18 institutions reported holding $51.6M 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), Berkeley, Inc ($8.3M), AE Wealth Management LLC ($6.7M), High Note Wealth, LLC ($5.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KESTRA PRIVATE WEALTH SERVICES, LLC | $11.2M | 255,125 | Added |
| 2 | Stonebridge Wealth Management, LLC | $10.0M | 227,568 | Added |
| 3 | Berkeley, Inc | $8.3M | 189,056 | Added |
| 4 | AE Wealth Management LLC | $6.7M | 153,062 | Trimmed |
| 5 | High Note Wealth, LLC | $5.9M | 133,915 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $5.7M | 129,450 | Added |
| 7 | CERTUITY, LLC | $1.8M | 41,049 | Added |
| 8 | United Advisor Group, LLC | $1.1M | 24,590 | Added |
| 9 | Miracle Mile Advisors, LLC | $266,362 | 6,047 | Trimmed |
| 10 | Compound Planning, Inc. | $264,554 | 6,006 | Trimmed |
| 11 | MATHER GROUP, LLC. | $110,614 | 2,511 | Added |
| 12 | Key Capital Management, INC | $37,752 | 857 | New |
| 13 | Rossby Financial, LCC | $27,709 | 629 | Hold |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $24,326 | 552 | Added |
| 15 | IFP Advisors, Inc | $18,105 | 411 | Hold |
| 16 | Farther Finance Advisors, LLC | $5,110 | 116 | Trimmed |
| 17 | Modera Wealth Management, LLC | $0 | 0 | Exited |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30