Who owns DLS?
WisdomTree International SmallCap Dividend Fund · WisdomTree
206 institutions reported holding DLS, worth $460.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DLS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Savant Capital, LLC | Rockford, IL | $121.9M | 1,475,277 | +723,848 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $48.7M | 580,918 | +472,960 shares |
| BIP Wealth, LLC | Atlanta, GA | $22.2M | 265,198 | +5,684 shares |
| Bank of America Corp. | Charlotte, NC | $21.4M | 255,726 | −2,183 shares |
| LRI Investments, LLC | Palm Beach Gardens, FL | $16.2M | 193,131 | −243 shares |
| Morgan Stanley | New York, NY | $12.9M | 154,465 | −2,260 shares |
| HighTower Advisors, LLC | Chicago, IL | $9.2M | 110,171 | −4,355 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $8.4M | 99,967 | +8,265 shares |
| MAI Capital Management | Independence, OH | $8.1M | 96,395 | −1,474 shares |
| Compound Planning, Inc. | New York, NY | $7.6M | 90,795 | +7,648 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DLS?
206 institutional managers reported holding DLS in Form 13F filings for June 30, 2026, worth $460.4M in total. The largest reported position was held by Savant Capital, LLC, at $121.9M.
Did institutions buy or sell DLS last quarter?
Reported 13F value rose 29.6% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DLS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.