DDLS Institutional Ownership & Shareholders
WISDOMTREE DY CUR HDG SCP EQ (DDLS) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $71.71M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Kestra Private Wealth Services, Llc is currently the largest disclosed institutional shareholder of DDLS tracked by InsiderSet, reporting ownership valued at approximately $12.53M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.22M, representing an estimated loss of -2.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed DDLS value among the investors covered in this analysis. Major shareholders include Kestra Private Wealth Services, Llc, Stonebridge Wealth Management, Llc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in WISDOMTREE DY CUR HDG SCP EQ (DDLS).
This page ranks the largest institutional DDLS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
42
Total Reported Value
$71.71M
Largest Holder
Kestra Private Wealth Services, Llc
Largest Position
$12.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kestra Private Wealth Services, Llc | 0.13% | 276,680 | $12,526,707 | $12,216,999 | -$309,708 | -2.47% | |
| Stonebridge Wealth Management, Llc | 9.36% | 232,271 | $10,516,052 | $10,256,089 | -$259,963 | -2.47% | |
| Cetera Investment Advisers | 0.01% | 213,885 | $9,422,041 | $9,444,242 | +$22,201 | +0.24% | |
| Berkeley, Inc | 2.70% | 193,637 | $8,766,896 | $8,550,177 | -$216,719 | -2.47% | |
| Flow Traders U.S. Llc | 0.32% | 175,066 | $7,712,000 | $7,730,162 | +$18,162 | +0.24% | |
| High Note Wealth, Llc | 1.02% | 137,736 | $6,235,981 | $6,081,829 | -$154,152 | -2.47% | |
| Lido Advisors, Llc | 0.01% | 81,285 | $3,580,778 | $3,589,196 | +$8,418 | +0.24% | |
| Certuity, Llc | 0.13% | 60,883 | $2,756,486 | $2,688,331 | -$68,155 | -2.47% | |
| Lpl Financial Llc | 0.00% | 51,283 | $2,259,130 | $2,264,437 | +$5,307 | +0.23% | |
| Jt Stratford Llc | 0.19% | 38,883 | $1,712,865 | $1,716,906 | +$4,041 | +0.24% | |
| Jane Street Group, Llc | 0.00% | 27,753 | $1,222,572 | $1,225,453 | +$2,881 | +0.24% | |
| United Advisor Group, Llc | 0.11% | 24,571 | $1,112,469 | $1,084,950 | -$27,519 | -2.47% | |
| Creative Planning | 0.00% | 15,879 | $718,937 | $701,148 | -$17,789 | -2.47% | |
| Raymond James Financial Inc | 0.00% | 10,952 | $482,456 | $483,593 | +$1,137 | +0.24% | |
| Quantinno Capital Management Lp | 0.00% | 8,459 | $372,635 | $373,513 | +$878 | +0.24% | |
| Kestra Advisory Services, Llc | 0.00% | 6,273 | $283,998 | $276,989 | -$7,009 | -2.47% | |
| Hrt Financial Lp | 0.00% | 6,107 | $269,000 | $269,659 | +$659 | +0.24% | |
| Composition Wealth, Llc | 0.00% | 6,047 | $266,362 | $267,010 | +$648 | +0.24% | |
| Compound Planning, Inc. | 0.01% | 6,006 | $264,554 | $265,199 | +$645 | +0.24% | |
| Mercer Global Advisors Inc | 0.00% | 4,698 | $206,964 | $207,443 | +$479 | +0.23% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,527 | $204,960 | $199,893 | -$5,067 | -2.47% | |
| Larson Financial Group Llc | 0.00% | 3,700 | $162,992 | $163,376 | +$384 | +0.24% | |
| Morgan Stanley | 0.00% | 2,299 | $101,301 | $101,514 | +$213 | +0.21% | |
| Royal Bank Of Canada | 0.00% | 2,086 | $92,000 | $92,109 | +$109 | +0.12% | |
| Frazier Financial Advisors, Llc | 0.04% | 1,752 | $77,179 | $77,361 | +$182 | +0.24% | |
| Osaic Holdings, Inc. | 0.00% | 1,677 | $73,868 | $74,049 | +$181 | +0.25% | |
| Geneos Wealth Management Inc. | 0.00% | 1,281 | $56,428 | $56,563 | +$135 | +0.24% | |
| Key Capital Management, Inc | 0.01% | 857 | $38,801 | $37,841 | -$960 | -2.47% | |
| Medallion Wealth Advisors, Llc | 0.01% | 875 | $38,545 | $38,636 | +$91 | +0.24% | |
| Ubs Group Ag | 0.00% | 867 | $38,193 | $38,283 | +$90 | +0.24% | |
| Fmr Llc | 0.00% | 673 | $29,635 | $29,717 | +$82 | +0.28% | |
| Rossby Financial, Lcc | 0.01% | 629 | $27,709 | $27,774 | +$65 | +0.23% | |
| Mather Group, Llc. | 0.00% | 551 | $24,947 | $24,330 | -$617 | -2.47% | |
| Creative Financial Designs Inc | 0.00% | 552 | $24,326 | $24,374 | +$48 | +0.20% | |
| Ifp Advisors, Inc | 0.00% | 411 | $18,608 | $18,148 | -$460 | -2.47% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 310 | $13,656 | $13,688 | +$32 | +0.24% | |
| Allworth Financial Lp | 0.00% | 296 | $13,040 | $13,070 | +$30 | +0.23% | |
| Vanguard Advisers Inc | 0.00% | 148 | $6,520 | $6,535 | +$15 | +0.23% | |
| Farther Finance Advisors, Llc | 0.00% | 112 | $5,071 | $4,945 | -$126 | -2.48% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 69,218 | $3,134 | $3,056,369 | +$3,053,235 | +97422.95% | |
| Aptus Capital Advisors, Llc | 0.00% | 50 | $2,203 | $2,208 | +$5 | +0.22% | |
| Parallel Advisors, Llc | 0.00% | 20 | $906 | $883 | -$23 | -2.53% |
Frequently asked questions about DDLS
Who are the largest institutional holders of DDLS?
The largest institutional holders of DDLS reported in the latest SEC Form 13F filings include Kestra Private Wealth Services, Llc, Stonebridge Wealth Management, Llc, Cetera Investment Advisers, Berkeley, Inc, and Flow Traders U.S. Llc. InsiderSet ranks institutional holders by their latest reported DDLS position.
What is DDLS institutional ownership?
This page tracks DDLS positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE DY CUR HDG SCP EQ (DDLS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DDLS?
InsiderSet currently tracks 42 institutional managers reporting DDLS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DDLS shareholders.
How much DDLS stock do institutions own?
Institutional investment managers disclosed approximately $71.71M in DDLS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DDLS institutional ownership last updated?
The latest DDLS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DDLS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DDLS position after the reporting date.
Are institutions buying or selling DDLS?
Institutional buying and selling can be analyzed by comparing DDLS positions across consecutive 13F reporting periods. InsiderSet's DDLS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DDLS ownership changes.
How has DDLS institutional ownership changed over time?
InsiderSet tracks DDLS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.