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WISDOMTREE TR
Ticker: DDLS
CUSIP: 97717X271
Class: ETF
Holders for Q4 2025
Position Changes for Q4 2025
Note: Option positions (PUT/CALL) are excluded.
Institution
Shares
Value ($000)
Stonebridge Wealth Management, LLC
228,578
$9,824
Cetera Investment Advisers
201,027
$8,640
AE Wealth Management LLC
191,820
$8,245
Berkeley, Inc
178,728
$7,682
High Note Wealth, LLC
128,759
$5,534
FLOW TRADERS U.S. LLC
106,344
$5
Lido Advisors, LLC
75,753
$3,255
LPL Financial LLC
58,905
$2,532
Cambridge Investment Research Advisors, Inc.
55,643
$2
CERTUITY, LLC
34,394
$1,478
JT Stratford LLC
34,165
$1,468
JANE STREET GROUP, LLC
34,151
$1,468
United Advisor Group, LLC
23,611
$1,015
TOUNJIAN ADVISORY PARTNERS, LLC
15,246
$655
COMMONWEALTH EQUITY SERVICES, LLC
9,454
$406
CITADEL ADVISORS LLC
7,251
$312
Miracle Mile Advisors, LLC
6,920
$297
Compound Planning, Inc.
6,902
$297
Modera Wealth Management, LLC
5,605
$241
Quantinno Capital Management LP
5,359
$230
BANK OF AMERICA CORP /DE/
4,978
$214
Larson Financial Group LLC
3,700
$159
MORGAN STANLEY
2,298
$99
Frazier Financial Advisors, LLC
1,752
$75
ROYAL BANK OF CANADA
1,461
$63
Geneos Wealth Management Inc.
1,281
$55
UBS Group AG
1,137
$49
CREATIVE FINANCIAL DESIGNS INC /ADV
904
$39
JPMORGAN CHASE & CO
672
$29
Rossby Financial, LCC
629
$27
FRANKLIN RESOURCES INC
514
$22
IFP Advisors, Inc
411
$18
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
410
$18
FMR LLC
393
$17
CWM, LLC
329
$0
Allworth Financial LP
296
$13
Farther Finance Advisors, LLC
123
$5
BANK OF MONTREAL /CAN/
80
$3
Parallel Advisors, LLC
20
$1
Key Capital Management, INC
15
$1
HARBOUR INVESTMENTS, INC.
10
$0
Total (41 institutions)
1,430,028
$54,493