Wisdmtre DY Int Smlcap Ef-USDDLSETF
13F holders, Q4 2024 (December 31)31holders +2
5new positions
5sold out
$34.98avg. 13F price*
At the end of Q4 2024, 31 institutions reported holding Wisdmtre DY Int Smlcap Ef-US (DDLS) in their 13F filings, up 2 from Q3 2024. 5 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($9.7M), Cetera Investment Advisers ($6.5M) and AE Wealth Management LLC ($3.9M).
- Company
- Wisdmtre DY Int Smlcap Ef-US
- Filed as
- WISDOMTREE TR (Q4 2024)
- CUSIP
- 97717X271
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.9M |
| Exits | 5 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 108,123 shares bought and 75,718 shares sold, net +32,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| LPL Financial LLC | 0.00% | Add +1.4% | 277,848 | $9.7M |
| Cetera Investment Advisers | 0.01% | Add +1.9% | 186,845 | $6.5M |
| AE Wealth Management LLC | 0.03% | Add +1.5% | 110,765 | $3.9M |
| High Note Wealth, LLC | 0.97% | Add +3.5% | 106,469 | $3.7M |
| Fischer Investment Strategies, LLC | 1.83% | New | 65,809 | $2.3M |
| Exchange Capital Management, Inc. | 0.35% | Add +6.3% | 62,186 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -29.6% | 61,331 | $2.1M |
| JT Stratford LLC | 0.18% | Add +2.8% | 31,848 | $1.1M |
| United Advisor Group, LLC | 0.14% | Add +37.6% | 20,874 | $730K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.2% | 10,898 | $381K |
| Certuity, LLC | 0.03% | New | 8,428 | $295K |
| Bank of America Corp. | 0.00% | Add +61.6% | 7,797 | $273K |
| Compound Planning, Inc. | 0.01% | New | 7,267 | $254K |
| Strategic Financial Concepts, LLC | 0.04% | Add +0.6% | 5,722 | $200K |
| Accent Capital Management, LLC | 0.09% | No change | 4,491 | $157K |
| Osaic Holdings, Inc. | 0.00% | Add +1.7% | 2,583 | $90K |
| Larson Financial Group LLC | 0.00% | No change | 2,500 | $87K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,281 | $45K |
| Morgan Stanley | 0.00% | Reduce -62.5% | 1,233 | $43K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.4% | 1,100 | $38K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 875 | $31K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 529 | $19K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 420 | $15K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $14K |
| JPMorgan Chase & Co. | 0.00% | Reduce -81.4% | 342 | $12K |
| FMR LLC | 0.00% | Reduce -71.3% | 94 | $3K |
| Creative Financial Designs Inc. | 0.00% | New | 30 | $1K |
| Royal Bank of Canada | 0.00% | No change | 20 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 24 | $840 |
| Capital A Wealth Management, LLC | 0.00% | — | 17 | $595 |
| Harbour Investments, Inc. | 0.00% | No change | 11 | $385 |
"% 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.