Who Owns DLS?
WisdomTree International SmallCap Dividend Fund — Institutional Ownership & 13F Holdings
$85.65
+0.16 (+0.19%)
Market Cap
$1.1B
Shares Outstanding
11,315,136
Institutional Holders
188
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+54
Institutional data as of Q1 2025
New Positions
44
Closed Positions
16
Increased
39
Decreased
77
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $827.4M | 12,536 |
| 2 | Savant Capital, LLC | $51.8M | 784,699 |
| 3 | LRI Investments, LLC | $13.4M | 202,350 |
| 4 | BANK OF AMERICA CORP /DE/ | $13.0M | 196,704 |
| 5 | MORGAN STANLEY | $10.9M | 165,342 |
| 6 | Checchi Capital Advisers, LLC | $8.3M | 125,934 |
| 7 | HighTower Advisors, LLC | $7.7M | 116,334 |
| 8 | MAI Capital Management | $7.6M | 115,711 |
| 9 | CW Advisors, LLC | $7.3M | 110,548 |
| 10 | RAYMOND JAMES FINANCIAL INC | $7.0M | 106,651 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +5K | $10.9M |
| CW Advisors, LLC | +8K | $7.3M |
| Compound Planning, Inc. | +11K | $5.7M |
| Great Point Wealth Advisors, LLCNew | +79K | $5.2M |
| Neumann Capital Management, LLCNew | +70K | $4.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -73K | $7.0M |
| Alpha Omega Wealth Management LLC | -24K | $3.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -20K | $686K |
| Savant Capital, LLC | -19K | $51.8M |
| BANK OF AMERICA CORP /DE/ | -18K | $13.0M |
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Frequently Asked Questions
How many institutional investors hold DLS?
As of Q1 2025, 188 institutional investors report holding DLS (WisdomTree International SmallCap Dividend Fund) in their 13F filings.
Which hedge fund owns the most DLS?
The largest institutional holder of DLS is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $827.4M in shares.
Are institutions buying or selling DLS?
This quarter, 44 institutions opened new positions in DLS and 16 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.