Who owns WisdomTree International SmallCap Dividend Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DLS from SEC Form 13F filings across 206 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 206 institutions disclosed 5.5M shares of WisdomTree International SmallCap Dividend Fund worth $460.5M — about 46.2% of shares outstanding; the largest disclosed holder is Savant Capital, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
206
13F holders
$460.5M
value, 2026 filers
46.2%
of shares outstanding (5.5M sh)
15
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DLS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 1.5M | $121.9M | 0.4% | 12.4% | +96.3% |
| 2 | RAYMOND JAMES FINANCIAL INC | 580,918 | $48.7M | 0.0% | 4.9% | +438.1% |
| 3 | BIP Wealth, LLC | 265,198 | $22.2M | 0.6% | 2.2% | +2.2% |
| 4 | BANK OF AMERICA CORP /DE/ | 255,726 | $21.4M | 0.0% | 2.1% | -0.8% |
| 5 | LRI Investments, LLC | 193,131 | $16.2M | 1.3% | 1.6% | -0.1% |
| 6 | MORGAN STANLEY | 154,465 | $12.9M | 0.0% | 1.3% | -1.4% |
| 7 | HighTower Advisors, LLC | 110,171 | $9.2M | 0.0% | 0.9% | -3.8% |
| 8 | OSAIC HOLDINGS, INC. | 99,967 | $8.4M | 0.0% | 0.8% | +9.0% |
| 9 | MAI Capital Management | 96,395 | $8.1M | 0.0% | 0.8% | -1.5% |
| 10 | Compound Planning, Inc. | 90,795 | $7.6M | 0.2% | 0.8% | +9.2% |
| 11 | FLOW TRADERS U.S. LLC | 84,330 | $7.1M | 0.3% | 0.7% | +19.3% |
| 12 | WELLS FARGO & COMPANY/MN | 82,849 | $6.9M | 0.0% | 0.7% | +0.7% |
| 13 | Evanson Financial, LLCNEW | 81,712 | $6.8M | 0.3% | 0.7% | new |
| 14 | Great Point Wealth Advisors, LLC | 67,323 | $5.6M | 0.9% | 0.6% | -3.4% |
| 15 | Csenge Advisory Group | 66,399 | $5.6M | 0.2% | 0.6% | -9.9% |
| 16 | WESCAP Management Group, Inc. | 61,071 | $5.1M | 1.0% | 0.5% | +1.1% |
| 17 | BANK OF MONTREAL /CAN/ | 58,785 | $4.9M | 0.0% | 0.5% | -2.8% |
| 18 | Elwood & Goetz Wealth Advisory Group, LLC | 56,877 | $4.8M | 0.7% | 0.5% | +0.6% |
| 19 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56,451 | $4.7M | 0.1% | 0.5% | +0.4% |
| 20 | Corient Private Wealth LP | 54,347 | $4.6M | 0.0% | 0.5% | -5.9% |
| 21 | UBS Group AG | 53,386 | $4.5M | 0.0% | 0.4% | -6.9% |
| 22 | Kestra Advisory Services, LLC | 52,290 | $4.4M | 0.0% | 0.4% | -1.0% |
| 23 | LPL Financial LLC | 50,334 | $4.2M | 0.0% | 0.4% | +0.8% |
| 24 | Waterfront Wealth Inc. | 47,517 | $4.0M | 0.6% | 0.4% | +1.0% |
| 25 | Checchi Capital Advisers, LLC | 46,956 | $3.9M | 0.2% | 0.4% | -20.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.