Vault-13

WISDOMTREE TR DDWM

DYNAMIC INTL EQT · ETP · CUSIP 97717X263

111 institutional holders +16 vs Q1 2025
14,486,06314.5m shares reported held*
$574.5mreported value*
17 new 46 added 33 reduced 2 sold out net bought ≈ $237.9m (+6.0m 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 ($74.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.66. Options: 0 managers hold calls (— notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 48Q4 22: 56Q1 23: 57Q2 23: 62Q3 23: 66Q4 23: 65Q1 24: 69Q2 24: 70Q3 24: 80Q4 24: 86Q1 25: 95Q2 25: 111111Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025111

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 47 bought or addedQ1 25: 43 cut or sold outQ2 25: 63 bought or addedQ2 25: 35 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232826
Q4 20232433
Q1 20243429
Q2 20243530
Q3 20244027
Q4 20244332
Q1 20254743
Q2 20256335

Biggest buyers

PARK NATIONAL CORP /OH/ New +2,627,025+2.6m
MORGAN STANLEY Added +1,556,444+1.6m
LPL Financial LLC Added +622,828+622.8k
JANE STREET GROUP, LLC Added +340,156+340.2k
Tidemark, LLC Added +137,533+137.5k
CITADEL ADVISORS LLC New +114,117+114.1k
MML INVESTORS SERVICES, LLC Added +107,494+107.5k
Burns Matteson Capital Management, LLC New +67,312+67.3k
ENVESTNET ASSET MANAGEMENT INC Added +62,845+62.8k
Simplicity Wealth,LLC New +58,290+58.3k

Biggest sellers

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -51,372-51.4k
Geneos Wealth Management Inc. Reduced -36,053-36.1k
OPTIMA CAPITAL LLC Reduced -31,042-31.0k
Compound Planning, Inc. Reduced -29,660-29.7k
AssuredPartners Investment Advisors, LLC Reduced -22,784-22.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -20,601-20.6k
RAYMOND JAMES FINANCIAL INC Reduced -15,990-16.0k
Exchange Capital Management, Inc. Reduced -11,682-11.7k
CRUX WEALTH ADVISORS Reduced -11,493-11.5k
FFG RETIREMENT ADVISORS LLC Reduced -10,423-10.4k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PARK NATIONAL CORP /OH/ 3.44% of their portfolio NEWARK, OH 2,627,0252.6m $104.2m $104.2m 3.44% New
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,740,8051.7m $69.0m $69.0m 0.00% Added +1.6m +1,556,444
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,350,0301.4m $53.5m $53.5m 0.02% Added +622.8k +622,828
4 Hennion & Walsh Asset Management, Inc. 1.89% of their portfolio Parsippany, NJ 1,180,3671.2m $46.8m $46.8m 1.89% Added +5.2k +5,166
5 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 613,001613.0k $24.3m $24.3m 0.01% Reduced -16.0k -15,990
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 575,872575.9k $22.8m $22.8m 0.01% Added +62.8k +62,845
7 Stratos Investment Management, LLC 1.03% of their portfolio BEACHWOOD, OH 567,297567.3k $22.5m $22.5m 1.03% Added +21.9k +21,860
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 536,086536.1k $21.3m $21.3m 0.00% Added +45.7k +45,656
9 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 514,170514.2k $20.4m $20.4m 0.06% Added +107.5k +107,494
10 Steward Partners Investment Advisory, LLC 0.15% of their portfolio STAMFORD, CT 486,524486.5k $19.3m $19.3m 0.15% Added +20.0k +20,003
11 Exchange Capital Management, Inc. 2.61% of their portfolio Ann Arbor, MI 441,635441.6k $17.5m $17.5m 2.61% Reduced -11.7k -11,682
12 Tidemark, LLC 5.18% of their portfolio SAN DIEGO, CA 405,360405.4k $16.1m $16.1m 5.18% Added +137.5k +137,533
13 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 372,986373.0k $14.8m $14.8m 0.02% Added +340.2k +340,156
14 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 276,351276.4k $11.0m $11.0m 0.02% Added +11.5k +11,505
15 FLOW TRADERS U.S. LLC 0.33% of their portfolio NEW YORK, NY 222,788222.8k $8.8m $8.8m 0.33% Added +42.1k +42,077
16 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 147,612147.6k $5.9m $5.9m 0.02% Added +28.1k +28,056
17 Frazier Financial Advisors, LLC 3.98% of their portfolio COLUMBUS, OH 142,055142.1k $5.6m $5.6m 3.98% Added +1.6k +1,614
18 Atria Investments, Inc 0.07% of their portfolio Charlotte, NC 140,800140.8k $5.6m $5.6m 0.07% Added +3.5k +3,537
19 VestGen Advisors, LLC 0.22% of their portfolio CHICAGO, IL 139,352139.4k $5.5m $5.5m 0.22% Added +11.3k +11,303
20 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 137,267137.3k $5.4m $5.4m 0.01% Reduced -1.1k -1,067
21 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 114,117114.1k $4.5m $4.5m 0.00% New
22 Impact Capital Partners LLC 1.46% of their portfolio GREENWOOD VILLAGE, CO 112,066112.1k $4.4m $4.4m 1.46% Added +1.5k +1,474
23 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 103,008103.0k $4.1m $4.1m 0.02% Added +41.3k +41,320
24 Occidental Asset Management, LLC 0.55% of their portfolio Burlingame, CA 101,198101.2k $4.0m $4.0m 0.55% Reduced -1.6k -1,599
25 FFG RETIREMENT ADVISORS LLC 2.51% of their portfolio CENTENNIAL, CO 100,865100.9k $4.0m $4.0m 2.51% Reduced -10.4k -10,423
26 Burns Matteson Capital Management, LLC 1.29% of their portfolio CORNING, NY 67,31267.3k $2.7m $2.7m 1.29% New
27 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 63,70063.7k $2.5m $2.5m 0.01% Added +49.6k +49,610
28 Simplicity Wealth,LLC 0.10% of their portfolio SUMMIT, NJ 58,29058.3k $2.3m $2.3m 0.10% New
29 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 58,25158.3k $2.3m $2.3m 0.02% New
30 UBS Group AG 0.00% of their portfolio ZURICH, V8 56,19756.2k $2.2m $2.2m 0.00% Added +49.6k +49,614
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 55,39855.4k $2.2m $2.2m 0.00% Added +52.3k +52,332
32 Geneos Wealth Management Inc. 0.05% of their portfolio ENGLEWOOD, CO 46,70446.7k $1.9m $1.9m 0.05% Reduced -36.1k -36,053
33 MOODY NATIONAL BANK TRUST DIVISION 0.17% of their portfolio GALVESTON, TX 46,17746.2k $1.8m $1.8m 0.17% Unchanged
34 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 43,44843.4k $1.7m $1.7m 0.00% Added +4.0k +4,042
35 OPTIMA CAPITAL LLC 0.82% of their portfolio PORTLAND, OR 38,59538.6k $1.5m $1.5m 0.82% Reduced -31.0k -31,042
36 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 34,57534.6k $1.4m $1.4m 0.03% Reduced -7.5k -7,496
37 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 33,22333.2k $1.3m $1.3m 0.03% First filing
38 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 33,18833.2k $1.3m $1.3m 0.03% Added +2.2k +2,243
39 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 32,62032.6k $1.3m $1.3m 0.01% Added +137 +137
40 TCFG WEALTH MANAGEMENT, LLC 0.58% of their portfolio LAGUNA NIGUEL, CA 32,22132.2k $1.3m $1.3m 0.58% New
41 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 31,56231.6k $1.3m $1.3m 0.00% Added +4.7k +4,736
42 B. Riley Wealth Advisors, Inc. 0.05% of their portfolio MEMPHIS, TN 26,35626.4k $1.0m $1.0m 0.05% Reduced -2.0k -2,018
43 HF Advisory Group, LLC 0.41% of their portfolio Annapolis, MD 25,90325.9k $1.0m $1.0m 0.41% Reduced -2.9k -2,851
44 Oregon Pacific Wealth Management, LLC 0.92% of their portfolio Medford, OR 24,64124.6k $977.3k $977.3k 0.92% Reduced -2.9k -2,902
45 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 23,01923.0k $912.9k $912.9k 0.01% Reduced -547 -547
46 SK Wealth Management, LLC 0.38% of their portfolio PROVIDENCE, RI 21,86021.9k $876.1k $876.1k 0.38% New
47 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 20,77720.8k $824.0k $824.0k 0.00% Added +424 +424
48 LANARK FINANCIAL, INC. 0.07% of their portfolio BIRMINGHAM, AL 20,49320.5k $812.0k $812.0k 0.07% Reduced -1.1k -1,050
49 Trivium Point Advisory, LLC 0.09% of their portfolio WILTON, CT 20,15420.2k $799.3k $799.3k 0.09% Added +1.3k +1,321
50 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 19,20719.2k $761.8k $761.8k 0.02% Added +6.2k +6,230
51 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 18,45318.5k $731.8k $731.8k 0.02% Added +1.6k +1,562
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,77915.8k $625.8k $625.8k 0.00% Reduced -102 -102
53 CRUX WEALTH ADVISORS 0.24% of their portfolio LONG BEACH, CA 14,05214.1k $557.3k $557.3k 0.24% Reduced -11.5k -11,493
54 WORLD EQUITY GROUP, INC. 0.15% of their portfolio SCHAUMBURG, IL 13,79013.8k $546.9k $546.9k 0.15% Added +2.4k +2,363
55 Comprehensive Money Management Services LLC 0.41% of their portfolio CORAL GABLES, FL 13,74813.7k $545.2k $545.2k 0.41% Reduced -845 -845
56 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 13,30913.3k $527.9k $527.9k 0.02% Reduced -3.2k -3,196
57 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 12,54012.5k $497.3k $497.3k 0.01% Added +70 +70
58 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 12,51812.5k $496.5k $496.5k 0.01% Added +167 +167
59 EVOLUTION WEALTH MANAGEMENT INC. 0.61% of their portfolio FORT MYERS, FL 12,46012.5k $494.2k $494.2k 0.61% First filing
60 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 12,03112.0k $477.0k $477.0k 0.00% New
61 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 11,97312.0k $474.8k $474.8k 0.00% Added +1.2k +1,238
62 WESCAP Management Group, Inc. 0.10% of their portfolio Glendale, CA 10,94610.9k $434.1k $434.1k 0.10% Unchanged
63 INSIGNEO ADVISORY SERVICES, LLC 0.04% of their portfolio MIAMI, FL 10,77310.8k $427.3k $427.3k 0.04% New
64 Stratos Wealth Advisors, LLC 0.02% of their portfolio BEACHWOOD, OH 10,71910.7k $425.1k $425.1k 0.02% Added +942 +942
65 American Money Management, LLC 0.07% of their portfolio Rancho Santa Fe, CA 10,26810.3k $407.2k $407.2k 0.07% Reduced -1.6k -1,606
66 WCG Wealth Advisors LLC 0.03% of their portfolio LAS VEGAS, NV 10,12410.1k $401.5k $401.5k 0.03% Added +111 +111
67 MONEY CONCEPTS CAPITAL CORP 0.03% of their portfolio PALM BEACH GARDENS, FL 10,03210.0k $397.9k $397.9k 0.03% Reduced -30 -30
68 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,8409.8k $390.3k $390.3k 0.00% Added +1.8k +1,791
69 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 9,8329.8k $389.9k $389.9k 0.00% Unchanged
70 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 9,6899.7k $384.3k $384.3k 0.04% Unchanged
71 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 9,4959.5k $376.6k $376.6k 0.02% Reduced -224 -224
72 AssuredPartners Investment Advisors, LLC 0.09% of their portfolio Tampa, FL 9,2469.2k $366.7k $366.7k 0.09% Reduced -22.8k -22,784
73 CW Advisors, LLC 0.00% of their portfolio BOSTON, MA 8,9819.0k $356.2k $356.2k 0.00% Unchanged
74 Seek First Inc. 0.28% of their portfolio Campbell, CA 8,8208.8k $349.8k $349.8k 0.28% Added +21 +21
75 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 8,2948.3k $328.9k $328.9k 0.01% Reduced -29.7k -29,660
76 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,8647.9k $311.9k $311.9k 0.00% Added +2.2k +2,234
77 Greykasell Wealth Strategies, Inc. 0.14% of their portfolio DANVILLE, CA 7,5887.6k $300.9k $300.9k 0.14% New
78 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 6,8786.9k $272.8k $272.8k 0.01% Added +96 +96
79 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 6,8236.8k $270.6k $270.6k 0.01% Reduced -1.4k -1,370
80 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 6,6066.6k $262.0k $262.0k 0.00% Reduced -137 -137
81 Portland Financial Advisors Inc 0.63% of their portfolio PORT WASHINGTON, NY 6,5986.6k $261.7k $261.7k 0.63% Unchanged
82 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,4726.5k $257.0k $257.0k 0.00% Reduced -153 -153
83 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 5,9846.0k $237.3k $237.3k 0.01% Reduced -189 -189
84 Bison Wealth, LLC 0.02% of their portfolio ATLANTA, GA 5,9786.0k $237.1k $237.1k 0.02% Reduced -947 -947
85 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 5,7755.8k $229.0k $229.0k 0.00% New
86 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 5,7005.7k $226.1k $226.1k 0.00% Unchanged
87 Obsidian Personal Planning Solutions LLC 0.09% of their portfolio ROCKVILLE, MD 5,4235.4k $215.1k $215.1k 0.09% Reduced -529 -529
88 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 5,2685.3k $208.9k $208.9k 0.02% New
89 Defined Financial Planning LLC 0.18% of their portfolio SAN RAFAEL, CA 5,0795.1k $200.1k $200.1k 0.18% New
90 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,6454.6k $184.2k $184.2k 0.00% Added +414 +414
91 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 4,2354.2k $168.0k $168.0k 0.00% Added +43 +43
92 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 4,0214.0k $159.5k $159.5k 0.01% Added +424 +424
93 Cherry Tree Wealth Management, LLC 0.03% of their portfolio MINNETONKA, MN 3,0623.1k $121.4k $121.4k 0.03% Added +1.3k +1,296
94 HHM Wealth Advisors, LLC 0.01% of their portfolio CHATTANOOGA, TN 2,4512.5k $97.2k $97.2k 0.01% New
95 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,3292.3k $92.4k $92.4k 0.00% Reduced -51.4k -51,372
96 Capital A Wealth Management, LLC 0.84% of their portfolio CRANBERRY TWP, PA 2,3282.3k $74.9k $74.9k 0.84% New
97 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,5131.5k $60.0k $60.0k 0.00% Added +815 +815
98 FMR LLC 0.00% of their portfolio BOSTON, MA 1,1251.1k $44.6k $44.6k 0.00% Added +849 +849
99 BELLEVUE ASSET MANAGEMENT, LLC 0.02% of their portfolio BELLEVUE, WA 912912 $36.2k $36.2k 0.02% Added +4 +4
100 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 892892 $35.4k $35.4k 0.00% Unchanged