DLS institutional holders
WISDOMTREE TR · 13F, 2026Q2
| Managers holding | 206 |
|---|
| Shares held | 5,513,932 |
|---|
| Reported value | $460.4m |
|---|
| Quarter flows | 15 new, 58 added, 75 trimmed, 13 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| Savant Capital, LLC | 1,475,277 | $121.9m | 0.4% |
| RAYMOND JAMES FINANCIAL INC | 580,918 | $48.7m | 0.0% |
| BIP Wealth, LLC | 265,198 | $22.2m | 0.6% |
| BANK OF AMERICA CORP /DE/ | 255,726 | $21.4m | 0.0% |
| LRI Investments, LLC | 193,131 | $16.2m | 1.2% |
| MORGAN STANLEY | 154,465 | $12.9m | 0.0% |
| HighTower Advisors, LLC | 110,171 | $9.2m | 0.0% |
| OSAIC HOLDINGS, INC. | 99,967 | $8.4m | 0.0% |
| MAI Capital Management | 96,395 | $8.1m | 0.0% |
| Compound Planning, Inc. | 90,795 | $7.6m | 0.2% |
| FLOW TRADERS U.S. LLC | 84,330 | $7.1m | 0.3% |
| WELLS FARGO & COMPANY/MN | 82,849 | $6.9m | 0.0% |
| Evanson Financial, LLC | 81,712 | $6.8m | 0.3% |
| Great Point Wealth Advisors, LLC | 67,323 | $5.6m | 0.9% |
| Csenge Advisory Group | 66,399 | $5.6m | 0.2% |
| WESCAP Management Group, Inc. | 61,071 | $5.1m | 1.0% |
| BANK OF MONTREAL /CAN/ | 58,785 | $4.9m | 0.0% |
| Elwood & Goetz Wealth Advisory Group, LLC | 56,877 | $4.8m | 0.7% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56,451 | $4.7m | 0.1% |
| Corient Private Wealth LP | 54,347 | $4.6m | 0.0% |
| UBS Group AG | 53,386 | $4.5m | 0.0% |
| Kestra Advisory Services, LLC | 52,290 | $4.4m | 0.0% |
| LPL Financial LLC | 50,334 | $4.2m | 0.0% |
| Waterfront Wealth Inc. | 47,517 | $4.0m | 0.6% |
| Checchi Capital Advisers, LLC | 46,956 | $3.9m | 0.2% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("DLS"). DLS price history · All 13F data
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