DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DDLS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
41
Reporting holders
$80.1M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| FLOW TRADERS U.S. LLC | $7.7M | 175,066 | 0.32% | 6q | +0.6%+$47.4K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $5.7M | 129,450 | 0.01% | 5q | +98.5%+$2.8M |
| 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 |
| Quantinno Capital Management LP | $372.6K | 8,459 | 0.00% | 3q | +57.8%+$136.6K |
| HRT FINANCIAL LP | $269.0K | 6,107 | 0.00% | new | NEW |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $207.0K | 4,698 | 0.00% | 2q | -46.3%-$178.2K |
| 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 |
| VANGUARD ADVISERS INC | $6.5K | 148 | 0.00% | 2q | HELD |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $25.6M | 564,718 | 0 | 3 | 2 | 0.0% |
| Q2 2026 | 41 | $80.1M | 1,817,460 | 4 | 17 | 8 | 0.0% |
| Q1 2026 | 43 | $78.7M | 1,810,280 | 7 | 14 | 8 | 0.0% |
| Q4 2025 | 42 | $61.5M | 1,430,903 | 4 | 15 | 8 | 0.0% |
| Q3 2025 | 40 | $57.1M | 1,362,046 | 4 | 14 | 10 | 0.0% |
| Q2 2025 | 43 | $51.9M | 1,315,710 | 8 | 16 | 9 | 0.0% |
| Q1 2025 | 38 | $29.9M | 844,399 | 11 | 15 | 6 | 0.0% |
| Q4 2024 | 31 | $34.3M | 980,048 | 5 | 10 | 5 | 0.0% |
| Q3 2024 | 29 | $34.7M | 948,590 | 5 | 14 | 6 | 0.0% |
| Q2 2024 | 28 | $36.4M | 1,093,041 | 7 | 12 | 6 | 0.0% |
| Q1 2024 | 24 | $35.9M | 1,046,103 | 6 | 12 | 4 | 0.0% |
| Q4 2023 | 23 | $30.8M | 933,050 | 4 | 7 | 6 | 0.0% |
| Q3 2023 | 21 | $23.6M | 770,258 | 1 | 8 | 7 | 0.0% |
| Q2 2023 | 25 | $40.3M | 1,285,139 | 6 | 8 | 5 | 0.0% |
| Q1 2023 | 22 | $19.3M | 611,286 | 4 | 7 | 5 | 0.0% |
| Q4 2022 | 20 | $16.5M | 551,036 | 6 | 3 | 7 | 0.0% |
| Q3 2022 | 14 | $485.0M | 17,288,441 | 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 | $22.0M | 796,053 | 2 | 4 | 3 | 0.0% |
| Q2 2020 | 8 | $18.8M | 718,716 | 0 | 5 | 2 | 0.0% |
| Q1 2020 | 10 | $17.4M | 750,709 | 1 | 4 | 2 | 0.0% |
| Q4 2019 | 9 | $23.5M | 713,645 | 2 | 4 | 0 | 0.0% |
| Q3 2019 | 7 | $15.5M | 518,722 | 2 | 3 | 0 | 0.0% |
| Q2 2019 | 8 | $16.5M | 556,413 | 4 | 1 | 0 | 0.0% |
| Q1 2019 | 6 | $15.2M | 504,234 | 2 | 0 | 0 | 0.0% |
| Q4 2018 | 8 | $16.2M | 589,954 | 1 | 0 | 0 | 0.0% |