WISDOMTREE DY CUR HDG SCP EQ (DDLS) Top Institutional Shareholders
WISDOMTREE DY CUR HDG SCP EQ (DDLS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $68.45M in DDLS holdings during the latest filing period.
Ae Wealth Management Llc is currently the largest disclosed institutional shareholder of DDLS tracked by InsiderSet, reporting ownership valued at approximately $10.95M in its March 31, 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 $11.46M, representing an estimated gain of +4.59% 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 Ae Wealth Management Llc, Stonebridge Wealth Management, Llc, Kestra Private Wealth Services, Llc, 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
43
Total Reported Value
$68.45M
Largest Holder
Ae Wealth Management Llc
Largest Position
$10.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ae Wealth Management Llc | 0.06% | 252,022 | $10,952,944 | $11,455,836 | +$502,892 | +4.59% | |
| Stonebridge Wealth Management, Llc | 9.27% | 222,585 | $9,673,556 | $10,117,757 | +$444,201 | +4.59% | |
| Kestra Private Wealth Services, Llc | 0.12% | 217,816 | $9,466,274 | $9,900,979 | +$434,705 | +4.59% | |
| Cetera Investment Advisers | 0.01% | 202,637 | $8,806,604 | $9,211,007 | +$404,403 | +4.59% | |
| Berkeley, Inc | 2.69% | 184,424 | $8,015,062 | $8,383,122 | +$368,060 | +4.59% | |
| High Note Wealth, Llc | 1.12% | 131,346 | $5,708,312 | $5,970,424 | +$262,112 | +4.59% | |
| Lido Advisors, Llc | 0.01% | 80,622 | $3,503,899 | $3,664,729 | +$160,830 | +4.59% | |
| Lpl Financial Llc | 0.00% | 55,208 | $2,399,347 | $2,509,518 | +$110,171 | +4.59% | |
| Jane Street Group, Llc | 0.00% | 47,385 | $2,059,352 | $2,153,918 | +$94,566 | +4.59% | |
| Certuity, Llc | 0.12% | 40,545 | $1,762,105 | $1,843,001 | +$80,896 | +4.59% | |
| Jt Stratford Llc | 0.21% | 37,335 | $1,622,573 | $1,697,089 | +$74,516 | +4.59% | |
| United Advisor Group, Llc | 0.13% | 23,613 | $1,026,218 | $1,073,345 | +$47,127 | +4.59% | |
| Tounjian Advisory Partners, Llc | 0.23% | 14,590 | $634,084 | $663,199 | +$29,115 | +4.59% | |
| Mercer Global Advisors Inc | 0.00% | 8,744 | $380,027 | $397,465 | +$17,438 | +4.59% | |
| Composition Wealth, Llc | 0.00% | 6,896 | $299,680 | $313,463 | +$13,783 | +4.60% | |
| Compound Planning, Inc. | 0.01% | 6,126 | $266,215 | $278,462 | +$12,247 | +4.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,720 | $248,610 | $260,007 | +$11,397 | +4.58% | |
| Modera Wealth Management, Llc | 0.00% | 5,605 | $243,594 | $254,779 | +$11,185 | +4.59% | |
| Bank Of America Corp | 0.00% | 5,391 | $234,293 | $245,052 | +$10,759 | +4.59% | |
| Quantinno Capital Management Lp | 0.00% | 5,359 | $232,902 | $243,597 | +$10,695 | +4.59% | |
| Medallion Wealth Advisors, Llc | 0.01% | 5,250 | $208,584 | $238,642 | +$30,058 | +14.41% | |
| Larson Financial Group Llc | 0.01% | 3,700 | $160,802 | $168,186 | +$7,384 | +4.59% | |
| Morgan Stanley | 0.00% | 2,298 | $99,871 | $104,457 | +$4,586 | +4.59% | |
| Royal Bank Of Canada | 0.00% | 2,064 | $90,000 | $93,821 | +$3,821 | +4.25% | |
| Frazier Financial Advisors, Llc | 0.04% | 1,752 | $76,142 | $79,638 | +$3,496 | +4.59% | |
| Geneos Wealth Management Inc. | 0.00% | 1,281 | $55,672 | $58,229 | +$2,557 | +4.59% | |
| Ubs Group Ag | 0.00% | 867 | $37,680 | $39,410 | +$1,730 | +4.59% | |
| Rossby Financial, Lcc | 0.01% | 629 | $27,695 | $28,592 | +$897 | +3.24% | |
| Creative Financial Designs Inc | 0.00% | 549 | $23,880 | $24,955 | +$1,075 | +4.50% | |
| Fmr Llc | 0.00% | 491 | $21,347 | $22,319 | +$972 | +4.55% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 446 | $19,383 | $20,273 | +$890 | +4.59% | |
| Ifp Advisors, Inc | 0.00% | 411 | $17,862 | $18,682 | +$820 | +4.59% | |
| Mather Group, Llc. | 0.00% | 391 | $16,993 | $17,773 | +$780 | +4.59% | |
| Osaic Holdings, Inc. | 0.00% | 361 | $15,687 | $16,410 | +$723 | +4.61% | |
| Allworth Financial Lp | 0.00% | 296 | $12,865 | $13,455 | +$590 | +4.59% | |
| Flow Traders U.S. Llc | 0.24% | 173,989 | $7,562 | $7,908,792 | +$7,901,230 | +104485.98% | |
| Vanguard Advisers Inc | 0.00% | 148 | $6,432 | $6,727 | +$295 | +4.59% | |
| Farther Finance Advisors, Llc | 0.00% | 122 | $5,372 | $5,546 | +$174 | +3.23% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 65,223 | $2,835 | $2,964,757 | +$2,961,922 | +104476.97% | |
| Aptus Capital Advisors, Llc | 0.00% | 50 | $2,173 | $2,273 | +$100 | +4.59% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 33 | $1,434 | $1,500 | +$66 | +4.61% | |
| Parallel Advisors, Llc | 0.00% | 20 | $869 | $909 | +$40 | +4.62% | |
| Hantz Financial Services, Inc. | 0.00% | 24 | $1 | $1,091 | +$1,090 | +108993.68% |
Frequently asked questions about DDLS
Who owns the most DDLS stock?
The largest holders of DDLS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE DY CUR HDG SCP EQ (DDLS).
Is DDLS widely held by superinvestors?
Many widely followed stocks like DDLS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DDLS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.