Wisdmtre DY Int Smlcap Ef-USDDLSETF
13F holders, Q4 2025 (December 31)42holders +2
4new positions
3sold out
1famous investor
$42.98avg. 13F price*
At the end of Q4 2025, 42 institutions reported holding Wisdmtre DY Int Smlcap Ef-US (DDLS) in their 13F filings, up 2 from Q3 2025. 4 opened new positions and 3 sold out. The largest holders were Stonebridge Wealth Management, LLC ($9.8M), Cetera Investment Advisers ($8.6M) and AE Wealth Management LLC ($8.2M). 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 (Q4 2025)
- CUSIP
- 97717X271
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $553K |
| Exits | 3 | $222K |
All 13F filers, Q3 2025 → Q4 2025: 120,831 shares bought and 50,980 shares sold, net +69,851 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Stonebridge Wealth Management, LLC | 9.38% | Reduce -2.9% | 228,578 | $9.8M |
| Cetera Investment Advisers | 0.01% | Reduce -0.4% | 201,027 | $8.6M |
| AE Wealth Management LLC | 0.05% | Add +57.5% | 191,820 | $8.2M |
| Berkeley, Inc | 2.44% | Add +4.5% | 178,728 | $7.7M |
| High Note Wealth, LLC | 1.08% | Add +3.4% | 128,759 | $5.5M |
| Flow Traders U.S. LLC | 0.15% | Reduce -9.1% | 106,344 | $4.6M |
| Lido Advisors, LLC | 0.01% | Add +5.1% | 75,753 | $3.3M |
| LPL Financial LLC | 0.00% | Reduce -4.8% | 58,905 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.8% | 55,643 | $2.4M |
| Certuity, LLC | 0.09% | Add +53.7% | 34,394 | $1.5M |
| JT Stratford LLC | 0.19% | Add +6.5% | 34,165 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -40.1% | 34,151 | $1.5M |
| United Advisor Group, LLC | 0.13% | Reduce -3.3% | 23,611 | $1.0M |
| Tounjian Advisory Partners, LLC | 0.22% | Reduce -1.9% | 15,246 | $655K |
| Commonwealth Equity Services, LLC | 0.00% | Add +42.0% | 9,454 | $406K |
| Citadel Advisors | 0.00% | Add +11.5% | 7,251 | $312K |
| Composition Wealth, LLC | 0.00% | New | 6,920 | $297K |
| Compound Planning, Inc. | 0.01% | Reduce -2.6% | 6,902 | $297K |
| Modera Wealth Management, LLC | 0.00% | No change | 5,605 | $241K |
| Quantinno Capital Management LP | 0.00% | New | 5,359 | $230K |
| Bank of America Corp. | 0.00% | Add +2.0% | 4,978 | $214K |
| Larson Financial Group LLC | 0.01% | No change | 3,700 | $159K |
| Morgan Stanley | 0.00% | Add +2198.0% | 2,298 | $99K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 1,752 | $75K |
| Royal Bank of Canada | 0.00% | Add +83.5% | 1,461 | $63K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,281 | $55K |
| UBS Group AG | 0.00% | Add +31.1% | 1,137 | $49K |
| Creative Financial Designs Inc. | 0.00% | Add +42.1% | 904 | $39K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 875 | $38K |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.4% | 672 | $29K |
| Rossby Financial, LCC | 0.01% | No change | 629 | $27K |
| Franklin Resources Inc. | 0.00% | New | 514 | $22K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 410 | $18K |
| FMR LLC | 0.00% | Add +197.7% | 393 | $17K |
| Cwm, LLC | 0.00% | No change | 329 | $14K |
| Allworth Financial LP | 0.00% | No change | 296 | $13K |
| Farther Finance Advisors, LLC | 0.00% | No change | 123 | $5K |
| Bank of Montreal | 0.00% | New | 80 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 20 | $860 |
| Key Capital Management, INC | 0.00% | — | 15 | $645 |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $430 |
"% 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.