Who Owns WISDOM INTL SMCP DIV ETF (DLS)? -- Institutional Holders (2026-06-30)

215 institutions reported holding $460.5M of WISDOM INTL SMCP DIV ETF (DLS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Savant Capital, LLC ($121.9M), RAYMOND JAMES FINANCIAL INC ($48.7M), BIP Wealth, LLC ($22.2M), BANK OF AMERICA CORP /DE/ ($21.4M), LRI Investments, LLC ($16.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Savant Capital, LLC	$121.9M	1.5M	Added
2	RAYMOND JAMES FINANCIAL INC	$48.7M	580,918	Added
3	BIP Wealth, LLC	$22.2M	265,198	Added
4	BANK OF AMERICA CORP /DE/	$21.4M	255,726	Trimmed
5	LRI Investments, LLC	$16.2M	193,131	Trimmed
6	MORGAN STANLEY	$12.9M	154,465	Trimmed
7	HighTower Advisors, LLC	$9.2M	110,171	Trimmed
8	OSAIC HOLDINGS, INC.	$8.4M	99,967	Added
9	MAI Capital Management	$8.1M	96,395	Trimmed
10	Compound Planning, Inc.	$7.6M	90,795	Added
11	FLOW TRADERS U.S. LLC	$7.1M	84,330	Added
12	WELLS FARGO & COMPANY/MN	$6.9M	82,849	Added
13	Evanson Financial, LLC	$6.8M	81,712	New
14	Great Point Wealth Advisors, LLC	$5.6M	67,323	Trimmed
15	Csenge Advisory Group	$5.6M	66,399	Trimmed
16	WESCAP Management Group, Inc.	$5.1M	61,071	Added
17	BANK OF MONTREAL /CAN/	$4.9M	58,785	Trimmed
18	Elwood & Goetz Wealth Advisory Group, LLC	$4.8M	56,877	Added
19	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$4.7M	56,451	Added
20	Corient Private Wealth LLC	$4.6M	54,347	Trimmed
21	UBS Group AG	$4.5M	53,386	Trimmed
22	Kestra Advisory Services, LLC	$4.4M	52,290	Trimmed
23	LPL Financial LLC	$4.2M	50,334	Added
24	Waterfront Wealth Inc.	$4.0M	47,517	Added
25	Checchi Capital Advisers, LLC	$3.9M	46,956	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30