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Wisdomtree Intl S/C DVD Fund (DLS)

CUSIP: 97717W760 | NYSE | 751 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

BIP Wealth, LLC241,985
0.6% of portfolio›$21.1M
Compound Planning, Inc.91,422
0.2% of portfolio›$8.0M
Neumann Capital Management, LLC71,651
1.6% of portfolio›$6.2M
Evanson Financial, LLC71,234
0.3% of portfolio›$6.2M
Csenge Advisory Group64,651
0.2% of portfolio›$5.6M
Elwood & Goetz Wealth Advisory Group, LLC56,022
0.7% of portfolio›$4.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management55,312
0.1% of portfolio›$4.8M
Kestra Advisory Services, LLC53,653
0.0% of portfolio›$4.7M
Waterfront Wealth Inc.48,410
0.7% of portfolio›$4.2M
Grove Street Fiduciary, LLC40,874
1.6% of portfolio›$3.6M
Phillip James Consulting Co.38,911
2.3% of portfolio›$3.4M
Creative Planning38,169
0.0% of portfolio›$3.3M
Family Wealth Partners, LLC35,293
0.9% of portfolio›$3.1M
Wealth Architects, LLC31,899
0.2% of portfolio›$2.8M
Great Point Wealth Advisors, LLC30,212
0.4% of portfolio›$2.6M
Impact Capital Partners LLC26,331
0.6% of portfolio›$2.3M
Marathon Strategic Advisors, LLC25,504
1.3% of portfolio›$2.2M
Atria Investments, Inc25,163
0.0% of portfolio›$2.2M
GHP Investment Advisors, Inc.23,164
0.1% of portfolio›$2.0M
Ritholtz Wealth Management19,602
0.0% of portfolio›$1.7M
HB Wealth Management, LLC17,413
0.0% of portfolio›$1.5M
Larson Financial Group LLC16,879
0.0% of portfolio›$1.5M
Sharper & Granite LLC15,840
0.4% of portfolio›$1.3M
Citigroup Inc15,769
0.0% of portfolio›$1.4M
Envision Financial LLC14,268
0.3% of portfolio›$769.8K
CoreCap Advisors, LLC13,185
0.0% of portfolio›$1.1M
Apella Capital, LLC12,668
0.0% of portfolio›$1.1M
Commonwealth Equity Services, LLC11,144
0.0% of portfolio›$971.7K
Stonebridge Wealth Management, LLC10,641
0.8% of portfolio›$927.8K
Farther Finance Advisors, LLC10,242
0.0% of portfolio›$893.0K
Discipline Wealth Solutions, LLC9,520
0.1% of portfolio›$830.0K
Spire Wealth Management9,482
0.0% of portfolio›$826.8K
Shakespeare Wealth Management, LLC9,395
0.2% of portfolio›$819.2K
Robinswood Financial LLC9,352
0.2% of portfolio›$799.5K
Wealth Enhancement Advisory Services, LLC7,849
0.0% of portfolio›$670.3K
Fifth Third Bancorp7,499
0.0% of portfolio›$653.8K
Bank of New York Mellon Corp7,250
0.0% of portfolio›$632.2K
Sound Stewardship, LLC6,898
0.2% of portfolio›$601.5K
JFS Wealth Advisors, LLC6,521
0.0% of portfolio›$568.5K
BCS Wealth Management6,497
0.1% of portfolio›$566.6K
Signature Estate & Investment Advisors LLC6,138
0.0% of portfolio›$535.1K
Viewpoint Capital Management LLC6,061
0.2% of portfolio›$528.5K
Mather Group, Llc.5,770
0.0% of portfolio›$503.1K
Williams & Novak Wealth Management, LLC5,353
0.3% of portfolio›$466.7K
Joel Isaacson & Co., LLC5,286
0.0% of portfolio›$460.9K
Hardin Capital Partners, LLC5,159
0.2% of portfolio›$449.8K
Ferguson Wellman Capital Management, Inc4,850
0.0% of portfolio›$422.9K
Novem Group4,617
0.0% of portfolio›$402.5K
Montis Financial, LLC4,414
0.1% of portfolio›$384.8K
Tandem Investment Partners LLC4,075
0.3% of portfolio›$355.3K
Modera Wealth Management, LLC3,893
0.0% of portfolio›$339.5K
McAdam, LLC3,885
0.0% of portfolio›$338.7K
Quadrant Private Wealth Management, LLC3,727
0.0% of portfolio›$325.0K
Laurel OAK Wealth Management, LLC3,433
0.0% of portfolio›$299.3K
Bannerman Wealth Management Group, LLC3,419
0.2% of portfolio›$298.1K
Vestia Personal Wealth Advisors3,390
0.1% of portfolio›$295.6K
IFP Advisors, Inc3,350
0.0% of portfolio›$292.1K
Alpha Omega Wealth Management LLC3,284
0.0% of portfolio›$286.3K
Howard Bailey Securities, LLC3,154
0.1% of portfolio›$275.0K
Insight Advisors, LLC/ PA3,113
0.0% of portfolio›$271.4K
Keybank National Association2,866
0.0% of portfolio›$249.9K
Telos Capital Management, Inc.2,830
0.0% of portfolio›$246.7K
Cherry Tree Wealth Management, LLC2,589
0.0% of portfolio›$225.7K
Financial Harvest, LLC2,552
0.1% of portfolio›$222.5K
Beacon Financial Group2,547
0.0% of portfolio›$222.1K
TopTier Wealth Management, LLC2,311
0.1% of portfolio›$201.5K
Blue Trust, Inc.2,061
0.0% of portfolio›$179.7K
Cassaday & Co Wealth Management LLC2,023
0.0% of portfolio›$176.4K
Fairman Group, LLC1,864
0.1% of portfolio›$162.5K
Morton Brown Family Wealth, LLC1,820
0.0% of portfolio›$158.7K
Evolution Wealth Management Inc.1,806
0.1% of portfolio›$157.5K
Asset Dedication, LLC1,034
0.0% of portfolio›$90.2K
Bell Investment Advisors, Inc990
0.0% of portfolio›$86.3K
First Horizon Corp891
0.0% of portfolio›$77.7K
Parallel Advisors, LLC748
0.0% of portfolio›$65.2K
Princeton Global Asset Management LLC636
0.0% of portfolio›$55.5K
Tounjian Advisory Partners, LLC553
0.0% of portfolio›$48.2K
Capital Advisors, Ltd. LLC552
0.0% of portfolio›$48
Beacon Investment Advisory Services, Inc.500
0.0% of portfolio›$43.6K
Gamma Investing LLC460
0.0% of portfolio›$40.1K
3 Factor Indexing, LLC448
0.0% of portfolio›$39.1K
Creative Financial Designs Inc444
0.0% of portfolio›$38.7K
Key FInancial Inc400
0.0% of portfolio›$34.9K
US Bancorp \de\300
0.0% of portfolio›$26.2K
Root Financial Partners, LLC292
0.0% of portfolio›$25.4K
Triumph Capital Management252
0.0% of portfolio›$22.0K
Capital Investment Advisory Services, LLC213
0.0% of portfolio›$18.7K
Lanark Financial, Inc.203
0.0% of portfolio›$17.7K
Pinnacle Bancorp, Inc.170
0.0% of portfolio›$14.8K
Nfsg Corp162
0.0% of portfolio›$14.1K
Assetmark, Inc106
0.0% of portfolio›$9.2K
Ashton Thomas Private Wealth, LLC100
0.0% of portfolio›$8.7K
EPG Wealth Management LLC57
0.0% of portfolio›$5.0K
Reap Financial Group, LLC44
0.0% of portfolio›$3.8K
Fortitude Family Office, LLC43
0.0% of portfolio›$3.7K
Planning Strategies Inc.7
0.0% of portfolio›$610
StyleTurnoverLocationFiled
BIP Wealth, LLC
241,985$21.1M0.6%ETFMediumAtlanta, GA2026-10-22
Compound Planning, Inc.
91,422$8.0M0.2%CoreLowNew York, NY2026-11-05
Neumann Capital Management, LLC
71,651$6.2M1.6%GrowthVery LowFoster City, CA2026-10-15
Evanson Financial, LLC
71,234$6.2M0.3%ETFN/AMclean, VA2026-10-23
Csenge Advisory Group
64,651$5.6M0.2%ETFMediumClearwater, FL2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
56,022$4.9M0.7%ETFLowAthens, GA2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
55,312$4.8M0.1%GrowthVery LowSeattle, WA2026-10-27
Kestra Advisory Services, LLC
53,653$4.7M0.0%CoreLowAustin, TX2026-11-02
Waterfront Wealth Inc.
48,410$4.2M0.7%ValueLowOverland Park, KS2026-11-03
Grove Street Fiduciary, LLC
40,874$3.6M1.6%ETFVery LowPeterborough, NH2026-10-13
Phillip James Consulting Co.
38,911$3.4M2.3%ETFVery HighPlymouth, MN2026-11-03
Creative Planning
38,169$3.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Family Wealth Partners, LLC
35,293$3.1M0.9%ETFLowMatthews, NC2026-10-20
Wealth Architects, LLC
31,899$2.8M0.2%ETFVery LowMountain View, CA2026-11-03
Great Point Wealth Advisors, LLC
30,212$2.6M0.4%ETFVery LowBoston, MA2026-10-15
Impact Capital Partners LLC
26,331$2.3M0.6%GrowthLowGreenwood Village, CO2026-10-22
Marathon Strategic Advisors, LLC
25,504$2.2M1.3%ETFVery LowPittsburgh, PA2026-10-20
Atria Investments, Inc
25,163$2.2M0.0%CoreMediumCharlotte, NC2026-10-15
GHP Investment Advisors, Inc.
23,164$2.0M0.1%CoreVery LowDenver, CO2026-10-15
Ritholtz Wealth Management
19,602$1.7M0.0%IndexLowNew York, NY2026-11-05
HB Wealth Management, LLC
17,413$1.5M0.0%IndexVery LowAtlanta, GA2026-10-23
Larson Financial Group LLC
16,879$1.5M0.0%GrowthLowSt Louis, MO2026-11-05
Sharper & Granite LLC
15,840$1.3M0.4%ETFLowEl Segundo, CA2026-11-02
Citigroup Inc
15,769$1.4M0.0%CoreMediumNew York, NY2026-11-04
Envision Financial LLC
14,268$769.8K0.3%ETFLowBrookfield, WI2026-10-15
CoreCap Advisors, LLC
13,185$1.1M0.0%ETFMediumSouthfield, MI2026-10-08
Apella Capital, LLC
12,668$1.1M0.0%ETFVery LowWest Hartford, CT2026-10-08
Commonwealth Equity Services, LLC
11,144$971.7K0.0%ETFLowWaltham, MA2026-11-02
Stonebridge Wealth Management, LLC
10,641$927.8K0.8%ETFLowOak Brook, IL2026-10-09
Farther Finance Advisors, LLC
10,242$893.0K0.0%IndexLowSan Francisco, CA2026-10-08
Discipline Wealth Solutions, LLC
9,520$830.0K0.1%ETFLowGreenville, SC2026-10-14
Spire Wealth Management
9,482$826.8K0.0%GrowthMediumMclean, VA2026-10-30
Shakespeare Wealth Management, LLC
9,395$819.2K0.2%ETFMediumPewaukee, WI2026-10-28
Robinswood Financial LLC
9,352$799.5K0.2%ETFVery LowKirkland, WA2026-10-20
Wealth Enhancement Advisory Services, LLC
7,849$670.3K0.0%CoreLowPlymouth, MN2026-10-13
Fifth Third Bancorp
7,499$653.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Bank of New York Mellon Corp
7,250$632.2K0.0%CoreLowNew York, NY2026-11-05
Sound Stewardship, LLC
6,898$601.5K0.2%ETFVery LowOverland Park, KS2026-10-14
JFS Wealth Advisors, LLC
6,521$568.5K0.0%ETFVery LowHermitage, PA2026-11-03
BCS Wealth Management
6,497$566.6K0.1%ETFVery LowJohnson City, TN2026-11-03
Signature Estate & Investment Advisors LLC
6,138$535.1K0.0%ETFMediumLos Angeles, CA2026-10-13
Viewpoint Capital Management LLC
6,061$528.5K0.2%CoreVery LowSeattle, WA2026-10-27
Mather Group, Llc.
5,770$503.1K0.0%ETFMediumChicago, IL2026-10-14
Williams & Novak Wealth Management, LLC
5,353$466.7K0.3%ETFMediumWestlake Village, CA2026-10-09
Joel Isaacson & Co., LLC
5,286$460.9K0.0%ETFVery LowNew York, NY2026-11-05
Hardin Capital Partners, LLC
5,159$449.8K0.2%YieldVery LowGreenville, SC2026-10-09
Ferguson Wellman Capital Management, Inc
4,850$422.9K0.0%CoreLowPortland, OR2026-10-05
Novem Group
4,617$402.5K0.0%ETFMediumRochester, NY2026-10-19
Montis Financial, LLC
4,414$384.8K0.1%ETFLowWaltham, MA2026-11-04
Tandem Investment Partners LLC
4,075$355.3K0.3%ETFLowBordentown, NJ2026-10-16
Modera Wealth Management, LLC
3,893$339.5K0.0%ETFVery LowWestwood, NJ2026-10-28
McAdam, LLC
3,885$338.7K0.0%ETFLowPhiladelphia, PA2026-10-21
Quadrant Private Wealth Management, LLC
3,727$325.0K0.0%GrowthLowCenter Valley, PA2026-11-04
Laurel OAK Wealth Management, LLC
3,433$299.3K0.0%GrowthLowMarlton, NJ2026-10-19
Bannerman Wealth Management Group, LLC
3,419$298.1K0.2%ETFVery LowLewisville, TX2026-10-09
Vestia Personal Wealth Advisors
3,390$295.6K0.1%ETFMediumFort Wayne, IN2026-10-20
IFP Advisors, Inc
3,350$292.1K0.0%GrowthLowTampa, FL2026-10-16
Alpha Omega Wealth Management LLC
3,284$286.3K0.0%ValueLowRichmond, VA2026-10-23
Howard Bailey Securities, LLC
3,154$275.0K0.1%ETFMediumFort Wayne, IN2026-10-27
Insight Advisors, LLC/ PA
3,113$271.4K0.0%ETFMediumNewtown, PA2026-10-22
Keybank National Association
2,866$249.9K0.0%CoreLowBrooklyn, OH2026-11-04
Telos Capital Management, Inc.
2,830$246.7K0.0%CoreLowSan Diego, CA2026-11-02
Cherry Tree Wealth Management, LLC
2,589$225.7K0.0%ETFVery LowMinnetonka, MN2026-10-15
Financial Harvest, LLC
2,552$222.5K0.1%ETFVery LowWinter Park, FL2026-10-15
Beacon Financial Group
2,547$222.1K0.0%ETFMediumDallas, TX2026-10-19
TopTier Wealth Management, LLC
2,311$201.5K0.1%ETFVery LowMuskego, WI2026-10-16
Blue Trust, Inc.
2,061$179.7K0.0%ETFLowBrentwood, TN2026-10-15
Cassaday & Co Wealth Management LLC
2,023$176.4K0.0%ETFVery LowMclean, VA2026-10-27
Fairman Group, LLC
1,864$162.5K0.1%ETFLowChesterbrook, PA2026-10-26
Morton Brown Family Wealth, LLC
1,820$158.7K0.0%ETFVery LowAllentown, PA2026-10-23
Evolution Wealth Management Inc.
1,806$157.5K0.1%ETFMediumFort Myers, FL2026-10-28
Asset Dedication, LLC
1,034$90.2K0.0%ETFLowSan Francisco, CA2026-11-03
Bell Investment Advisors, Inc
990$86.3K0.0%ETFVery LowOrinda, CA2026-10-29
First Horizon Corp
891$77.7K0.0%CoreLowMemphis, TN2026-10-26
Parallel Advisors, LLC
748$65.2K0.0%IndexLowSan Francisco, CA2026-11-03
Princeton Global Asset Management LLC
636$55.5K0.0%GrowthLowPrinceton, NJ2026-10-21
Tounjian Advisory Partners, LLC
553$48.2K0.0%GrowthHighFort Myers, FL2026-11-04
Capital Advisors, Ltd. LLC
552$480.0%ETFLowShaker Heights, OH2026-10-27
Beacon Investment Advisory Services, Inc.
500$43.6K0.0%GrowthLowMorristown, NJ2026-10-13
Gamma Investing LLC
460$40.1K0.0%IndexVery LowFoster City, CA2026-10-08
3 Factor Indexing, LLC
448$39.1K0.0%ETFLowSacramento, CA2026-10-15
Creative Financial Designs Inc
444$38.7K0.0%ETFMediumKokomo, IN2026-11-04
Key FInancial Inc
400$34.9K0.0%ETFLowWest Chester, PA2026-11-02
US Bancorp \de\
300$26.2K0.0%IndexLowMinneapolis, MN2026-11-05
Root Financial Partners, LLC
292$25.4K0.0%ETFMediumEncinitas, CA2026-10-21
Triumph Capital Management
252$22.0K0.0%ETFMediumDenver, CO2026-10-14
Capital Investment Advisory Services, LLC
213$18.7K0.0%CoreMediumRaleigh, NC2026-10-30
Lanark Financial, Inc.
203$17.7K0.0%CoreMediumBirmingham, AL2026-10-26
Pinnacle Bancorp, Inc.
170$14.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Nfsg Corp
162$14.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Assetmark, Inc
106$9.2K0.0%ETFLowConcord, CA2026-10-21
Ashton Thomas Private Wealth, LLC
100$8.7K0.0%CoreMediumScottsdale, AZ2026-11-03
EPG Wealth Management LLC
57$5.0K0.0%GrowthLowAtlanta, GA2026-11-03
Reap Financial Group, LLC
44$3.8K0.0%ETFLowAustin, TX2026-11-02
Fortitude Family Office, LLC
43$3.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Planning Strategies Inc.
7$6100.0%ETFN/ALancaster, PA2026-10-02