Vault-13

WISDOMTREE TR DTD

US TOTAL DIVIDND · ETP · CUSIP 97717W109

179 institutional holders +22 vs Q3 2022
8,543,9678.5m shares reported held*
$517.3mreported value*
24 new 59 added 40 reduced 9 sold out net bought ≈ $21.7m (+155.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $60.54. Options: 2 managers hold calls ($411.0k notional), 0 hold puts (—).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 157Q4 22: 179179Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022157
Q4 2022179

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ3 22 calls: $559.0kQ3 22 puts: $0Q3 22P/C 0.00Q4 22 calls: $411.0kQ4 22 puts: $0Q4 22P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2022$559.0k$00.00
Q4 2022$411.0k$00.00

Biggest buyers

MORGAN STANLEY Added +84,666+84.7k
BANK OF AMERICA CORP /DE/ Added +52,422+52.4k
Mariner, LLC Added +48,442+48.4k
Bank of New York Mellon Corp Added +46,299+46.3k
JPMORGAN CHASE & CO Added +42,712+42.7k
WELLS FARGO & COMPANY/MN Added +33,343+33.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +28,528+28.5k
Atria Investments, Inc New +23,204+23.2k
LPL Financial LLC Added +22,300+22.3k
Elk River Wealth Management LLC New +14,209+14.2k

Biggest sellers

CFS Investment Advisory Services, LLC Sold out -205,678-205.7k
FLOW TRADERS U.S. LLC Reduced -64,593-64.6k
Legacy PCG, LLC Reduced -49,985-50.0k
AE Wealth Management LLC Reduced -49,346-49.3k
AMERIPRISE FINANCIAL INC Reduced -26,802-26.8k
OneAscent Financial Services LLC Sold out -12,235-12.2k
Tower Research Capital LLC (TRC) Sold out -11,385-11.4k
Arrow Investment Advisors, LLC Reduced -8,315-8.3k
GREAT VALLEY ADVISOR GROUP, INC. Sold out -7,504-7.5k
GOLDMAN SACHS GROUP INC Reduced -5,498-5.5k

Biggest calls

SIMPLEX TRADING, LLC Reduced $411.0k11.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,667,9911.7m $101.2m $101.2m 0.01% Added +52.4k +52,422
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 927,243927.2k $56.2m $56.2m 0.01% Added +84.7k +84,666
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 587,096587.1k $35.6m $35.6m 0.01% Added +33.3k +33,343
4 Connecticut Wealth Management, LLC 2.73% of their portfolio FARMINGTON, CT 530,892530.9k $32.2m $32.2m 2.73% Added +77 +77
5 Vertex Planning Partners, LLC 12.07% of their portfolio DOWNERS GROVE, IL 510,071510.1k $30.9m $30.9m 12.07% First filing
6 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 469,827469.8k $28.5m $28.5m 0.02% Added +22.3k +22,300
7 626 Financial, LLC 13.11% of their portfolio PORTAGE, MI 310,943310.9k $18.9m $18.9m 13.11% Reduced -415 -415
8 Pinnacle Financial Group, LLC / IL 13.26% of their portfolio WESTERN SPRINGS, IL 309,400309.4k $18.8m $18.8m 13.26% Added +12.4k +12,359
9 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 222,561222.6k $13.5m $13.5m 0.03% Added +13.7k +13,730
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 168,169168.2k $10.2m $10.2m 0.00% Reduced -26.8k -26,802
11 FFG RETIREMENT ADVISORS LLC 6.96% of their portfolio CENTENNIAL, CO 125,775125.8k $7.6m $7.6m 6.96% First filing
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 116,421116.4k $7.1m $7.1m 0.00% Added +7.7k +7,701
13 Arrow Investment Advisors, LLC 4.86% of their portfolio LAUREL, MD 114,024114.0k $6.9m $6.9m 4.86% Reduced -8.3k -8,315
14 Melone Private Wealth, LLC 5.14% of their portfolio AUBURN HILLS, MI 99,957100.0k $6.1m $6.1m 5.14% Reduced -2.2k -2,186
15 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 98,15398.2k $6.0m $6.0m 0.05% Added +9.6k +9,570
16 Legacy PCG, LLC 2.17% of their portfolio IRVINE, CA 78,55878.6k $4.8m $4.8m 2.17% Reduced -50.0k -49,985
17 Rooted Wealth Advisors, Inc. 3.95% of their portfolio BOURBONNAIS, IL 77,56377.6k $4.7m $4.7m 3.95% First filing
18 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 70,80170.8k $4.3m $4.3m 0.00% Added +46.3k +46,299
19 Veritable, L.P. 0.08% of their portfolio Newtown Square, PA 69,93369.9k $4.2m $4.2m 0.08% Unchanged
20 J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio SAN FRANCISCO, CA 61,11161.1k $3.7m $3.7m 0.01% Added +10.1k +10,064
21 Mariner, LLC 0.01% of their portfolio Overland Park, KS 60,29460.3k $3.7m $3.7m 0.01% Added +48.4k +48,442
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 59,37259.4k $3.6m $3.6m 0.01% Added +28.5k +28,528
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 53,63153.6k $3.3m $3.3m 0.00% Added +9.4k +9,378
24 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 51,18551.2k $3.1m $3.1m 0.02% Added +7.7k +7,688
25 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 50,72550.7k $3.1m $3.1m 0.01% Added +6.3k +6,326
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 49,68849.7k $3.0m $3.0m 0.00% Added +42.7k +42,712
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 48,53048.5k $2.9m $2.9m 0.00% Added +3.6k +3,563
28 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 47,95448.0k $2.9m $2.9m 0.01% Reduced -3.0k -3,019
29 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 46,45846.5k $2.8m $2.8m 0.05% Reduced -340 -340
30 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 43,54443.5k $2.6m $2.6m 0.01% Added +3.7k +3,721
31 Dorsey Wright & Associates 0.75% of their portfolio PASADENA, CA 42,22442.2k $2.6m $2.6m 0.75% First filing
32 True Wealth Design, LLC 1.12% of their portfolio AKRON, OH 39,99240.0k $2.4m $2.4m 1.12% First filing
33 Certified Advisory Corp 0.47% of their portfolio ALTAMONTE SPRINGS, FL 39,16339.2k $2.4m $2.4m 0.47% Added +1.3k +1,305
34 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 38,33238.3k $2.3m $2.3m 0.01% First filing
35 Sunbelt Securities, Inc. 0.44% of their portfolio HOUSTON, TX 37,39737.4k $2.3m $2.3m 0.44% Added +3.4k +3,443
36 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 36,92736.9k $2.2m $2.2m 0.02% Added +4.3k +4,281
37 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 35,81535.8k $2.2m $2.2m 0.00% Added +1.6k +1,611
38 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1.38% of their portfolio Phoenix, AZ 33,42033.4k $2.0m $2.0m 1.38% Reduced -235 -235
39 J.W. COLE ADVISORS, INC. 0.15% of their portfolio TAMPA, FL 31,49131.5k $1.9m $1.9m 0.15% Added +6.4k +6,436
40 ARVEST TRUST CO N A 0.11% of their portfolio ROGERS, AR 29,79029.8k $1.8m $1.8m 0.11% Added +1.6k +1,618
41 My Legacy Advisors, LLC 0.77% of their portfolio BEND, OR 28,77828.8k $1.8m $1.8m 0.77% Reduced -5.0k -5,018
42 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 27,80927.8k $1.7m $1.7m 0.02% Reduced -460 -460
43 FLOW TRADERS U.S. LLC 0.08% of their portfolio NEW YORK, NY 27,58127.6k $1.7m $1.7m 0.08% Reduced -64.6k -64,593
44 LCNB CORP 0.76% of their portfolio LEBANON, OH 27,08827.1k $1.6m $1.6m 0.76% Added +7.0k +7,000
45 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 26,50226.5k $1.6m $1.6m 0.01% Added +40 +40
46 WADE G W & INC 0.06% of their portfolio Wellesley, MA 25,93925.9k $1.6m $1.6m 0.06% Added +3 +3
47 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 24,95425.0k $1.5m $1.5m 0.00% Added +3.2k +3,232
48 Sharper & Granite LLC 0.94% of their portfolio EL SEGUNDO, CA 23,41023.4k $1.4m $1.4m 0.94% First filing
49 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 23,20423.2k $1.4m $1.4m 0.03% New
50 Avant Capital LLC 1.71% of their portfolio LAFAYETTE, LA 22,97123.0k $1.4m $1.4m 1.71% Reduced -1.2k -1,236
51 KLR INVESTMENT ADVISORS, LLC 1.13% of their portfolio PROVIDENCE, RI 22,69022.7k $1.4m $1.4m 1.13% First filing
52 Clearwater Capital Advisors, LLC 0.18% of their portfolio HOFFMAN ESTATES, IL 22,18922.2k $1.3m $1.3m 0.18% Reduced -253 -253
53 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 20,14620.1k $1.2m $1.2m 0.01% Unchanged
54 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 19,50519.5k $209.7k $209.7k 0.01% Reduced -1.0k -1,048
55 NORTH STAR ASSET MANAGEMENT INC 0.07% of their portfolio NEENAH, WI 19,06619.1k $1.2m $1.2m 0.07% Added +7.3k +7,290
56 Evercore Wealth Management, LLC 0.02% of their portfolio New York, NY 18,90018.9k $1.1m $1.1m 0.02% Unchanged
57 SONATA CAPITAL GROUP INC 0.63% of their portfolio SEATTLE, WA 18,62018.6k $1.1m $1.1m 0.63% Unchanged
58 CHERRYDALE WEALTH MANAGEMENT, LLC 0.88% of their portfolio HOBOKEN, NJ 17,60317.6k $1.1m $1.1m 0.88% Added +132 +132
59 Kendall Capital Management 0.54% of their portfolio ROCKVILLE, MD 17,58017.6k $1.1m $1.1m 0.54% Unchanged
60 JFS WEALTH ADVISORS, LLC 0.10% of their portfolio HERMITAGE, PA 17,24717.2k $1.0m $1.0m 0.10% Reduced -665 -665
61 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 16,88716.9k $1.0m $1.0m 0.03% Reduced -492 -492
62 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 16,37716.4k $993.3k $993.3k 0.02% Reduced -221 -221
63 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 14,56514.6k $883.4k $883.4k 0.00% Added +4.5k +4,481
64 Elk River Wealth Management LLC 0.21% of their portfolio DENVER, CO 14,20914.2k $861.8k $861.8k 0.21% New
65 CUTLER INVESTMENT COUNSEL LLC 0.13% of their portfolio Jacksonville, OR 14,02414.0k $850.6k $850.6k 0.13% Reduced -224 -224
66 HB Wealth Management, LLC 0.02% of their portfolio Atlanta, GA 13,95214.0k $846.2k $846.2k 0.02% Unchanged
67 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 13,67213.7k $829.2k $829.2k 0.00% New
68 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 13,66113.7k $828.6k $828.6k 0.03% Added +569 +569
69 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 12,88912.9k $781.7k $781.7k 0.01% Reduced -49.3k -49,346
70 Institute for Wealth Management, LLC. 0.16% of their portfolio DENVER, CO 12,35612.4k $749.4k $749.4k 0.16% Added +252 +252
71 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,57211.6k $702.0k $702.0k 0.00% Added +2.1k +2,073
72 S.C. Financial Services, Inc. 1.02% of their portfolio SCOTTSDALE, AZ 10,90110.9k $661.1k $661.1k 1.02% Added +170 +170
73 Essential Planning, LLC. 0.44% of their portfolio PORTSMOUTH, NH 10,59410.6k $579.9k $579.9k 0.44% New
74 WHITTIER TRUST CO OF NEVADA INC 0.03% of their portfolio RENO, NV 10,46710.5k $634.8k $634.8k 0.03% Unchanged
75 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 10,41010.4k $631.0k $631.0k 0.04% Added +28 +28
76 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 10,12810.1k $614.3k $614.3k 0.04% Unchanged
77 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,10410.1k $612.8k $612.8k 0.00% New
78 VERUS CAPITAL PARTNERS, LLC 0.11% of their portfolio SCOTTSDALE, AZ 9,8569.9k $597.8k $597.8k 0.11% Added +1.9k +1,916
79 PANORAMIC INVESTMENT ADVISORS, LLC 0.61% of their portfolio DENVER, CO 9,8399.8k $596.8k $596.8k 0.61% First filing
80 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 9,5879.6k $581.5k $581.5k 0.00% Reduced -5.5k -5,498
81 Claro Advisors Inc. 0.18% of their portfolio BOSTON, MA 9,1269.1k $553.5k $553.5k 0.18% New
82 Ballentine Partners, LLC 0.02% of their portfolio Waltham, MA 8,6408.6k $524.0k $524.0k 0.02% Unchanged
83 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,2778.3k $502.0k $502.0k 0.00% Added +3.6k +3,573
84 FMR LLC 0.00% of their portfolio BOSTON, MA 8,0748.1k $489.7k $489.7k 0.00% Reduced -332 -332
85 Amplius Wealth Advisors, LLC 0.08% of their portfolio BLUE BELL, PA 7,8167.8k $474.0k $474.0k 0.08% Unchanged
86 Treynor Bancshares, Inc. 0.33% of their portfolio TREYNOR, IA 7,8007.8k $473.1k $473.1k 0.33% Unchanged
87 Gradient Capital Advisors, LLC 0.21% of their portfolio SAN DIEGO, CA 7,6867.7k $466.2k $466.2k 0.21% Unchanged
88 MOSELEY INVESTMENT MANAGEMENT INC 0.33% of their portfolio BRADENTON, FL 7,6107.6k $461.5k $461.5k 0.33% Added +3.3k +3,290
89 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 7,5277.5k $457.0k $457.0k 0.00% Added +5 +5
90 Alta Wealth Advisors LLC 0.31% of their portfolio Woburn, MA 7,4517.5k $451.9k $451.9k 0.31% New
91 REGIONS FINANCIAL CORP 0.00% of their portfolio BIRMINGHAM, AL 7,2267.2k $438.0k $438.0k 0.00% Unchanged
92 BAKER TILLY WEALTH MANAGEMENT, LLC 0.05% of their portfolio MADISON, WI 7,2167.2k $437.6k $437.6k 0.05% Reduced -150 -150
93 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 6,9947.0k $424.0k $424.0k 0.00% Added +1 +1
94 Obsidian Personal Planning Solutions LLC 0.64% of their portfolio ROCKVILLE, MD 6,5586.6k $398.0k $398.0k 0.64% Reduced -675 -675
95 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 6,5196.5k $395.4k $395.4k 0.01% New
96 Sandy Cove Advisors, LLC 0.32% of their portfolio Hingham, MA 6,4476.4k $391.0k $391.0k 0.32% Reduced -958 -958
97 FLPUTNAM INVESTMENT MANAGEMENT CO 0.01% of their portfolio PORTLAND, ME 6,1816.2k $374.9k $374.9k 0.01% Unchanged
98 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 6,0886.1k $369.0k $369.0k 0.00% Reduced -1.8k -1,770
99 Willis Investment Counsel 0.02% of their portfolio GAINESVILLE, GA 6,0466.0k $366.7k $366.7k 0.02% Unchanged
100 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6,0366.0k $366.1k $366.1k 0.00% Added +1.0k +1,001