Vault-13

WISDOMTREE TR DDWM

DYNAMIC INTL EQT · ETP · CUSIP 97717X263

95 institutional holders +9 vs Q4 2024
8,498,9508.5m shares reported held*
$312.7mreported value*
17 new 30 added 33 reduced 10 sold out net bought ≈ $79.8m (+2.2m 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 ≈ $36.79. Options: 0 managers hold calls (— notional), 1 hold puts ($0).

Trends to Q1 2025

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: 86Q1 25: 9595Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202248
Q4 202256
Q1 202357
Q2 202362
Q3 202366
Q4 202365
Q1 202469
Q2 202470
Q3 202480
Q4 202486
Q1 202595

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q2 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 24Q4 24: 43 bought or addedQ4 24: 32 cut or sold outQ1 25: 47 bought or addedQ1 25: 43 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232825
Q3 20232826
Q4 20232433
Q1 20243429
Q2 20243530
Q3 20244027
Q4 20244332
Q1 20254743

Biggest buyers

Hennion & Walsh Asset Management, Inc. New +1,175,201+1.2m
BANK OF AMERICA CORP /DE/ Added +407,982+408.0k
ENVESTNET ASSET MANAGEMENT INC Added +304,115+304.1k
MML INVESTORS SERVICES, LLC Added +290,120+290.1k
FLOW TRADERS U.S. LLC New +180,711+180.7k
Baird Financial Group, Inc. New +138,334+138.3k
MORGAN STANLEY Added +105,038+105.0k
Cambridge Investment Research Advisors, Inc. Added +103,465+103.5k
OPTIMA CAPITAL LLC New +69,637+69.6k
Steward Partners Investment Advisory, LLC Added +56,404+56.4k

Biggest sellers

World Investment Advisors Reduced -331,145-331.1k
LPL Financial LLC Reduced -218,028-218.0k
RAYMOND JAMES FINANCIAL INC Reduced -166,068-166.1k
CITADEL ADVISORS LLC Sold out -74,744-74.7k
Tidemark, LLC Reduced -52,938-52.9k
Stratos Investment Management, LLC Reduced -41,528-41.5k
Independent Advisor Alliance Sold out -35,973-36.0k
Bison Wealth, LLC Reduced -16,323-16.3k
Stratos Wealth Advisors, LLC Reduced -14,791-14.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -14,642-14.6k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Hennion & Walsh Asset Management, Inc. 1.92% of their portfolio Parsippany, NJ 1,175,2011.2m $43.2m $43.2m 1.92% New
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 727,202727.2k $26.8m $26.8m 0.01% Reduced -218.0k -218,028
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 628,991629.0k $23.1m $23.1m 0.01% Reduced -166.1k -166,068
4 Stratos Investment Management, LLC 1.07% of their portfolio BEACHWOOD, OH 545,437545.4k $20.1m $20.1m 1.07% Reduced -41.5k -41,528
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 513,027513.0k $18.9m $18.9m 0.01% Added +304.1k +304,115
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 490,430490.4k $18.0m $18.0m 0.00% Added +408.0k +407,982
7 Steward Partners Investment Advisory, LLC 0.15% of their portfolio STAMFORD, CT 466,521466.5k $17.2m $17.2m 0.15% Added +56.4k +56,404
8 Exchange Capital Management, Inc. 2.70% of their portfolio Ann Arbor, MI 453,317453.3k $16.7m $16.7m 2.70% Reduced -2.8k -2,834
9 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 406,676406.7k $15.0m $15.0m 0.05% Added +290.1k +290,120
10 Tidemark, LLC 3.62% of their portfolio SAN DIEGO, CA 267,827267.8k $9.9m $9.9m 3.62% Reduced -52.9k -52,938
11 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 264,846264.8k $9.7m $9.7m 0.02% Added +6.3k +6,272
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 184,361184.4k $6.8m $6.8m 0.00% Added +105.0k +105,038
13 FLOW TRADERS U.S. LLC 0.28% of their portfolio NEW YORK, NY 180,711180.7k $6.6m $6.6m 0.28% New
14 Frazier Financial Advisors, LLC 3.98% of their portfolio COLUMBUS, OH 140,441140.4k $5.2m $5.2m 3.98% Added +3.4k +3,447
15 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 138,334138.3k $5.1m $5.1m 0.01% New
16 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 137,263137.3k $5.0m $5.0m 0.06% Added +15.8k +15,754
17 VestGen Advisors, LLC 0.21% of their portfolio CHICAGO, IL 128,049128.0k $4.7m $4.7m 0.21% First filing
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 119,556119.6k $4.4m $4.4m 0.01% Added +103.5k +103,465
19 FFG RETIREMENT ADVISORS LLC 2.79% of their portfolio CENTENNIAL, CO 111,288111.3k $4.1m $4.1m 2.79% Reduced -11.9k -11,895
20 Impact Capital Partners LLC 1.47% of their portfolio GREENWOOD VILLAGE, CO 110,592110.6k $4.1m $4.1m 1.47% Added +8.5k +8,486
21 Occidental Asset Management, LLC 0.57% of their portfolio Burlingame, CA 102,797102.8k $3.8m $3.8m 0.57% Added +23.2k +23,218
22 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 82,75782.8k $3.0m $3.0m 0.04% Added +46.3k +46,322
23 OPTIMA CAPITAL LLC 1.63% of their portfolio PORTLAND, OR 69,63769.6k $2.6m $2.6m 1.63% New
24 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 61,68861.7k $2.3m $2.3m 0.01% Reduced -5.2k -5,248
25 Caprock Group, LLC 0.06% of their portfolio BOISE, ID 56,32256.3k $2.1m $2.1m 0.06% Added +178 +178
26 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 53,70153.7k $2.0m $2.0m 0.00% Added +53.0k +53,015
27 MOODY NATIONAL BANK TRUST DIVISION 0.18% of their portfolio GALVESTON, TX 46,17746.2k $1.7m $1.7m 0.18% Unchanged
28 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 42,07142.1k $1.5m $1.5m 0.04% Reduced -331.1k -331,145
29 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 39,40639.4k $1.4m $1.4m 0.00% New
30 Compound Planning, Inc. 0.06% of their portfolio NEW YORK, NY 37,95438.0k $1.4m $1.4m 0.06% Reduced -3.1k -3,133
31 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 32,83032.8k $1.2m $1.2m 0.00% Reduced -9.0k -9,018
32 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 32,48332.5k $1.2m $1.2m 0.01% Reduced -1.2k -1,218
33 AssuredPartners Investment Advisors, LLC 0.23% of their portfolio Tampa, FL 32,03032.0k $1.2m $1.2m 0.23% Reduced -11.0k -11,029
34 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 30,94530.9k $1.1m $1.1m 0.03% New
35 HF Advisory Group, LLC 0.46% of their portfolio Annapolis, MD 28,75428.8k $1.1m $1.1m 0.46% Added +1.9k +1,927
36 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 28,37428.4k $1.0m $1.0m 0.03% Reduced -2.7k -2,704
37 Oregon Pacific Wealth Management, LLC 1.01% of their portfolio Medford, OR 27,54327.5k $1.0m $1.0m 1.01% Reduced -895 -895
38 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 26,82626.8k $987.0k $987.0k 0.00% Reduced -14.6k -14,642
39 CRUX WEALTH ADVISORS 0.49% of their portfolio LONG BEACH, CA 25,54525.5k $939.8k $939.8k 0.49% Added +2.3k +2,274
40 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 23,56623.6k $867.0k $867.0k 0.01% New
41 LANARK FINANCIAL, INC. 0.07% of their portfolio BIRMINGHAM, AL 21,54321.5k $792.0k $792.0k 0.07% Added +21.5k +21,519
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,60120.6k $757.9k $757.9k 0.00% New
43 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 20,35320.4k $748.8k $748.8k 0.00% Added +1.9k +1,927
44 Trivium Point Advisory, LLC 0.09% of their portfolio WILTON, CT 18,83318.8k $692.9k $692.9k 0.09% Added +3.5k +3,524
45 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 16,89116.9k $621.4k $621.4k 0.02% New
46 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 16,50516.5k $607.3k $607.3k 0.02% Reduced -6.9k -6,861
47 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,88115.9k $584.3k $584.3k 0.00% New
48 Comprehensive Money Management Services LLC 0.43% of their portfolio CORAL GABLES, FL 14,59314.6k $536.9k $536.9k 0.43% Reduced -1.1k -1,101
49 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 14,09014.1k $518.4k $518.4k 0.00% Reduced -14.1k -14,082
50 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 12,97713.0k $477.4k $477.4k 0.02% New
51 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 12,47012.5k $458.8k $458.8k 0.01% Reduced -1.3k -1,254
52 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 12,35112.4k $454.4k $454.4k 0.01% Added +5.8k +5,811
53 American Money Management, LLC 0.08% of their portfolio Rancho Santa Fe, CA 11,87411.9k $436.8k $436.8k 0.08% Reduced -13 -13
54 WORLD EQUITY GROUP, INC. 0.12% of their portfolio SCHAUMBURG, IL 11,42711.4k $420.4k $420.4k 0.12% New
55 WESCAP Management Group, Inc. 0.10% of their portfolio Glendale, CA 10,94610.9k $402.7k $402.7k 0.10% Unchanged
56 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 10,73510.7k $394.9k $394.9k 0.00% Added +6.8k +6,753
57 MONEY CONCEPTS CAPITAL CORP 0.03% of their portfolio PALM BEACH GARDENS, FL 10,06210.1k $370.2k $370.2k 0.03% Added +1.0k +1,022
58 WCG Wealth Advisors LLC 0.03% of their portfolio LAS VEGAS, NV 10,01310.0k $368.4k $368.4k 0.03% New
59 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 9,8329.8k $361.7k $361.7k 0.00% Unchanged
60 Stratos Wealth Advisors, LLC 0.02% of their portfolio BEACHWOOD, OH 9,7779.8k $359.7k $359.7k 0.02% Reduced -14.8k -14,791
61 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 9,7199.7k $357.6k $357.6k 0.02% Reduced -1.6k -1,588
62 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 9,6899.7k $356.5k $356.5k 0.04% Unchanged
63 CW Advisors, LLC 0.00% of their portfolio BOSTON, MA 8,9819.0k $330.4k $330.4k 0.00% New
64 Seek First Inc. 0.29% of their portfolio Campbell, CA 8,7998.8k $323.7k $323.7k 0.29% First filing
65 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,1938.2k $301.4k $301.4k 0.01% Reduced -80 -80
66 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 8,0498.0k $296.1k $296.1k 0.00% New
67 Apeiron RIA LLC 0.08% of their portfolio Dallas, TX 7,0737.1k $260.2k $260.2k 0.08% Unchanged
68 Bison Wealth, LLC 0.02% of their portfolio ATLANTA, GA 6,9256.9k $254.8k $254.8k 0.02% Reduced -16.3k -16,323
69 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 6,7826.8k $249.5k $249.5k 0.01% Reduced -538 -538
70 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 6,7436.7k $248.1k $248.1k 0.00% Reduced -1.6k -1,563
71 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,6256.6k $244.0k $244.0k 0.00% Reduced -1.1k -1,082
72 Portland Financial Advisors Inc 0.62% of their portfolio PORT WASHINGTON, NY 6,5986.6k $242.7k $242.7k 0.62% Unchanged
73 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,5836.6k $242.2k $242.2k 0.00% Added +1.8k +1,790
74 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 6,1736.2k $227.1k $227.1k 0.00% Unchanged
75 Obsidian Personal Planning Solutions LLC 0.10% of their portfolio ROCKVILLE, MD 5,9526.0k $225.6k $225.6k 0.10% Reduced -873 -873
76 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 5,7005.7k $209.7k $209.7k 0.00% New
77 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,6305.6k $207.1k $207.1k 0.00% Added +679 +679
78 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,2314.2k $155.7k $155.7k 0.00% Reduced -2.1k -2,065
79 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 4,1924.2k $154.2k $154.2k 0.00% Added +11 +11
80 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 3,5973.6k $132.3k $132.3k 0.01% Reduced -132 -132
81 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,0663.1k $113.0k $113.0k 0.00% Reduced -491 -491
82 Cherry Tree Wealth Management, LLC 0.02% of their portfolio MINNETONKA, MN 1,7661.8k $65.0k $65.0k 0.02% Added +970 +970
83 BELLEVUE ASSET MANAGEMENT, LLC 0.02% of their portfolio BELLEVUE, WA 908908 $33.4k $33.4k 0.02% Added +1 +1
84 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 892892 $30.7k $30.7k 0.00% Unchanged
85 COMERICA BANK 0.00% of their portfolio DALLAS, TX 698698 $25.7k $25.7k 0.00% Reduced -70 -70
86 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 650650 $23.9k $23.9k 0.00% Unchanged
87 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 516516 $19.0k $19.0k 0.00% Added +41 +41
88 FMR LLC 0.00% of their portfolio BOSTON, MA 276276 $10.2k $10.2k 0.00% Unchanged
89 REAP Financial Group, LLC 0.00% of their portfolio AUSTIN, TX 222222 $8.2k $8.2k 0.00% Added +2 +2
90 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 165165 $6.1k $6.1k 0.00% New
91 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 115115 $4.2k $4.2k 0.00% Reduced -1 -1
92 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 110110 $4.0k $4.0k 0.00% Unchanged
93 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 100100 $3.7k $3.7k 0.00% Unchanged
94 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22 $59 $59 0.00% Added +1 +1
95 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged