WISDOMTREE TR DDWM
DYNAMIC INTL EQT · ETP · CUSIP 97717X263
65
institutional holders
-1 vs Q3 2023
5.7m
shares reported held*
$182.4mreported value*
4 new
20 added
21 reduced
12 sold out
net sold ≈ $11.3m (-350.3k 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. Holder counts are more reliable. Implied quarter-end price ≈ $32.17. Options: 0 managers hold calls (— notional), 1 hold puts ($0).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 48 |
| Q4 2022 | 56 |
| Q1 2023 | 57 |
| Q2 2023 | 62 |
| Q3 2023 | 66 |
| Q4 2023 | 65 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 36 | 15 |
| Q1 2023 | 30 | 17 |
| Q2 2023 | 28 | 25 |
| Q3 2023 | 28 | 26 |
| Q4 2023 | 24 | 33 |
Biggest buyers
| MORGAN STANLEY | Added | +87.2k |
| LPL Financial LLC | Added | +48.5k |
| Raymond James Financial Services Advisors, Inc. | Added | +40.8k |
| AE Wealth Management LLC | Added | +37.1k |
| Stratos Investment Management, LLC | Added | +23.3k |
| JPMORGAN CHASE & CO | Added | +9.7k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +8.7k |
| Private Advisor Group, LLC | Added | +7.5k |
| Obsidian Personal Planning Solutions LLC | New | +6.3k |
| LANARK FINANCIAL, INC. | Added | +5.7k |
Biggest sellers
| MOODY NATIONAL BANK TRUST DIVISION | Reduced | -176.5k |
| CITADEL ADVISORS LLC | Reduced | -102.6k |
| Kure Advisory, LLC | Reduced | -83.1k |
| FLOW TRADERS U.S. LLC | Sold out | -71.3k |
| OLD MISSION CAPITAL LLC | Sold out | -61.8k |
| Atria Investments, Inc | Sold out | -39.9k |
| MARIPAU WEALTH MANAGEMENT LLC | Sold out | -16.7k |
| AXXCESS WEALTH MANAGEMENT, LLC | Sold out | -14.0k |
| Capital Asset Advisory Services LLC | Sold out | -13.7k |
| JANE STREET GROUP, LLC | Reduced | -13.0k |
Biggest calls
| None |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $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 2023
| Manager | Shares | Change |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. 0.07% of their portfolio | 1.4m $44.5m | Added +40.8k |
| LPL Financial LLC 0.02% of their portfolio | 979.0k $31.5m | Added +48.5k |
| Exchange Capital Management, Inc. 2.75% of their portfolio | 476.9k $15.3m | Reduced -2.5k |
| Stratos Investment Management, LLC 1.73% of their portfolio | 453.7k $14.6m | Added +23.3k |
| AE Wealth Management LLC 0.05% of their portfolio | 285.3k $9.2m | Added +37.1k |
| Cetera Advisors LLC 0.10% of their portfolio | 220.9k $7.1m | Reduced -1.4k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 202.2k $6.5m | Reduced -2.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 183.4k $5.9m | Reduced -4.7k |
| MORGAN STANLEY 0.00% of their portfolio | 159.8k $5.1m | Added +87.2k |
| Frazier Financial Advisors, LLC 3.84% of their portfolio | 136.1k $4.4m | First filing |
| FFG RETIREMENT ADVISORS LLC 2.84% of their portfolio | 114.3k $3.7m | Reduced -1.9k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 98.5k $3.2m | Added +1.6k |
| Rooted Wealth Advisors, Inc. 1.18% of their portfolio | 70.3k $2.3m | Reduced -3.5k |
| Occidental Asset Management, LLC 0.46% of their portfolio | 69.5k $2.2m | Added +642 |
| Caprock Group, LLC 0.13% of their portfolio | 63.1k $2.0m | Added +462 |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 58.5k $1.9m | Added +4.7k |
| Compound Planning, Inc. 0.25% of their portfolio | 56.5k $1.8m | Unchanged |
| Harvest Investment Services, LLC 0.81% of their portfolio | 54.4k $1.8m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 52.1k $1.7m | Added +8.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 50.4k $1.6m | Reduced -102.6k |
| MOODY NATIONAL BANK TRUST DIVISION 0.12% of their portfolio | 46.6k $1.5m | Reduced -176.5k |
| Savant Capital, LLC 0.02% of their portfolio | 40.6k $1.3m | Reduced -1.3k |
| 1858 WEALTH MANAGEMENT, LLC 1.12% of their portfolio | 36.7k $1.2m | First filing |
| Geneos Wealth Management Inc. 0.06% of their portfolio | 35.8k $1.2m | Reduced -4.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 31.1k $1.0m | Reduced -13.0k |
| MIDLAND WEALTH ADVISORS, LLC 0.06% of their portfolio | 27.6k $888.0k | First filing |
| UBS Group AG 0.00% of their portfolio | 24.8k $796.6k | Added +85 |
| Focus Partners Wealth 0.01% of their portfolio | 21.9k $706.0k | First filing |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 20.0k $644.4k | Added +9.7k |
| Claro Advisors Inc. 0.12% of their portfolio | 17.1k $549.6k | Reduced -787 |
| HF Advisory Group, LLC 0.33% of their portfolio | 16.2k $521.4k | Added +1.4k |
| Private Advisor Group, LLC 0.00% of their portfolio | 15.8k $507.8k | Added +7.5k |
| American Money Management, LLC 0.10% of their portfolio | 13.6k $436.8k | Reduced -54 |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 11.6k $372.9k | Reduced -1.2k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 11.5k $370.0k | Added +3.8k |
| WESCAP Management Group, Inc. 0.11% of their portfolio | 10.9k $352.2k | Unchanged |
| LANARK FINANCIAL, INC. 0.04% of their portfolio | 10.9k $349.0k | Added +5.7k |
| Apeiron RIA LLC 0.11% of their portfolio | 10.6k $341.0k | Reduced -29 |
| BEACON FINANCIAL GROUP 0.04% of their portfolio | 10.3k $330.7k | Added +595 |
| Modera Wealth Management, LLC 0.01% of their portfolio | 9.8k $316.4k | Unchanged |
| Aspire Wealth Management Corp 0.19% of their portfolio | 8.7k $279.1k | Unchanged |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 7.8k $250.8k | Reduced -597 |
| Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio | 7.8k $250.8k | Reduced -597 |
| Kure Advisory, LLC 0.12% of their portfolio | 7.4k $238.8k | Reduced -83.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 7.2k $231.7k | Reduced -700 |
| Equitable Holdings, Inc. 0.00% of their portfolio | 7.2k $231.5k | Reduced -5.0k |
| Signal Advisors Wealth, LLC 0.07% of their portfolio | 6.7k $215.7k | First filing |
| Obsidian Personal Planning Solutions LLC 0.15% of their portfolio | 6.3k $203.3k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 5.3k $171.0k | Reduced -702 |
| Tidemark, LLC 0.09% of their portfolio | 4.2k $136.1k | First filing |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 3.0k $96.8k | Added +292 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.6k $50.7k | Added +53 |
| BELLEVUE ASSET MANAGEMENT, LLC 0.03% of their portfolio | 1.1k $35.6k | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 812 $26.1k | First filing |
| REAP Financial Group, LLC 0.01% of their portfolio | 771 $24.8k | First filing |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 650 $20.9k | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 493 $15.9k | Added +492 |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 386 $12.4k | Unchanged |
| FMR LLC 0.00% of their portfolio | 345 $11.1k | New |
| Glen Eagle Advisors, LLC 0.00% of their portfolio | 110 $3.5k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 104 $3.3k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 100 $3.2k | New |
| Advisory Services Network, LLC 0.00% of their portfolio | 100 $3.2k | New |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 97 $3.1k | First filing |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |