Wisdmtre DY INT Smlcap Ef-US (DDLS)

CUSIP: 97717X271 | NYSE | 94 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Kestra Private Wealth Services, LLC276,680

0.1% of portfolio$12.5M

Stonebridge Wealth Management, LLC232,271

9.4% of portfolio$10.5M

Berkeley, Inc193,637

2.7% of portfolio$8.8M

High Note Wealth, LLC137,736

1.0% of portfolio$6.2M

Lido Advisors, LLC84,988

0.0% of portfolio$3.8M

Cambridge Investment Research Advisors, Inc.69,218

0.0% of portfolio$3.1K

Certuity, LLC60,883

0.1% of portfolio$2.8M

United Advisor Group, LLC24,571

0.1% of portfolio$1.1M

Creative Planning15,879

0.0% of portfolio$718.9K

Kestra Advisory Services, LLC6,273

0.0% of portfolio$284.0K

Commonwealth Equity Services, LLC4,527

0.0% of portfolio$205.0K

Larson Financial Group LLC3,700

0.0% of portfolio$167.5K

Key Capital Management, Inc857

0.0% of portfolio$38.8K

Rossby Financial, LCC629

0.0% of portfolio$28.5K

Mather Group, Llc.551

0.0% of portfolio$24.9K

IFP Advisors, Inc411

0.0% of portfolio$18.6K

Farther Finance Advisors, LLC112

0.0% of portfolio$5.1K

Creative Financial Designs Inc111

0.0% of portfolio$5.0K

Parallel Advisors, LLC20

0.0% of portfolio$906

				Style	Turnover	Location	Filed
Kestra Private Wealth Services, LLC	276,680	$12.5M	0.1%	Growth	Low	Austin, TX	2026-10-30
Stonebridge Wealth Management, LLC	232,271	$10.5M	9.4%	ETF	Low	Oak Brook, IL	2026-10-09
Berkeley, Inc	193,637	$8.8M	2.7%	Core	Low	Boise, ID	2026-10-20
High Note Wealth, LLC	137,736	$6.2M	1.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Lido Advisors, LLC	84,988	$3.8M	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Cambridge Investment Research Advisors, Inc.	69,218	$3.1K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Certuity, LLC	60,883	$2.8M	0.1%	GARP	Low	North Palm Beach, FL	2026-11-02
United Advisor Group, LLC	24,571	$1.1M	0.1%	ETF	Low	Cincinnati, OH	2026-11-03
Creative Planning	15,879	$718.9K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Kestra Advisory Services, LLC	6,273	$284.0K	0.0%	Core	Low	Austin, TX	2026-11-02
Commonwealth Equity Services, LLC	4,527	$205.0K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Larson Financial Group LLC	3,700	$167.5K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Key Capital Management, Inc	857	$38.8K	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Rossby Financial, LCC	629	$28.5K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Mather Group, Llc.	551	$24.9K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
IFP Advisors, Inc	411	$18.6K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Farther Finance Advisors, LLC	112	$5.1K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Creative Financial Designs Inc	111	$5.0K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Parallel Advisors, LLC	20	$906	0.0%	Index	Low	San Francisco, CA	2026-11-03