Vault-13

WISDOMTREE TR DDWM

DYNAMIC INTL EQT · ETP · CUSIP 97717X263

69 institutional holders +4 vs Q4 2023
6,289,1916.3m shares reported held*
$215.4mreported value*
12 new 22 added 21 reduced 8 sold out net bought ≈ $21.3m (+621.4k 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 ≈ $34.25. Options: 0 managers hold calls (— notional), 1 hold puts ($0).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 48Q4 22: 56Q1 23: 57Q2 23: 62Q3 23: 66Q4 23: 65Q1 24: 6969Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202248
Q4 202256
Q1 202357
Q2 202362
Q3 202366
Q4 202365
Q1 202469

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 22: 36 bought or addedQ4 22: 15 cut or sold outQ4 22Q1 23: 30 bought or addedQ1 23: 17 cut or sold outQ1 23Q2 23: 28 bought or addedQ2 23: 25 cut or sold outQ2 23Q3 23: 28 bought or addedQ3 23: 26 cut or sold outQ3 23Q4 23: 24 bought or addedQ4 23: 33 cut or sold outQ4 23Q1 24: 34 bought or addedQ1 24: 29 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223615
Q1 20233017
Q2 20232825
Q3 20232826
Q4 20232433
Q1 20243429

Biggest buyers

Steward Partners Investment Advisory, LLC New +394,121+394.1k
Stratos Wealth Advisors, LLC New +320,898+320.9k
Cetera Investment Advisers New +232,586+232.6k
Tidemark, LLC Added +79,525+79.5k
MORGAN STANLEY Added +77,051+77.1k
CITADEL ADVISORS LLC Added +58,416+58.4k
NewEdge Advisors, LLC New +50,400+50.4k
OLD MISSION CAPITAL LLC New +47,228+47.2k
Stratos Investment Management, LLC Added +41,775+41.8k
JPMORGAN CHASE & CO Added +32,498+32.5k

Biggest sellers

Raymond James Financial Services Advisors, Inc. Reduced -503,426-503.4k
Cetera Advisors LLC Sold out -220,918-220.9k
JANE STREET GROUP, LLC Sold out -31,085-31.1k
LPL Financial LLC Reduced -23,222-23.2k
MIDLAND WEALTH ADVISORS, LLC Reduced -19,050-19.1k
Atria Wealth Solutions, Inc. Sold out -7,793-7.8k
Envestnet Portfolio Solutions, Inc. Sold out -7,793-7.8k
Kure Advisory, LLC Sold out -7,420-7.4k
Equitable Holdings, Inc. Sold out -7,193-7.2k
Cambridge Investment Research Advisors, Inc. Reduced -4,606-4.6k

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 955,781955.8k $32.7m $32.7m 0.02% Reduced -23.2k -23,222
2 Raymond James Financial Services Advisors, Inc. 0.04% of their portfolio ST. PETERSBURG, FL 877,919877.9k $30.0m $30.0m 0.04% Reduced -503.4k -503,426
3 Stratos Investment Management, LLC 1.65% of their portfolio BEACHWOOD, OH 495,460495.5k $16.9m $16.9m 1.65% Added +41.8k +41,775
4 Exchange Capital Management, Inc. 2.67% of their portfolio Ann Arbor, MI 480,374480.4k $16.4m $16.4m 2.67% Added +3.5k +3,503
5 Steward Partners Investment Advisory, LLC 0.15% of their portfolio STAMFORD, CT 394,121394.1k $13.5m $13.5m 0.15% New
6 Stratos Wealth Advisors, LLC 0.65% of their portfolio BEACHWOOD, OH 320,898320.9k $11.0m $11.0m 0.65% New
7 AE Wealth Management LLC 0.11% of their portfolio TOPEKA, KS 294,970295.0k $10.1m $10.1m 0.11% Added +9.7k +9,701
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 236,823236.8k $8.1m $8.1m 0.00% Added +77.1k +77,051
9 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 232,586232.6k $8.0m $8.0m 0.02% New
10 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 209,096209.1k $7.2m $7.2m 0.00% Added +6.9k +6,851
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 181,180181.2k $6.2m $6.2m 0.00% Reduced -2.2k -2,211
12 Frazier Financial Advisors, LLC 3.78% of their portfolio COLUMBUS, OH 134,710134.7k $4.6m $4.6m 3.78% Reduced -1.4k -1,438
13 FFG RETIREMENT ADVISORS LLC 2.81% of their portfolio CENTENNIAL, CO 116,698116.7k $4.0m $4.0m 2.81% Added +2.4k +2,425
14 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 108,840108.8k $3.7m $3.7m 0.00% Added +58.4k +58,416
15 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 94,98695.0k $3.2m $3.2m 0.01% Reduced -3.5k -3,482
16 Tidemark, LLC 1.60% of their portfolio SAN DIEGO, CA 83,75483.8k $2.9m $2.9m 1.60% Added +79.5k +79,525
17 Occidental Asset Management, LLC 0.46% of their portfolio Burlingame, CA 71,38571.4k $2.4m $2.4m 0.46% Added +1.9k +1,875
18 Rooted Wealth Advisors, Inc. 1.17% of their portfolio BOURBONNAIS, IL 70,06170.1k $2.4m $2.4m 1.17% Reduced -245 -245
19 Caprock Group, LLC 0.12% of their portfolio BOISE, ID 63,41763.4k $2.2m $2.2m 0.12% Added +336 +336
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 58,81058.8k $2.0m $2.0m 0.00% Added +6.7k +6,724
21 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 56,80956.8k $1.9m $1.9m 0.01% Reduced -1.7k -1,684
22 Compound Planning, Inc. 0.18% of their portfolio NEW YORK, NY 56,50556.5k $1.9m $1.9m 0.18% Unchanged
23 Harvest Investment Services, LLC 0.75% of their portfolio Oakbrook Terrace, IL 54,36154.4k $1.9m $1.9m 0.75% Reduced -40 -40
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 52,52052.5k $1.8m $1.8m 0.00% Added +32.5k +32,498
25 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 50,40050.4k $1.7m $1.7m 0.02% New
26 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 47,22847.2k $1.6m $1.6m 0.04% New
27 MOODY NATIONAL BANK TRUST DIVISION 0.13% of their portfolio GALVESTON, TX 46,57946.6k $1.6m $1.6m 0.13% Unchanged
28 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 39,85939.9k $1.4m $1.4m 0.02% Reduced -770 -770
29 1858 WEALTH MANAGEMENT, LLC 1.12% of their portfolio AKRON, OH 36,71736.7k $1.2m $1.2m 1.12% Unchanged
30 Geneos Wealth Management Inc. 0.06% of their portfolio ENGLEWOOD, CO 35,27735.3k $1.2m $1.2m 0.06% Reduced -486 -486
31 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 31,56431.6k $1.1m $1.1m 0.01% New
32 Lloyd Advisory Services, LLC. 0.27% of their portfolio SUWANEE, GA 26,72726.7k $1.3m $1.3m 0.27% New
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 25,41725.4k $869.3k $869.3k 0.00% Added +661 +661
34 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 21,18321.2k $724.0k $724.0k 0.01% Reduced -743 -743
35 HF Advisory Group, LLC 0.37% of their portfolio Annapolis, MD 19,13419.1k $654.4k $654.4k 0.37% Added +2.9k +2,931
36 Claro Advisors Inc. 0.11% of their portfolio BOSTON, MA 17,81717.8k $609.4k $609.4k 0.11% Added +738 +738
37 LANARK FINANCIAL, INC. 0.06% of their portfolio BIRMINGHAM, AL 17,60917.6k $612.0k $612.0k 0.06% Added +6.7k +6,734
38 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,44214.4k $493.9k $493.9k 0.00% Reduced -1.3k -1,339
39 American Money Management, LLC 0.09% of their portfolio Rancho Santa Fe, CA 13,31213.3k $455.3k $455.3k 0.09% Reduced -261 -261
40 Signal Advisors Wealth, LLC 0.09% of their portfolio DETROIT, MI 11,04111.0k $377.6k $377.6k 0.09% Added +4.3k +4,337
41 WESCAP Management Group, Inc. 0.11% of their portfolio Glendale, CA 10,94610.9k $374.4k $374.4k 0.11% Unchanged
42 Apeiron RIA LLC 0.10% of their portfolio Dallas, TX 10,59610.6k $362.4k $362.4k 0.10% Unchanged
43 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 10,16210.2k $347.5k $347.5k 0.04% Reduced -115 -115
44 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 9,8329.8k $336.3k $336.3k 0.01% Unchanged
45 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 9,1689.2k $313.6k $313.6k 0.01% Reduced -2.4k -2,420
46 Aspire Wealth Management Corp 0.18% of their portfolio WALTHAM, MA 8,6748.7k $296.7k $296.7k 0.18% Unchanged
47 MIDLAND WEALTH ADVISORS, LLC 0.02% of their portfolio EFFINGHAM, IL 8,5468.5k $292.3k $292.3k 0.02% Reduced -19.1k -19,050
48 MARIPAU WEALTH MANAGEMENT LLC 0.20% of their portfolio FORT WAYNE, IN 7,7817.8k $266.1k $266.1k 0.20% New
49 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 7,2007.2k $246.2k $246.2k 0.00% Unchanged
50 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,9076.9k $236.0k $236.0k 0.00% Reduced -4.6k -4,606
51 Obsidian Personal Planning Solutions LLC 0.15% of their portfolio ROCKVILLE, MD 6,7136.7k $227.2k $227.2k 0.15% Added +396 +396
52 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 6,5216.5k $223.0k $223.0k 0.01% New
53 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 5,8965.9k $201.6k $201.6k 0.00% New
54 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 5,4655.5k $186.9k $186.9k 0.01% New
55 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 4,0654.1k $139.0k $139.0k 0.01% New
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,8233.8k $131.0k $131.0k 0.00% Reduced -1.5k -1,493
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,7153.7k $127.1k $127.1k 0.00% Added +2.1k +2,139
58 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 3,1903.2k $109.1k $109.1k 0.00% Added +181 +181
59 BELLEVUE ASSET MANAGEMENT, LLC 0.02% of their portfolio BELLEVUE, WA 1,1051.1k $37.7k $37.7k 0.02% Unchanged
60 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 853853 $29.2k $29.2k 0.00% Added +41 +41
61 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 650650 $22.2k $22.2k 0.00% Unchanged
62 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 386386 $13.2k $13.2k 0.00% Unchanged
63 REAP Financial Group, LLC 0.00% of their portfolio AUSTIN, TX 238238 $8.1k $8.1k 0.00% Reduced -533 -533
64 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 110110 $3.8k $3.8k 0.00% Unchanged
65 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 104104 $3.6k $3.6k 0.00% Unchanged
66 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 100100 $3.4k $3.4k 0.00% Added +3 +3
67 FMR LLC 0.00% of their portfolio BOSTON, MA 7474 $2.5k $2.5k 0.00% Reduced -271 -271
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $20 $20 0.00% Reduced -492 -492
69 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged