M
24.6KReducedQ1 2026
13RITHOLTZ WEALTH MANAGEMENT
$1.7M
20.4KReducedQ1 2026
14Larson Financial Group LLC
$1.6M
19.0KReducedQ1 2026
15Waverly Advisors, LLC
$1.5M
18.5KReducedQ1 2026
16Equitable Holdings, Inc.
$986K
12.2KAddedQ1 2026
17RFG Advisory, LLC
$927K
11.4KNewQ1 2026
18Sequoia Financial Advisors, LLC
$661K
8.1KReducedQ1 2026
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$572K
6.9KReducedQ1 2026
20IHT Wealth Management, LLC
$534K
6.6KReducedQ1 2026
21Apella Capital, LLC
$517K
5.9KHeldQ1 2026
22Sanctuary Advisors, LLC
$512K
6.3KReducedQ1 2026
23Joel Isaacson & Co., LLC
$431K
5.3KHeldQ1 2026
24Advisory Services Network, LLC
$390K
4.8KNewQ4 2025
25Modera Wealth Management, LLC
$381K
4.7KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
13
funds
Added
8
funds
Reduced
17
funds
Exited
3
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

56 funds+55 since Q2 2025
02856Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $143M

Funds that own DLS also own

CompanyCo-held byCombined value
Nvidia CorpNVDA59 funds$15.5B
iShares Core S&P 500 ETFIVV59 funds$14.7B
Microsoft CorpMSFT59 funds$13.1B
STATE STREET SPDR S&P 500 ETFSPY59 funds$7.7B
Alphabet Inc. CGOOG59 funds$6.2B
Jpmorgan Chase & CoJPM59 funds$5.9B
Vanguard Value ETFVTV59 funds$4.2B
Vanguard FTSE Developed Markets ETFVEA59 funds$3.9B
Johnson & JohnsonJNJ59 funds$3.4B
Walmart Inc.WMT59 funds$3.1B
Exxon Mobil CorpXOM59 funds$3.0B
Tesla IncTSLA59 funds$3.0B

Ranked by how many of DLS's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DLS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.