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Disclosery

DDLS WISDOMTREE TR

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DYNAMIC INTL SML (fund)

39 managers (39 13F filers) reported a position in DDLS shares at 2025-03-31, 843,118 shares in all. 11 filers opened a position and 5 filers sold out during the quarter.

Managers
39
13F filers
39
New
11
Added
14
Reduced
6
Sold out
5
Shares held by filers
843,118

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Cetera Investment Advisers189,612$6.7M0.01%+2,76713F-HRTimeline
High Note Wealth, LLC113,174$4M0.99%+6,70513F-HRTimeline
AE Wealth Management LLC90,750$3.21M0.03%-20,01513F-HRTimeline
LPL Financial LLC77,719$2.75M<0.01%-200,12913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC70,872$2.51M<0.01%+9,54113F-HR/ATimelineGroup
Exchange Capital Management, Inc.65,977$2.33M0.38%+3,79113F-HRTimeline
Berkeley, Inc55,905$1.98M0.93%new13F-HRTimeline
FLOW TRADERS U.S. LLC48,700$1.72M0.07%new13F-HRTimeline
JT Stratford LLC30,160$1.07M0.19%-1,68813F-HRTimeline
United Advisor Group, LLC19,188$678K0.14%-1,68613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC16,756$592K0.11%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,294$399K<0.01%+39613F-HRTimeline
CERTUITY, LLC8,428$298K0.03%013F-HRTimeline
Compound Planning, Inc.7,484$265K0.01%+21713F-HRTimeline
Strategic Financial Concepts, LLC5,820$206K0.04%+9813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,695$201K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,179$183K<0.01%-2,61813F-HRTimelineGroup
Accent Capital Management, LLC4,491$159K0.09%013F-HRTimeline
Larson Financial Group LLC3,700$131K0.01%+1,20013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,684$94.9K<0.01%+1,45113F-HRTimelineGroup
Geneos Wealth Management Inc.1,281$45.3K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,134$40.1K<0.01%+3413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,089$38.5K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC875$31.1K0.01%013F-HRTimeline
Farther Finance Advisors, LLC728$25.9K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp664$23.5K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC629$22.8K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC429$15.2K0.01%+913F-HRTimeline
IFP Advisors, Inc411$14.5K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC378$13.4K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV348$12.3K<0.01%+31813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO342$12.1K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC329$12K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC308$10.9K<0.01%-22113F-HRTimeline
UBS Group AGin group UBS Group AG289$10.2K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA166$6K<0.01%+14613F-HR/ATimelineGroup
FMR LLCin group FMR LLC110$3.89K<0.01%+1613F-HRTimelineGroup
Parallel Advisors, LLC20$707<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.