Vault-13

WISDOMTREE TR DDWM

DYNAMIC INTL EQT · ETP · CUSIP 97717X263

80 institutional holders +10 vs Q2 2024
5,818,0485.8m shares reported held*
$208.6mreported value*
13 new 27 added 24 reduced 3 sold out net sold ≈ $3.9m (-108.3k 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 ≈ $35.85. Options: 0 managers hold calls (— notional), 1 hold puts ($0).

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 48Q4 22: 56Q1 23: 57Q2 23: 62Q3 23: 66Q4 23: 65Q1 24: 69Q2 24: 70Q3 24: 8080Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202248
Q4 202256
Q1 202357
Q2 202362
Q3 202366
Q4 202365
Q1 202469
Q2 202470
Q3 202480

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 outQ1 23: 30 bought or addedQ1 23: 17 cut or sold outQ1 23Q2 23: 28 bought or addedQ2 23: 25 cut or sold outQ3 23: 28 bought or addedQ3 23: 26 cut or sold outQ3 23Q4 23: 24 bought or addedQ4 23: 33 cut or sold outQ1 24: 34 bought or addedQ1 24: 29 cut or sold outQ1 24Q2 24: 35 bought or addedQ2 24: 30 cut or sold outQ3 24: 40 bought or addedQ3 24: 27 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223615
Q1 20233017
Q2 20232825
Q3 20232826
Q4 20232433
Q1 20243429
Q2 20243530
Q3 20244027

Biggest buyers

World Investment Advisors New +333,173+333.2k
Tidemark, LLC Added +167,122+167.1k
JANE STREET GROUP, LLC Added +95,735+95.7k
Stratos Investment Management, LLC Added +83,217+83.2k
Atria Investments, Inc Added +57,949+57.9k
CITADEL ADVISORS LLC New +18,806+18.8k
Trivium Point Advisory, LLC New +12,921+12.9k
ENVESTNET ASSET MANAGEMENT INC Added +10,130+10.1k
Signal Advisors Wealth, LLC New +7,823+7.8k
FLOW TRADERS U.S. LLC New +7,514+7.5k

Biggest sellers

Raymond James Financial Services Advisors, Inc. Reduced -347,591-347.6k
AE Wealth Management LLC Reduced -301,442-301.4k
BANK OF AMERICA CORP /DE/ Reduced -98,044-98.0k
Stratos Wealth Advisors, LLC Reduced -69,400-69.4k
Rooted Wealth Advisors, Inc. Reduced -66,862-66.9k
LPL Financial LLC Reduced -20,893-20.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -18,630-18.6k
Exchange Capital Management, Inc. Reduced -13,302-13.3k
Kestra Advisory Services, LLC Reduced -10,664-10.7k
MIDLAND WEALTH ADVISORS, LLC Sold out -6,296-6.3k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,021,9641.0m $36.6m $36.6m 0.02% Reduced -20.9k -20,893
2 Stratos Investment Management, LLC 1.64% of their portfolio BEACHWOOD, OH 655,597655.6k $23.5m $23.5m 1.64% Added +83.2k +83,217
3 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 529,237529.2k $19.0m $19.0m 0.03% Reduced -347.6k -347,591
4 Exchange Capital Management, Inc. 2.63% of their portfolio Ann Arbor, MI 460,903460.9k $16.5m $16.5m 2.63% Reduced -13.3k -13,302
5 Steward Partners Investment Advisory, LLC 0.13% of their portfolio STAMFORD, CT 397,106397.1k $14.2m $14.2m 0.13% Added +2.0k +1,969
6 World Investment Advisors 0.38% of their portfolio LINCROFT, NJ 333,173333.2k $11.9m $11.9m 0.38% New
7 Tidemark, LLC 3.97% of their portfolio SAN DIEGO, CA 270,081270.1k $9.7m $9.7m 3.97% Added +167.1k +167,122
8 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 246,570246.6k $8.8m $8.8m 0.02% Added +2.5k +2,523
9 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 213,449213.4k $7.7m $7.7m 0.00% Added +286 +286
10 Frazier Financial Advisors, LLC 3.67% of their portfolio COLUMBUS, OH 131,716131.7k $4.7m $4.7m 3.67% Reduced -2.3k -2,349
11 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 123,193123.2k $4.4m $4.4m 0.01% Added +95.7k +95,735
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 120,010120.0k $4.3m $4.3m 0.00% Added +978 +978
13 FFG RETIREMENT ADVISORS LLC 2.79% of their portfolio CENTENNIAL, CO 119,474119.5k $4.3m $4.3m 2.79% Added +5.5k +5,518
14 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 111,714111.7k $4.0m $4.0m 0.05% Added +57.9k +57,949
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 84,19184.2k $3.0m $3.0m 0.00% Reduced -98.0k -98,044
16 Occidental Asset Management, LLC 0.43% of their portfolio Burlingame, CA 74,42274.4k $2.7m $2.7m 0.43% Added +4 +4
17 Stratos Wealth Advisors, LLC 0.12% of their portfolio BEACHWOOD, OH 72,02172.0k $2.6m $2.6m 0.12% Reduced -69.4k -69,400
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 70,48570.5k $2.5m $2.5m 0.00% Reduced -18.6k -18,630
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 69,73169.7k $2.5m $2.5m 0.00% Added +10.1k +10,130
20 Compound Planning, Inc. 0.13% of their portfolio NEW YORK, NY 56,50556.5k $2.0m $2.0m 0.13% Unchanged
21 Caprock Group, LLC 0.07% of their portfolio BOISE, ID 55,80055.8k $2.0m $2.0m 0.07% Added +284 +284
22 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 53,30853.3k $1.9m $1.9m 0.01% Reduced -10.7k -10,664
23 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 49,15049.1k $1.8m $1.8m 0.00% Added +1.9k +1,850
24 MOODY NATIONAL BANK TRUST DIVISION 0.18% of their portfolio GALVESTON, TX 46,57946.6k $1.7m $1.7m 0.18% Unchanged
25 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 35,99436.0k $1.3m $1.3m 0.01% Reduced -2.7k -2,740
26 Geneos Wealth Management Inc. 0.05% of their portfolio ENGLEWOOD, CO 34,60834.6k $1.2m $1.2m 0.05% Reduced -860 -860
27 LANARK FINANCIAL, INC. 0.07% of their portfolio BIRMINGHAM, AL 24,90624.9k $893.0k $893.0k 0.07% Added +6.8k +6,762
28 HF Advisory Group, LLC 0.40% of their portfolio Annapolis, MD 24,20424.2k $868.0k $868.0k 0.40% Added +1.0k +1,032
29 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 21,34121.3k $765.3k $765.3k 0.00% Added +44 +44
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,80618.8k $674.4k $674.4k 0.00% New
31 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 18,64618.6k $668.6k $668.6k 0.02% Added +7.3k +7,317
32 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,09115.1k $541.2k $541.2k 0.01% Added +5.0k +4,992
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 13,97014.0k $501.0k $501.0k 0.00% Reduced -446 -446
34 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 13,83913.8k $496.0k $496.0k 0.00% Reduced -177 -177
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 13,16613.2k $472.1k $472.1k 0.00% Added +1.5k +1,468
36 Trivium Point Advisory, LLC 0.06% of their portfolio WILTON, CT 12,92112.9k $441.8k $441.8k 0.06% New
37 American Money Management, LLC 0.09% of their portfolio Rancho Santa Fe, CA 12,52612.5k $449.2k $449.2k 0.09% Reduced -620 -620
38 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 12,02412.0k $431.2k $431.2k 0.00% Reduced -301.4k -301,442
39 WESCAP Management Group, Inc. 0.10% of their portfolio Glendale, CA 10,94610.9k $392.5k $392.5k 0.10% Unchanged
40 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,60410.6k $380.0k $380.0k 0.00% Added +3.3k +3,348
41 Apeiron RIA LLC 0.11% of their portfolio Dallas, TX 10,59610.6k $380.0k $380.0k 0.11% Unchanged
42 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 10,16410.2k $364.5k $364.5k 0.02% Reduced -934 -934
43 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 9,98710.0k $358.1k $358.1k 0.04% Unchanged
44 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 9,8329.8k $352.6k $352.6k 0.00% Unchanged
45 Aspire Wealth Management Corp 0.17% of their portfolio WALTHAM, MA 8,7668.8k $314.3k $314.3k 0.17% Unchanged
46 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,3208.3k $298.4k $298.4k 0.00% Reduced -69 -69
47 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,8347.8k $280.9k $280.9k 0.00% Reduced -1.1k -1,068
48 Signal Advisors Wealth, LLC 0.04% of their portfolio DETROIT, MI 7,8237.8k $280.5k $280.5k 0.04% New
49 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 7,5147.5k $269.0k $269.0k 0.01% New
50 WORLD EQUITY GROUP, INC. 0.10% of their portfolio SCHAUMBURG, IL 7,3497.3k $263.5k $263.5k 0.10% Added +708 +708
51 Obsidian Personal Planning Solutions LLC 0.12% of their portfolio ROCKVILLE, MD 6,8256.8k $236.1k $236.1k 0.12% Added +112 +112
52 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,7836.8k $243.0k $243.0k 0.00% New
53 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 6,6296.6k $237.7k $237.7k 0.01% New
54 Rooted Wealth Advisors, Inc. 0.10% of their portfolio BOURBONNAIS, IL 6,4666.5k $229.0k $229.0k 0.10% Reduced -66.9k -66,862
55 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 6,2746.3k $225.0k $225.0k 0.00% New
56 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 5,7005.7k $204.4k $204.4k 0.00% New
57 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 5,6555.7k $202.8k $202.8k 0.00% Reduced -866 -866
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,7414.7k $170.0k $170.0k 0.00% Reduced -65 -65
59 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 4,0654.1k $145.8k $145.8k 0.01% Unchanged
60 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,6143.6k $129.6k $129.6k 0.00% Added +782 +782
61 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 3,6053.6k $128.4k $128.4k 0.00% Added +415 +415
62 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,6371.6k $58.0k $58.0k 0.00% Reduced -481 -481
63 BALDWIN WEALTH PARTNERS LLC/MA 0.00% of their portfolio Marion, MA 1,6081.6k $57.7k $57.7k 0.00% New
64 BELLEVUE ASSET MANAGEMENT, LLC 0.02% of their portfolio BELLEVUE, WA 904904 $32.4k $32.4k 0.02% Unchanged
65 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 853853 $30.6k $30.6k 0.00% Unchanged
66 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 806806 $28.9k $28.9k 0.00% Added +709 +709
67 COMERICA BANK 0.00% of their portfolio DALLAS, TX 723723 $25.9k $25.9k 0.00% Reduced -826 -826
68 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 650650 $23.3k $23.3k 0.00% Unchanged
69 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 574574 $20.4k $20.4k 0.00% Unchanged
70 Cherry Tree Wealth Management, LLC 0.00% of their portfolio MINNETONKA, MN 446446 $16.0k $16.0k 0.00% New
71 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 386386 $13.8k $13.8k 0.00% Unchanged
72 FMR LLC 0.00% of their portfolio BOSTON, MA 312312 $11.2k $11.2k 0.00% Added +206 +206
73 REAP Financial Group, LLC 0.00% of their portfolio AUSTIN, TX 230230 $8.2k $8.2k 0.00% Reduced -8 -8
74 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 110110 $3.9k $3.9k 0.00% Unchanged
75 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 108108 $3.9k $3.9k 0.00% Added +5 +5
76 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 100100 $3.6k $3.6k 0.00% Unchanged
77 Plante Moran Financial Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 6666 $2.4k $2.4k 0.00% New
78 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2020 $717 $717 0.00% New
79 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22 $54 $54 0.00% Reduced -275 -275
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged