Who Owns WISDOMTREE TR (DDLS)? -- Institutional Holders (2026-03-31)
50 institutions reported holding $78.7M of WISDOMTREE TR (DDLS) in SEC 13F filings for 2026-03-31. Largest institutional holders: AE Wealth Management LLC ($11.0M), Stonebridge Wealth Management, LLC ($9.7M), KESTRA PRIVATE WEALTH SERVICES, LLC ($9.5M), Cetera Investment Advisers ($8.8M), Berkeley, Inc ($8.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | AE Wealth Management LLC | $11.0M | 252,313 | Added |
| 2 | Stonebridge Wealth Management, LLC | $9.7M | 222,585 | Trimmed |
| 3 | KESTRA PRIVATE WEALTH SERVICES, LLC | $9.5M | 217,816 | New |
| 4 | Cetera Investment Advisers | $8.8M | 202,637 | Added |
| 5 | Berkeley, Inc | $8.0M | 184,424 | Added |
| 6 | FLOW TRADERS U.S. LLC | $7.6M | 173,989 | Added |
| 7 | High Note Wealth, LLC | $5.7M | 131,346 | Added |
| 8 | Lido Advisors, LLC | $3.5M | 80,622 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $2.8M | 65,223 | Added |
| 10 | LPL Financial LLC | $2.4M | 55,208 | Trimmed |
| 11 | JANE STREET GROUP, LLC | $2.1M | 47,385 | Added |
| 12 | CERTUITY, LLC | $1.8M | 40,545 | Added |
| 13 | JT Stratford LLC | $1.6M | 37,335 | Added |
| 14 | United Advisor Group, LLC | $1.0M | 23,613 | Added |
| 15 | TOUNJIAN ADVISORY PARTNERS, LLC | $634,084 | 14,590 | Trimmed |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $380,027 | 8,744 | New |
| 17 | Miracle Mile Advisors, LLC | $299,680 | 6,896 | Trimmed |
| 18 | Compound Planning, Inc. | $266,215 | 6,126 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $248,610 | 5,720 | Trimmed |
| 20 | Modera Wealth Management, LLC | $243,594 | 5,605 | Hold |
| 21 | BANK OF AMERICA CORP /DE/ | $234,293 | 5,391 | Added |
| 22 | Quantinno Capital Management LP | $232,902 | 5,359 | Hold |
| 23 | Larson Financial Group LLC | $160,802 | 3,700 | Hold |
| 24 | MORGAN STANLEY | $99,871 | 2,298 | Hold |
| 25 | Royal Bank of Canada | $90,000 | 2,064 | Added |
Source: SEC Form 13F filings · as of 2026-03-31