DLS institutional holders

WisdomTree International SmallCap Fund · 215 reporting institutions · $460M reported value

Funds that can replace DLS · DLS return decomposition

Institutional holdings

Institutions reporting DLS, largest first
InstitutionReported positionAdvisors at firmReport period
Savant Wealth Management$121.9M4052026-06-30
Raymond James Financial Inc$48.7M02026-06-30
Bip Wealth, LLC$22.2M622026-06-30
Bank of America Corp /de$21.4M02026-06-30
Lri Investments, LLC$16.2M252026-06-30
Morgan Stanley$12.9M23,1852026-06-30
Hightower Advisors, LLC$9.2M1,0462026-06-30
Osaic Holdings, Inc.$8.4M02026-06-30
Mai Capital Management$8.1M3082026-06-30
Compound Planning, Inc.$7.6M752026-06-30
Wells Fargo & Company/mn$6.9M02026-06-30
Evanson Financial, LLC$6.8M42026-06-30
Evanson Asset Management, LLC$6.7M02026-03-31
Great Point Wealth Advisors, LLC$5.6M32026-06-30
Csenge Advisory Group$5.6M752026-06-30
Wescap Management Group, Inc.$5.1M62026-06-30
Bank of Montreal /can$4.9M02026-06-30
Elwood & Goetz Wealth Advisory Group, LLC$4.8M212026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$4.7M02026-06-30
Corient Private Wealth LP$4.6M6742026-06-30
UBS Group AG$4.5M02026-06-30
Kestra Advisory Services, LLC$4.4M1,4792026-06-30
Lpl Financial LLC$4.2M23,4582026-06-30
Sunesis Advisors, LLC$4M102026-06-30
Checchi Capital Advisers, LLC$3.9M82026-06-30
Grove Street Fiduciary, LLC$3.6M22026-06-30
Creative Planning$3.4M1,1712026-06-30
Royal Bank of Canada$3.2M02026-06-30
Family Wealth Partners, LLC$3M02026-06-30
Wealth Architects, LLC$2.7M152026-06-30
Harbour Investments, Inc.$2.7M2472026-06-30
Rockefeller Capital Management LP$2.5M3462026-06-30
Towle & Co$2.3M52026-06-30
Smith, Moore & Co.$2.3M452026-06-30
Kathleen S. Wright Associates Inc.$2.3M02025-09-30
Impact Capital Partners LLC$2.1M52026-06-30
Marathon Strategic Advisors, LLC$2.1M12026-06-30
Atria Investments, Inc$2.1M62026-06-30
Mariner, LLC$2M02026-06-30
Ghp Investment Advisors Inc$2M272026-06-30
Envestnet Pmc$1.9M602026-06-30
Bristlecone Advisors, LLC$1.9M02025-09-30
Jones Financial Companies LLLP$1.8M02026-06-30
Allworth Financial, LP$1.8M3172026-06-30
Ritholtz Wealth Management$1.7M582026-06-30
Cetera Investment Advisers$1.6M10,3702026-06-30
McLean Asset Management Corp.$1.6M162026-06-30
Focus Partners Advisor Solutions, LLC$1.6M422026-06-30
Larson Financial Group LLC$1.5M672026-06-30
Wealth Care LLC$1.4M32026-06-30
Waverly Advisors, LLC$1.4M2312026-06-30
Northwestern Mutual Wealth Management Co$1.4M02026-06-30
Citigroup Inc$1.3M02026-06-30
Sharper & Granite LLC$1.2M42026-06-30
Beaird Harris Wealth Management, LLC$1.2M182026-06-30
Corecap Advisors, LLC$1.1M1182026-06-30
Equitable Holdings, Inc.$1M02026-06-30
Tortoise Investment Management, LLC$1M152026-06-30
Commonwealth Equity Services, LLC$962K2,8632026-06-30
Stonebridge Wealth Management, LLC$891.6K02026-06-30
Bruce G. Allen Investments, LLC$886.5K32026-06-30
Robinswood Financial LLC$857.4K62026-06-30
Citadel Advisors LLC$845.8K02026-06-30
Shakespeare Wealth Management, LLC$837.5K62026-06-30
Discipline Wealth Solutions, Inc.$809.8K192026-06-30
Farther Finance Advisors, LLC$809.3K3342026-06-30
Spire Wealth Management$804.4K32026-06-30
Windward Private Wealth Management Inc.$710.4K52026-06-30
Longview Financial Advisors LLC$705.3K22026-06-30
Baird Financial Group, Inc.$703.6K02026-06-30
Marble Trail Advisors$646.2K42026-06-30
Sequoia Financial Group, LLC$642.3K2582026-06-30
Fifth Third Bancorp$639.5K02026-06-30
Sound Stewardship, LLC$618K92026-06-30
Wealth Enhancement Advisory Services, LLC$602.2K1,0262026-06-30
Stifel Financial Corp$599.7K02026-06-30
Allsquare Wealth Management LLC$572.1K42025-09-30
Bank of New York Mellon Corp$557.5K02026-06-30
Envision Financial LLC$550.3K42026-06-30
Bcs Wealth Management, LLC$544.5K82026-06-30
Rfg Advisory, LLC$543.4K1912026-06-30
Tillman Hartley LLC$541.1K32026-06-30
Seia$537.7K1412026-06-30
Jfs Wealth Advisors, LLC$536K332026-06-30
Tandem Investment Partners, LLC$504.8K42026-06-30
Apella Capital, LLC$483.8K1042026-06-30
Mather Group, Llc.$483.5K1102026-06-30
Cerity Partners LLC$470.6K7772026-06-30
Iht Wealth Management LLC$467.3K1592026-06-30
Mercer Global Advisors Inc /adv$456.5K02026-06-30
Williams & Novak, LLC$448.5K52026-06-30
Freedom Investment Management, Inc.$444.8K32026-06-30
Fmr LLC$444.2K02026-06-30
Joel Isaacson & Co., LLC$443K152026-06-30
Jane Street Group, LLC$435.6K02026-06-30
Aqr Capital Management LLC$434.9K12026-06-30
Ferguson Wellman Capital Management, Inc$434.9K272026-06-30
Advisory Services Network$433.8K2532026-06-30
Hardin Capital Partners, LLC$432.4K12026-06-30
Sanctuary Advisors, LLC$428.9K4012026-06-30
Cahill Financial Advisors, Inc.$423.2K122026-06-30
Viewpoint Capital Management LLC$412.3K12026-06-30
Camelot Portfolios, LLC$392.7K32026-06-30
Wealthspire Advisors, LLC$390.4K2372026-06-30
Private Advisor Group, LLC$383.9K9272026-06-30
Tradition Wealth Management, LLC$369.7K232026-06-30
Montis Financial, LLC$365.3K162026-06-30
Jpmorgan Chase & Co$344.4K02026-06-30
McAdam LLC$326.3K1352026-06-30
Ameriprise Financial Inc$319.6K02026-06-30
Comerica Bank$315.2K02025-12-31
Alpha Omega Wealth Management LLC$314.3K92026-06-30
Quadrant Private Wealth Management, LLC$312.3K122026-06-30
Newedge Advisors$309.2K6012026-06-30
Modera Wealth Management, LLC$301.7K1352026-06-30
World Equity Group, Inc.$294.9K562026-06-30
Laurel Oak Wealth Management, LLC$287.7K142026-06-30
Ifp Advisors, Inc$284.9K3182026-06-30
Vestia Personal Wealth Advisors$282.7K222026-06-30
Bannerman Wealth$281.5K42026-06-30
One Capital Management, LLC$279K642026-06-30
Global Retirement Partners LLC$276.5K4912026-06-30
Blair William & Co/il$272.4K3292026-06-30
Howard Bailey Securities, LLC$271.7K112026-06-30
Insight Advisors, LLC/ PA$268.7K122026-06-30
Cwm, LLC$267K6672026-03-31
Clearstead; Clearstead Advisory Solutions$266.9K642026-06-30
Invesco Ltd.$266K02026-06-30
Iag Wealth Partners, LLC$262.6K172026-06-30
Susquehanna International Group, LLP$253K02026-06-30
Independent Advisor Alliance, LLC$251.4K3022026-06-30
Telos Capital Management, Inc.$244.2K122026-06-30
Keybank National Association/oh$240.1K02026-06-30
Novem Group$234.6K322026-06-30
Berger Financial Group, Inc$233.6K512026-06-30
Coldstream Capital Management Inc$232.4K1362026-06-30
Financial Harvest, LLC$229.9K72026-06-30
Cherry Tree Wealth Management, LLC$223.5K92026-03-31
Clearwater Capital Advisors, LLC$217.9K152026-06-30
Beacon Financial Group$213.4K82026-06-30
Frazier Financial Advisors, LLC$210.6K112026-06-30
Zhang Financial LLC$208.4K202026-06-30
Great Valley Advisor Group, LLC$206.1K2052026-06-30
Toptier Wealth Management, LLC$201.9K22026-06-30
CIBC Private Wealth Group LLC$201.5K02025-12-31
Scotia Capital Inc.$200K02026-06-30
Blue Trust, Inc.$172.7K02026-06-30
Cassaday & Co Wealth Management LLC$169.5K472026-06-30
Integrated Wealth Concepts LLC$164.1K4802026-06-30
Fairman Group, LLC$155.1K162026-06-30
Ae Wealth Management LLC$154.9K4712026-06-30
Morton Brown Family Wealth, LLC$152.5K72026-06-30
Evolution Wealth Management Inc.$151.3K32026-06-30
O'Shaughnessy Asset Management, LLC$149.9K582026-06-30
Front Row Advisors LLC$146.3K72026-06-30
Arax Advisory Partners$142.6K2322026-06-30
Blackrock, Inc.$128.5K02026-06-30
Hollencrest Capital Management$121.4K152026-06-30
Fiduciary Financial Advisors$119.4K512026-06-30
Aptus Capital Advisors, LLC$100.5K212026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$100.2K02026-06-30
Tacita Capital Inc$92.6K02026-06-30
First Horizon Corp$74.7K02026-06-30
Vanguard National Trust Co$71.6K02026-06-30
Medallion Wealth Advisors, LLC$70K62026-06-30
Parallel Advisors, LLC$62.7K752026-06-30
Operose Advisors LLC$55.5K142026-06-30
Princeton Global Asset Management LLC$53.3K172026-06-30
Tounjian Advisory Partners, LLC$46.9K52026-06-30
Colonial Trust Co / Sc$44K02026-06-30
Advisornet Wealth Partners$42.2K582026-06-30
Beacon Investment Advisory Services, Inc.$41.9K312026-06-30
Atlantic Union Bankshares Corp$41.5K02026-06-30
Ameritas Advisory Services, LLC$39.6K5502026-06-30
Creative Financial Designs Inc /adv$38.7K02026-06-30
Gamma Investing LLC$38.5K72026-06-30
3 Factor Indexing, LLC$37.5K22026-06-30
Key Financial, Inc.$33.5K82026-06-30
US Bancorp$25.1K02026-06-30
Capital Investment Advisory Services, LLC$24K1032026-06-30
Osbon Capital Management LLC$23.8K22026-06-30
Ritter Daniher Financial Advisory LLC / de$22.4K02026-06-30
Tucker Asset Management LLC$21.3K602026-06-30
Triumph Capital Management$21.1K142026-06-30
Crewe Advisors LLC$20.5K262026-06-30
Qube Research & Technologies Ltd$17.1K02026-06-30
Lanark Financial, Inc.$17K692026-06-30
Ifg Advisory, LLC$16.8K1102026-06-30
Vanguard Advisers Inc$14.7K2,4692026-06-30
National Bank of Canada /fi$14.6K02026-06-30
Pinnacle Bancorp, Inc.$14.2K02026-06-30
Nfsg Corp$13.6K752026-06-30
Steward Partners Investment Advisory, LLC$10.1K4812026-06-30
Institute for Wealth Management, Llc.$9.1K132026-06-30
Assetmark, Inc$8.9K2202026-06-30
Ashton Thomas Private Wealth, LLC$8.4K962026-06-30
Asset Dedication, LLC$7.8K112026-06-30
Pinney & Scofield, Inc.$7.2K32026-06-30
Founders Financial Alliance, LLC$7.2K322026-06-30
Flow Traders U.S. LLC$7.1K02026-06-30
Epg Wealth Management LLC$4.8K112026-06-30
Reap Financial Group, LLC$3.7K72026-06-30
Fortitude Family Office, LLC$3.6K142026-06-30
Redmont Wealth Advisors LLC$3.4K02025-12-31
Russell Investments Group, Ltd.$3K02026-06-30
Sims Investment Management, LLC$2.9K62026-06-30
Janney Montgomery Scott LLC$2.8K1,3422026-06-30
Betterment LLC$1.2K282026-06-30
Capital Analysts, LLC$1.2K6082026-06-30
Howe & Rusling Inc$1.2K102026-06-30
Shp Wealth Management$1K322026-06-30
Lester Murray Antman Dba Simplyrich$59502026-06-30
Planning Strategies Inc.$587102026-06-30
Smartleaf Asset Management LLC$43692026-06-30
Capital Advisors, Ltd., LLC$46112026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30