WISDOMTREE TR DDWM
DYNAMIC INTL EQT · ETP · CUSIP 97717X263
56
institutional holders
+8 vs Q3 2022
5.7m
shares reported held*
$167.6mreported value*
12 new
24 added
7 reduced
8 sold out
net bought ≈ $25.0m (+855.5k 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 ≈ $29.25. Options: 0 managers hold calls (— notional), 1 hold puts ($0).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 48 |
| Q4 2022 | 56 |
Biggest buyers
| Raymond James Financial Services Advisors, Inc. | Added | +294.8k |
| LPL Financial LLC | Added | +213.6k |
| BANK OF AMERICA CORP /DE/ | Added | +179.7k |
| ROYAL BANK OF CANADA | Added | +150.7k |
| Exchange Capital Management, Inc. | Added | +136.0k |
| FLOW TRADERS U.S. LLC | New | +58.9k |
| Cetera Advisors LLC | Added | +49.5k |
| MORGAN STANLEY | Added | +35.1k |
| Geneos Wealth Management Inc. | Added | +32.8k |
| COLONY GROUP LLC | New | +31.2k |
Biggest sellers
| CITADEL ADVISORS LLC | Sold out | -228.7k |
| DB Wealth Management Group, LLC | Sold out | -118.9k |
| OLD MISSION CAPITAL LLC | Sold out | -61.1k |
| OneAscent Financial Services LLC | Sold out | -24.8k |
| Main Street Financial Solutions, LLC | Sold out | -9.2k |
| AE Wealth Management LLC | Reduced | -8.5k |
| Patriot Financial Group Insurance Agency, LLC | Sold out | -8.1k |
| WELLS FARGO & COMPANY/MN | Reduced | -5.3k |
| Savant Capital, LLC | Reduced | -4.2k |
| Stratos Investment Management, LLC | Reduced | -2.9k |
Biggest calls
| None |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 shares |
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, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. 0.09% of their portfolio | 1.5m $43.6m | Added +294.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 890.6k $26.0m | Added +179.7k |
| LPL Financial LLC 0.01% of their portfolio | 518.5k $15.2m | Added +213.6k |
| Exchange Capital Management, Inc. 3.12% of their portfolio | 487.0k $14.2m | Added +136.0k |
| Stratos Investment Management, LLC 1.97% of their portfolio | 376.7k $11.0m | Reduced -2.9k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 229.6k $6.7m | Added +18.3k |
| MOODY NATIONAL BANK TRUST DIVISION 0.57% of their portfolio | 223.0k $6.5m | Unchanged |
| Cetera Advisors LLC 0.11% of their portfolio | 204.5k $6.0m | Added +49.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 155.5k $4.5m | Added +150.7k |
| AE Wealth Management LLC 0.03% of their portfolio | 142.0k $4.2m | Reduced -8.5k |
| FFG RETIREMENT ADVISORS LLC 3.36% of their portfolio | 125.9k $3.7m | First filing |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 105.6k $3.1m | Added +11.5k |
| MORGAN STANLEY 0.00% of their portfolio | 92.4k $2.7m | Added +35.1k |
| Rooted Wealth Advisors, Inc. 1.95% of their portfolio | 79.4k $2.3m | First filing |
| Endowment Wealth Management, Inc. 2.53% of their portfolio | 78.5k $2.3m | Added +5.7k |
| Caprock Group, LLC 0.16% of their portfolio | 60.5k $1.8m | Added +325 |
| FLOW TRADERS U.S. LLC 0.09% of their portfolio | 58.9k $1.7m | New |
| Savant Capital, LLC 0.04% of their portfolio | 49.5k $1.4m | Reduced -4.2k |
| Geneos Wealth Management Inc. 0.06% of their portfolio | 33.8k $988.4k | Added +32.8k |
| COLONY GROUP LLC 0.01% of their portfolio | 31.2k $913.0k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 31.1k $910.0k | Added +9.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 26.7k $779.5k | Added +8.0k |
| Capital Asset Advisory Services LLC 0.04% of their portfolio | 18.0k $527.6k | New |
| American Money Management, LLC 0.13% of their portfolio | 15.8k $462.0k | Added +11 |
| HF Advisory Group, LLC 0.40% of their portfolio | 13.6k $399.2k | First filing |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 13.3k $388.8k | Added +1.8k |
| Apeiron RIA LLC 0.15% of their portfolio | 13.0k $379.2k | Unchanged |
| IFP Advisors, Inc 0.01% of their portfolio | 12.3k $372.0k | Added +3.7k |
| Claro Advisors Inc. 0.11% of their portfolio | 11.5k $335.4k | New |
| Wealth Advisory Solutions, LLC 0.09% of their portfolio | 11.3k $331.8k | Unchanged |
| Equitable Holdings, Inc. 0.01% of their portfolio | 11.0k $320.5k | New |
| WESCAP Management Group, Inc. 0.11% of their portfolio | 10.9k $320.2k | Unchanged |
| V Wealth Advisors LLC 0.06% of their portfolio | 10.5k $307.9k | Added +42 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 9.9k $290.0k | Reduced -1.8k |
| BEACON FINANCIAL GROUP 0.04% of their portfolio | 9.7k $283.0k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 9.5k $277.3k | Added +1.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 9.2k $269.0k | New |
| MAI Capital Management 0.00% of their portfolio | 9.1k $266.5k | Added +30 |
| Aspire Wealth Management Corp 0.22% of their portfolio | 8.6k $252.7k | Added +582 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 8.2k $239.0k | New |
| S.C. Financial Services, Inc. 0.36% of their portfolio | 8.0k $234.7k | New |
| Koss-Olinger Consulting, LLC 0.03% of their portfolio | 7.1k $207.0k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 6.0k $174.7k | New |
| CoreCap Advisors, LLC 0.01% of their portfolio | 5.6k $164.3k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.4k $69.0k | Added +6 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 2.0k $59.2k | Added +1.0k |
| BELLEVUE ASSET MANAGEMENT, LLC 0.02% of their portfolio | 1.1k $32.2k | Reduced -73 |
| NFSG Corp 0.01% of their portfolio | 509 $14.9k | Added +12 |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 495 $14.5k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 212 $6.0k | New |
| Glen Eagle Advisors, LLC 0.00% of their portfolio | 110 $3.2k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 104 $3.0k | First filing |
| HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio | 82 $2.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $29 | Reduced -5.3k |
| FMR LLC 0.00% of their portfolio | 1 $29 | Reduced -1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |