Wisdmtre DY Int Smlcap Ef-USDDLSETF
13F holders, Q1 2025 (March 31)38holders +7
11new positions
5sold out
$35.35avg. 13F price*
At the end of Q1 2025, 38 institutions reported holding Wisdmtre DY Int Smlcap Ef-US (DDLS) in their 13F filings, up 7 from Q4 2024. 11 opened new positions and 5 sold out. The largest holders were Cetera Investment Advisers ($6.7M), High Note Wealth, LLC ($4.0M) and AE Wealth Management LLC ($3.2M).
- Company
- Wisdmtre DY Int Smlcap Ef-US
- Filed as
- WISDOMTREE TR (Q1 2025)
- CUSIP
- 97717X271
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.0M |
| Exits | 5 | $2.4M |
All 13F filers, Q4 2024 → Q1 2025: 141,115 shares bought and 294,801 shares sold, net −153,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Cetera Investment Advisers | 0.01% | Add +1.5% | 189,612 | $6.7M |
| High Note Wealth, LLC | 0.99% | Add +6.3% | 113,174 | $4.0M |
| AE Wealth Management LLC | 0.03% | Reduce -18.1% | 90,750 | $3.2M |
| LPL Financial LLC | 0.00% | Reduce -72.0% | 77,719 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +15.6% | 70,872 | $2.5M |
| Exchange Capital Management, Inc. | 0.38% | Add +6.1% | 65,977 | $2.3M |
| Berkeley, Inc | 0.93% | New | 55,905 | $2.0M |
| Flow Traders U.S. LLC | 0.07% | New | 48,700 | $1.7M |
| JT Stratford LLC | 0.19% | Reduce -5.3% | 30,160 | $1.1M |
| United Advisor Group, LLC | 0.14% | Reduce -8.1% | 19,188 | $678K |
| Tounjian Advisory Partners, LLC | 0.11% | — | 16,756 | $592K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.6% | 11,294 | $399K |
| Certuity, LLC | 0.03% | No change | 8,428 | $298K |
| Compound Planning, Inc. | 0.01% | Add +3.0% | 7,484 | $265K |
| Strategic Financial Concepts, LLC | 0.04% | Add +1.7% | 5,820 | $206K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,695 | $201K |
| Bank of America Corp. | 0.00% | Reduce -33.6% | 5,179 | $183K |
| Accent Capital Management, LLC | 0.09% | No change | 4,491 | $159K |
| Larson Financial Group LLC | 0.01% | Add +48.0% | 3,700 | $131K |
| Morgan Stanley | 0.00% | Add +117.7% | 2,684 | $95K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,281 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.1% | 1,134 | $40K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,089 | $38K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 875 | $31K |
| Farther Finance Advisors, LLC | 0.00% | New | 728 | $26K |
| SouthState Bank Corp | 0.00% | New | 664 | $23K |
| Rossby Financial, LCC | 0.01% | New | 629 | $23K |
| Frazier Financial Advisors, LLC | 0.01% | Add +2.1% | 429 | $15K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $15K |
| Kiker Wealth Management, LLC | 0.01% | New | 378 | $13K |
| Creative Financial Designs Inc. | 0.00% | Add +1060.0% | 348 | $12K |
| JPMorgan Chase & Co. | 0.00% | No change | 342 | $12K |
| Cwm, LLC | 0.00% | New | 329 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -41.8% | 308 | $11K |
| UBS Group AG | 0.00% | New | 289 | $10K |
| Royal Bank of Canada | 0.00% | Add +730.0% | 166 | $6K |
| FMR LLC | 0.00% | Add +17.0% | 110 | $4K |
| Parallel Advisors, LLC | 0.00% | New | 20 | $707 |
"% 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.