Vault-13

WISDOMTREE TR DWM

INTL EQUITY FD · ETP · CUSIP 97717W703

127 institutional holders -1 vs Q3 2025
5,608,9705.6m shares reported held*
$386.5mreported value*
4 new 43 added 38 reduced 9 sold out net bought ≈ $19.9m (+290.3k 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 ($233.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $68.90.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 123Q4 22: 125Q1 23: 130Q2 23: 132Q3 23: 124Q4 23: 130Q1 24: 126Q2 24: 125Q3 24: 117Q4 24: 118Q1 25: 119Q2 25: 124Q3 25: 128Q4 25: 127127Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022123
Q4 2022125
Q1 2023130
Q2 2023132
Q3 2023124
Q4 2023130
Q1 2024126
Q2 2024125
Q3 2024117
Q4 2024118
Q1 2025119
Q2 2025124
Q3 2025128
Q4 2025127

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 24: 45 bought or addedQ1 24: 46 cut or sold outQ2 24: 37 bought or addedQ2 24: 59 cut or sold outQ2 24Q3 24: 42 bought or addedQ3 24: 54 cut or sold outQ4 24: 43 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 35 bought or addedQ1 25: 49 cut or sold outQ2 25: 45 bought or addedQ2 25: 45 cut or sold outQ2 25Q3 25: 55 bought or addedQ3 25: 38 cut or sold outQ4 25: 47 bought or addedQ4 25: 47 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20244546
Q2 20243759
Q3 20244254
Q4 20244342
Q1 20253549
Q2 20254545
Q3 20255538
Q4 20254747

Biggest buyers

MML INVESTORS SERVICES, LLC New +89,135+89.1k
ENVESTNET ASSET MANAGEMENT INC Added +87,548+87.5k
AMERIPRISE FINANCIAL INC Added +76,933+76.9k
WELLS FARGO & COMPANY/MN Added +66,308+66.3k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +26,509+26.5k
FLOW TRADERS U.S. LLC Added +16,494+16.5k
UBS Group AG Added +8,880+8.9k
NewSquare Capital LLC Added +6,714+6.7k
Global Retirement Partners, LLC Added +5,272+5.3k
Key Financial Inc Added +4,784+4.8k

Biggest sellers

MORGAN STANLEY Reduced -40,922-40.9k
JPMORGAN CHASE & CO Reduced -12,586-12.6k
COMERICA BANK Reduced -10,415-10.4k
Sanctuary Advisors, LLC Reduced -7,758-7.8k
LPL Financial LLC Reduced -7,699-7.7k
JANE STREET GROUP, LLC Reduced -4,709-4.7k
Cambridge Investment Research Advisors, Inc. Reduced -4,400-4.4k
Focus Partners Advisor Solutions, LLC Sold out -4,170-4.2k
Smallwood Wealth Investment Management, LLC Reduced -3,405-3.4k
TOBIAS FINANCIAL ADVISORS, INC. Reduced -3,099-3.1k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 965,799965.8k $66.4m $66.4m 0.00% Reduced -40.9k -40,922
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 476,596476.6k $32.8m $32.8m 0.01% Reduced -7.7k -7,699
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 402,918402.9k $27.7m $27.7m 0.01% Added +66.3k +66,308
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 389,840389.8k $26.8m $26.8m 0.00% Added +1.9k +1,879
5 LRI Investments, LLC 2.15% of their portfolio PALM BEACH GARDENS, FL 386,546386.5k $26.6m $26.6m 2.15% Unchanged
6 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 331,892331.9k $23.2m $23.2m 0.03% Added +26.5k +26,509
7 Valmark Advisers, Inc. 0.26% of their portfolio AKRON, OH 307,500307.5k $21.1m $21.1m 0.26% Added +2.5k +2,531
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 180,277180.3k $12.4m $12.4m 0.00% Added +8.9k +8,880
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 130,689130.7k $9.0m $9.0m 0.00% Added +87.5k +87,548
10 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 128,785128.8k $8.9m $8.9m 0.04% Reduced -2.0k -1,959
11 MOLLER WEALTH PARTNERS 1.48% of their portfolio NORTHFIELD, IL 102,757102.8k $7.1m $7.1m 1.48% Reduced -450 -450
12 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 89,13589.1k $6.1m $6.1m 0.01% New
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 87,63287.6k $6.0m $6.0m 0.00% Added +1.6k +1,606
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 80,86480.9k $5.6m $5.6m 0.00% Added +76.9k +76,933
15 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 79,52479.5k $5.5m $5.5m 0.01% Reduced -1.4k -1,397
16 NewSquare Capital LLC 0.45% of their portfolio NEWTOWN SQUARE, PA 73,66973.7k $5.1m $5.1m 0.45% Added +6.7k +6,714
17 JFS WEALTH ADVISORS, LLC 0.28% of their portfolio HERMITAGE, PA 71,73971.7k $4.9m $4.9m 0.28% Reduced -2.5k -2,511
18 Key Financial Inc 0.76% of their portfolio WEST CHESTER, PA 60,29360.3k $4.1m $4.1m 0.76% Added +4.8k +4,784
19 MISSION WEALTH MANAGEMENT, LP 0.08% of their portfolio Santa Barbara, CA 57,48157.5k $4.0m $4.0m 0.08% Reduced -984 -984
20 Smallwood Wealth Investment Management, LLC 2.07% of their portfolio RED BANK, NJ 57,38357.4k $3.9m $3.9m 2.07% Reduced -3.4k -3,405
21 HBK Sorce Advisory LLC 0.09% of their portfolio ERIE, PA 54,07054.1k $4.0m $4.0m 0.09% Reduced -10 -10
22 TOBIAS FINANCIAL ADVISORS, INC. 0.51% of their portfolio Plantation, FL 52,79452.8k $3.6m $3.6m 0.51% Reduced -3.1k -3,099
23 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 52,07452.1k $3.6m $3.6m 0.01% Added +1.1k +1,059
24 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 47,43147.4k $3.3m $3.3m 0.03% Added +222 +222
25 Envision Financial LLC 1.72% of their portfolio BROOKFIELD, WI 47,41447.4k $3.3m $3.3m 1.72% Reduced -3.0k -2,995
26 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 41,70241.7k $2.9m $2.9m 0.00% Reduced -652 -652
27 FLOW TRADERS U.S. LLC 0.08% of their portfolio NEW YORK, NY 33,52533.5k $2.3m $2.3m 0.08% Added +16.5k +16,494
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 33,42733.4k $2.3m $2.3m 0.00% Added +1.3k +1,277
29 TopTier Wealth Management, LLC 1.50% of their portfolio MUSKEGO, WI 32,23232.2k $2.2m $2.2m 1.50% First filing
30 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 30,35430.4k $2.1m $2.1m 0.00% Unchanged
31 Shakespeare Wealth Management, LLC 0.43% of their portfolio Pewaukee, WI 28,43028.4k $2.0m $2.0m 0.43% Reduced -245 -245
32 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 27,60327.6k $1.9m $1.9m 0.00% Added +249 +249
33 COURIER CAPITAL LLC 0.10% of their portfolio BUFFALO, NY 26,80326.8k $1.8m $1.8m 0.10% Added +39 +39
34 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 26,34426.3k $1.8m $1.8m 0.04% Reduced -17 -17
35 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 24,25324.3k $1.7m $1.7m 0.01% Added +4 +4
36 PLIMOTH TRUST CO LLC 0.36% of their portfolio SWANSEA, MA 23,76723.8k $1.6m $1.6m 0.36% Added +110 +110
37 Stratos Wealth Advisors, LLC 0.07% of their portfolio BEACHWOOD, OH 21,22121.2k $1.5m $1.5m 0.07% Reduced -2.0k -2,037
38 Pinnacle Wealth Planning Services, Inc. 0.14% of their portfolio MANSFIELD, OH 19,31219.3k $1.3m $1.3m 0.14% Reduced -1.4k -1,440
39 Frazier Financial Advisors, LLC 0.71% of their portfolio COLUMBUS, OH 17,39717.4k $1.2m $1.2m 0.71% Reduced -109 -109
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 17,03617.0k $1.2m $1.2m 0.00% Reduced -519 -519
41 Kondo Wealth Advisors, Inc. 0.42% of their portfolio PASADENA, CA 16,10716.1k $1.1m $1.1m 0.42% Reduced -1.2k -1,216
42 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 15,88715.9k $1.1m $1.1m 0.00% Added +70 +70
43 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 15,05115.1k $1.0m $1.0m 0.00% Reduced -4.4k -4,400
44 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,72914.7k $1.0m $1.0m 0.00% Reduced -888 -888
45 ProVise Management Group, LLC 0.07% of their portfolio CLEARWATER, FL 14,69214.7k $1.0m $1.0m 0.07% Reduced -76 -76
46 Robertson Stephens Wealth Management, LLC 0.03% of their portfolio San Francisco, CA 14,51114.5k $997.8k $997.8k 0.03% Added +2 +2
47 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 14,18014.2k $975.0k $975.0k 0.01% Reduced -721 -721
48 Octavia Wealth Advisors, LLC 0.09% of their portfolio CINCINNATI, OH 13,81613.8k $950.0k $950.0k 0.09% Reduced -1.7k -1,695
49 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 13,70513.7k $942.4k $942.4k 0.00% Added +436 +436
50 KMG FIDUCIARY PARTNERS, LLC 0.06% of their portfolio TOLEDO, OH 13,03113.0k $896.0k $896.0k 0.06% Added +87 +87
51 Thrive Capital Management, LLC 0.20% of their portfolio FORT WASHINGTON, PA 12,86112.9k $884.3k $884.3k 0.20% Reduced -2.9k -2,885
52 OneAscent Financial Services LLC 0.08% of their portfolio BIRMINGHAM, AL 12,81612.8k $881.2k $881.2k 0.08% Added +3.3k +3,274
53 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 12,71512.7k $874.3k $874.3k 0.00% Added +859 +859
54 Intrua Financial, LLC 0.10% of their portfolio Houston, TX 12,63612.6k $868.9k $868.9k 0.10% Added +375 +375
55 COMERICA BANK 0.00% of their portfolio DALLAS, TX 12,53212.5k $861.7k $861.7k 0.00% Reduced -10.4k -10,415
56 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 11,87911.9k $816.8k $816.8k 0.01% Unchanged
57 Falcon Wealth Planning 0.07% of their portfolio Ontario, CA 11,60111.6k $797.7k $797.7k 0.07% Added +110 +110
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,52411.5k $792.4k $792.4k 0.00% Reduced -12.6k -12,586
59 Brightwater Advisory LLC 0.53% of their portfolio TAMPA, FL 11,47311.5k $788.9k $788.9k 0.53% Reduced -193 -193
60 OARSMAN CAPITAL, INC. 0.10% of their portfolio MILWAUKEE, WI 11,39211.4k $783.3k $783.3k 0.10% Reduced -1.4k -1,365
61 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,76610.8k $740.3k $740.3k 0.00% Reduced -4.7k -4,709
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9,4059.4k $646.7k $646.7k 0.00% Unchanged
63 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 9,2289.2k $634.5k $634.5k 0.01% Unchanged
64 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 8,4858.5k $583.5k $583.5k 0.00% Reduced -1.4k -1,430
65 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 8,2718.3k $568.7k $568.7k 0.06% Reduced -290 -290
66 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7,1697.2k $492.9k $492.9k 0.00% Added +206 +206
67 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 7,1597.2k $492.3k $492.3k 0.01% Added +2.4k +2,386
68 Litman Gregory Wealth Management LLC 0.04% of their portfolio LARKSPUR, CA 7,0007.0k $481.3k $481.3k 0.04% Unchanged
69 Allen Capital Group, LLC 0.04% of their portfolio GRAND ISLAND, NE 6,8686.9k $472.2k $472.2k 0.04% Unchanged
70 CAPE ANN SAVINGS BANK 0.24% of their portfolio GLOUCESTER, MA 6,7946.8k $467.2k $467.2k 0.24% Unchanged
71 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6,4506.5k $443.5k $443.5k 0.00% Unchanged
72 INSPIRION WEALTH ADVISORS, LLC 0.05% of their portfolio LIBERTYVILLE, IL 6,2376.2k $428.8k $428.8k 0.05% Added +244 +244
73 Pinnacle Financial Group, LLC / IL 0.12% of their portfolio WESTERN SPRINGS, IL 5,9716.0k $410.6k $410.6k 0.12% Added +3 +3
74 TCV Trust & Wealth Management, Inc. 0.03% of their portfolio RICHMOND, VA 5,7835.8k $397.6k $397.6k 0.03% Unchanged
75 New World Advisors LLC 0.07% of their portfolio HINGHAM, MA 5,7065.7k $392.4k $392.4k 0.07% Added +45 +45
76 HOWARD WEALTH MANAGEMENT, LLC 0.17% of their portfolio Madison, CT 5,6155.6k $386.1k $386.1k 0.17% Unchanged
77 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 5,3385.3k $367.0k $367.0k 0.01% Added +5.3k +5,272
78 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,2085.2k $358.1k $358.1k 0.00% Added +1.7k +1,718
79 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,1245.1k $352.3k $352.3k 0.00% Added +32 +32
80 Arlington Financial Advisors, LLC 0.05% of their portfolio SANTA BARBARA, CA 4,8874.9k $336.0k $336.0k 0.05% Unchanged
81 McNamara Financial Services, Inc. 0.06% of their portfolio MARSHFIELD, MA 4,7204.7k $324.5k $324.5k 0.06% Reduced -123 -123
82 Rockbridge Investment Management, LCC 0.03% of their portfolio Syracuse, NY 4,6904.7k $322.5k $322.5k 0.03% Reduced -473 -473
83 REGIMEN WEALTH, LLC 0.09% of their portfolio ATLANTA, GA 4,5214.5k $310.9k $310.9k 0.09% Added +30 +30
84 CWM, LLC 0.00% of their portfolio OMAHA, NE 4,4304.4k $305.0k $305.0k 0.00% Added +14 +14
85 JTC Employer Solutions Trustee Ltd 0.02% of their portfolio ST HELIER, Y9 4,2264.2k $291.0k $291.0k 0.02% Unchanged
86 New Perspectives, Inc 0.10% of their portfolio TOUGALOO, MS 4,1754.2k $287.1k $287.1k 0.10% Unchanged
87 LAUREL OAK WEALTH MANAGEMENT, LLC 0.05% of their portfolio MARLTON, NJ 4,1074.1k $282.4k $282.4k 0.05% First filing
88 Viewpoint Capital Management LLC 0.12% of their portfolio SEATTLE, WA 4,1004.1k $281.9k $281.9k 0.12% Unchanged
89 VALLEY NATIONAL ADVISERS INC 0.04% of their portfolio BETHLEHEM, PA 4,0144.0k $276.0k $276.0k 0.04% New
90 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 3,8693.9k $266.0k $266.0k 0.00% Reduced -7.8k -7,758
91 CAHILL FINANCIAL ADVISORS INC 0.03% of their portfolio EDINA, MN 3,7313.7k $256.5k $256.5k 0.03% New
92 Duncan Williams Asset Management, LLC 0.07% of their portfolio MEMPHIS, TN 3,7173.7k $271.1k $271.1k 0.07% Added +443 +443
93 CULBERTSON A N & CO INC 0.03% of their portfolio Charlottesville, VA 3,6953.7k $254.1k $254.1k 0.03% Unchanged
94 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 3,3973.4k $233.6k $233.6k 0.00% New
95 4WEALTH ADVISORS, INC. 0.20% of their portfolio Burr Ridge, IL 3,3543.4k $230.6k $230.6k 0.20% Added +1 +1
96 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 3,2253.2k $221.8k $221.8k 0.00% Unchanged
97 American Trust 0.02% of their portfolio LEXINGTON, KY 3,1373.1k $215.7k $215.7k 0.02% Added +58 +58
98 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 2,9753.0k $204.6k $204.6k 0.02% Added +164 +164
99 Independence Bank of Kentucky 0.02% of their portfolio OWENSBORO, KY 2,4152.4k $166.1k $166.1k 0.02% Unchanged
100 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 2,0812.1k $143.1k $143.1k 0.00% Added +11 +11