WISDOMTREE DY CUR HDG SCP EQ (DDLS) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $59.83M in DDLS holdings during the latest filing period.
Kestra Private Wealth Services, Llc is currently the largest disclosed institutional shareholder of DDLS tracked by InsiderSet, reporting ownership valued at approximately $11.24M in its June 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 $11.48M, representing an estimated gain of +2.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% 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
41
Total Reported Value
$59.83M
Largest Holder
Kestra Private Wealth Services, Llc
Largest Position
$11.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 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 |
|---|---|---|---|---|---|---|---|
| Kestra Private Wealth Services, Llc | 0.12% | 255,125 | $11,238,760 | $11,483,176 | +$244,416 | +2.17% | |
| Stonebridge Wealth Management, Llc | 8.98% | 227,568 | $10,024,821 | $10,242,836 | +$218,015 | +2.17% | |
| Cetera Investment Advisers | 0.01% | 202,637 | $8,806,604 | $9,120,691 | +$314,087 | +3.57% | |
| Berkeley, Inc | 2.61% | 189,056 | $8,328,279 | $8,509,411 | +$181,132 | +2.17% | |
| High Note Wealth, Llc | 1.01% | 133,915 | $5,899,229 | $6,027,514 | +$128,285 | +2.17% | |
| Lido Advisors, Llc | 0.01% | 80,622 | $3,503,899 | $3,628,796 | +$124,897 | +3.56% | |
| Lpl Financial Llc | 0.00% | 55,208 | $2,399,347 | $2,484,912 | +$85,565 | +3.57% | |
| Jane Street Group, Llc | 0.00% | 47,385 | $2,059,352 | $2,132,799 | +$73,447 | +3.57% | |
| Certuity, Llc | 0.09% | 41,049 | $1,808,269 | $1,847,615 | +$39,346 | +2.18% | |
| Jt Stratford Llc | 0.21% | 37,335 | $1,622,573 | $1,680,448 | +$57,875 | +3.57% | |
| United Advisor Group, Llc | 0.11% | 24,590 | $1,083,255 | $1,106,796 | +$23,541 | +2.17% | |
| Tounjian Advisory Partners, Llc | 0.23% | 14,590 | $634,084 | $656,696 | +$22,612 | +3.57% | |
| Mercer Global Advisors Inc | 0.00% | 8,744 | $380,027 | $393,567 | +$13,540 | +3.56% | |
| Composition Wealth, Llc | 0.00% | 6,047 | $266,362 | $272,175 | +$5,813 | +2.18% | |
| Compound Planning, Inc. | 0.01% | 6,006 | $264,554 | $270,330 | +$5,776 | +2.18% | |
| Bank Of America Corp | 0.00% | 5,391 | $234,293 | $242,649 | +$8,356 | +3.57% | |
| Quantinno Capital Management Lp | 0.00% | 5,359 | $232,902 | $241,209 | +$8,307 | +3.57% | |
| Medallion Wealth Advisors, Llc | 0.01% | 5,250 | $208,584 | $236,303 | +$27,719 | +13.29% | |
| Larson Financial Group Llc | 0.01% | 3,700 | $160,802 | $166,537 | +$5,735 | +3.57% | |
| Mather Group, Llc. | 0.00% | 2,511 | $110,614 | $113,020 | +$2,406 | +2.18% | |
| Morgan Stanley | 0.00% | 2,298 | $99,871 | $103,433 | +$3,562 | +3.57% | |
| Royal Bank Of Canada | 0.00% | 2,064 | $90,000 | $92,901 | +$2,901 | +3.22% | |
| Frazier Financial Advisors, Llc | 0.04% | 1,752 | $76,142 | $78,858 | +$2,716 | +3.57% | |
| Geneos Wealth Management Inc. | 0.00% | 1,281 | $55,672 | $57,658 | +$1,986 | +3.57% | |
| Key Capital Management, Inc | 0.02% | 857 | $37,752 | $38,574 | +$822 | +2.18% | |
| Ubs Group Ag | 0.00% | 867 | $37,680 | $39,024 | +$1,344 | +3.57% | |
| Rossby Financial, Lcc | 0.01% | 629 | $27,709 | $28,311 | +$602 | +2.17% | |
| Creative Financial Designs Inc | 0.00% | 552 | $24,326 | $24,846 | +$520 | +2.14% | |
| Fmr Llc | 0.00% | 491 | $21,347 | $22,100 | +$753 | +3.53% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 446 | $19,383 | $20,074 | +$691 | +3.57% | |
| Ifp Advisors, Inc | 0.00% | 411 | $18,105 | $18,499 | +$394 | +2.18% | |
| Osaic Holdings, Inc. | 0.00% | 361 | $15,687 | $16,249 | +$562 | +3.58% | |
| Allworth Financial Lp | 0.00% | 296 | $12,865 | $13,323 | +$458 | +3.56% | |
| Flow Traders U.S. Llc | 0.24% | 173,989 | $7,562 | $7,831,245 | +$7,823,683 | +103460.50% | |
| Vanguard Advisers Inc | 0.00% | 148 | $6,432 | $6,661 | +$229 | +3.57% | |
| Farther Finance Advisors, Llc | 0.00% | 116 | $5,110 | $5,221 | +$111 | +2.18% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 64,725 | $2,851 | $2,913,272 | +$2,910,421 | +102084.22% | |
| Aptus Capital Advisors, Llc | 0.00% | 50 | $2,173 | $2,251 | +$78 | +3.57% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 33 | $1,434 | $1,485 | +$51 | +3.58% | |
| Parallel Advisors, Llc | 0.00% | 20 | $869 | $900 | +$31 | +3.59% | |
| Hantz Financial Services, Inc. | 0.00% | 24 | $1 | $1,080 | +$1,079 | +107924.00% |
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.