Wisdmtre DY Int Smlcap Ef-USDDLSETF
13F holders, Q2 2025 (June 30)43holders +5
8new positions
4sold out
1famous investor
$39.44avg. 13F price*
At the end of Q2 2025, 43 institutions reported holding Wisdmtre DY Int Smlcap Ef-US (DDLS) in their 13F filings, up 5 from Q1 2025. 8 opened new positions and 4 sold out. The largest holders were Stonebridge Wealth Management, LLC ($9.2M), Cetera Investment Advisers ($7.4M) and Berkeley, Inc ($6.6M). 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 2025)
- CUSIP
- 97717X271
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.7M |
| Exits | 4 | $234K |
All 13F filers, Q1 2025 → Q2 2025: 279,685 shares bought and 41,429 shares sold, net +238,256 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Stonebridge Wealth Management, LLC | 8.92% | — | 234,131 | $9.2M |
| Cetera Investment Advisers | 0.01% | Reduce -1.1% | 187,496 | $7.4M |
| Berkeley, Inc | 2.36% | Add +198.0% | 166,589 | $6.6M |
| High Note Wealth, LLC | 1.07% | Add +4.1% | 117,828 | $4.7M |
| AE Wealth Management LLC | 0.03% | Add +15.2% | 104,556 | $4.1M |
| Exchange Capital Management, Inc. | 0.41% | Add +6.1% | 69,995 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -12.8% | 67,774 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -9.7% | 63,984 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 54,177 | $2.1M |
| Flow Traders U.S. LLC | 0.05% | Reduce -25.5% | 36,291 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 35,632 | $1.4M |
| JT Stratford LLC | 0.19% | Add +5.4% | 31,797 | $1.3M |
| Citadel Advisors | 0.00% | New | 21,292 | $841K |
| United Advisor Group, LLC | 0.14% | Add +9.3% | 20,979 | $829K |
| Certuity, LLC | 0.06% | Add +87.0% | 15,756 | $622K |
| UBS Group AG | 0.00% | Add +5067.8% | 14,935 | $590K |
| Tounjian Advisory Partners, LLC | 0.11% | Reduce -0.9% | 16,610 | $587K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.1% | 11,530 | $455K |
| Compound Planning, Inc. | 0.01% | Add +1.1% | 7,569 | $299K |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.5% | 6,634 | $262K |
| Modera Wealth Management, LLC | 0.00% | New | 5,605 | $221K |
| Strategic Financial Concepts, LLC | 0.03% | Reduce -8.2% | 5,342 | $211K |
| Bank of America Corp. | 0.00% | Reduce -4.7% | 4,938 | $195K |
| Larson Financial Group LLC | 0.01% | No change | 3,700 | $146K |
| Raymond James Financial Inc. | 0.00% | New | 1,397 | $55K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,281 | $51K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.6% | 1,164 | $46K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 875 | $35K |
| Capital A Wealth Management, LLC | 0.34% | New | 927 | $31K |
| Farther Finance Advisors, LLC | 0.00% | No change | 728 | $29K |
| Creative Financial Designs Inc. | 0.00% | Add +88.8% | 657 | $26K |
| Rossby Financial, LCC | 0.01% | No change | 629 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +40.9% | 434 | $17K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 429 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $16K |
| JPMorgan Chase & Co. | 0.00% | No change | 342 | $14K |
| Cwm, LLC | 0.00% | No change | 329 | $13K |
| Allworth Financial LP | 0.00% | New | 296 | $12K |
| Royal Bank of Canada | 0.00% | Add +23.5% | 205 | $8K |
| FMR LLC | 0.00% | Add +19.1% | 131 | $5K |
| Morgan Stanley | 0.00% | Reduce -96.3% | 100 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 20 | $790 |
| Harbour Investments, Inc. | 0.00% | New | 10 | $395 |
"% 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.