Who Owns WISDOMTREE TR (DLS)? -- Institutional Holders (2026-03-31)
212 institutions reported holding $362.4M of WISDOMTREE TR (DLS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Savant Capital, LLC ($61.2M), BIP Wealth, LLC ($21.2M), BANK OF AMERICA CORP /DE/ ($21.0M), LRI Investments, LLC ($15.8M), MORGAN STANLEY ($12.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Savant Capital, LLC | $61.2M | 751,429 | Trimmed |
| 2 | BIP Wealth, LLC | $21.2M | 259,514 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $21.0M | 257,909 | Added |
| 4 | LRI Investments, LLC | $15.8M | 193,374 | Trimmed |
| 5 | MORGAN STANLEY | $12.8M | 156,725 | Trimmed |
| 6 | HighTower Advisors, LLC | $9.3M | 114,526 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $8.8M | 107,958 | Trimmed |
| 8 | MAI Capital Management | $8.0M | 97,869 | Added |
| 9 | OSAIC HOLDINGS, INC. | $7.5M | 91,702 | Trimmed |
| 10 | Compound Planning, Inc. | $6.8M | 83,147 | Trimmed |
| 11 | WELLS FARGO & COMPANY/MN | $6.7M | 82,305 | Added |
| 12 | Evanson Asset Management, LLC | $6.7M | 81,887 | Trimmed |
| 13 | Csenge Advisory Group | $6.0M | 73,724 | Trimmed |
| 14 | FLOW TRADERS U.S. LLC | $5.8M | 70,662 | New |
| 15 | Great Point Wealth Advisors, LLC | $5.7M | 69,693 | Trimmed |
| 16 | Neumann Capital Management, LLC | $5.4M | 66,219 | Trimmed |
| 17 | BANK OF MONTREAL /CAN/ | $4.9M | 60,505 | Trimmed |
| 18 | WESCAP Management Group, Inc. | $4.9M | 60,393 | Added |
| 19 | Checchi Capital Advisers, LLC | $4.8M | 59,259 | Trimmed |
| 20 | Corient Private Wealth LLC | $4.7M | 57,731 | Trimmed |
| 21 | UBS Group AG | $4.7M | 57,327 | Trimmed |
| 22 | Elwood & Goetz Wealth Advisory Group, LLC | $4.6M | 56,513 | Trimmed |
| 23 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $4.6M | 56,243 | Added |
| 24 | Kestra Advisory Services, LLC | $4.3M | 52,823 | Added |
| 25 | LPL Financial LLC | $4.1M | 49,922 | Added |
Source: SEC Form 13F filings · as of 2026-03-31