DDLS Institutional Ownership
WisdomTree Dynamic International SmallCap Equity ETF
1W: -1.5%
1M: -1.9%
3M: +0.1%
YTD: +4.5%
1Y: +7.8%
3Y: +60.0%
5Y: +51.6%
$45.11
+0.39 (+0.87%)
Weekly Expected Move ±1.8%
$43
$44
$45
$46
$47
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DDLS
47
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
77M
Total Invested
4
New Positions
17
Increased
15
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (53 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KESTRA PRIVATE WEALTH SERVICES, LLC | 255,125 | $12M | +37,309 | +17.1% | 2Q | SEC ↗ |
| 2 | Stonebridge Wealth Management, LLC | 227,568 | $10M | +4,983 | +2.2% | 5Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 213,885 | $10M | +11,248 | +5.6% | 10Q | SEC ↗ |
| 4 | Berkeley, Inc | 189,056 | $9M | +4,632 | +2.5% | 6Q | SEC ↗ |
| 5 | FLOW TRADERS U.S. LLC | 175,066 | $8M | +1,077 | +0.6% | 6Q | SEC ↗ |
| 6 | AE Wealth Management LLC | 153,062 | $7M | -99,251 | -39.3% | 28Q | SEC ↗ |
| 7 | High Note Wealth, LLC | 133,915 | $6M | +2,569 | +2.0% | 23Q | SEC ↗ |
| 8 | Lido Advisors, LLC | 81,285 | $4M | +663 | +0.8% | 4Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 64,725 | $3M | -498 | -0.8% | 5Q | SEC ↗ |
| 10 | LPL Financial LLC | 51,283 | $2M | -3,925 | -7.1% | 15Q | SEC ↗ |
| 11 | CERTUITY, LLC | 41,049 | $2M | +504 | +1.2% | 7Q | SEC ↗ |
| 12 | JT Stratford LLC | 38,883 | $2M | +1,548 | +4.1% | 17Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 27,753 | $1M | -19,632 | -41.4% | 26Q | SEC ↗ |
| 14 | United Advisor Group, LLC | 24,590 | $1M | +977 | +4.1% | 10Q | SEC ↗ |
| 15 | Creative Planning NEW | 12,111 | $546K | — | +0.0% | 1Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC NEW | 10,952 | $494K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Quantinno Capital Management LP | 8,459 | $382K | +3,100 | +57.8% | 3Q | SEC ↗ |
| 18 | HRT FINANCIAL LP NEW | 6,107 | $275K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Composition Wealth, LLC | 6,047 | $273K | -849 | -12.3% | 3Q | SEC ↗ |
| 20 | Compound Planning, Inc. | 6,006 | $271K | -120 | -2.0% | 7Q | SEC ↗ |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | 4,698 | $212K | -4,046 | -46.3% | 2Q | SEC ↗ |
| 22 | Larson Financial Group LLC | 3,700 | $167K | — | +0.0% | 9Q | SEC ↗ |
| 23 | MATHER GROUP, LLC. | 2,511 | $113K | +2,120 | +542.2% | 2Q | SEC ↗ |
| 24 | MORGAN STANLEY | 2,299 | $104K | +1 | +0.0% | 15Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 2,086 | $94K | +22 | +1.1% | 29Q | SEC ↗ |
| 26 | Frazier Financial Advisors, LLC | 1,752 | $79K | — | +0.0% | 11Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 1,677 | $76K | +1,316 | +364.5% | 2Q | SEC ↗ |
| 28 | Geneos Wealth Management Inc. | 1,281 | $58K | — | +0.0% | 15Q | SEC ↗ |
| 29 | Medallion Wealth Advisors, LLC | 875 | $39K | — | +0.0% | 7Q | SEC ↗ |
| 30 | UBS Group AG | 867 | $39K | — | +0.0% | 6Q | SEC ↗ |
| 31 | Key Capital Management, INC NEW | 857 | $39K | — | +0.0% | 1Q | SEC ↗ |
| 32 | FMR LLC | 673 | $30K | +182 | +37.1% | 10Q | SEC ↗ |
| 33 | Rossby Financial, LCC | 629 | $28K | — | +0.0% | 6Q | SEC ↗ |
| 34 | CREATIVE FINANCIAL DESIGNS INC /ADV | 552 | $25K | +3 | +0.5% | 7Q | SEC ↗ |
| 35 | IFP Advisors, Inc | 411 | $19K | — | +0.0% | 18Q | SEC ↗ |
| 36 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 310 | $14K | -136 | -30.5% | 7Q | SEC ↗ |
| 37 | Allworth Financial LP | 296 | $13K | — | +0.0% | 5Q | SEC ↗ |
| 38 | VANGUARD ADVISERS INC | 148 | $7K | — | +0.0% | 2Q | SEC ↗ |
| 39 | Farther Finance Advisors, LLC | 116 | $5K | -6 | -4.9% | 6Q | SEC ↗ |
| 40 | Aptus Capital Advisors, LLC | 50 | $2K | — | +0.0% | 2Q | SEC ↗ |
| 41 | Parallel Advisors, LLC | 20 | $1K | — | +0.0% | 6Q | SEC ↗ |
| 42 | BANK OF MONTREAL /CAN | 0 | $0K | -80 | -100.0% | 1Q | SEC ↗ |
| 43 | CWM, LLC | 0 | $0K | -329 | -100.0% | 4Q | SEC ↗ |
| 44 | TOUNJIAN ADVISORY PARTNERS, LLC | 0 | $0K | -14,590 | -100.0% | 5Q | SEC ↗ |
| 45 | HARBOUR INVESTMENTS, INC. | 0 | $0K | -10 | -100.0% | 3Q | SEC ↗ |
| 46 | HANTZ FINANCIAL SERVICES, INC. | 0 | $0K | -24 | -100.0% | 1Q | SEC ↗ |
| 47 | CITADEL ADVISORS LLC | 0 | $0K | -7,251 | -100.0% | 3Q | SEC ↗ |
| 48 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0K | -5,720 | -100.0% | 5Q | SEC ↗ |
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | $0K | -33 | -100.0% | 1Q | SEC ↗ |
| 50 | JPMORGAN CHASE & CO | 0 | $0K | -672 | -100.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Creative Planning | 12,111 | $546K |
| RAYMOND JAMES FINANCIAL INC | 10,952 | $494K |
| HRT FINANCIAL LP | 6,107 | $275K |
| Key Capital Management, INC | 857 | $39K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TOUNJIAN ADVISORY PARTNERS, LLC | 14,590 | $658K |
| CITADEL ADVISORS LLC | 7,251 | $327K |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,720 | $258K |
| Modera Wealth Management, LLC | 5,605 | $253K |
| BANK OF AMERICA CORP /DE | 5,391 | $243K |
| JPMORGAN CHASE & CO | 672 | $30K |
| FRANKLIN RESOURCES INC | 514 | $23K |
| CWM, LLC | 329 | $15K |
| BANK OF MONTREAL /CAN | 80 | $4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 33 | $1K |
| HANTZ FINANCIAL SERVICES, INC. | 24 | $1K |
| HARBOUR INVESTMENTS, INC. | 10 | $0K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | +37,309 | +17.1% | 255,125 |
| Cetera Investment Advisers | +11,248 | +5.6% | 213,885 |
| Stonebridge Wealth Management, LLC | +4,983 | +2.2% | 227,568 |
| Berkeley, Inc | +4,632 | +2.5% | 189,056 |
| Quantinno Capital Management LP | +3,100 | +57.8% | 8,459 |
| High Note Wealth, LLC | +2,569 | +2.0% | 133,915 |
| MATHER GROUP, LLC. | +2,120 | +542.2% | 2,511 |
| JT Stratford LLC | +1,548 | +4.1% | 38,883 |
| OSAIC HOLDINGS, INC. | +1,316 | +364.5% | 1,677 |
| FLOW TRADERS U.S. LLC | +1,077 | +0.6% | 175,066 |
| United Advisor Group, LLC | +977 | +4.1% | 24,590 |
| Lido Advisors, LLC | +663 | +0.8% | 81,285 |
| CERTUITY, LLC | +504 | +1.2% | 41,049 |
| FMR LLC | +182 | +37.1% | 673 |
| ROYAL BANK OF CANADA | +22 | +1.1% | 2,086 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +3 | +0.5% | 552 |
| MORGAN STANLEY | +1 | +0.0% | 2,299 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -99,251 | -39.3% | 153,062 |
| JANE STREET GROUP, LLC | -19,632 | -41.4% | 27,753 |
| MERCER GLOBAL ADVISORS INC /ADV | -4,046 | -46.3% | 4,698 |
| LPL Financial LLC | -3,925 | -7.1% | 51,283 |
| Composition Wealth, LLC | -849 | -12.3% | 6,047 |
| Cambridge Investment Research Advis | -498 | -0.8% | 64,725 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -136 | -30.5% | 310 |
| Compound Planning, Inc. | -120 | -2.0% | 6,006 |
| Farther Finance Advisors, LLC | -6 | -4.9% | 116 |