Wisdmtre DY Int Smlcap Ef-USDDLSETF
13F holders, Q1 2024 (March 31)23holders
1famous investor
$34.34avg. 13F price*
At the end of Q1 2024, 23 institutions reported holding Wisdmtre DY Int Smlcap Ef-US (DDLS) in their 13F filings. The largest holders were LPL Financial LLC ($8.8M), Cetera Investment Advisers ($5.8M) and AE Wealth Management LLC ($4.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdmtre DY Int Smlcap Ef-US
- Filed as
- WISDOMTREE TR (Q1 2024)
- CUSIP
- 97717X271
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $6.1M |
| Exits | 4 | $1.7M |
Ownership 23 holders
| LPL Financial LLC | 0.00% | Add +6.1% | 256,289 | $8.8M |
| Cetera Investment Advisers | 0.01% | New | 168,616 | $5.8M |
| AE Wealth Management LLC | 0.05% | Add +3.8% | 138,112 | $4.7M |
| High Note Wealth, LLC | 1.08% | Add +8.0% | 96,720 | $3.3M |
| Citadel Advisors | 0.00% | Add +1091.5% | 85,597 | $2.9M |
| Exchange Capital Management, Inc. | 0.20% | Add +32.0% | 35,121 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -77.6% | 34,723 | $1.2M |
| JT Stratford LLC | 0.14% | Add +2.2% | 20,406 | $701K |
| Composition Wealth, LLC | 0.02% | Reduce -40.0% | 17,569 | $603K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +20.5% | 7,583 | $260K |
| United Advisor Group, LLC | 0.08% | New | 6,394 | $220K |
| Bank of America Corp. | 0.00% | Add +0.6% | 4,956 | $170K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.7% | 2,210 | $76K |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.7% | 1,925 | $66K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.1% | 1,281 | $44K |
| FMR LLC | 0.00% | New | 492 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 461 | $16K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 420 | $14K |
| IFP Advisors, Inc | 0.00% | Add +63.8% | 411 | $14K |
| Royal Bank of Canada | 0.00% | No change | 221 | $8K |
| UBS Group AG | 0.00% | New | 223 | $8K |
| Morgan Stanley | 0.00% | No change | 101 | $3K |
| Bank of Montreal | 0.00% | New | 1 | $34 |
"% of holder's portfolio" is DDLS's weight in each manager's 13F, not the share of Wisdmtre DY Int Smlcap Ef-US the manager owns.