Vault-13

WISDOMTREE TR DDWM

DYNAMIC INTL EQT · ETP · CUSIP 97717X263

86 institutional holders +6 vs Q3 2024
6,192,1436.2m shares reported held*
$212.9mreported value*
8 new 35 added 24 reduced 8 sold out net bought ≈ $3.0m (+88.1k 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 ($1.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $34.38. Options: 0 managers hold calls (— notional), 1 hold puts ($0).

Trends to Q4 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: 80Q4 24: 8686Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202248
Q4 202256
Q1 202357
Q2 202362
Q3 202366
Q4 202365
Q1 202469
Q2 202470
Q3 202480
Q4 202486

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 23: 30 bought or addedQ1 23: 17 cut or sold outQ2 23: 28 bought or addedQ2 23: 25 cut or sold outQ2 23Q3 23: 28 bought or addedQ3 23: 26 cut or sold outQ4 23: 24 bought or addedQ4 23: 33 cut or sold outQ4 23Q1 24: 34 bought or addedQ1 24: 29 cut or sold outQ2 24: 35 bought or addedQ2 24: 30 cut or sold outQ2 24Q3 24: 40 bought or addedQ3 24: 27 cut or sold outQ4 24: 43 bought or addedQ4 24: 32 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20233017
Q2 20232825
Q3 20232826
Q4 20232433
Q1 20243429
Q2 20243530
Q3 20244027
Q4 20244332

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +139,181+139.2k
MML INVESTORS SERVICES, LLC Added +102,717+102.7k
CITADEL ADVISORS LLC Added +55,938+55.9k
Tidemark, LLC Added +50,684+50.7k
World Investment Advisors Added +40,043+40.0k
Independent Advisor Alliance New +35,973+36.0k
B. Riley Wealth Advisors, Inc. New +31,078+31.1k
Kestra Advisory Services, LLC Added +13,628+13.6k
Steward Partners Investment Advisory, LLC Added +13,011+13.0k
Cetera Investment Advisers Added +12,004+12.0k

Biggest sellers

JANE STREET GROUP, LLC Reduced -81,345-81.3k
LPL Financial LLC Reduced -76,734-76.7k
Stratos Investment Management, LLC Reduced -68,632-68.6k
STIFEL FINANCIAL CORP Sold out -49,150-49.1k
Stratos Wealth Advisors, LLC Reduced -47,453-47.5k
MORGAN STANLEY Reduced -40,687-40.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -29,017-29.0k
LANARK FINANCIAL, INC. Reduced -24,882-24.9k
Compound Planning, Inc. Reduced -15,418-15.4k
GOLDMAN SACHS GROUP INC Sold out -13,166-13.2k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 945,230945.2k $32.5m $32.5m 0.01% Reduced -76.7k -76,734
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 795,059795.1k $27.3m $27.3m 0.01% First filing
3 Stratos Investment Management, LLC 1.21% of their portfolio BEACHWOOD, OH 586,965587.0k $20.2m $20.2m 1.21% Reduced -68.6k -68,632
4 Exchange Capital Management, Inc. 2.49% of their portfolio Ann Arbor, MI 456,151456.2k $15.7m $15.7m 2.49% Reduced -4.8k -4,752
5 Steward Partners Investment Advisory, LLC 0.13% of their portfolio STAMFORD, CT 410,117410.1k $14.1m $14.1m 0.13% Added +13.0k +13,011
6 World Investment Advisors 0.35% of their portfolio LINCROFT, NJ 373,216373.2k $12.8m $12.8m 0.35% Added +40.0k +40,043
7 Tidemark, LLC 4.22% of their portfolio SAN DIEGO, CA 320,765320.8k $11.0m $11.0m 4.22% Added +50.7k +50,684
8 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 258,574258.6k $8.9m $8.9m 0.02% Added +12.0k +12,004
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 208,912208.9k $7.2m $7.2m 0.00% Added +139.2k +139,181
10 Frazier Financial Advisors, LLC 3.72% of their portfolio COLUMBUS, OH 136,994137.0k $4.7m $4.7m 3.72% Added +5.3k +5,278
11 FFG RETIREMENT ADVISORS LLC 2.77% of their portfolio CENTENNIAL, CO 123,183123.2k $4.2m $4.2m 2.77% Added +3.7k +3,709
12 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 121,509121.5k $4.2m $4.2m 0.05% Added +9.8k +9,795
13 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 116,556116.6k $4.0m $4.0m 0.01% Added +102.7k +102,717
14 Impact Capital Partners LLC 1.25% of their portfolio GREENWOOD VILLAGE, CO 102,106102.1k $3.5m $3.5m 1.25% First filing
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 82,44882.4k $2.8m $2.8m 0.00% Reduced -1.7k -1,743
16 Occidental Asset Management, LLC 0.43% of their portfolio Burlingame, CA 79,57979.6k $2.7m $2.7m 0.43% Added +5.2k +5,157
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 79,32379.3k $2.7m $2.7m 0.00% Reduced -40.7k -40,687
18 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 74,74474.7k $2.6m $2.6m 0.00% Added +55.9k +55,938
19 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 66,93666.9k $2.3m $2.3m 0.01% Added +13.6k +13,628
20 Caprock Group, LLC 0.06% of their portfolio BOISE, ID 56,14456.1k $1.9m $1.9m 0.06% Added +344 +344
21 MOODY NATIONAL BANK TRUST DIVISION 0.17% of their portfolio GALVESTON, TX 46,17746.2k $1.6m $1.6m 0.17% Reduced -402 -402
22 AssuredPartners Investment Advisors, LLC 0.29% of their portfolio Tampa, FL 43,05943.1k $1.5m $1.5m 0.29% First filing
23 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 41,84841.8k $1.4m $1.4m 0.00% Reduced -81.3k -81,345
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 41,46841.5k $1.4m $1.4m 0.00% Reduced -29.0k -29,017
25 Compound Planning, Inc. 0.07% of their portfolio NEW YORK, NY 41,08741.1k $1.4m $1.4m 0.07% Reduced -15.4k -15,418
26 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 36,43536.4k $1.3m $1.3m 0.04% Added +1.8k +1,827
27 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 35,97336.0k $1.2m $1.2m 0.02% New
28 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 33,70133.7k $1.2m $1.2m 0.01% Reduced -2.3k -2,293
29 B. Riley Wealth Advisors, Inc. 0.04% of their portfolio MEMPHIS, TN 31,07831.1k $1.1m $1.1m 0.04% New
30 Oregon Pacific Wealth Management, LLC 0.96% of their portfolio Medford, OR 28,43828.4k $977.7k $977.7k 0.96% First filing
31 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 28,17228.2k $968.6k $968.6k 0.00% Added +6.8k +6,831
32 HF Advisory Group, LLC 0.42% of their portfolio Annapolis, MD 26,82726.8k $922.3k $922.3k 0.42% Added +2.6k +2,623
33 Stratos Wealth Advisors, LLC 0.04% of their portfolio BEACHWOOD, OH 24,56824.6k $844.6k $844.6k 0.04% Reduced -47.5k -47,453
34 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 23,36623.4k $803.4k $803.4k 0.03% Added +4.7k +4,720
35 CRUX WEALTH ADVISORS 0.45% of their portfolio LONG BEACH, CA 23,27123.3k $800.1k $800.1k 0.45% First filing
36 Bison Wealth, LLC 0.10% of their portfolio ATLANTA, GA 23,24823.2k $799.3k $799.3k 0.10% First filing
37 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 18,42618.4k $633.5k $633.5k 0.00% Added +10.1k +10,106
38 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,09116.1k $553.0k $553.0k 0.00% Added +5.5k +5,487
39 Comprehensive Money Management Services LLC 0.44% of their portfolio CORAL GABLES, FL 15,69415.7k $539.6k $539.6k 0.44% First filing
40 Trivium Point Advisory, LLC 0.07% of their portfolio WILTON, CT 15,30915.3k $526.3k $526.3k 0.07% Added +2.4k +2,388
41 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 13,72413.7k $471.9k $471.9k 0.01% Reduced -1.4k -1,367
42 American Money Management, LLC 0.08% of their portfolio Rancho Santa Fe, CA 11,88711.9k $408.7k $408.7k 0.08% Reduced -639 -639
43 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 11,30711.3k $388.8k $388.8k 0.02% Added +1.1k +1,143
44 WESCAP Management Group, Inc. 0.09% of their portfolio Glendale, CA 10,94610.9k $376.3k $376.3k 0.09% Unchanged
45 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 9,8329.8k $338.0k $338.0k 0.00% Unchanged
46 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 9,6899.7k $333.1k $333.1k 0.04% Reduced -298 -298
47 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 9,0409.0k $310.8k $310.8k 0.02% New
48 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,0249.0k $310.2k $310.2k 0.00% Added +1.2k +1,190
49 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,3068.3k $285.6k $285.6k 0.00% Reduced -3.7k -3,718
50 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,2738.3k $287.2k $287.2k 0.01% Added +1.6k +1,644
51 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 7,7077.7k $265.0k $265.0k 0.00% Added +924 +924
52 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,5747.6k $260.4k $260.4k 0.00% New
53 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 7,3207.3k $251.7k $251.7k 0.01% New
54 Apeiron RIA LLC 0.07% of their portfolio Dallas, TX 7,0737.1k $243.2k $243.2k 0.07% Reduced -3.5k -3,523
55 Signal Advisors Wealth, LLC 0.03% of their portfolio DETROIT, MI 6,9106.9k $237.6k $237.6k 0.03% Reduced -913 -913
56 Obsidian Personal Planning Solutions LLC 0.12% of their portfolio ROCKVILLE, MD 6,8256.8k $244.4k $244.4k 0.12% Unchanged
57 Portland Financial Advisors Inc 0.61% of their portfolio PORT WASHINGTON, NY 6,5986.6k $226.8k $226.8k 0.61% First filing
58 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 6,5406.5k $224.8k $224.8k 0.01% New
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,2966.3k $216.5k $216.5k 0.00% Reduced -7.7k -7,674
60 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 6,1736.2k $212.2k $212.2k 0.00% Added +518 +518
61 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,9515.0k $170.2k $170.2k 0.00% Added +1.3k +1,337
62 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,7934.8k $164.8k $164.8k 0.00% Added +52 +52
63 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 4,1814.2k $143.7k $143.7k 0.00% New
64 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 3,9824.0k $136.9k $136.9k 0.00% Added +377 +377
65 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 3,7293.7k $128.2k $128.2k 0.01% Reduced -336 -336
66 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,5573.6k $122.0k $122.0k 0.00% Added +1.9k +1,920
67 BELLEVUE ASSET MANAGEMENT, LLC 0.02% of their portfolio BELLEVUE, WA 907907 $31.2k $31.2k 0.02% Added +3 +3
68 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 892892 $30.7k $30.7k 0.00% Added +39 +39
69 Cherry Tree Wealth Management, LLC 0.01% of their portfolio MINNETONKA, MN 796796 $27.4k $27.4k 0.01% Added +350 +350
70 COMERICA BANK 0.00% of their portfolio DALLAS, TX 768768 $26.4k $26.4k 0.00% Added +45 +45
71 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 686686 $23.6k $23.6k 0.00% Reduced -120 -120
72 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 650650 $22.3k $22.3k 0.00% Unchanged
73 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 574574 $19.7k $19.7k 0.00% Unchanged
74 ORG Partners LLC 0.00% of their portfolio ROANOKE, IN 478478 $16.4k $16.4k 0.00% New
75 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 475475 $16.3k $16.3k 0.00% Added +89 +89
76 FMR LLC 0.00% of their portfolio BOSTON, MA 276276 $9.5k $9.5k 0.00% Reduced -36 -36
77 REAP Financial Group, LLC 0.00% of their portfolio AUSTIN, TX 220220 $7.6k $7.6k 0.00% Reduced -10 -10
78 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 116116 $4.0k $4.0k 0.00% Added +8 +8
79 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 110110 $3.8k $3.8k 0.00% Unchanged
80 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 100100 $3.4k $3.4k 0.00% Unchanged
81 Plante Moran Financial Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 6666 $2.3k $2.3k 0.00% Unchanged
82 Capital A Wealth Management, LLC 0.00% of their portfolio CRANBERRY TWP, PA 4343 $1.5k $1.5k 0.00% First filing
83 LANARK FINANCIAL, INC. 0.08% of their portfolio BIRMINGHAM, AL 2424 $846 $846 0.08% Reduced -24.9k -24,882
84 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2020 $688 $688 0.00% Unchanged
85 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $37 $37 0.00% Reduced -1 -1
86 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged