Who Owns WisdomTree International SmallCap Dividend Fund (DLS)?Hedge Fund & Institutional Holders

$81.21-1.29 (-1.56%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.200021944158581e+194T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$59.57$66.99$74.41$81.82$89.24Sep 24Jun 25Mar 26

DLS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Savant Capital, LLCNew Position+775K+$62.0M
BIP Wealth, LLCNew Position+271K+$21.9M
LRI Investments, LLCNew Position+196K+$15.9M
Csenge Advisory GroupNew Position+83K+$6.7M
Great Point Wealth Advisors, LLCNew Position+75K+$6.1M
Checchi Capital Advisers, LLCNew Position+70K+$5.7M
Neumann Capital Management, LLCNew Position+67K+$5.4M
WESCAP Management Group, Inc.New Position+60K+$4.8M
Waterfront Wealth Inc.New Position+55K+$4.7M
Elwood & Goetz Wealth Advisory Group, LLCNew Position+57K+$4.6M
Grove Street Fiduciary, LLCNew Position+44K+$3.6M
Alpha Omega Wealth Management LLCNew Position+34K+$2.7M
Sanctuary Advisors, LLCNew Position+33K+$2.4M
Tandem Investment Partners LLCNew Position+28K+$2.2M
Janney Montgomery Scott LLCNew Position+34K+$2.0M

DLS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-20K-$14.4B
HighTower Advisors, LLCDecreased-2K-$9.3B
RAYMOND JAMES FINANCIAL INCDecreased-688-$8.7B
MAI Capital ManagementDecreased-2K-$7.9B
OSAIC HOLDINGS, INC.Decreased-809-$7.4B
Compound Planning, Inc.Decreased-7K-$7.3B
Evanson Asset Management, LLCDecreased-221-$6.7B
UBS Group AGDecreased-6K-$6.5B
Focus Partners Advisor Solutions, LLCDecreased-36K-$5.9B
BANK OF MONTREAL /CAN/Decreased-272-$5.3B
LPL Financial LLCDecreased-357-$4.0B
ROYAL BANK OF CANADADecreased-1K-$3.1B
FAMILY WEALTH PARTNERS, LLCDecreased-2K-$3.1B
Wealth Architects, LLCDecreased-100-$2.8B
Kathleen S. Wright Associates Inc.Closed Position-29K-$2.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Savant Capital, LLC775,096$62.0M0.35%Share
2BIP Wealth, LLC270,886$21.9M0.77%Share
3LRI Investments, LLC195,757$15.9M1.28%Share
4MORGAN STANLEY160,585$13.0M0.00%Share
5HighTower Advisors, LLC115,111$9.0M0.01%Share
6RAYMOND JAMES FINANCIAL INC106,353$8.0M0.00%Share
7MAI Capital Management97,253$7.0M0.04%Share
8Compound Planning, Inc.85,131$6.9M0.20%Share
9Evanson Asset Management, LLC83,604$6.8M0.37%Share
10Csenge Advisory Group82,548$6.7M0.30%Share
11UBS Group AG76,194$6.2M0.00%Share
12Great Point Wealth Advisors, LLC75,407$6.1M1.11%Share
13BANK OF AMERICA CORP /DE/85,580$6.0M0.00%Share
14WELLS FARGO & COMPANY/MN74,664$6.0M0.00%Share
15Checchi Capital Advisers, LLC70,000$5.7M0.29%Share
16Neumann Capital Management, LLC66,870$5.4M1.57%Share
17WESCAP Management Group, Inc.59,648$4.8M0.98%Share
18Waterfront Wealth Inc.55,241$4.7M0.90%Share
19Elwood & Goetz Wealth Advisory Group, LLC57,195$4.6M0.81%Share
20Empirical Financial Services, LLC d.b.a. Empirical Wealth Management56,114$4.5M0.08%Share
21BANK OF AMERICA CORP /DE/60,927$4.0M0.00%Share
22BANK OF MONTREAL /CAN/59,338$4.0M0.00%Share
23LPL Financial LLC49,615$4.0M0.00%Share
24OSAIC HOLDINGS, INC.55,610$4.0M0.01%Share
25Grove Street Fiduciary, LLC44,432$3.6M1.50%Share
26Kestra Advisory Services, LLC38,598$3.0M0.01%Share
27Creative Planning39,451$3.0M0.00%Share
28Focus Partners Advisor Solutions, LLC39,648$3.0M0.04%Share
29ROYAL BANK OF CANADA37,434$3.0M0.00%Share
30FAMILY WEALTH PARTNERS, LLC36,737$3.0M1.07%Share
31Corient Private Wealth LLC35,886$2.9M0.00%Share
32Wealth Architects, LLC34,633$2.8M0.25%Share
33Alpha Omega Wealth Management LLC33,901$2.7M0.46%Share
34HARBOUR INVESTMENTS, INC.30,182$2.4M0.05%Share
35SMITH, MOORE & CO.28,117$2.3M0.17%Share
36Tandem Investment Partners LLC27,725$2.2M1.89%Share
37Allworth Financial LP27,648$2.2M0.01%Share
38BANK OF AMERICA CORP /DE/30,274$2.0M0.00%Share
39OSAIC HOLDINGS, INC.34,956$2.0M0.00%Share
40Rockefeller Capital Management L.P.26,237$2.0M0.00%Share
41Atria Investments, Inc26,676$2.0M0.02%Share
42Janney Montgomery Scott LLC33,802$2.0M0.00%Share
43Marathon Strategic Advisors, LLC24,627$2.0M1.52%Share
44GHP Investment Advisors, Inc.24,248$2.0M0.08%Share
45Impact Capital Partners LLC21,296$1.7M0.51%Share
46Corient Private Wealth LLC20,499$1.7M0.00%Share
47RITHOLTZ WEALTH MANAGEMENT20,394$1.7M0.03%Share
48McLean Asset Management Corp19,781$1.6M0.29%Share
49Sharper & Granite LLC17,200$1.4M0.49%Share
50Addison Advisors LLC17,045$1.4M0.31%Share

DLS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025194$329.5M+73
Q3 2025121$176.3B-58
Q2 2025179$312.4B-9
Q1 2025188$307.6B+27
Q4 2024161$28.4T+29
Q3 2024132$151.7T-11
Q2 2024143$160.0T+8
Q1 2024135$164.2T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold DLS (WisdomTree International SmallCap Dividend Fund). The largest holder is Savant Capital, LLC with $62.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own DLS?

As of Q4 2025, 50 institutional investors report holding DLS (WisdomTree International SmallCap Dividend Fund) in their 13F filings.

Who is the largest institutional holder of DLS?

The largest institutional holder of DLS is Savant Capital, LLC with $62.0M in shares.

Is institutional ownership of DLS increasing or decreasing?

This quarter, 15 institutions opened new positions in DLS and 1 closed their positions.