Wisdmtre DY Int Smlcap Ef-USDDLSETF
13F holders, Q3 2025 (September 30)40holders −3
4new positions
4sold out
1famous investor
$41.94avg. 13F price*
At the end of Q3 2025, 40 institutions reported holding Wisdmtre DY Int Smlcap Ef-US (DDLS) in their 13F filings, down 3 from Q2 2025. 4 opened new positions and 4 sold out. The largest holders were Stonebridge Wealth Management, LLC ($9.9M), Cetera Investment Advisers ($8.5M) and Berkeley, Inc ($7.2M). 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 (Q3 2025)
- CUSIP
- 97717X271
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.2M |
| Exits | 4 | $1.7M |
All 13F filers, Q2 2025 → Q3 2025: 215,518 shares bought and 87,534 shares sold, net +127,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Stonebridge Wealth Management, LLC | 9.00% | Add +0.5% | 235,346 | $9.9M |
| Cetera Investment Advisers | 0.01% | Add +7.7% | 201,874 | $8.5M |
| Berkeley, Inc | 2.31% | Add +2.7% | 171,048 | $7.2M |
| High Note Wealth, LLC | 1.05% | Add +5.7% | 124,552 | $5.2M |
| AE Wealth Management LLC | 0.03% | Add +16.5% | 121,823 | $5.1M |
| Flow Traders U.S. LLC | 0.20% | Add +222.3% | 116,983 | $4.9M |
| Lido Advisors, LLC | 0.01% | New | 72,074 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -8.7% | 61,880 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -10.9% | 56,999 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.9% | 54,656 | $2.3M |
| JT Stratford LLC | 0.18% | Add +0.9% | 32,074 | $1.3M |
| United Advisor Group, LLC | 0.14% | Add +16.3% | 24,404 | $1.0M |
| Certuity, LLC | 0.06% | Add +42.0% | 22,381 | $939K |
| Tounjian Advisory Partners, LLC | 0.22% | Reduce -6.4% | 15,540 | $652K |
| Compound Planning, Inc. | 0.01% | Reduce -6.4% | 7,084 | $297K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 6,658 | $279K |
| Citadel Advisors | 0.00% | Reduce -69.5% | 6,502 | $273K |
| Modera Wealth Management, LLC | 0.00% | No change | 5,605 | $235K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,918 | $206K |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 4,881 | $205K |
| Larson Financial Group LLC | 0.01% | No change | 3,700 | $155K |
| Frazier Financial Advisors, LLC | 0.05% | Add +308.4% | 1,752 | $73K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,281 | $54K |
| JPMorgan Chase & Co. | 0.00% | Add +195.0% | 1,009 | $42K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 875 | $37K |
| UBS Group AG | 0.00% | Reduce -94.2% | 867 | $36K |
| Royal Bank of Canada | 0.00% | Add +288.3% | 796 | $33K |
| Creative Financial Designs Inc. | 0.00% | Reduce -3.2% | 636 | $27K |
| Rossby Financial, LCC | 0.01% | No change | 629 | $26K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.5% | 410 | $17K |
| Wells Fargo & Company | 0.00% | New | 352 | $15K |
| Cwm, LLC | 0.00% | No change | 329 | $14K |
| Allworth Financial LP | 0.00% | No change | 296 | $12K |
| FMR LLC | 0.00% | Add +0.8% | 132 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -83.1% | 123 | $5K |
| Morgan Stanley | 0.00% | No change | 100 | $4K |
| Osaic Holdings, Inc. | 0.00% | New | 27 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 20 | $839 |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $419 |
"% 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.