Vault-13

WISDOMTREE TR DWM

INTL EQUITY FD · ETP · CUSIP 97717W703

132 institutional holders +5 vs Q4 2025
5,597,8495.6m shares reported held*
$392.1mreported value*
14 new 43 added 39 reduced 6 sold out net bought ≈ $1.9m (+27.8k 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 ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $70.05.

Trends to Q1 2026

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: 127Q1 26: 132132Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026132

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 37 bought or addedQ2 24: 59 cut or sold outQ3 24: 42 bought or addedQ3 24: 54 cut or sold outQ3 24Q4 24: 43 bought or addedQ4 24: 42 cut or sold outQ1 25: 35 bought or addedQ1 25: 49 cut or sold outQ1 25Q2 25: 45 bought or addedQ2 25: 45 cut or sold outQ3 25: 55 bought or addedQ3 25: 38 cut or sold outQ3 25Q4 25: 47 bought or addedQ4 25: 47 cut or sold outQ1 26: 57 bought or addedQ1 26: 45 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243759
Q3 20244254
Q4 20244342
Q1 20253549
Q2 20254545
Q3 20255538
Q4 20254747
Q1 20265745

Biggest buyers

FLOW TRADERS U.S. LLC Added +61,817+61.8k
UBS Group AG Added +40,489+40.5k
Phillip James Consulting Co. New +37,269+37.3k
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC New +29,901+29.9k
WELLS FARGO & COMPANY/MN Added +28,935+28.9k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +14,041+14.0k
FIFTH THIRD BANCORP New +12,006+12.0k
Merit Financial Group, LLC Added +9,501+9.5k
Beacon Pointe Advisors, LLC New +8,800+8.8k
AMERIPRISE FINANCIAL INC Added +7,987+8.0k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -123,719-123.7k
MML INVESTORS SERVICES, LLC Reduced -25,329-25.3k
Kestra Advisory Services, LLC Reduced -21,132-21.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -18,976-19.0k
MORGAN STANLEY Reduced -15,668-15.7k
TOBIAS FINANCIAL ADVISORS, INC. Reduced -13,654-13.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -11,481-11.5k
Envision Financial LLC Reduced -7,301-7.3k
JFS WEALTH ADVISORS, LLC Reduced -5,849-5.8k
BANK OF AMERICA CORP /DE/ Reduced -4,722-4.7k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 950,131950.1k $66.4m $66.4m 0.00% Reduced -15.7k -15,668
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 476,008476.0k $33.3m $33.3m 0.01% Reduced -588 -588
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 431,853431.9k $30.2m $30.2m 0.01% Added +28.9k +28,935
4 LRI Investments, LLC 2.39% of their portfolio PALM BEACH GARDENS, FL 386,546386.5k $27.0m $27.0m 2.39% Unchanged
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 385,118385.1k $26.9m $26.9m 0.00% Reduced -4.7k -4,722
6 Valmark Advisers, Inc. 0.26% of their portfolio AKRON, OH 309,543309.5k $21.6m $21.6m 0.26% Added +2.0k +2,043
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 220,766220.8k $15.4m $15.4m 0.00% Added +40.5k +40,489
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 208,173208.2k $14.7m $14.7m 0.03% Reduced -123.7k -123,719
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 111,713111.7k $7.8m $7.8m 0.00% Reduced -19.0k -18,976
10 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 107,653107.7k $7.5m $7.5m 0.03% Reduced -21.1k -21,132
11 MOLLER WEALTH PARTNERS 1.36% of their portfolio NORTHFIELD, IL 98,29598.3k $6.9m $6.9m 1.36% Reduced -4.5k -4,462
12 FLOW TRADERS U.S. LLC 0.21% of their portfolio NEW YORK, NY 95,34295.3k $6.7m $6.7m 0.21% Added +61.8k +61,817
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 89,09089.1k $6.2m $6.2m 0.00% Added +1.5k +1,458
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 88,85188.9k $6.2m $6.2m 0.00% Added +8.0k +7,987
15 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 84,25584.3k $5.9m $5.9m 0.01% Added +4.7k +4,731
16 NewSquare Capital LLC 0.46% of their portfolio NEWTOWN SQUARE, PA 76,36976.4k $5.3m $5.3m 0.46% Added +2.7k +2,700
17 JFS WEALTH ADVISORS, LLC 0.26% of their portfolio HERMITAGE, PA 65,89065.9k $4.6m $4.6m 0.26% Reduced -5.8k -5,849
18 Key Financial Inc 0.79% of their portfolio WEST CHESTER, PA 63,80863.8k $4.5m $4.5m 0.79% Added +3.5k +3,515
19 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 63,80663.8k $4.5m $4.5m 0.01% Reduced -25.3k -25,329
20 Smallwood Wealth Investment Management, LLC 2.12% of their portfolio RED BANK, NJ 57,60957.6k $4.0m $4.0m 2.12% Added +226 +226
21 MISSION WEALTH MANAGEMENT, LP 0.08% of their portfolio Santa Barbara, CA 57,07157.1k $4.0m $4.0m 0.08% Reduced -410 -410
22 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 56,93256.9k $4.0m $4.0m 0.03% Added +9.5k +9,501
23 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 53,66053.7k $3.8m $3.8m 0.01% Added +1.6k +1,586
24 HBK Sorce Advisory LLC 0.08% of their portfolio ERIE, PA 52,74952.7k $3.9m $3.9m 0.08% Reduced -1.3k -1,321
25 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 41,31941.3k $2.9m $2.9m 0.00% Reduced -383 -383
26 Envision Financial LLC 1.51% of their portfolio BROOKFIELD, WI 40,11340.1k $2.8m $2.8m 1.51% Reduced -7.3k -7,301
27 TOBIAS FINANCIAL ADVISORS, INC. 0.38% of their portfolio Plantation, FL 39,14039.1k $2.7m $2.7m 0.38% Reduced -13.7k -13,654
28 Phillip James Consulting Co. 2.30% of their portfolio PLYMOUTH, MN 37,26937.3k $3.0m $3.0m 2.30% New
29 TopTier Wealth Management, LLC 1.38% of their portfolio MUSKEGO, WI 32,23032.2k $2.3m $2.3m 1.38% Reduced -2 -2
30 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 31,72331.7k $2.2m $2.2m 0.00% Reduced -1.7k -1,704
31 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 30,35430.4k $2.1m $2.1m 0.01% Unchanged
32 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.03% of their portfolio PORTLAND, OR 29,90129.9k $2.1m $2.1m 0.03% New
33 Shakespeare Wealth Management, LLC 0.46% of their portfolio Pewaukee, WI 27,95528.0k $2.0m $2.0m 0.46% Reduced -475 -475
34 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 27,45427.5k $1.9m $1.9m 0.00% Reduced -149 -149
35 COURIER CAPITAL LLC 0.10% of their portfolio BUFFALO, NY 26,86026.9k $1.9m $1.9m 0.10% Added +57 +57
36 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 26,52826.5k $1.9m $1.9m 0.04% Added +184 +184
37 PLIMOTH TRUST CO LLC 0.39% of their portfolio SWANSEA, MA 25,02625.0k $1.7m $1.7m 0.39% Added +1.3k +1,259
38 Stratos Wealth Advisors, LLC 0.10% of their portfolio BEACHWOOD, OH 24,41624.4k $1.7m $1.7m 0.10% Added +3.2k +3,195
39 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 24,25424.3k $1.7m $1.7m 0.01% Added +1 +1
40 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,89417.9k $1.3m $1.3m 0.00% Added +7.1k +7,128
41 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 17,83217.8k $1.2m $1.2m 0.00% Added +1.9k +1,945
42 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 17,43817.4k $1.2m $1.2m 0.00% Added +14.0k +14,041
43 Pinnacle Wealth Planning Services, Inc. 0.12% of their portfolio MANSFIELD, OH 17,27917.3k $1.2m $1.2m 0.12% Reduced -2.0k -2,033
44 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 17,17717.2k $1.2m $1.2m 0.00% Added +141 +141
45 Frazier Financial Advisors, LLC 0.65% of their portfolio COLUMBUS, OH 16,84016.8k $1.2m $1.2m 0.65% Reduced -557 -557
46 Kondo Wealth Advisors, Inc. 0.41% of their portfolio PASADENA, CA 15,65515.7k $1.1m $1.1m 0.41% Reduced -452 -452
47 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,82214.8k $1.0m $1.0m 0.00% Reduced -229 -229
48 ProVise Management Group, LLC 0.07% of their portfolio CLEARWATER, FL 14,69214.7k $1.0m $1.0m 0.07% Unchanged
49 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 14,03914.0k $981.2k $981.2k 0.01% Reduced -141 -141
50 Octavia Wealth Advisors, LLC 0.09% of their portfolio CINCINNATI, OH 13,81213.8k $965.3k $965.3k 0.09% Reduced -4 -4
51 OneAscent Financial Services LLC 0.05% of their portfolio BIRMINGHAM, AL 13,79613.8k $964.2k $964.2k 0.05% Added +980 +980
52 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 12,88812.9k $900.8k $900.8k 0.00% Added +173 +173
53 Intrua Financial, LLC 0.09% of their portfolio Houston, TX 12,63612.6k $883.1k $883.1k 0.09% Unchanged
54 Thrive Capital Management, LLC 0.19% of their portfolio FORT WASHINGTON, PA 12,29212.3k $859.1k $859.1k 0.19% Reduced -569 -569
55 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 12,00612.0k $839.1k $839.1k 0.00% New
56 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,95112.0k $812.0k $812.0k 0.00% Added +427 +427
57 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 11,87911.9k $830.2k $830.2k 0.01% Unchanged
58 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,83711.8k $827.3k $827.3k 0.00% Reduced -1.9k -1,868
59 Robertson Stephens Wealth Management, LLC 0.02% of their portfolio San Francisco, CA 11,77711.8k $823.1k $823.1k 0.02% Reduced -2.7k -2,734
60 Falcon Wealth Planning 0.06% of their portfolio Ontario, CA 11,64611.6k $813.9k $813.9k 0.06% Added +45 +45
61 Brightwater Advisory LLC 0.52% of their portfolio TAMPA, FL 11,28311.3k $788.5k $788.5k 0.52% Reduced -190 -190
62 KMG FIDUCIARY PARTNERS, LLC 0.05% of their portfolio TOLEDO, OH 9,7479.7k $681.2k $681.2k 0.05% Reduced -3.3k -3,284
63 OARSMAN CAPITAL, INC. 0.08% of their portfolio MILWAUKEE, WI 9,4879.5k $663.1k $663.1k 0.08% Reduced -1.9k -1,905
64 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9,4059.4k $657.3k $657.3k 0.00% Unchanged
65 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 9,2289.2k $645.0k $645.0k 0.01% Unchanged
66 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 8,8688.9k $619.8k $619.8k 0.01% Added +1.7k +1,709
67 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 8,8008.8k $615.0k $615.0k 0.00% New
68 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 8,4898.5k $593.3k $593.3k 0.00% Added +4 +4
69 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7,7197.7k $523.1k $523.1k 0.00% Added +550 +550
70 BEACON FINANCIAL GROUP 0.05% of their portfolio DALLAS, TX 7,6707.7k $536.0k $536.0k 0.05% Reduced -601 -601
71 LAUREL OAK WEALTH MANAGEMENT, LLC 0.08% of their portfolio MARLTON, NJ 6,9366.9k $484.8k $484.8k 0.08% Added +2.8k +2,829
72 Allen Capital Group, LLC 0.04% of their portfolio GRAND ISLAND, NE 6,8686.9k $480.0k $480.0k 0.04% Unchanged
73 CAPE ANN SAVINGS BANK 0.24% of their portfolio GLOUCESTER, MA 6,7946.8k $474.8k $474.8k 0.24% Unchanged
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6,4506.5k $450.8k $450.8k 0.00% Unchanged
75 INSPIRION WEALTH ADVISORS, LLC 0.05% of their portfolio LIBERTYVILLE, IL 6,2526.3k $437.0k $437.0k 0.05% Added +15 +15
76 Pinnacle Financial Group, LLC / IL 0.11% of their portfolio WESTERN SPRINGS, IL 5,9736.0k $417.4k $417.4k 0.11% Added +2 +2
77 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,8325.8k $407.6k $407.6k 0.00% Added +624 +624
78 TCV Trust & Wealth Management, Inc. 0.03% of their portfolio RICHMOND, VA 5,7835.8k $404.2k $404.2k 0.03% Unchanged
79 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 5,7115.7k $399.1k $399.1k 0.00% New
80 HOWARD WEALTH MANAGEMENT, LLC 0.17% of their portfolio Madison, CT 5,6155.6k $392.4k $392.4k 0.17% Unchanged
81 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,5695.6k $389.2k $389.2k 0.00% Added +445 +445
82 New World Advisors LLC 0.07% of their portfolio HINGHAM, MA 5,2995.3k $370.4k $370.4k 0.07% Reduced -407 -407
83 Arlington Financial Advisors, LLC 0.05% of their portfolio SANTA BARBARA, CA 4,8874.9k $341.6k $341.6k 0.05% Unchanged
84 Rockbridge Investment Management, LCC 0.03% of their portfolio Syracuse, NY 4,5624.6k $318.8k $318.8k 0.03% Reduced -128 -128
85 McNamara Financial Services, Inc. 0.06% of their portfolio MARSHFIELD, MA 4,5454.5k $317.7k $317.7k 0.06% Reduced -175 -175
86 CWM, LLC 0.00% of their portfolio OMAHA, NE 4,4354.4k $310.0k $310.0k 0.00% Added +5 +5
87 JTC Employer Solutions Trustee Ltd 0.02% of their portfolio ST HELIER, Y9 4,2264.2k $295.0k $295.0k 0.02% Unchanged
88 New Perspectives, Inc 0.10% of their portfolio TOUGALOO, MS 4,1754.2k $291.8k $291.8k 0.10% Unchanged
89 Viewpoint Capital Management LLC 0.13% of their portfolio SEATTLE, WA 4,1004.1k $286.6k $286.6k 0.13% Unchanged
90 VALLEY NATIONAL ADVISERS INC 0.04% of their portfolio BETHLEHEM, PA 4,0144.0k $280.0k $280.0k 0.04% Unchanged
91 REGIMEN WEALTH, LLC 0.08% of their portfolio ATLANTA, GA 3,9443.9k $275.6k $275.6k 0.08% Reduced -577 -577
92 CAHILL FINANCIAL ADVISORS INC 0.03% of their portfolio EDINA, MN 3,8853.9k $271.5k $271.5k 0.03% Added +154 +154
93 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 3,8703.9k $270.5k $270.5k 0.00% Added +1 +1
94 CULBERTSON A N & CO INC 0.03% of their portfolio Charlottesville, VA 3,6953.7k $258.2k $258.2k 0.03% Unchanged
95 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 3,2483.2k $227.0k $227.0k 0.00% Reduced -11.5k -11,481
96 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 3,2253.2k $225.4k $225.4k 0.00% Unchanged
97 American Trust 0.02% of their portfolio LEXINGTON, KY 3,1743.2k $221.8k $221.8k 0.02% Added +37 +37
98 4WEALTH ADVISORS, INC. 0.18% of their portfolio Burr Ridge, IL 3,0803.1k $209.2k $209.2k 0.18% Reduced -274 -274
99 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 3,0573.1k $213.7k $213.7k 0.01% New
100 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,0013.0k $209.7k $209.7k 0.00% New