Vault-13

WISDOMTREE TR DTD

US TOTAL DIVIDND · ETP · CUSIP 97717W109

199 institutional holders +4 vs Q1 2025
8,770,3218.8m shares reported held*
$697.4mreported value*
10 new 63 added 66 reduced 11 sold out net bought ≈ $7.8m (+98.3k 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 ≈ $79.52. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 157Q4 22: 179Q1 23: 168Q2 23: 169Q3 23: 174Q4 23: 175Q1 24: 184Q2 24: 177Q3 24: 181Q4 24: 197Q1 25: 195Q2 25: 199199Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022157
Q4 2022179
Q1 2023168
Q2 2023169
Q3 2023174
Q4 2023175
Q1 2024184
Q2 2024177
Q3 2024181
Q4 2024197
Q1 2025195
Q2 2025199

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 61 bought or addedQ3 23: 72 cut or sold outQ4 23: 60 bought or addedQ4 23: 70 cut or sold outQ4 23Q1 24: 69 bought or addedQ1 24: 74 cut or sold outQ2 24: 61 bought or addedQ2 24: 75 cut or sold outQ2 24Q3 24: 67 bought or addedQ3 24: 71 cut or sold outQ4 24: 80 bought or addedQ4 24: 54 cut or sold outQ4 24Q1 25: 84 bought or addedQ1 25: 65 cut or sold outQ2 25: 73 bought or addedQ2 25: 77 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236172
Q4 20236070
Q1 20246974
Q2 20246175
Q3 20246771
Q4 20248054
Q1 20258465
Q2 20257377

Biggest buyers

Vestmark Advisory Solutions, Inc. Added +68,000+68.0k
ROYAL BANK OF CANADA Added +64,415+64.4k
Rockefeller Capital Management L.P. Added +29,906+29.9k
GOLDMAN SACHS GROUP INC Added +29,343+29.3k
CWM, LLC Added +23,525+23.5k
OSAIC HOLDINGS, INC. Added +19,028+19.0k
RAYMOND JAMES FINANCIAL INC Added +18,094+18.1k
LPL Financial LLC Added +17,099+17.1k
WELLS FARGO & COMPANY/MN Added +16,216+16.2k
ASSETMARK, INC Added +11,958+12.0k

Biggest sellers

Bank of New York Mellon Corp Reduced -45,012-45.0k
MORGAN STANLEY Reduced -44,175-44.2k
Belpointe Asset Management LLC Reduced -41,712-41.7k
AssuredPartners Investment Advisors, LLC Reduced -20,769-20.8k
CITADEL ADVISORS LLC Reduced -20,728-20.7k
Arvest Bank Trust Division Sold out -19,242-19.2k
ARVEST INVESTMENTS, INC. Reduced -13,470-13.5k
FIDUCIENT ADVISORS LLC Sold out -8,000-8.0k
Geneos Wealth Management Inc. Reduced -6,675-6.7k
FFG RETIREMENT ADVISORS LLC Reduced -6,414-6.4k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,938,5681.9m $154.2m $154.2m 0.01% Added +2.9k +2,862
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,077,5911.1m $85.7m $85.7m 0.01% Reduced -44.2k -44,175
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 764,932764.9k $60.8m $60.8m 0.02% Added +17.1k +17,099
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 402,280402.3k $32.0m $32.0m 0.01% Added +16.2k +16,216
5 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 353,057353.1k $28.1m $28.1m 0.05% Reduced -212 -212
6 626 Financial, LLC 11.57% of their portfolio PORTAGE, MI 310,011310.0k $24.7m $24.7m 11.57% Reduced -2.7k -2,719
7 Connecticut Wealth Management, LLC 1.03% of their portfolio FARMINGTON, CT 271,221271.2k $21.6m $21.6m 1.03% Reduced -5.1k -5,068
8 Pinnacle Financial Group, LLC / IL 7.10% of their portfolio WESTERN SPRINGS, IL 266,814266.8k $21.2m $21.2m 7.10% Reduced -2.8k -2,779
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 228,568228.6k $18.2m $18.2m 0.01% Added +18.1k +18,094
10 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 195,342195.3k $15.5m $15.5m 0.02% Reduced -1.1k -1,128
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 147,782147.8k $11.8m $11.8m 0.00% Reduced -4.3k -4,268
12 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 144,497144.5k $11.5m $11.5m 0.06% Added +10.5k +10,462
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 127,850127.8k $10.2m $10.2m 0.00% Added +64.4k +64,415
14 Melone Private Wealth, LLC 5.05% of their portfolio AUBURN HILLS, MI 124,971125.0k $9.9m $9.9m 5.05% Added +2.5k +2,525
15 Vestmark Advisory Solutions, Inc. 0.13% of their portfolio Wakefield, MA 112,594112.6k $9.0m $9.0m 0.13% Added +68.0k +68,000
16 Vertex Planning Partners, LLC 1.55% of their portfolio DOWNERS GROVE, IL 93,50393.5k $7.4m $7.4m 1.55% Added +120 +120
17 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 93,00193.0k $7.4m $7.4m 0.01% Added +19.0k +19,028
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 88,12788.1k $7.0m $7.0m 0.00% Reduced -896 -896
19 Foundations Investment Advisors, LLC 0.10% of their portfolio PHOENIX, AZ 82,61882.6k $6.6m $6.6m 0.10% Added +7.4k +7,433
20 FFG RETIREMENT ADVISORS LLC 3.90% of their portfolio CENTENNIAL, CO 78,31478.3k $6.2m $6.2m 3.90% Reduced -6.4k -6,414
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 76,80776.8k $6.1m $6.1m 0.00% Added +2.0k +2,042
22 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 68,13568.1k $5.4m $5.4m 0.06% Added +4.0k +3,965
23 Envision Financial LLC 3.45% of their portfolio BROOKFIELD, WI 65,07965.1k $5.2m $5.2m 3.45% Reduced -58 -58
24 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 62,11562.1k $4.9m $4.9m 0.03% Added +3.7k +3,701
25 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 59,53059.5k $4.7m $4.7m 0.01% Added +29.9k +29,906
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 58,18858.2k $4.6m $4.6m 0.00% Added +9.2k +9,154
27 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 56,08156.1k $4.5m $4.5m 0.01% Added +656 +656
28 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 53,23653.2k $4.2m $4.2m 0.02% Reduced -526 -526
29 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 49,55849.6k $3.9m $3.9m 0.03% Added +134 +134
30 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 49,45249.5k $3.9m $3.9m 0.01% Added +1.4k +1,391
31 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 48,19648.2k $3.8m $3.8m 0.02% Added +2.1k +2,137
32 CWM, LLC 0.01% of their portfolio OMAHA, NE 43,16543.2k $3.4m $3.4m 0.01% Added +23.5k +23,525
33 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 37,65037.6k $3.0m $3.0m 0.03% Added +2.6k +2,588
34 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 37,56737.6k $3.0m $3.0m 0.00% Unchanged
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 37,27537.3k $3.0m $3.0m 0.00% Added +29.3k +29,343
36 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 34,60034.6k $2.8m $2.8m 0.00% Reduced -203 -203
37 Avant Capital LLC 1.99% of their portfolio LAFAYETTE, LA 32,33832.3k $2.6m $2.6m 1.99% Added +876 +876
38 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 0.90% of their portfolio Phoenix, AZ 31,59031.6k $2.5m $2.5m 0.90% Reduced -1.4k -1,423
39 Certified Advisory Corp 0.26% of their portfolio ALTAMONTE SPRINGS, FL 31,21431.2k $2.5m $2.5m 0.26% Reduced -407 -407
40 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 30,17830.2k $2.4m $2.4m 0.01% Added +3.3k +3,346
41 LCNB CORP 0.68% of their portfolio LEBANON, OH 24,36724.4k $1.9m $1.9m 0.68% Reduced -600 -600
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 24,10124.1k $1.9m $1.9m 0.00% Added +3.1k +3,101
43 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,39623.4k $1.9m $1.9m 0.00% Reduced -20.7k -20,728
44 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 22,41522.4k $1.8m $1.8m 0.00% Added +5.3k +5,277
45 SONATA CAPITAL GROUP INC 0.62% of their portfolio SEATTLE, WA 19,39919.4k $1.5m $1.5m 0.62% Reduced -560 -560
46 VERUS CAPITAL PARTNERS, LLC 0.14% of their portfolio SCOTTSDALE, AZ 19,11019.1k $1.5m $1.5m 0.14% Added +1.2k +1,159
47 CHERRYDALE WEALTH MANAGEMENT, LLC 0.52% of their portfolio HOBOKEN, NJ 18,64818.6k $1.5m $1.5m 0.52% Added +108 +108
48 FMR LLC 0.00% of their portfolio BOSTON, MA 18,39918.4k $1.5m $1.5m 0.00% Added +5.9k +5,884
49 Clearwater Capital Advisors, LLC 0.13% of their portfolio HOFFMAN ESTATES, IL 18,24418.2k $1.5m $1.5m 0.13% Unchanged
50 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 17,95818.0k $1.4m $1.4m 0.02% Added +777 +777
51 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 15,66015.7k $1.2m $1.2m 0.00% Reduced -231 -231
52 LANARK FINANCIAL, INC. 0.09% of their portfolio BIRMINGHAM, AL 14,53414.5k $1.2m $1.2m 0.09% Reduced -538 -538
53 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 14,11014.1k $1.1m $1.1m 0.00% Unchanged
54 Legacy PCG, LLC 0.72% of their portfolio IRVINE, CA 14,07014.1k $1.1m $1.1m 0.72% Reduced -1.5k -1,498
55 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 14,03014.0k $1.1m $1.1m 0.01% Unchanged
56 Consolidated Portfolio Review Corp 0.15% of their portfolio WOODBURY, NY 13,70213.7k $1.1m $1.1m 0.15% Added +21 +21
57 Sharper & Granite LLC 0.42% of their portfolio EL SEGUNDO, CA 13,69013.7k $1.1m $1.1m 0.42% Reduced -115 -115
58 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 13,62213.6k $1.1m $1.1m 0.00% Added +12.0k +11,958
59 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 13,23113.2k $1.1m $1.1m 0.01% Added +811 +811
60 JFS WEALTH ADVISORS, LLC 0.06% of their portfolio HERMITAGE, PA 12,36312.4k $983.1k $983.1k 0.06% Reduced -2.0k -2,045
61 PCA Investment Advisory Services Inc. 0.41% of their portfolio CINCINNATI, OH 12,31612.3k $979.4k $979.4k 0.41% Unchanged
62 PANORAMIC INVESTMENT ADVISORS, LLC 0.57% of their portfolio DENVER, CO 11,57211.6k $920.2k $920.2k 0.57% Added +189 +189
63 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,39511.4k $906.0k $906.0k 0.00% Added +660 +660
64 Institute for Wealth Management, LLC. 0.10% of their portfolio DENVER, CO 11,24211.2k $894.0k $894.0k 0.10% Unchanged
65 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 11,11011.1k $877.8k $877.8k 0.00% Added +7.3k +7,289
66 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 10,85210.9k $863.0k $863.0k 0.01% Reduced -422 -422
67 KMG FIDUCIARY PARTNERS, LLC 0.06% of their portfolio TOLEDO, OH 10,78310.8k $857.5k $857.5k 0.06% Added +546 +546
68 WHITTIER TRUST CO OF NEVADA INC 0.02% of their portfolio RENO, NV 10,70710.7k $851.4k $851.4k 0.02% Unchanged
69 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 10,32110.3k $820.7k $820.7k 0.03% Reduced -2.1k -2,075
70 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 10,25510.3k $830.0k $830.0k 0.02% Reduced -3.2k -3,174
71 DSG Capital Advisors, LLC 0.14% of their portfolio EDINA, MN 10,07610.1k $801.2k $801.2k 0.14% Unchanged
72 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 10,05210.1k $811.1k $811.1k 0.03% Reduced -181 -181
73 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,7489.7k $775.1k $775.1k 0.00% Added +21 +21
74 Gateway Wealth Partners, LLC 0.14% of their portfolio APPLETON, WI 9,3219.3k $741.2k $741.2k 0.14% Reduced -500 -500
75 Revisor Wealth Management LLC 0.26% of their portfolio AKRON, OH 8,8878.9k $720.0k $720.0k 0.26% Reduced -464 -464
76 My Legacy Advisors, LLC 0.26% of their portfolio BEND, OR 8,8558.9k $717.4k $717.4k 0.26% Reduced -846 -846
77 Belpointe Asset Management LLC 0.03% of their portfolio RENO, NV 8,6558.7k $688.2k $688.2k 0.03% Reduced -41.7k -41,712
78 Ballentine Partners, LLC 0.01% of their portfolio Waltham, MA 8,6408.6k $687.1k $687.1k 0.01% Unchanged
79 Key Financial Inc 0.13% of their portfolio WEST CHESTER, PA 7,9437.9k $631.6k $631.6k 0.13% Reduced -1.5k -1,491
80 Cornerstone Financial Group, LLC /NE/ 0.53% of their portfolio OMAHA, NE 7,8007.8k $620.3k $620.3k 0.53% Unchanged
81 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 7,6087.6k $605.0k $605.0k 0.00% Unchanged
82 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 7,5137.5k $597.5k $597.5k 0.01% Added +1.4k +1,435
83 Avestar Capital, LLC 0.04% of their portfolio New York, NY 7,3667.4k $585.7k $585.7k 0.04% Unchanged
84 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 7,3277.3k $555.9k $555.9k 0.05% Reduced -19 -19
85 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 6,9937.0k $556.1k $556.1k 0.00% Reduced -1 -1
86 Alta Wealth Advisors LLC 0.26% of their portfolio Woburn, MA 6,9276.9k $550.8k $550.8k 0.26% Reduced -104 -104
87 EVOLUTION WEALTH MANAGEMENT INC. 0.68% of their portfolio FORT MYERS, FL 6,9246.9k $550.6k $550.6k 0.68% First filing
88 Florida Trust Wealth Management Co 0.02% of their portfolio SANIBEL, FL 6,8506.8k $544.7k $544.7k 0.02% Unchanged
89 Wood Tarver Financial Group, LLC 0.16% of their portfolio BOISE, ID 6,5466.5k $520.0k $520.0k 0.16% Reduced -625 -625
90 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 6,2136.2k $494.1k $494.1k 0.01% Added +692 +692
91 RMR Capital Management, LLC 0.35% of their portfolio Tustin, CA 6,1716.2k $490.7k $490.7k 0.35% Reduced -3.4k -3,389
92 NORDEN GROUP LLC 0.05% of their portfolio PROVO, UT 6,1166.1k $486.3k $486.3k 0.05% Unchanged
93 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 6,0596.1k $481.8k $481.8k 0.00% Added +135 +135
94 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,7505.8k $457.2k $457.2k 0.00% Reduced -2.5k -2,472
95 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 5,6755.7k $451.3k $451.3k 0.01% Reduced -6.7k -6,675
96 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 5,5875.6k $444.3k $444.3k 0.01% Reduced -2.2k -2,153
97 Amplius Wealth Advisors, LLC 0.04% of their portfolio BLUE BELL, PA 5,5865.6k $444.2k $444.2k 0.04% Unchanged
98 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,4025.4k $429.5k $429.5k 0.00% Reduced -130 -130
99 Willis Investment Counsel 0.02% of their portfolio GAINESVILLE, GA 5,2415.2k $416.8k $416.8k 0.02% Unchanged
100 Sandy Cove Advisors, LLC 0.15% of their portfolio Hingham, MA 5,1665.2k $410.8k $410.8k 0.15% Reduced -229 -229