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

$82.46+1.26 (+1.55%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -2

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
LRI Investments, LLCNew Position+196K+$15.9B
BANK OF AMERICA CORP /DE/Increased+3K+$12.0B
Csenge Advisory GroupNew Position+83K+$6.7B
Great Point Wealth Advisors, LLCNew Position+75K+$6.1B
Checchi Capital Advisers, LLCNew Position+70K+$5.7B
Neumann Capital Management, LLCNew Position+67K+$5.4B
Waterfront Wealth Inc.New Position+55K+$4.7B
Grove Street Fiduciary, LLCNew Position+44K+$3.6B
Tandem Investment Partners LLCNew Position+28K+$2.2B
GHP Investment Advisors, Inc.New Position+24K+$2.0B
Impact Capital Partners LLCNew Position+21K+$1.7B
RITHOLTZ WEALTH MANAGEMENTNew Position+20K+$1.7B
Sharper & Granite LLCNew Position+17K+$1.4B
Bruce G. Allen Investments, LLCNew Position+14K+$1.1B
CoreCap Advisors, LLCNew Position+13K+$1.1B

DLS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HighTower Advisors, LLCDecreased-2K-$9.3B
MAI Capital ManagementDecreased-2K-$7.9B
LPL Financial LLCDecreased-357-$4.0B
Kathleen S. Wright Associates Inc.Closed Position-29K-$2.3B
Allworth Financial LPDecreased-935-$2.3B
JANE STREET GROUP, LLCDecreased-18K-$2.0B
Waverly Advisors, LLCDecreased-2K-$1.6B
Larson Financial Group LLCDecreased-1K-$1.6B
Cetera Investment AdvisersDecreased-1K-$1.4B
OSAIC HOLDINGS, INC.Decreased-809-$1.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-15K-$1.4B
BANK OF MONTREAL /CAN/Decreased-272-$1.3B
CITADEL ADVISORS LLCClosed Position-16K-$1.2B
Equitable Holdings, Inc.Decreased-208-$956.7M
RAYMOND JAMES FINANCIAL INCDecreased-688-$695.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LRI Investments, LLC195,757$15.9B1.28%Share
2RAYMOND JAMES FINANCIAL INC106,353$8.0B2.49%Share
3Compound Planning, Inc.85,131$6.9B0.20%Share
4Evanson Asset Management, LLC83,604$6.8B0.37%Share
5Csenge Advisory Group82,548$6.7B0.30%Share
6UBS Group AG76,194$6.2B1.00%Share
7Great Point Wealth Advisors, LLC75,407$6.1B1.11%Share
8WELLS FARGO & COMPANY/MN74,664$6.0B1.09%Share
9BANK OF AMERICA CORP /DE/85,580$6.0B0.44%Share
10Checchi Capital Advisers, LLC70,000$5.7B0.29%Share
11Neumann Capital Management, LLC66,870$5.4B1.57%Share
12Waterfront Wealth Inc.55,241$4.7B0.90%Share
13BANK OF AMERICA CORP /DE/60,927$4.0B0.29%Share
14OSAIC HOLDINGS, INC.55,610$4.0B5.84%Share
15BANK OF MONTREAL /CAN/59,338$4.0B1.39%Share
16Grove Street Fiduciary, LLC44,432$3.6B1.50%Share
17ROYAL BANK OF CANADA37,434$3.0B0.49%Share
18FAMILY WEALTH PARTNERS, LLC36,737$3.0B1.07%Share
19Wealth Architects, LLC34,633$2.8B0.25%Share
20SMITH, MOORE & CO.28,117$2.3B0.17%Share
21Tandem Investment Partners LLC27,725$2.2B1.89%Share
22Rockefeller Capital Management L.P.26,237$2.0B3.60%Share
23OSAIC HOLDINGS, INC.34,956$2.0B2.92%Share
24Atria Investments, Inc26,676$2.0B22.73%Share
25BANK OF AMERICA CORP /DE/30,274$2.0B0.15%Share
26Marathon Strategic Advisors, LLC24,627$2.0B1.52%Share
27GHP Investment Advisors, Inc.24,248$2.0B0.08%Share
28Impact Capital Partners LLC21,296$1.7B0.51%Share
29RITHOLTZ WEALTH MANAGEMENT20,394$1.7B30.15%Share
30McLean Asset Management Corp19,781$1.6B0.29%Share
31Sharper & Granite LLC17,200$1.4B0.49%Share
32Addison Advisors LLC17,045$1.4B0.31%Share
33Beaird Harris Wealth Management, LLC16,101$1.3B0.09%Share
34Bruce G. Allen Investments, LLC13,552$1.1B0.74%Share
35Tortoise Investment Management, LLC13,439$1.1B0.10%Share
36CoreCap Advisors, LLC13,238$1.1B0.04%Share
37COMMONWEALTH EQUITY SERVICES, LLC21,382$1.0B1.33%Share
38CITIGROUP INC14,861$1.0B0.44%Share
39JONES FINANCIAL COMPANIES LLLP21,190$1.0B0.61%Share
40SILVER OAK SECURITIES, INCORPORATED12,172$988.0M0.07%Share
41Spire Wealth Management11,022$892.0M0.03%Share
42Discipline Wealth Solutions, LLC10,641$862.0M0.16%Share
43Stonebridge Wealth Management, LLC10,502$850.0M0.80%Share
44Windward Private Wealth Management Inc.9,583$776.0M0.27%Share
45Longview Financial Advisors LLC8,892$720.0M0.40%Share
46Farther Finance Advisors, LLC8,676$702.0M7.52%Share
47Envision Financial LLC8,653$700.0M0.37%Share
48Sound Stewardship, LLC7,811$632.0M0.30%Share
49SIGNATURE ESTATE & INVESTMENT ADVISORS LLC7,147$578.0M0.01%Share
50AllSquare Wealth Management LLC7,195$572.0M0.30%Share

DLS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025192$158.3B+72
Q3 2025120$133.8B-59
Q2 2025179$256.8B-9
Q1 2025188$252.4B+28
Q4 2024160$5.0T+28
Q3 2024132$47.1T-8
Q2 2024140$30.9T+6
Q1 2024134$709.1T—

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As of Q4 2025, 50 institutional investors hold DLS (WisdomTree International SmallCap Dividend Fund). The largest holder is LRI Investments, LLC with $15.9B in shares. This quarter, 14 institutions opened new positions and 2 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 LRI Investments, LLC with $15.9B in shares.

Is institutional ownership of DLS increasing or decreasing?

This quarter, 14 institutions opened new positions in DLS and 2 closed their positions.