Who Owns WISDOMTREE (DDLS)? -- Institutional Holders (2026-06-30)

47 institutions reported holding $77.2M of WISDOMTREE (DDLS) in SEC 13F filings for 2026-06-30. Largest institutional holders: KESTRA PRIVATE WEALTH SERVICES, LLC ($11.2M), Stonebridge Wealth Management, LLC ($10.0M), Cetera Investment Advisers ($9.4M), Berkeley, Inc ($8.3M), FLOW TRADERS U.S. LLC ($7.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1KESTRA PRIVATE WEALTH SERVICES, LLC$11.2M255,125Added
2Stonebridge Wealth Management, LLC$10.0M227,568Added
3Cetera Investment Advisers$9.4M213,885Added
4Berkeley, Inc$8.3M189,056Added
5FLOW TRADERS U.S. LLC$7.7M175,066Added
6AE Wealth Management LLC$6.7M153,062Trimmed
7High Note Wealth, LLC$5.9M133,915Added
8Lido Advisors, LLC$3.6M81,285Added
9Cambridge Investment Research Advisors, Inc.$2.9M64,725Trimmed
10LPL Financial LLC$2.3M51,283Trimmed
11CERTUITY, LLC$1.8M41,049Added
12JT Stratford LLC$1.7M38,883Added
13JANE STREET GROUP, LLC$1.2M27,753Trimmed
14United Advisor Group, LLC$1.1M24,590Added
15Creative Planning$533,51212,111New
16RAYMOND JAMES FINANCIAL INC$482,45610,952New
17Quantinno Capital Management LP$372,6358,459Added
18HRT FINANCIAL LP$269,0006,107New
19Miracle Mile Advisors, LLC$266,3626,047Trimmed
20Compound Planning, Inc.$264,5546,006Trimmed
21MERCER GLOBAL ADVISORS INC /ADV$206,9644,698Trimmed
22Larson Financial Group LLC$162,9923,700Hold
23MATHER GROUP, LLC.$110,6142,511Added
24MORGAN STANLEY$101,3012,299Added
25Royal Bank of Canada$92,0002,086Added

Source: SEC Form 13F filings · as of 2026-06-30