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Disclosery

DDLS WISDOMTREE TR

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DYNAMIC INTL SML (fund)

44 managers (44 13F filers) reported a position in DDLS shares at 2025-06-30, 1,315,505 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
44
13F filers
44
New
8
Added
16
Reduced
8
Sold out
4
Shares held by filers
1,315,505

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Stonebridge Wealth Management, LLC234,131$9.25M8.72%13F-HRTimeline
Cetera Investment Advisers187,496$7.41M0.01%-2,11613F-HRTimeline
Berkeley, Inc166,589$6.58M2.36%+110,68413F-HRTimeline
High Note Wealth, LLC117,828$4.65M1.07%+4,65413F-HRTimeline
AE Wealth Management LLC104,556$4.13M0.03%+13,80613F-HRTimeline
Exchange Capital Management, Inc.69,995$2.76M0.41%+4,01813F-HRTimeline
LPL Financial LLC67,774$2.68M<0.01%-9,94513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC63,984$2.53M<0.01%-6,88813F-HRTimelineGroup
Cambridge Investment Research Advisors,…54,177$2.14M0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC36,291$1.43M0.05%-12,40913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,632$1.41M<0.01%new13F-HRTimelineGroup
JT Stratford LLC31,797$1.26M0.19%+1,63713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,292$841K<0.01%new13F-HRTimelineGroup
United Advisor Group, LLC20,979$829K0.14%+1,79113F-HRTimeline
CERTUITY, LLC15,756$622K0.06%+7,32813F-HRTimeline
UBS Group AGin group UBS Group AG14,935$590K<0.01%+14,64613F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC16,610$587K0.11%-14613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,530$455K<0.01%+23613F-HRTimeline
Compound Planning, Inc.7,569$299K0.01%+8513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,634$262K<0.01%+93913F-HRTimeline
Modera Wealth Management, LLC5,605$221K<0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC5,342$211K0.03%-47813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,938$195K<0.01%-24113F-HRTimelineGroup
Larson Financial Group LLC3,700$146K0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,397$55.2K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.1,281$50.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,164$46K<0.01%+3013F-HRTimelineGroup
Medallion Wealth Advisors, LLC875$34.6K0.01%013F-HRTimeline
Capital A Wealth Management, LLC927$30.7K0.34%new13F-HRTimeline
Farther Finance Advisors, LLC728$28.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV657$26K<0.01%+30913F-HRTimeline
Rossby Financial, LCC629$24.8K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC434$17.1K<0.01%+12613F-HRTimeline
Frazier Financial Advisors, LLC429$16.9K0.01%013F-HRTimeline
IFP Advisors, Inc411$16.2K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO342$13.5K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC329$13K<0.01%013F-HRTimelineGroup
Allworth Financial LP296$11.7K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA205$8K<0.01%+3913F-HR/ATimelineGroup
FMR LLCin group FMR LLC131$5.16K<0.01%+2113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY100$3.95K<0.01%-2,58413F-HRTimelineGroup
Parallel Advisors, LLC20$790<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10$395<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.