Vault-13

WISDOMTREE TR DTD

US TOTAL DIVIDND · ETP · CUSIP 97717W109

211 institutional holders +0 vs Q1 2026
8,844,2168.8m shares reported held*
$824.7mreported value*
14 new 69 added 57 reduced 11 sold out net bought ≈ $20.6m (+220.7k 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 ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $93.25.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 157Q4 22: 179Q1 23: 168Q2 23: 169Q3 23: 174Q4 23: 175Q1 24: 184Q2 24: 177Q3 24: 181Q4 24: 197Q1 25: 195Q2 25: 199Q3 25: 195Q4 25: 208Q1 26: 211Q2 26: 211211Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025195
Q4 2025208
Q1 2026211
Q2 2026211

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 73 bought or addedQ3 25: 77 cut or sold outQ4 25: 85 bought or addedQ4 25: 70 cut or sold outQ4 25Q1 26: 82 bought or addedQ1 26: 75 cut or sold outQ2 26: 83 bought or addedQ2 26: 68 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246771
Q4 20248054
Q1 20258465
Q2 20257377
Q3 20257377
Q4 20258570
Q1 20268275
Q2 20268368

Biggest buyers

Savvy Advisors, Inc. New +141,011+141.0k
Cambridge Investment Research Advisors, Inc. Added +111,248+111.2k
Integrated Wealth Concepts LLC Added +74,774+74.8k
OSAIC HOLDINGS, INC. Added +47,088+47.1k
Bank of New York Mellon Corp Added +44,187+44.2k
MORGAN STANLEY Added +24,017+24.0k
Itau Unibanco Holding S.A. New +23,535+23.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +21,666+21.7k
Vertex Planning Partners, LLC Added +17,048+17.0k
LPL Financial LLC Added +16,051+16.1k

Biggest sellers

Sanctuary Advisors, LLC Reduced -143,032-143.0k
Atria Investments, Inc Reduced -82,425-82.4k
Corient Private Wealth LP Sold out -38,003-38.0k
Retirement Planning Group, LLC Reduced -33,714-33.7k
Kestra Advisory Services, LLC Reduced -21,536-21.5k
HighTower Advisors, LLC Reduced -18,376-18.4k
Independent Advisor Alliance Sold out -11,914-11.9k
Envision Financial LLC Reduced -11,568-11.6k
Gateway Wealth Partners, LLC Reduced -11,360-11.4k
JANE STREET GROUP, LLC Sold out -6,575-6.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,508,1481.5m $140.6m $140.6m 0.01% Added +2.9k +2,865
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,240,4131.2m $115.7m $115.7m 0.01% Added +24.0k +24,017
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 917,128917.1k $85.5m $85.5m 0.02% Added +16.1k +16,051
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 369,580369.6k $34.5m $34.5m 0.01% Reduced -3.0k -2,982
5 626 Financial, LLC 11.15% of their portfolio PORTAGE, MI 305,791305.8k $28.5m $28.5m 11.15% Added +10.9k +10,889
6 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 280,648280.6k $26.2m $26.2m 0.01% Added +7.5k +7,508
7 Connecticut Wealth Management, LLC 0.92% of their portfolio FARMINGTON, CT 266,740266.7k $24.9m $24.9m 0.92% Reduced -2.2k -2,170
8 Pinnacle Financial Group, LLC / IL 5.48% of their portfolio WESTERN SPRINGS, IL 240,721240.7k $22.4m $22.4m 5.48% Reduced -4.4k -4,395
9 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 213,884213.9k $19.9m $19.9m 0.02% Added +111.2k +111,248
10 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 202,645202.6k $18.9m $18.9m 0.06% Reduced -21.5k -21,536
11 Retirement Planning Group, LLC 0.48% of their portfolio LEAWOOD, KS 201,901201.9k $18.8m $18.8m 0.48% Reduced -33.7k -33,714
12 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 162,333162.3k $15.1m $15.1m 0.01% Reduced -18.4k -18,376
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 145,767145.8k $13.6m $13.6m 0.01% Added +2.3k +2,300
14 Savvy Advisors, Inc. 0.28% of their portfolio NEW YORK, NY 141,011141.0k $13.1m $13.1m 0.28% New
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 137,083137.1k $12.8m $12.8m 0.00% Reduced -5.5k -5,518
16 Foundations Investment Advisors, LLC 0.12% of their portfolio PHOENIX, AZ 126,855126.9k $11.8m $11.8m 0.12% Added +7.8k +7,785
17 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 123,901123.9k $11.6m $11.6m 0.01% Added +47.1k +47,088
18 Vertex Planning Partners, LLC 1.62% of their portfolio DOWNERS GROVE, IL 117,050117.0k $10.9m $10.9m 1.62% Added +17.0k +17,048
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 95,53395.5k $8.9m $8.9m 0.00% Reduced -54 -54
20 Melone Private Wealth, LLC 2.95% of their portfolio AUBURN HILLS, MI 83,01383.0k $7.7m $7.7m 2.95% Reduced -847 -847
21 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 79,59679.6k $7.4m $7.4m 0.04% Added +74.8k +74,774
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 76,97177.0k $7.2m $7.2m 0.00% Added +5.0k +5,007
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 75,90875.9k $7.1m $7.1m 0.00% Added +3.6k +3,588
24 Vestmark Advisory Solutions, Inc. 0.06% of their portfolio Wakefield, MA 71,95472.0k $6.7m $6.7m 0.06% Unchanged
25 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 64,98365.0k $6.1m $6.1m 0.06% Reduced -82.4k -82,425
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 63,82063.8k $6.0m $6.0m 0.00% Reduced -5.8k -5,790
27 FFG RETIREMENT ADVISORS LLC 2.95% of their portfolio CENTENNIAL, CO 59,77259.8k $5.6m $5.6m 2.95% Reduced -414 -414
28 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 53,21453.2k $5.0m $5.0m 0.03% Added +749 +749
29 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 52,07452.1k $4.9m $4.9m 0.01% Unchanged
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 48,82148.8k $4.6m $4.6m 0.00% Added +21.7k +21,666
31 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 46,75646.8k $4.4m $4.4m 0.00% Added +44.2k +44,187
32 Envision Financial LLC 1.89% of their portfolio BROOKFIELD, WI 44,10944.1k $4.1m $4.1m 1.89% Reduced -11.6k -11,568
33 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 37,52337.5k $3.5m $3.5m 0.02% Reduced -1.3k -1,324
34 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 34,42034.4k $3.2m $3.2m 0.00% Added +587 +587
35 Certified Advisory Corp 0.24% of their portfolio ALTAMONTE SPRINGS, FL 31,91831.9k $3.0m $3.0m 0.24% Reduced -163 -163
36 LCNB CORP 0.91% of their portfolio LEBANON, OH 31,72731.7k $3.0m $3.0m 0.91% Reduced -1.7k -1,656
37 Avant Capital LLC 1.84% of their portfolio LAFAYETTE, LA 31,57031.6k $2.9m $2.9m 1.84% Added +565 +565
38 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 31,29531.3k $2.9m $2.9m 0.00% Added +418 +418
39 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 31,17731.2k $2.9m $2.9m 0.00% Added +1.4k +1,381
40 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 30,36330.4k $2.8m $2.8m 0.00% Reduced -1.5k -1,546
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 26,11126.1k $2.4m $2.4m 0.00% Added +14.9k +14,865
42 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 25,95226.0k $2.4m $2.4m 0.00% Unchanged
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 25,14025.1k $2.3m $2.3m 0.00% Added +311 +311
44 Itau Unibanco Holding S.A. 0.04% of their portfolio SAO PAULO, D5 23,53523.5k $2.2m $2.2m 0.04% New
45 FMR LLC 0.00% of their portfolio BOSTON, MA 20,75720.8k $1.9m $1.9m 0.00% Added +2.1k +2,145
46 AssuredPartners Investment Advisors, LLC 0.18% of their portfolio Tampa, FL 20,33320.3k $1.9m $1.9m 0.18% Added +112 +112
47 VERUS CAPITAL PARTNERS, LLC 0.10% of their portfolio SCOTTSDALE, AZ 19,32019.3k $1.8m $1.8m 0.10% Reduced -820 -820
48 SONATA CAPITAL GROUP INC 0.57% of their portfolio SEATTLE, WA 19,04919.0k $1.8m $1.8m 0.57% Unchanged
49 CHERRYDALE WEALTH MANAGEMENT, LLC 0.46% of their portfolio HOBOKEN, NJ 18,78918.8k $1.8m $1.8m 0.46% Added +93 +93
50 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 18,47518.5k $1.7m $1.7m 0.02% Reduced -1.7k -1,669
51 Clearwater Capital Advisors, LLC 0.12% of their portfolio HOFFMAN ESTATES, IL 18,11918.1k $1.7m $1.7m 0.12% Unchanged
52 Key Financial Inc 0.27% of their portfolio WEST CHESTER, PA 17,58717.6k $1.6m $1.6m 0.27% Added +700 +700
53 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 16,83316.8k $1.6m $1.6m 0.00% Reduced -2.2k -2,192
54 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 16,20816.2k $1.5m $1.5m 0.00% Added +26 +26
55 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 15,97016.0k $1.5m $1.5m 0.00% Reduced -150 -150
56 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 15,83415.8k $1.5m $1.5m 0.00% Added +2 +2
57 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 15,50615.5k $1.4m $1.4m 0.00% Added +7.8k +7,753
58 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 15,38615.4k $1.4m $1.4m 0.00% Added +2.3k +2,257
59 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,64714.6k $1.4m $1.4m 0.00% Added +7.1k +7,067
60 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 14,49014.5k $1.4m $1.4m 0.01% Unchanged
61 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 14,11014.1k $1.3m $1.3m 0.00% Unchanged
62 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 13,92013.9k $1.3m $1.3m 0.01% Added +1.4k +1,389
63 Sharper & Granite LLC 0.39% of their portfolio EL SEGUNDO, CA 13,44013.4k $1.3m $1.3m 0.39% Unchanged
64 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 12,76212.8k $1.2m $1.2m 0.01% New
65 PCA Investment Advisory Services Inc. 0.32% of their portfolio CINCINNATI, OH 12,37512.4k $1.2m $1.2m 0.32% Added +59 +59
66 PANORAMIC INVESTMENT ADVISORS, LLC 0.54% of their portfolio DENVER, CO 12,12112.1k $1.1m $1.1m 0.54% Added +55 +55
67 JFS WEALTH ADVISORS, LLC 0.05% of their portfolio HERMITAGE, PA 11,65111.7k $1.1m $1.1m 0.05% Added +8 +8
68 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,18011.2k $1.0m $1.0m 0.00% New
69 KMG FIDUCIARY PARTNERS, LLC 0.10% of their portfolio TOLEDO, OH 11,17911.2k $1.0m $1.0m 0.10% Added +121 +121
70 Institute for Wealth Management, LLC. 0.09% of their portfolio DENVER, CO 11,09011.1k $1.0m $1.0m 0.09% Unchanged
71 Gateway Wealth Partners, LLC 0.06% of their portfolio APPLETON, WI 10,86310.9k $1.0m $1.0m 0.06% Reduced -11.4k -11,360
72 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,76710.8k $1.0m $1.0m 0.00% Reduced -1.1k -1,087
73 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 10,76110.8k $1.0m $1.0m 0.00% Added +85 +85
74 WHITTIER TRUST CO OF NEVADA INC 0.02% of their portfolio RENO, NV 10,46710.5k $989.2k $989.2k 0.02% Unchanged
75 DSG Capital Advisors, LLC 0.14% of their portfolio EDINA, MN 10,07610.1k $951.4k $951.4k 0.14% Unchanged
76 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 9,9069.9k $923.7k $923.7k 0.03% Reduced -6 -6
77 Belpointe Asset Management LLC 0.03% of their portfolio RENO, NV 9,7189.7k $906.2k $906.2k 0.03% Reduced -68 -68
78 OxenFree Capital LLC 0.41% of their portfolio MELBOURNE, FL 9,5139.5k $899.1k $899.1k 0.41% Reduced -145 -145
79 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 9,0249.0k $841.4k $841.4k 0.01% Added +1.1k +1,055
80 ASHTON THOMAS SECURITIES, LLC 0.12% of their portfolio ROCHESTER, NY 8,9879.0k $838.0k $838.0k 0.12% Reduced -323 -323
81 Ballentine Partners, LLC 0.01% of their portfolio Waltham, MA 8,6408.6k $805.7k $805.7k 0.01% Unchanged
82 Avestar Capital, LLC 0.04% of their portfolio New York, NY 7,8177.8k $728.9k $728.9k 0.04% Unchanged
83 Cornerstone Financial Group, LLC /NE/ 0.45% of their portfolio OMAHA, NE 7,8007.8k $727.3k $727.3k 0.45% Unchanged
84 EVOLUTION WEALTH MANAGEMENT INC. 0.41% of their portfolio FORT MYERS, FL 7,4467.4k $694.3k $694.3k 0.41% Added +270 +270
85 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 7,3707.4k $687.2k $687.2k 0.00% Added +428 +428
86 Revisor Wealth Management LLC 0.16% of their portfolio AKRON, OH 6,9637.0k $649.3k $649.3k 0.16% Unchanged
87 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 6,8906.9k $642.5k $642.5k 0.01% New
88 Florida Trust Wealth Management Co 0.02% of their portfolio SANIBEL, FL 6,8506.8k $638.7k $638.7k 0.02% Unchanged
89 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,7616.8k $630.5k $630.5k 0.00% Reduced -143.0k -143,032
90 Quartz Partners, LLC 0.20% of their portfolio SARATOGA SPRINGS, NY 6,5826.6k $613.8k $613.8k 0.20% Added +527 +527
91 Alta Wealth Advisors LLC 0.16% of their portfolio Woburn, MA 6,4976.5k $605.8k $605.8k 0.16% Reduced -281 -281
92 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 6,2956.3k $586.6k $586.6k 0.01% Reduced -252 -252
93 NORDEN GROUP LLC 0.05% of their portfolio PROVO, UT 6,1166.1k $570.3k $570.3k 0.05% Unchanged
94 Element Wealth, LLC 0.20% of their portfolio RIDGELAND, MS 5,8245.8k $543.1k $543.1k 0.20% Added +210 +210
95 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 5,6505.7k $526.8k $526.8k 0.01% Reduced -50 -50
96 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 5,0635.1k $472.1k $472.1k 0.00% Added +505 +505
97 Sandy Cove Advisors, LLC 0.12% of their portfolio Hingham, MA 4,9975.0k $465.9k $465.9k 0.12% Added +25 +25
98 HighPoint Advisor Group LLC 0.02% of their portfolio DOWNERS GROVE, IL 4,9965.0k $465.9k $465.9k 0.02% Added +2.1k +2,108
99 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 4,9174.9k $458.5k $458.5k 0.01% Added +2.2k +2,250
100 ATLas Financial Planning LLC 0.37% of their portfolio ALPHARETTA, GA 4,9004.9k $456.9k $456.9k 0.37% Unchanged