WISDOMTREE TR (DDLS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
38
Reporting holders
$66.6M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | $11.2M | 255,125 | 0.12% | 2q | +17.1%+$1.6M |
| Stonebridge Wealth Management, LLC | $10.0M | 227,568 | 8.98% | 5q | +2.2%+$219.5K |
| Cetera Investment Advisers | $9.4M | 213,885 | 0.01% | 10q | +5.6%+$495.5K |
| Berkeley, Inc | $8.3M | 189,056 | 2.61% | 6q | +2.5%+$204.0K |
| AE Wealth Management LLC | $6.7M | 153,062 | 0.03% | 28q | -39.3%-$4.4M |
| High Note Wealth, LLC | $5.9M | 133,915 | 1.01% | 23q | +2.0%+$113.2K |
| Lido Advisors, LLC | $3.6M | 81,285 | 0.01% | 4q | +0.8%+$29.2K |
| LPL Financial LLC | $2.3M | 51,283 | 0.00% | 15q | -7.1%-$172.9K |
| CERTUITY, LLC | $1.8M | 41,049 | 0.09% | 7q | +1.2%+$22.2K |
| JT Stratford LLC | $1.7M | 38,883 | 0.19% | 17q | +4.1%+$68.2K |
| JANE STREET GROUP, LLC | $1.2M | 27,753 | 0.00% | 26q | -41.4%-$864.8K |
| United Advisor Group, LLC | $1.1M | 24,590 | 0.11% | 10q | +4.1%+$43.0K |
| Creative Planning | $533.5K | 12,111 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $482.5K | 10,952 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $413.9K | 9,396 | 0.00% | 2q | +7.5%+$28.7K |
| Quantinno Capital Management LP | $372.6K | 8,459 | 0.00% | 3q | +57.8%+$136.6K |
| Composition Wealth, LLC | $266.4K | 6,047 | 0.00% | 3q | -12.3%-$37.4K |
| Compound Planning, Inc. | $264.6K | 6,006 | 0.01% | 7q | -2.0%-$5.3K |
| Larson Financial Group LLC | $163.0K | 3,700 | 0.00% | 9q | HELD |
| MATHER GROUP, LLC. | $110.6K | 2,511 | 0.00% | 2q | +542.2%+$93.4K |
| MORGAN STANLEY | $101.3K | 2,299 | 0.00% | 15q | HELD |
| ROYAL BANK OF CANADA | $92.0K | 2,086 | 0.00% | 29q | +1.1% |
| Frazier Financial Advisors, LLC | $77.2K | 1,752 | 0.04% | 11q | HELD |
| OSAIC HOLDINGS, INC. | $73.9K | 1,677 | 0.00% | 2q | +364.5%+$58.0K |
| Geneos Wealth Management Inc. | $56.4K | 1,281 | 0.00% | 15q | HELD |
| Medallion Wealth Advisors, LLC | $38.5K | 875 | 0.01% | 7q | HELD |
| UBS Group AG | $38.2K | 867 | 0.00% | 6q | HELD |
| Key Capital Management, INC | $37.8K | 857 | 0.02% | new | NEW |
| FMR LLC | $29.6K | 673 | 0.00% | 10q | +37.1%+$8.0K |
| Rossby Financial, LCC | $27.7K | 629 | 0.01% | 6q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $24.3K | 552 | 0.00% | 7q | +0.5% |
| IFP Advisors, Inc | $18.1K | 411 | 0.00% | 18q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $13.7K | 310 | 0.00% | 7q | -30.5%-$6.0K |
| Allworth Financial LP | $13.0K | 296 | 0.00% | 5q | HELD |
| FLOW TRADERS U.S. LLC | $7.7K | 175,066 | 0.32% | 6q | +0.6% |
| VANGUARD ADVISERS INC | $6.5K | 148 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $5.7K | 129,450 | 0.01% | 5q | +98.5%+$2.8K |
| Farther Finance Advisors, LLC | $5.1K | 116 | 0.00% | 6q | -4.9% |
| Aptus Capital Advisors, LLC | $2.2K | 50 | 0.00% | 2q | HELD |
| Parallel Advisors, LLC | $881 | 20 | 0.00% | 6q | HELD |
| HRT FINANCIAL LP | $269 | 6,107 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 38 | $66.6M | 1,511,535 | 3 | 16 | 7 | 0.0% |
| Q1 2026 | 40 | $68.3M | 1,571,044 | 6 | 12 | 8 | 0.0% |
| Q4 2025 | 39 | $54.5M | 1,268,587 | 4 | 14 | 7 | 0.0% |
| Q3 2025 | 36 | $49.6M | 1,183,420 | 4 | 12 | 10 | 0.0% |
| Q2 2025 | 39 | $48.0M | 1,218,279 | 7 | 15 | 8 | 0.0% |
| Q1 2025 | 35 | $27.9M | 789,675 | 8 | 15 | 6 | 0.0% |
| Q4 2024 | 31 | $34.3M | 980,048 | 5 | 10 | 5 | 0.0% |
| Q3 2024 | 28 | $34.1M | 931,779 | 4 | 14 | 6 | 0.0% |
| Q2 2024 | 27 | $30.8M | 895,253 | 6 | 12 | 6 | 0.0% |
| Q1 2024 | 23 | $30.3M | 881,959 | 6 | 11 | 4 | 0.0% |
| Q4 2023 | 21 | $29.2M | 883,266 | 3 | 7 | 6 | 0.0% |
| Q3 2023 | 19 | $23.5M | 769,485 | 0 | 8 | 7 | 0.0% |
| Q2 2023 | 23 | $39.2M | 1,250,995 | 5 | 8 | 5 | 0.0% |
| Q1 2023 | 20 | $18.9M | 599,971 | 4 | 7 | 4 | 0.0% |
| Q4 2022 | 16 | $16.0M | 533,000 | 5 | 3 | 6 | 0.0% |
| Q3 2022 | 14 | $18.6M | 660,086 | 1 | 6 | 4 | 0.0% |
| Q2 2022 | 15 | $17.1M | 567,894 | 3 | 5 | 1 | 0.0% |
| Q1 2022 | 16 | $17.1M | 512,446 | 2 | 5 | 6 | 0.0% |
| Q4 2021 | 15 | $16.4M | 467,860 | 2 | 7 | 0 | 0.0% |
| Q3 2021 | 13 | $13.9M | 399,793 | 1 | 7 | 1 | 0.0% |
| Q2 2021 | 13 | $10.2M | 294,825 | 4 | 4 | 0 | 0.0% |
| Q1 2021 | 10 | $9.4M | 278,815 | 1 | 3 | 3 | 0.0% |
| Q4 2020 | 11 | $11.0M | 355,826 | 1 | 4 | 3 | 0.0% |
| Q3 2020 | 10 | $8.2M | 296,553 | 2 | 4 | 3 | 0.0% |
| Q2 2020 | 8 | $5.7M | 219,216 | 0 | 5 | 2 | 0.0% |
| Q1 2020 | 10 | $5.8M | 251,209 | 1 | 4 | 2 | 0.0% |
| Q4 2019 | 9 | $7.0M | 214,145 | 2 | 4 | 0 | 0.0% |
| Q3 2019 | 7 | $575.0K | 19,222 | 2 | 3 | 0 | 0.0% |
| Q2 2019 | 8 | $1.7M | 56,913 | 4 | 1 | 0 | 0.0% |
| Q1 2019 | 6 | $144.1K | 4,734 | 2 | 0 | 0 | 0.0% |
| Q4 2018 | 8 | $2.5M | 90,454 | 1 | 0 | 0 | 0.0% |