Who Owns WISDOMTREE TR (DLS)? -- Institutional Holders (2026-06-30)
214 institutions reported holding $460.6M of WISDOMTREE TR (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 | Corient Private Wealth LLC | $4.8M | 57,341 | Trimmed |
| 19 | Elwood & Goetz Wealth Advisory Group, LLC | $4.8M | 56,877 | Added |
| 20 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $4.7M | 56,451 | Added |
| 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 |
Source: SEC Form 13F filings · as of 2026-06-30