Who Owns WISDOMTREE TR (DLS)? -- Institutional Holders (2026-06-30)
103 institutions reported holding $124.7M of WISDOMTREE TR (DLS) in SEC 13F filings for 2026-06-30. Largest institutional holders: BIP Wealth, LLC ($22.2M), LRI Investments, LLC ($16.2M), Compound Planning, Inc. ($7.6M), Evanson Financial, LLC ($6.8M), Great Point Wealth Advisors, LLC ($5.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BIP Wealth, LLC | $22.2M | 265,198 | Added |
| 2 | LRI Investments, LLC | $16.2M | 193,131 | Trimmed |
| 3 | Compound Planning, Inc. | $7.6M | 90,795 | Added |
| 4 | Evanson Financial, LLC | $6.8M | 81,712 | New |
| 5 | Great Point Wealth Advisors, LLC | $5.6M | 67,323 | Trimmed |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $4.7M | 56,451 | Added |
| 7 | Kestra Advisory Services, LLC | $4.4M | 52,290 | Trimmed |
| 8 | Waterfront Wealth Inc. | $4.0M | 47,517 | Added |
| 9 | Checchi Capital Advisers, LLC | $3.9M | 46,956 | Trimmed |
| 10 | Grove Street Fiduciary, LLC | $3.6M | 43,141 | Trimmed |
| 11 | FAMILY WEALTH PARTNERS, LLC | $3.0M | 35,382 | Trimmed |
| 12 | Wealth Architects, LLC | $2.7M | 32,033 | Trimmed |
| 13 | Impact Capital Partners LLC | $2.1M | 25,622 | Added |
| 14 | Marathon Strategic Advisors, LLC | $2.1M | 25,385 | Added |
| 15 | Atria Investments, Inc | $2.1M | 25,245 | Added |
| 16 | GHP Investment Advisors, Inc. | $2.0M | 23,548 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 22,875 | Trimmed |
| 18 | Wealth Care LLC | $1.4M | 17,263 | Added |
| 19 | CITIGROUP INC | $1.3M | 15,990 | Added |
| 20 | Sharper & Granite LLC | $1.2M | 14,493 | Trimmed |
| 21 | Beaird Harris Wealth Management, LLC | $1.2M | 14,454 | Trimmed |
| 22 | CoreCap Advisors, LLC | $1.1M | 13,277 | Trimmed |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $961,960 | 11,481 | Trimmed |
| 24 | Stonebridge Wealth Management, LLC | $891,609 | 10,641 | Hold |
| 25 | Bruce G. Allen Investments, LLC | $886,465 | 10,580 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30