| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | 6.3% | $63,979,232 | 804,669 | Savant Capital, LLC | 31 Oct 2025 |
As of 30 Sep 2025, 194 institutional investors reported holding 4,709,720 shares of WisdomTree Trust - INTL SMCAP DIV (DLS). This represents 37% of the company’s total 12,752,282 outstanding shares.
The largest institutional shareholders of WisdomTree Trust - INTL SMCAP DIV (DLS) together control 25% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Savant Capital, LLC | 6.3% | 804,669 | +5.5% | 0.34% | $63,979,195 |
| BIP Wealth, LLC | 2.1% | 269,365 | -1.9% | 1.1% | $21,417,252 |
| LRI Investments, LLC | 1.6% | 199,662 | -0.35% | 1.3% | $15,875,126 |
| MORGAN STANLEY | 1.4% | 180,693 | +11% | 0% | $14,366,950 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 179,069 | -1.3% | 0% | $14,237,796 |
| FLOW TRADERS U.S. LLC | 0.98% | 124,824 | 0.4% | $9,925,000 | |
| HighTower Advisors, LLC | 0.92% | 116,977 | +0.69% | 0.01% | $9,300,389 |
| RAYMOND JAMES FINANCIAL INC | 0.86% | 109,362 | +1.9% | 0% | $8,695,360 |
| MAI Capital Management | 0.78% | 99,094 | -13% | 0.05% | $7,879,000 |
| OSAIC HOLDINGS, INC. | 0.73% | 93,557 | +144% | 0.01% | $7,424,567 |
| Compound Planning, Inc. | 0.72% | 92,424 | +7.3% | 0.24% | $7,348,615 |
| Csenge Advisory Group | 0.7% | 89,376 | -5.7% | 0.34% | $7,106,303 |
| Evanson Asset Management, LLC | 0.66% | 83,825 | -1.3% | 0.38% | $6,664,918 |
| UBS Group AG | 0.64% | 82,223 | -22% | 0% | $6,537,551 |
| Checchi Capital Advisers, LLC | 0.61% | 78,291 | -15% | 0.43% | $6,224,917 |
| Focus Partners Advisor Solutions, LLC | 0.59% | 75,786 | +57% | 0.07% | $5,926,439 |
| Great Point Wealth Advisors, LLC | 0.59% | 75,767 | -4% | 1.1% | $6,024,229 |
| WELLS FARGO & COMPANY/MN | 0.59% | 74,804 | +3.7% | 0% | $5,947,706 |
| Neumann Capital Management, LLC | 0.53% | 68,148 | -1.6% | 1.6% | $5,418,447 |
| BANK OF MONTREAL /CAN/ | 0.52% | 66,624 | +2.6% | 0% | $5,297,275 |
| WESCAP Management Group, Inc. | 0.47% | 59,952 | -2.5% | 1% | $4,766,784 |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.45% | 57,188 | -0.7% | 0.87% | $4,546,999 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.44% | 56,060 | -1.2% | 0.09% | $4,457,346 |
| Waterfront Wealth Inc. | 0.43% | 54,502 | +0.6% | 0.87% | $4,266,768 |
| LPL Financial LLC | 0.39% | 49,972 | -0.08% | 0% | $3,973,271 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 147,230 | $11,936,283 | -$398,617 | $81.01 | 10 |
| 2025 Q3 | 4,709,720 | $374,263,523 | +$9,190,802 | $79.51 | 194 |
| 2025 Q2 | 4,688,719 | $351,930,900 | -$12,488,878 | $75.11 | 193 |
| 2025 Q1 | 4,929,808 | $325,318,579 | -$14,624,065 | $66.00 | 187 |
| 2024 Q4 | 5,138,617 | $323,690,299 | -$7,867,465 | $62.95 | 192 |
| 2024 Q3 | 5,153,758 | $354,142,471 | -$81,563,270 | $69.05 | 183 |
| 2024 Q2 | 6,332,587 | $402,161,312 | -$11,793,684 | $63.44 | 197 |
| 2024 Q1 | 6,543,827 | $426,562,641 | -$28,914,398 | $65.21 | 198 |
| 2023 Q4 | 15,521 | $990,928 | +$10,279 | $63.84 | 4 |
| 2023 Q3 | 6,973,680 | $400,985,897 | -$1,118,232 | $57.47 | 185 |
| 2023 Q2 | 7,253,298 | $431,759,547 | -$63,698,170 | $59.46 | 186 |
| 2023 Q1 | 8,279,158 | $504,586,996 | -$15,826,931 | $60.94 | 195 |
| 2022 Q4 | 8,331,322 | $483,277,030 | -$3,188,200 | $57.96 | 191 |
| 2022 Q3 | 8,228,567 | $424,498,459 | +$4,819,385 | $51.44 | 180 |
| 2022 Q2 | 8,140,038 | $477,334,093 | +$7,672,390 | $58.38 | 196 |
| 2022 Q1 | 7,868,377 | $540,275,872 | -$15,963,727 | $68.64 | 199 |
| 2021 Q4 | 8,086,887 | $595,419,633 | +$25,962,697 | $73.65 | 203 |
| 2021 Q3 | 7,488,207 | $556,925,428 | +$18,448,741 | $74.24 | 184 |
| 2021 Q2 | 7,470,314 | $557,892,509 | +$16,594,295 | $74.68 | 182 |
| 2021 Q1 | 7,219,998 | $521,783,656 | -$31,006,774 | $72.23 | 186 |
| 2020 Q4 | 7,325,869 | $499,428,090 | -$48,353,634 | $68.11 | 187 |
| 2020 Q3 | 8,082,634 | $483,491,146 | -$34,718,533 | $59.90 | 166 |
| 2020 Q2 | 8,422,527 | $468,744,018 | +$301,806 | $55.63 | 171 |
| 2020 Q1 | 8,394,127 | $403,272,288 | +$27,316,385 | $48.05 | 175 |
| 2019 Q4 | 7,531,658 | $535,130,403 | +$9,319,882 | $71.11 | 223 |
| 2019 Q3 | 7,835,469 | $497,916,781 | -$73,070,749 | $63.52 | 198 |
| 2019 Q2 | 8,799,719 | $572,174,233 | -$14,586,027 | $65.02 | 194 |
| 2019 Q1 | 9,430,150 | $621,077,439 | -$14,306,264 | $65.81 | 206 |
| 2018 Q4 | 9,669,182 | $583,625,822 | -$41,678,553 | $60.32 | 198 |
| 2018 Q3 | 10,042,996 | $713,877,892 | +$7,236,139 | $71.14 | 198 |
| 2018 Q2 | 9,961,717 | $716,997,486 | -$5,720,163 | $71.95 | 193 |
| 2018 Q1 | 10,038,356 | $767,380,120 | +$50,319,654 | $76.43 | 187 |
| 2017 Q4 | 9,380,063 | $720,845,340 | +$36,431,615 | $76.80 | 174 |
| 2017 Q3 | 8,525,144 | $630,438,842 | +$49,658,503 | $73.95 | 141 |
| 2017 Q2 | 7,826,886 | $544,568,165 | +$38,876,856 | $69.53 | 140 |
| 2017 Q1 | 7,255,224 | $474,988,614 | +$16,155,393 | $65.47 | 130 |
| 2016 Q4 | 7,063,281 | $424,338,472 | -$7,675 | $60.02 | 127 |
| 2016 Q3 | 6,979,605 | $427,812,176 | -$4,042,236 | $61.37 | 112 |
| 2016 Q2 | 7,053,903 | $395,931,792 | -$517,805 | $56.11 | 111 |
| 2016 Q1 | 7,068,514 | $416,320,207 | -$5,322,105 | $58.90 | 114 |
| 2015 Q4 | 7,159,024 | $414,378,356 | -$1,255,275 | $58.10 | 119 |
| 2015 Q3 | 6,804,328 | $375,520,600 | -$18,937,303 | $55.17 | 115 |
| 2015 Q2 | 7,152,974 | $431,517,458 | +$52,477,337 | $60.34 | 112 |
| 2015 Q1 | 6,248,129 | $370,489,828 | -$14,684,931 | $59.26 | 104 |
| 2014 Q4 | 6,502,070 | $360,989,067 | -$16,554,220 | $55.52 | 108 |
| 2014 Q3 | 6,731,817 | $398,267,823 | +$29,319,288 | $59.18 | 101 |
| 2014 Q2 | 6,234,962 | $403,789,749 | +$28,663,044 | $64.78 | 98 |
| 2014 Q1 | 5,373,268 | $349,430,594 | +$36,537,965 | $65.03 | 90 |