Vault-13

WISDOMTREE TR DTD

US TOTAL DIVIDND · ETP · CUSIP 97717W109

184 institutional holders +9 vs Q4 2023
10,525,08910.5m shares reported held*
$744.1mreported value*
22 new 47 added 60 reduced 14 sold out net bought ≈ $85.6m (+1.2m 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 ≈ $70.70. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 157Q4 22: 179Q1 23: 168Q2 23: 169Q3 23: 174Q4 23: 175Q1 24: 184184Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022157
Q4 2022179
Q1 2023168
Q2 2023169
Q3 2023174
Q4 2023175
Q1 2024184

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 83 bought or addedQ4 22: 49 cut or sold outQ4 22Q1 23: 59 bought or addedQ1 23: 68 cut or sold outQ1 23Q2 23: 64 bought or addedQ2 23: 59 cut or sold outQ2 23Q3 23: 61 bought or addedQ3 23: 72 cut or sold outQ3 23Q4 23: 60 bought or addedQ4 23: 70 cut or sold outQ4 23Q1 24: 69 bought or addedQ1 24: 74 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20228349
Q1 20235968
Q2 20236459
Q3 20236172
Q4 20236070
Q1 20246974

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ2 23 calls: $211.0kQ2 23 puts: $0Q2 23P/C 0.00Q3 23 calls: $2.1mQ3 23 puts: $0Q3 23P/C 0.00Q4 23 calls: $0Q4 23 puts: $0Q4 23P/C —Q1 24 calls: $0Q1 24 puts: $0Q1 24P/C —
Numbers
QuarterCallsPutsP/C
Q2 2023$211.0k$00.00
Q3 2023$2.1m$00.00
Q4 2023$0$0—
Q1 2024$0$0—

Biggest buyers

MORGAN STANLEY Added +1,176,834+1.2m
Cetera Investment Advisers Added +295,669+295.7k
Merit Financial Group, LLC New +45,942+45.9k
LPL Financial LLC Added +41,037+41.0k
Focus Partners Wealth New +25,418+25.4k
Foundations Investment Advisors, LLC New +22,410+22.4k
Raymond James Financial Services Advisors, Inc. Added +19,652+19.7k
Sowell Financial Services LLC New +15,363+15.4k
CWM, LLC Added +14,568+14.6k
Revisor Wealth Management LLC New +10,528+10.5k

Biggest sellers

Cetera Advisor Networks LLC Sold out -204,979-205.0k
Mariner, LLC Reduced -51,451-51.5k
AMERIPRISE FINANCIAL INC Reduced -28,664-28.7k
FFG RETIREMENT ADVISORS LLC Reduced -19,670-19.7k
BANK OF AMERICA CORP /DE/ Reduced -19,049-19.0k
Cetera Advisors LLC Sold out -15,767-15.8k
Elk River Wealth Management LLC Sold out -14,209-14.2k
AE Wealth Management LLC Sold out -12,504-12.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -12,465-12.5k
Brookstone Capital Management Reduced -10,665-10.7k

Biggest calls

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,264,8823.3m $230.9m $230.9m 0.01% Added +1.2m +1,176,834
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,026,5042.0m $143.3m $143.3m 0.01% Reduced -19.0k -19,049
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 609,661609.7k $43.1m $43.1m 0.02% Added +41.0k +41,037
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 373,121373.1k $26.4m $26.4m 0.01% Reduced -2.8k -2,759
5 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 310,356310.4k $21.9m $21.9m 0.05% Added +295.7k +295,669
6 626 Financial, LLC 12.70% of their portfolio PORTAGE, MI 297,206297.2k $21.0m $21.0m 12.70% Added +4.3k +4,341
7 Pinnacle Financial Group, LLC / IL 9.22% of their portfolio WESTERN SPRINGS, IL 296,783296.8k $21.0m $21.0m 9.22% Added +3.4k +3,398
8 Connecticut Wealth Management, LLC 1.05% of their portfolio FARMINGTON, CT 278,166278.2k $19.7m $19.7m 1.05% Reduced -431 -431
9 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 217,472217.5k $15.4m $15.4m 0.02% Reduced -5.3k -5,324
10 Vertex Planning Partners, LLC 3.95% of their portfolio DOWNERS GROVE, IL 201,804201.8k $14.3m $14.3m 3.95% Added +3.1k +3,136
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 153,510153.5k $10.9m $10.9m 0.00% Reduced -8.9k -8,890
12 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 151,480151.5k $10.7m $10.7m 0.02% Added +19.7k +19,652
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 134,394134.4k $9.5m $9.5m 0.00% Reduced -28.7k -28,664
14 Melone Private Wealth, LLC 4.88% of their portfolio AUBURN HILLS, MI 115,023115.0k $8.1m $8.1m 4.88% Reduced -1.3k -1,271
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 107,404107.4k $7.6m $7.6m 0.00% Added +2.6k +2,593
16 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 102,416102.4k $7.2m $7.2m 0.05% Reduced -3.5k -3,482
17 FFG RETIREMENT ADVISORS LLC 3.24% of their portfolio CENTENNIAL, CO 65,14265.1k $4.6m $4.6m 3.24% Reduced -19.7k -19,670
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 63,50863.5k $4.5m $4.5m 0.00% Added +3.1k +3,096
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 60,27760.3k $4.3m $4.3m 0.00% Reduced -4.5k -4,472
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 54,67954.7k $3.9m $3.9m 0.01% Added +238 +238
21 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 54,47954.5k $3.9m $3.9m 0.02% Unchanged
22 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 47,56847.6k $3.4m $3.4m 0.04% Reduced -468 -468
23 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 46,37146.4k $3.3m $3.3m 0.01% Added +1.2k +1,202
24 Merit Financial Group, LLC 0.08% of their portfolio ALPHARETTA, GA 45,94245.9k $3.1m $3.1m 0.08% New
25 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 44,59244.6k $3.2m $3.2m 0.01% Added +1.3k +1,293
26 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 43,40043.4k $3.1m $3.1m 0.01% Reduced -369 -369
27 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 42,34842.3k $3.0m $3.0m 0.03% Added +3.7k +3,671
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 39,93439.9k $2.8m $2.8m 0.00% Reduced -5.3k -5,316
29 Brookstone Capital Management 0.05% of their portfolio WHEATON, IL 37,22937.2k $2.6m $2.6m 0.05% Reduced -10.7k -10,665
30 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 36,28636.3k $2.6m $2.6m 0.00% Unchanged
31 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1.15% of their portfolio Phoenix, AZ 34,23134.2k $2.4m $2.4m 1.15% Added +652 +652
32 Certified Advisory Corp 0.33% of their portfolio ALTAMONTE SPRINGS, FL 33,76533.8k $2.4m $2.4m 0.33% Reduced -1.3k -1,288
33 ARVEST TRUST CO N A 0.13% of their portfolio ROGERS, AR 32,69432.7k $2.3m $2.3m 0.13% Reduced -1.3k -1,260
34 ARVEST INVESTMENTS, INC. 0.35% of their portfolio LOWELL, AR 31,59731.6k $2.2m $2.2m 0.35% Reduced -5.0k -4,998
35 My Legacy Advisors, LLC 0.72% of their portfolio BEND, OR 30,49830.5k $2.2m $2.2m 0.72% Reduced -3.5k -3,540
36 True Wealth Design, LLC 0.53% of their portfolio AKRON, OH 30,24730.2k $2.1m $2.1m 0.53% Reduced -767 -767
37 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 29,96430.0k $2.1m $2.1m 0.01% Added +116 +116
38 LCNB CORP 0.66% of their portfolio LEBANON, OH 25,64625.6k $1.8m $1.8m 0.66% Reduced -600 -600
39 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 25,41825.4k $1.7m $1.7m 0.01% New
40 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 22,41022.4k $1.6m $1.6m 0.04% New
41 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 21,35121.4k $1.5m $1.5m 0.02% Reduced -4.5k -4,450
42 KLR INVESTMENT ADVISORS, LLC 1.01% of their portfolio PROVIDENCE, RI 20,52820.5k $1.4m $1.4m 1.01% Reduced -3.4k -3,430
43 Legacy PCG, LLC 0.90% of their portfolio IRVINE, CA 20,29220.3k $1.4m $1.4m 0.90% Reduced -1.7k -1,733
44 Sharper & Granite LLC 0.68% of their portfolio EL SEGUNDO, CA 20,20520.2k $1.4m $1.4m 0.68% Reduced -930 -930
45 SONATA CAPITAL GROUP INC 0.65% of their portfolio SEATTLE, WA 20,11920.1k $1.4m $1.4m 0.65% Added +811 +811
46 Clearwater Capital Advisors, LLC 0.15% of their portfolio HOFFMAN ESTATES, IL 19,94719.9k $1.4m $1.4m 0.15% Reduced -527 -527
47 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 19,93819.9k $1.4m $1.4m 0.02% Added +821 +821
48 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 19,35019.4k $1.4m $1.4m 0.00% Added +1.1k +1,059
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,24619.2k $1.4m $1.4m 0.00% Reduced -12.5k -12,465
50 Evercore Wealth Management, LLC 0.02% of their portfolio New York, NY 18,90018.9k $1.3m $1.3m 0.02% Unchanged
51 CHERRYDALE WEALTH MANAGEMENT, LLC 0.60% of their portfolio HOBOKEN, NJ 18,15018.1k $1.3m $1.3m 0.60% Added +86 +86
52 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,29317.3k $1.2m $1.2m 0.01% Reduced -3.8k -3,836
53 CWM, LLC 0.01% of their portfolio OMAHA, NE 16,92316.9k $1.2m $1.2m 0.01% Added +14.6k +14,568
54 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,84316.8k $1.2m $1.2m 0.00% Added +4.0k +4,005
55 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 16,72416.7k $1.2m $1.2m 0.00% Reduced -2.5k -2,541
56 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 16,42916.4k $1.2m $1.2m 0.00% Reduced -225 -225
57 VERUS CAPITAL PARTNERS, LLC 0.13% of their portfolio SCOTTSDALE, AZ 16,32116.3k $1.2m $1.2m 0.13% Added +738 +738
58 JFS WEALTH ADVISORS, LLC 0.09% of their portfolio HERMITAGE, PA 16,30616.3k $1.2m $1.2m 0.09% Added +8 +8
59 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 15,65015.7k $1.1m $1.1m 0.00% Added +53 +53
60 Sowell Financial Services LLC 0.05% of their portfolio NORTH LITTLE ROCK, AR 15,36315.4k $1.1m $1.1m 0.05% New
61 LANARK FINANCIAL, INC. 0.10% of their portfolio BIRMINGHAM, AL 14,16914.2k $1.1m $1.1m 0.10% Added +5.3k +5,340
62 PCA Investment Advisory Services Inc. 0.53% of their portfolio CINCINNATI, OH 13,29313.3k $940.1k $940.1k 0.53% Unchanged
63 Sunbelt Securities, Inc. 0.10% of their portfolio HOUSTON, TX 13,09413.1k $926.0k $926.0k 0.10% Reduced -4.4k -4,355
64 Claro Advisors Inc. 0.16% of their portfolio BOSTON, MA 12,99313.0k $918.9k $918.9k 0.16% Reduced -3.4k -3,397
65 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 12,88012.9k $910.9k $910.9k 0.01% Unchanged
66 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,72412.7k $899.9k $899.9k 0.00% Reduced -51.5k -51,451
67 Kendall Capital Management 0.29% of their portfolio ROCKVILLE, MD 12,08012.1k $854.3k $854.3k 0.29% Reduced -1.0k -1,000
68 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 11,87711.9k $839.9k $839.9k 0.02% Added +19 +19
69 Institute for Wealth Management, LLC. 0.11% of their portfolio DENVER, CO 11,69311.7k $826.9k $826.9k 0.11% Reduced -100 -100
70 Revisor Wealth Management LLC 0.32% of their portfolio AKRON, OH 10,52810.5k $713.7k $713.7k 0.32% New
71 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 10,49510.5k $742.2k $742.2k 0.01% Reduced -6.0k -6,015
72 WHITTIER TRUST CO OF NEVADA INC 0.02% of their portfolio RENO, NV 10,46710.5k $740.2k $740.2k 0.02% Unchanged
73 PANORAMIC INVESTMENT ADVISORS, LLC 0.54% of their portfolio DENVER, CO 10,34510.3k $731.6k $731.6k 0.54% Reduced -52 -52
74 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 10,29810.3k $728.3k $728.3k 0.00% Added +143 +143
75 FMR LLC 0.00% of their portfolio BOSTON, MA 10,18010.2k $719.9k $719.9k 0.00% Added +1.7k +1,712
76 CUTLER INVESTMENT COUNSEL LLC 0.09% of their portfolio Jacksonville, OR 9,6829.7k $684.7k $684.7k 0.09% Added +269 +269
77 RMR Capital Management, LLC 0.67% of their portfolio Tustin, CA 9,5349.5k $674.3k $674.3k 0.67% Added +6 +6
78 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 8,9519.0k $633.0k $633.0k 0.01% Reduced -359 -359
79 Ballentine Partners, LLC 0.01% of their portfolio Waltham, MA 8,6408.6k $611.0k $611.0k 0.01% Unchanged
80 Gateway Wealth Partners, LLC 0.21% of their portfolio APPLETON, WI 8,3528.4k $590.6k $590.6k 0.21% Added +390 +390
81 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 8,0918.1k $572.6k $572.6k 0.02% Added +958 +958
82 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,9738.0k $563.9k $563.9k 0.00% Reduced -2.4k -2,389
83 Alta Wealth Advisors LLC 0.29% of their portfolio Woburn, MA 7,9477.9k $562.0k $562.0k 0.29% Reduced -62 -62
84 Treynor Bancshares, Inc. 0.32% of their portfolio TREYNOR, IA 7,8007.8k $551.6k $551.6k 0.32% Unchanged
85 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 7,6087.6k $538.0k $538.0k 0.01% Unchanged
86 Team Financial Group, LLC 0.35% of their portfolio TEMECULA, CA 7,3577.4k $520.3k $520.3k 0.35% Reduced -419 -419
87 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 7,2447.2k $512.0k $512.0k 0.00% Reduced -72 -72
88 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 7,2357.2k $512.0k $512.0k 0.00% Reduced -487 -487
89 REGIONS FINANCIAL CORP 0.00% of their portfolio BIRMINGHAM, AL 7,2267.2k $511.0k $511.0k 0.00% Unchanged
90 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 7,2127.2k $510.0k $510.0k 0.00% Added +1.8k +1,780
91 Amplius Wealth Advisors, LLC 0.06% of their portfolio BLUE BELL, PA 7,1867.2k $508.2k $508.2k 0.06% Unchanged
92 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 6,9947.0k $494.6k $494.6k 0.00% Added +1 +1
93 Florida Trust Wealth Management Co 0.02% of their portfolio SANIBEL, FL 6,8506.8k $484.4k $484.4k 0.02% Unchanged
94 Sandy Cove Advisors, LLC 0.21% of their portfolio Hingham, MA 6,3726.4k $450.6k $450.6k 0.21% Reduced -245 -245
95 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 6,3686.4k $450.4k $450.4k 0.04% Added +993 +993
96 Gradient Capital Advisors, LLC 0.16% of their portfolio SAN DIEGO, CA 6,3366.3k $448.1k $448.1k 0.16% Unchanged
97 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 5,9245.9k $418.8k $418.8k 0.00% Unchanged
98 GYL Financial Synergies, LLC 0.03% of their portfolio West Hartford, CT 5,8805.9k $415.8k $415.8k 0.03% Unchanged
99 BAKER TILLY WEALTH MANAGEMENT, LLC 0.08% of their portfolio MADISON, WI 5,8665.9k $414.8k $414.8k 0.08% Reduced -1.4k -1,350
100 Willis Investment Counsel 0.03% of their portfolio GAINESVILLE, GA 5,5665.6k $393.6k $393.6k 0.03% Unchanged