Vault-13

WISDOMTREE TR DWM

INTL EQUITY FD · ETP · CUSIP 97717W703

135 institutional holders +3 vs Q1 2026
5,527,9515.5m shares reported held*
$405.1mreported value*
11 new 47 added 43 reduced 9 sold out net sold ≈ $6.5m (-88.4k 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 ≈ $73.29.

Trends to Q2 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: 132Q2 26: 135135Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026135

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 57 bought or addedQ1 26: 45 cut or sold outQ2 26: 58 bought or addedQ2 26: 52 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244254
Q4 20244342
Q1 20253549
Q2 20254545
Q3 20255538
Q4 20254747
Q1 20265745
Q2 20265852

Biggest buyers

Falcon Wealth Planning Added +28,902+28.9k
FLOW TRADERS U.S. LLC Added +21,921+21.9k
CITADEL ADVISORS LLC New +12,771+12.8k
UBS Group AG Added +11,384+11.4k
MCF Advisors LLC New +11,119+11.1k
MML INVESTORS SERVICES, LLC Added +10,339+10.3k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +8,627+8.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +5,797+5.8k
CIBC WORLD MARKET INC. Added +5,054+5.1k
Arax Advisory Partners Added +4,019+4.0k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -43,845-43.8k
Phillip James Consulting Co. Sold out -37,269-37.3k
MORGAN STANLEY Reduced -34,347-34.3k
Kestra Advisory Services, LLC Reduced -25,531-25.5k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Sold out -17,438-17.4k
Cetera Investment Advisers Reduced -14,476-14.5k
KMG FIDUCIARY PARTNERS, LLC Sold out -9,747-9.7k
BANK OF AMERICA CORP /DE/ Reduced -9,632-9.6k
LPL Financial LLC Reduced -6,105-6.1k
TopTier Wealth Management, LLC Reduced -5,637-5.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 915,784915.8k $67.0m $67.0m 0.00% Reduced -34.3k -34,347
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 469,903469.9k $34.4m $34.4m 0.01% Reduced -6.1k -6,105
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 388,008388.0k $28.4m $28.4m 0.00% Reduced -43.8k -43,845
4 LRI Investments, LLC 2.27% of their portfolio PALM BEACH GARDENS, FL 386,413386.4k $28.3m $28.3m 2.27% Reduced -133 -133
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 375,486375.5k $27.5m $27.5m 0.00% Reduced -9.6k -9,632
6 Valmark Advisers, Inc. 0.24% of their portfolio AKRON, OH 309,102309.1k $22.6m $22.6m 0.24% Reduced -441 -441
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 232,150232.2k $17.0m $17.0m 0.00% Added +11.4k +11,384
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 216,800216.8k $16.0m $16.0m 0.03% Added +8.6k +8,627
9 FLOW TRADERS U.S. LLC 0.35% of their portfolio NEW YORK, NY 117,263117.3k $8.6m $8.6m 0.35% Added +21.9k +21,921
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 111,986112.0k $8.2m $8.2m 0.00% Added +273 +273
11 MOLLER WEALTH PARTNERS 1.29% of their portfolio NORTHFIELD, IL 97,73697.7k $7.2m $7.2m 1.29% Reduced -559 -559
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 91,85491.9k $6.7m $6.7m 0.00% Added +3.0k +3,003
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 89,20389.2k $6.5m $6.5m 0.00% Added +113 +113
14 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 82,12282.1k $6.0m $6.0m 0.02% Reduced -25.5k -25,531
15 NewSquare Capital LLC 0.43% of their portfolio NEWTOWN SQUARE, PA 79,20679.2k $5.8m $5.8m 0.43% Added +2.8k +2,837
16 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 74,14574.1k $5.4m $5.4m 0.01% Added +10.3k +10,339
17 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 69,77969.8k $5.1m $5.1m 0.00% Reduced -14.5k -14,476
18 JFS WEALTH ADVISORS, LLC 0.23% of their portfolio HERMITAGE, PA 63,20263.2k $4.6m $4.6m 0.23% Reduced -2.7k -2,688
19 Key Financial Inc 0.75% of their portfolio WEST CHESTER, PA 62,72562.7k $4.6m $4.6m 0.75% Reduced -1.1k -1,083
20 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 59,90659.9k $4.4m $4.4m 0.03% Added +3.0k +2,974
21 Smallwood Wealth Investment Management, LLC 1.89% of their portfolio RED BANK, NJ 59,01859.0k $4.3m $4.3m 1.89% Added +1.4k +1,409
22 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 58,71458.7k $4.3m $4.3m 0.01% Added +5.1k +5,054
23 MISSION WEALTH MANAGEMENT, LP 0.05% of their portfolio Santa Barbara, CA 57,15457.2k $4.2m $4.2m 0.05% Added +83 +83
24 HBK Sorce Advisory LLC 0.08% of their portfolio ERIE, PA 52,74952.7k $4.0m $4.0m 0.08% Unchanged
25 Falcon Wealth Planning 0.19% of their portfolio Ontario, CA 40,54840.5k $3.0m $3.0m 0.19% Added +28.9k +28,902
26 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 40,09340.1k $2.9m $2.9m 0.00% Reduced -1.2k -1,226
27 TOBIAS FINANCIAL ADVISORS, INC. 0.35% of their portfolio Plantation, FL 38,07738.1k $2.8m $2.8m 0.35% Reduced -1.1k -1,063
28 Envision Financial LLC 1.19% of their portfolio BROOKFIELD, WI 35,34435.3k $2.6m $2.6m 1.19% Reduced -4.8k -4,769
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 32,88032.9k $2.4m $2.4m 0.00% Added +1.2k +1,157
30 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 31,15331.2k $2.3m $2.3m 0.00% Added +799 +799
31 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.03% of their portfolio PORTLAND, OR 29,00129.0k $2.1m $2.1m 0.03% Reduced -900 -900
32 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 27,96828.0k $2.0m $2.0m 0.04% Added +1.4k +1,440
33 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 27,45627.5k $2.0m $2.0m 0.00% Added +2 +2
34 COURIER CAPITAL LLC 0.10% of their portfolio BUFFALO, NY 27,09127.1k $2.0m $2.0m 0.10% Added +231 +231
35 Shakespeare Wealth Management, LLC 0.52% of their portfolio Pewaukee, WI 26,61226.6k $1.9m $1.9m 0.52% Reduced -1.3k -1,343
36 TopTier Wealth Management, LLC 1.18% of their portfolio MUSKEGO, WI 26,59326.6k $1.9m $1.9m 1.18% Reduced -5.6k -5,637
37 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 24,72724.7k $1.8m $1.8m 0.01% Added +473 +473
38 PLIMOTH TRUST CO LLC 0.36% of their portfolio SWANSEA, MA 24,57124.6k $1.8m $1.8m 0.36% Reduced -455 -455
39 Stratos Wealth Advisors, LLC 0.08% of their portfolio BEACHWOOD, OH 21,03821.0k $1.5m $1.5m 0.08% Reduced -3.4k -3,378
40 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 19,74219.7k $1.4m $1.4m 0.00% Added +1.8k +1,848
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 17,93417.9k $1.3m $1.3m 0.00% Added +757 +757
42 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 16,93416.9k $1.2m $1.2m 0.00% Reduced -898 -898
43 Frazier Financial Advisors, LLC 0.62% of their portfolio COLUMBUS, OH 16,75416.8k $1.2m $1.2m 0.62% Reduced -86 -86
44 Pinnacle Wealth Planning Services, Inc. 0.11% of their portfolio MANSFIELD, OH 15,79315.8k $1.2m $1.2m 0.11% Reduced -1.5k -1,486
45 Kondo Wealth Advisors, Inc. 0.38% of their portfolio PASADENA, CA 15,41215.4k $1.1m $1.1m 0.38% Reduced -243 -243
46 ProVise Management Group, LLC 0.07% of their portfolio CLEARWATER, FL 14,69214.7k $1.1m $1.1m 0.07% Unchanged
47 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,08814.1k $1.0m $1.0m 0.00% Added +1.2k +1,200
48 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,04814.0k $1.0m $1.0m 0.00% Reduced -774 -774
49 OneAscent Financial Services LLC 0.05% of their portfolio BIRMINGHAM, AL 13,93513.9k $1.0m $1.0m 0.05% Added +139 +139
50 Octavia Wealth Advisors, LLC 0.09% of their portfolio CINCINNATI, OH 13,61613.6k $996.9k $996.9k 0.09% Reduced -196 -196
51 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 13,30813.3k $974.3k $974.3k 0.00% Reduced -731 -731
52 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,77112.8k $935.0k $935.0k 0.00% New
53 Intrua Financial, LLC 0.09% of their portfolio Houston, TX 12,77112.8k $935.0k $935.0k 0.09% Added +135 +135
54 Thrive Capital Management, LLC 0.17% of their portfolio FORT WASHINGTON, PA 12,34812.3k $904.0k $904.0k 0.17% Added +56 +56
55 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 11,95212.0k $875.1k $875.1k 0.00% Reduced -54 -54
56 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,92911.9k $868.2k $868.2k 0.00% Reduced -22 -22
57 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 11,87911.9k $869.7k $869.7k 0.01% Unchanged
58 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,86611.9k $868.8k $868.8k 0.00% Added +29 +29
59 MCF Advisors LLC 0.03% of their portfolio LEXINGTON, KY 11,11911.1k $814.1k $814.1k 0.03% New
60 Brightwater Advisory LLC 0.50% of their portfolio TAMPA, FL 10,81410.8k $791.7k $791.7k 0.50% Reduced -469 -469
61 Robertson Stephens Wealth Management, LLC 0.02% of their portfolio San Francisco, CA 10,52010.5k $770.2k $770.2k 0.02% Reduced -1.3k -1,257
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9,4059.4k $688.6k $688.6k 0.00% Unchanged
63 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 9,2299.2k $675.7k $675.7k 0.01% Added +1 +1
64 OARSMAN CAPITAL, INC. 0.07% of their portfolio MILWAUKEE, WI 8,8878.9k $650.7k $650.7k 0.07% Reduced -600 -600
65 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 8,8008.8k $644.3k $644.3k 0.00% Unchanged
66 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 8,6828.7k $631.6k $631.6k 0.00% Added +963 +963
67 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 8,5138.5k $623.3k $623.3k 0.00% Added +24 +24
68 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 7,0767.1k $518.1k $518.1k 0.00% Added +4.0k +4,019
69 LAUREL OAK WEALTH MANAGEMENT, LLC 0.08% of their portfolio MARLTON, NJ 7,0727.1k $517.8k $517.8k 0.08% Added +136 +136
70 Allen Capital Group, LLC 0.04% of their portfolio GRAND ISLAND, NE 6,8686.9k $502.8k $502.8k 0.04% Unchanged
71 CAPE ANN SAVINGS BANK 0.23% of their portfolio GLOUCESTER, MA 6,7946.8k $497.4k $497.4k 0.23% Unchanged
72 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 6,6776.7k $488.8k $488.8k 0.04% Reduced -993 -993
73 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6,4506.5k $472.2k $472.2k 0.00% Unchanged
74 New World Advisors LLC 0.08% of their portfolio HINGHAM, MA 6,3526.4k $465.0k $465.0k 0.08% Added +1.1k +1,053
75 INSPIRION WEALTH ADVISORS, LLC 0.05% of their portfolio LIBERTYVILLE, IL 6,3446.3k $463.8k $463.8k 0.05% Added +92 +92
76 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 6,0266.0k $441.2k $441.2k 0.00% Reduced -2.8k -2,842
77 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,9856.0k $438.1k $438.1k 0.00% Added +153 +153
78 Pinnacle Financial Group, LLC / IL 0.11% of their portfolio WESTERN SPRINGS, IL 5,9816.0k $437.9k $437.9k 0.11% Added +8 +8
79 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,7975.8k $424.4k $424.4k 0.00% New
80 TCV Trust & Wealth Management, Inc. 0.03% of their portfolio RICHMOND, VA 5,7835.8k $423.4k $423.4k 0.03% Unchanged
81 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 5,7115.7k $418.1k $418.1k 0.00% Unchanged
82 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,6395.6k $412.9k $412.9k 0.00% Added +70 +70
83 HOWARD WEALTH MANAGEMENT, LLC 0.15% of their portfolio Madison, CT 5,6155.6k $411.1k $411.1k 0.15% Unchanged
84 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 5,3585.4k $392.3k $392.3k 0.01% First filing
85 Arlington Financial Advisors, LLC 0.04% of their portfolio SANTA BARBARA, CA 4,5874.6k $335.8k $335.8k 0.04% Reduced -300 -300
86 McNamara Financial Services, Inc. 0.06% of their portfolio MARSHFIELD, MA 4,4994.5k $329.4k $329.4k 0.06% Reduced -46 -46
87 Rockbridge Investment Management, LCC 0.03% of their portfolio Syracuse, NY 4,4164.4k $323.3k $323.3k 0.03% Reduced -146 -146
88 JTC Employer Solutions Trustee Ltd 0.02% of their portfolio ST HELIER, Y9 4,2264.2k $309.0k $309.0k 0.02% Unchanged
89 New Perspectives, Inc 0.09% of their portfolio TOUGALOO, MS 4,1754.2k $305.7k $305.7k 0.09% Unchanged
90 VALLEY NATIONAL ADVISERS INC 0.03% of their portfolio BETHLEHEM, PA 4,0144.0k $293.9k $293.9k 0.03% Unchanged
91 REGIMEN WEALTH, LLC 0.08% of their portfolio ATLANTA, GA 4,0024.0k $293.0k $293.0k 0.08% Added +58 +58
92 CAHILL FINANCIAL ADVISORS INC 0.03% of their portfolio EDINA, MN 3,9393.9k $288.4k $288.4k 0.03% Added +54 +54
93 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 3,8753.9k $283.7k $283.7k 0.00% Added +5 +5
94 CULBERTSON A N & CO INC 0.03% of their portfolio Charlottesville, VA 3,6953.7k $270.5k $270.5k 0.03% Unchanged
95 ROTHSCHILD INVESTMENT LLC 0.01% of their portfolio CHICAGO, IL 3,4913.5k $255.6k $255.6k 0.01% Added +3.5k +3,456
96 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 3,2633.3k $238.9k $238.9k 0.00% Added +15 +15
97 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 3,2253.2k $236.1k $236.1k 0.00% Unchanged
98 Vise Technologies, Inc. 0.00% of their portfolio NEW YORK, NY 3,2153.2k $235.4k $235.4k 0.00% New
99 4WEALTH ADVISORS, INC. 0.17% of their portfolio Burr Ridge, IL 3,0693.1k $223.4k $223.4k 0.17% Reduced -11 -11
100 FMR LLC 0.00% of their portfolio BOSTON, MA 2,9663.0k $217.2k $217.2k 0.00% Added +789 +789