Wisdmtre DY Int Smlcap Ef-USDDLSETF
13F holders, Q1 2026 (March 31)43holders +1
7new positions
7sold out
$43.46avg. 13F price*
At the end of Q1 2026, 43 institutions reported holding Wisdmtre DY Int Smlcap Ef-US (DDLS) in their 13F filings, up 1 from Q4 2025. 7 opened new positions and 7 sold out. The largest holders were AE Wealth Management LLC ($11.0M), Stonebridge Wealth Management, LLC ($9.7M) and Kestra Private Wealth Services, LLC ($9.5M).
- Company
- Wisdmtre DY Int Smlcap Ef-US
- Filed as
- WISDOMTREE TR (Q1 2026)
- CUSIP
- 97717X271
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $9.9M |
| Exits | 7 | $381K |
All 13F filers, Q4 2025 → Q1 2026: 403,606 shares bought and 24,377 shares sold, net +379,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| AE Wealth Management LLC | 0.06% | Add +31.5% | 252,313 | $11.0M |
| Stonebridge Wealth Management, LLC | 9.29% | Reduce -2.6% | 222,585 | $9.7M |
| Kestra Private Wealth Services, LLC | 0.12% | New | 217,816 | $9.5M |
| Cetera Investment Advisers | 0.01% | Add +0.8% | 202,637 | $8.8M |
| Berkeley, Inc | 2.69% | Add +3.2% | 184,424 | $8.0M |
| Flow Traders U.S. LLC | 0.24% | Add +63.6% | 173,989 | $7.6M |
| High Note Wealth, LLC | 1.12% | Add +2.0% | 131,346 | $5.7M |
| Lido Advisors, LLC | 0.01% | Add +6.4% | 80,622 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.2% | 65,223 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -6.3% | 55,208 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +38.8% | 47,385 | $2.1M |
| Certuity, LLC | 0.12% | Add +17.9% | 40,545 | $1.8M |
| JT Stratford LLC | 0.21% | Add +9.3% | 37,335 | $1.6M |
| United Advisor Group, LLC | 0.13% | Add +0.0% | 23,613 | $1.0M |
| Tounjian Advisory Partners, LLC | 0.23% | Reduce -4.3% | 14,590 | $634K |
| Mercer Global Advisors Inc. | 0.00% | New | 8,744 | $380K |
| Composition Wealth, LLC | 0.00% | Reduce -0.3% | 6,896 | $300K |
| Compound Planning, Inc. | 0.01% | Reduce -11.2% | 6,126 | $266K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -39.5% | 5,720 | $249K |
| Modera Wealth Management, LLC | 0.00% | No change | 5,605 | $244K |
| Bank of America Corp. | 0.00% | Add +8.3% | 5,391 | $234K |
| Quantinno Capital Management LP | 0.00% | No change | 5,359 | $233K |
| Larson Financial Group LLC | 0.01% | No change | 3,700 | $161K |
| Morgan Stanley | 0.00% | No change | 2,298 | $100K |
| Royal Bank of Canada | 0.00% | Add +41.3% | 2,064 | $90K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 1,752 | $76K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,281 | $56K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 875 | $38K |
| UBS Group AG | 0.00% | Reduce -23.8% | 867 | $38K |
| Rossby Financial, LCC | 0.01% | No change | 629 | $28K |
| Creative Financial Designs Inc. | 0.00% | Reduce -39.3% | 549 | $24K |
| FMR LLC | 0.00% | Add +24.9% | 491 | $21K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.8% | 446 | $19K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $18K |
| Mather Group, Llc. | 0.00% | New | 391 | $17K |
| Osaic Holdings, Inc. | 0.00% | New | 361 | $16K |
| Allworth Financial LP | 0.00% | No change | 296 | $13K |
| Vanguard Advisers Inc. | 0.00% | — | 148 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.8% | 122 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | New | 50 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 33 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 24 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 20 | $869 |
"% 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.