Wisdmtre DY Int Smlcap Ef-USDDLSETF
13F holders, Q2 2024 (June 30)28holders +5
7new positions
2sold out
1famous investor
$28.14avg. 13F price*
At the end of Q2 2024, 28 institutions reported holding Wisdmtre DY Int Smlcap Ef-US (DDLS) in their 13F filings, up 5 from Q1 2024. 7 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($9.1M), Cetera Investment Advisers ($6.1M) and AE Wealth Management LLC ($5.1M). 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 (Q2 2024)
- CUSIP
- 97717X271
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $546K |
| Exits | 2 | $260K |
All 13F filers, Q1 2024 → Q2 2024: 285,905 shares bought and 74,416 shares sold, net +211,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| LPL Financial LLC | 0.00% | Add +3.4% | 265,030 | $9.1M |
| Cetera Investment Advisers | 0.01% | Add +5.7% | 178,172 | $6.1M |
| AE Wealth Management LLC | 0.05% | Add +7.1% | 147,938 | $5.1M |
| High Note Wealth, LLC | 1.07% | Add +5.1% | 101,622 | $3.5M |
| Jane Street Group, LLC | 0.00% | Add +60.4% | 55,707 | $1.9M |
| Exchange Capital Management, Inc. | 0.22% | Add +9.5% | 38,450 | $1.3M |
| JT Stratford LLC | 0.15% | Add +15.6% | 23,596 | $811K |
| Citadel Advisors | 0.00% | Reduce -76.6% | 20,018 | $688K |
| Composition Wealth, LLC | 0.01% | Reduce -0.1% | 17,552 | $603K |
| United Advisor Group, LLC | 0.14% | Add +102.8% | 12,969 | $446K |
| Kraft, Davis & Associates, LLC | 0.07% | New | 6,413 | $226K |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 4,774 | $164K |
| Accent Capital Management, LLC | 0.09% | New | 4,491 | $154K |
| Morgan Stanley | 0.00% | Add +3153.5% | 3,286 | $113K |
| Larson Financial Group LLC | 0.01% | New | 3,115 | $107K |
| IFP Advisors, Inc | 0.00% | Add +549.1% | 2,668 | $92K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.2% | 1,830 | $63K |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.7% | 1,720 | $59K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,281 | $44K |
| Addison Advisors LLC | 0.01% | New | 861 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 464 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 437 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 420 | $14K |
| Royal Bank of Canada | 0.00% | Add +9.1% | 241 | $9K |
| Gradient Investments LLC | 0.00% | New | 232 | $8K |
| FMR LLC | 0.00% | Reduce -57.3% | 210 | $7K |
| Strategic Financial Concepts, LLC | 0.00% | New | 197,788 | $6K |
| UBS Group AG | 0.00% | Reduce -83.9% | 36 | $1K |
"% 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.