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Disclosery

DDLS WISDOMTREE TR

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DYNAMIC INTL SML (fund)

42 managers (42 13F filers) reported a position in DDLS shares at 2025-12-31, 1,430,903 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
42
13F filers
42
New
4
Added
15
Reduced
9
Sold out
3
Shares held by filers
1,430,903

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Stonebridge Wealth Management, LLC228,578$9.82M9.28%-6,76813F-HRTimeline
Cetera Investment Advisers201,027$8.64M0.01%-84713F-HRTimeline
AE Wealth Management LLC191,820$8.24M0.05%+69,99713F-HRTimeline
Berkeley, Inc178,728$7.68M2.44%+7,68013F-HRTimeline
High Note Wealth, LLC128,759$5.53M1.08%+4,20713F-HRTimeline
FLOW TRADERS U.S. LLC106,344$4.57M0.15%-10,63913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC75,753$3.26M0.01%+3,67913F-HRTimelineGroup
LPL Financial LLC58,905$2.53M<0.01%-2,97513F-HRTimeline
Cambridge Investment Research Advisors,…55,643$2.39M0.01%+98713F-HRTimeline
CERTUITY, LLC34,394$1.48M0.09%+12,01313F-HRTimeline
JT Stratford LLC34,165$1.47M0.19%+2,09113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,151$1.47M<0.01%-22,84813F-HRTimelineGroup
United Advisor Group, LLC23,611$1.01M0.13%-79313F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC15,246$655K0.22%-29413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,454$406K<0.01%+2,79613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,251$312K<0.01%+74913F-HRTimelineGroup
Composition Wealth, LLC6,920$297K<0.01%new13F-HRTimeline
Compound Planning, Inc.6,902$297K0.01%-18213F-HRTimeline
Modera Wealth Management, LLC5,605$241K<0.01%013F-HRTimeline
Quantinno Capital Management LP5,359$230K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,978$214K<0.01%+9713F-HRTimelineGroup
Larson Financial Group LLC3,700$159K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,298$98.8K<0.01%+2,19813F-HR/ATimelineGroup
Frazier Financial Advisors, LLC1,752$75.3K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,461$63K<0.01%+66513F-HRTimelineGroup
Geneos Wealth Management Inc.1,281$55.1K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,137$48.9K<0.01%+27013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV904$38.8K<0.01%+26813F-HRTimeline
Medallion Wealth Advisors, LLC875$37.6K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO672$28.9K<0.01%-33713F-HRTimelineGroup
Rossby Financial, LCC629$27K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources514$22.1K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc411$17.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC410$17.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC393$16.9K<0.01%+26113F-HRTimelineGroup
CWM, LLCin group CWM, LLC329$14K<0.01%013F-HRTimelineGroup
Allworth Financial LP296$12.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC123$5.29K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/80$3.44K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC20$860<0.01%013F-HRTimeline
Key Capital Management, INC15$645<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.10$430<0.01%013F-HRTimeline