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DDLS WISDOMTREE TR

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DYNAMIC INTL SML (fund)

32 managers (32 13F filers) reported a position in DDLS shares at 2024-12-31, 980,048 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
32
13F filers
32
New
5
Added
11
Reduced
5
Sold out
5
Shares held by filers
980,048

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC277,848$9.72M<0.01%+3,84113F-HRTimeline
Cetera Investment Advisers186,845$6.54M0.01%+3,56413F-HRTimeline
AE Wealth Management LLC110,765$3.87M0.03%+1,68413F-HRTimeline
High Note Wealth, LLC106,469$3.72M0.97%+3,64313F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC65,809$2.3M1.83%new13F-HRTimeline
Exchange Capital Management, Inc.62,186$2.18M0.35%+3,69513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,331$2.15M<0.01%-25,78313F-HRTimelineGroup
JT Stratford LLC31,848$1.11M0.18%+86113F-HRTimeline
United Advisor Group, LLC20,874$730K0.14%+5,70213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,898$381K<0.01%+2013F-HRTimeline
CERTUITY, LLC8,428$295K0.03%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,797$273K<0.01%+2,97113F-HRTimelineGroup
Compound Planning, Inc.7,267$254K0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC5,722$200K0.04%+3613F-HR/ATimeline
Accent Capital Management, LLC4,491$157K0.09%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,583$90.4K<0.01%+4313F-HR/ATimelineGroup
Larson Financial Group LLC2,500$87.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,281$44.8K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,233$43.1K<0.01%-2,05413F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,100$38.5K<0.01%-57713F-HRTimelineGroup
Medallion Wealth Advisors, LLC875$30.6K0.02%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC529$18.5K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC420$14.5K0.01%013F-HRTimeline
IFP Advisors, Inc411$14.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO342$12K<0.01%-1,49713F-HRTimelineGroup
FMR LLCin group FMR LLC94$3.29K<0.01%-23313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV30$1.06K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20$1K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC24$840<0.01%013F-HRTimeline
Capital A Wealth Management, LLC17$595<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.11$385<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.