Wisdmtre DY Int Smlcap Ef-USDDLSETF
13F holders, Q3 2024 (September 30)29holders +1
5new positions
4sold out
$36.55avg. 13F price*
At the end of Q3 2024, 29 institutions reported holding Wisdmtre DY Int Smlcap Ef-US (DDLS) in their 13F filings, up 1 from Q2 2024. 5 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($10.0M), Cetera Investment Advisers ($6.7M) and AE Wealth Management LLC ($4.0M).
- Company
- Wisdmtre DY Int Smlcap Ef-US
- Filed as
- WISDOMTREE TR (Q3 2024)
- CUSIP
- 97717X271
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 4 | $740K |
All 13F filers, Q2 2024 → Q3 2024: 112,039 shares bought and 256,609 shares sold, net −144,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| LPL Financial LLC | 0.00% | Add +3.4% | 274,007 | $10.0M |
| Cetera Investment Advisers | 0.01% | Add +2.9% | 183,281 | $6.7M |
| AE Wealth Management LLC | 0.04% | Reduce -26.3% | 109,081 | $4.0M |
| High Note Wealth, LLC | 1.07% | Add +1.2% | 102,826 | $3.8M |
| Jane Street Group, LLC | 0.01% | Add +56.4% | 87,114 | $3.2M |
| Exchange Capital Management, Inc. | 0.34% | Add +52.1% | 58,491 | $2.1M |
| JT Stratford LLC | 0.19% | Add +31.3% | 30,987 | $1.1M |
| Flow Traders U.S. LLC | 0.03% | New | 16,811 | $615K |
| Composition Wealth, LLC | 0.01% | Reduce -5.8% | 16,543 | $605K |
| United Advisor Group, LLC | 0.13% | Add +17.0% | 15,172 | $555K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,878 | $398K |
| Kraft, Davis & Associates, LLC | 0.07% | Add +0.6% | 6,449 | $223K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -97.1% | 5,686 | $208K |
| Modera Wealth Management, LLC | 0.00% | New | 5,605 | $205K |
| Bank of America Corp. | 0.00% | Add +1.1% | 4,826 | $176K |
| Accent Capital Management, LLC | 0.09% | No change | 4,491 | $164K |
| Morgan Stanley | 0.00% | Add +0.0% | 3,287 | $120K |
| Osaic Holdings, Inc. | 0.00% | Add +38.8% | 2,540 | $93K |
| Larson Financial Group LLC | 0.01% | Reduce -19.7% | 2,500 | $91K |
| JPMorgan Chase & Co. | 0.00% | Add +6.9% | 1,839 | $67K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +261.4% | 1,677 | $61K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,281 | $47K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 420 | $15K |
| IFP Advisors, Inc | 0.00% | Reduce -84.6% | 411 | $15K |
| FMR LLC | 0.00% | Add +55.7% | 327 | $12K |
| UBS Group AG | 0.00% | Add +361.1% | 166 | $6K |
| Royal Bank of Canada | 0.00% | Reduce -91.7% | 20 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 24 | $877 |
| Harbour Investments, Inc. | 0.00% | New | 11 | $402 |
"% 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.