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Wisdmtre DY INT Smlcap Ef-US (DDLS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Private Wealth Services, LLC
INCREASED
Shares276,680 from 255,125
Change+21,555 (+8%)
Value$12.5M (+$1.3M)
Filed 2026-11-06
Stonebridge Wealth Management, LLC
INCREASED
Shares232,271 from 227,568
Change+4,703 (+2%)
Value$10.5M (+$491.2K)
Filed 2026-10-09
Berkeley, Inc
INCREASED
Shares193,637 from 189,056
Change+4,581 (+2%)
Value$8.8M (+$438.6K)
Filed 2026-10-20
High Note Wealth, LLC
INCREASED
Shares137,736 from 133,915
Change+3,821 (+3%)
Value$6.2M (+$336.8K)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares84,988 from 81,285
Change+3,703 (+5%)
Value$3.8M (+$267.1K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares69,218 from 64,725
Change+4,493 (+7%)
Value$3.1K (-$2.8M)
Filed 2026-11-02
Certuity, LLC
INCREASED
Shares60,883 from 41,049
Change+19,834 (+48%)
Value$2.8M (+$948.2K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares47,836 from 51,283
Change-3,447 (-7%)
Value$2.2M (-$93.4K)
Filed 2026-11-06
United Advisor Group, LLC
DECREASED
Shares24,571 from 24,590
Change-19 (0%)
Value$1.1M (+$29.2K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares15,879 from 12,111
Change+3,768 (+31%)
Value$718.9K (+$185.4K)
Filed 2026-11-02
Kestra Advisory Services, LLC
NEW
Shares6,273
Change+6,273
Value$284.0K
Filed 2026-11-02
Compound Planning, Inc.
DECREASED
Shares5,913 from 6,006
Change-93 (-2%)
Value$267.7K (+$3.1K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
NEW
Shares4,527
Change+4,527
Value$205.0K
Filed 2026-11-02
Larson Financial Group LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$167.5K (+$4.5K)
Filed 2026-11-05
Key Capital Management, Inc
UNCHANGED
Shares857 from 857
Change0 (0%)
Value$38.8K (+$1.0K)
Filed 2026-11-03
Rossby Financial, LCC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$28.5K (+$769)
Filed 2026-11-05
Mather Group, Llc.
DECREASED
Shares551 from 2,511
Change-1,960 (-78%)
Value$24.9K (-$85.7K)
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$18.6K (+$503)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$13.0K ($0)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares112 from 116
Change-4 (-3%)
Value$5.1K (-$39)
Filed 2026-10-08
Creative Financial Designs Inc
DECREASED
Shares111 from 552
Change-441 (-80%)
Value$5.0K (-$19.3K)
Filed 2026-11-04
Parallel Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$906 (+$25)
Filed 2026-11-03
Cetera Investment Advisers
N/A
Shares— from 213,885
Change-213,885 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 175,066
Change-175,066 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 153,062
Change-153,062 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 38,883
Change-38,883 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 27,753
Change-27,753 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 10,952
Change-10,952 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,459
Change-8,459 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,047
Change-6,047 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,698
Change-4,698 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
UBS Group AG
N/A
Shares— from 867
Change-867 (-100%)
Value—
FMR LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 148
Change-148 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
Kestra Private Wealth Services, LLC
INCREASED276,680255,125+21,555+8%$11.2M$12.5M+$1.3M2026-11-06
Stonebridge Wealth Management, LLC
INCREASED232,271227,568+4,703+2%$10.0M$10.5M+$491.2K2026-10-09
Berkeley, Inc
INCREASED193,637189,056+4,581+2%$8.3M$8.8M+$438.6K2026-10-20
High Note Wealth, LLC
INCREASED137,736133,915+3,821+3%$5.9M$6.2M+$336.8K2026-10-27
Lido Advisors, LLC
INCREASED84,98881,285+3,703+5%$3.6M$3.8M+$267.1K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED69,21864,725+4,493+7%$2.9M$3.1K-$2.8M2026-11-02
Certuity, LLC
INCREASED60,88341,049+19,834+48%$1.8M$2.8M+$948.2K2026-11-02
LPL Financial LLC
DECREASED47,83651,283-3,447-7%$2.3M$2.2M-$93.4K2026-11-06
United Advisor Group, LLC
DECREASED24,57124,590-190%$1.1M$1.1M+$29.2K2026-11-03
Creative Planning
INCREASED15,87912,111+3,768+31%$533.5K$718.9K+$185.4K2026-11-02
Kestra Advisory Services, LLC
NEW6,273—+6,273——$284.0K—2026-11-02
Compound Planning, Inc.
DECREASED5,9136,006-93-2%$264.6K$267.7K+$3.1K2026-11-05
Commonwealth Equity Services, LLC
NEW4,527—+4,527——$205.0K—2026-11-02
Larson Financial Group LLC
UNCHANGED3,7003,70000%$163.0K$167.5K+$4.5K2026-11-05
Key Capital Management, Inc
UNCHANGED85785700%$37.8K$38.8K+$1.0K2026-11-03
Rossby Financial, LCC
UNCHANGED62962900%$27.7K$28.5K+$7692026-11-05
Mather Group, Llc.
DECREASED5512,511-1,960-78%$110.6K$24.9K-$85.7K2026-10-14
IFP Advisors, Inc
UNCHANGED41141100%$18.1K$18.6K+$5032026-10-16
Allworth Financial LP
UNCHANGED29629600%$13.0K$13.0K$02026-11-06
Farther Finance Advisors, LLC
DECREASED112116-4-3%$5.1K$5.1K-$392026-10-08
Creative Financial Designs Inc
DECREASED111552-441-80%$24.3K$5.0K-$19.3K2026-11-04
Parallel Advisors, LLC
UNCHANGED202000%$881$906+$252026-11-03
Cetera Investment Advisers
N/A—213,885-213,885-100%$9.4M———
Flow Traders U.S. LLC
N/A—175,066-175,066-100%$7.7M———
AE Wealth Management LLC
N/A—153,062-153,062-100%$6.7M———
JT Stratford LLC
N/A—38,883-38,883-100%$1.7M———
Jane Street Group, LLC
N/A—27,753-27,753-100%$1.2M———
Raymond James Financial Inc
N/A—10,952-10,952-100%$482.5K———
Quantinno Capital Management LP
N/A—8,459-8,459-100%$372.6K———
HRT Financial LP
N/A—6,107-6,107-100%$269.0K———
Composition Wealth, LLC
N/A—6,047-6,047-100%$266.4K———
Mercer Global Advisors Inc
N/A—4,698-4,698-100%$207.0K———
Morgan Stanley
N/A—2,299-2,299-100%$101.3K———
Royal Bank of Canada
N/A—2,086-2,086-100%$92.0K———
Frazier Financial Advisors, LLC
N/A—1,752-1,752-100%$77.2K———
Osaic Holdings, Inc.
N/A—1,677-1,677-100%$73.9K———
Geneos Wealth Management Inc.
N/A—1,281-1,281-100%$56.4K———
Medallion Wealth Advisors, LLC
N/A—875-875-100%$38.5K———
UBS Group AG
N/A—867-867-100%$38.2K———
FMR LLC
N/A—673-673-100%$29.6K———
O'shaughnessy Asset Management, LLC
N/A—310-310-100%$13.7K———
Vanguard Advisers Inc
N/A—148-148-100%$6.5K———
Aptus Capital Advisors, LLC
N/A—50-50-100%$2.2K———
Showing 43 of 43 institutions