Vault-13

WISDOMTREE TR DDWM

DYNAMIC INTL EQT · ETP · CUSIP 97717X263

116 institutional holders +5 vs Q2 2025
19,426,59219.4m shares reported held*
$812.0mreported value*
16 new 55 added 28 reduced 8 sold out net bought ≈ $223.0m (+5.3m 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 ≈ $41.80.

Trends to Q3 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: 111Q3 25: 116116Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025116

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 63 bought or addedQ2 25: 35 cut or sold outQ3 25: 71 bought or addedQ3 25: 36 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20232433
Q1 20243429
Q2 20243530
Q3 20244027
Q4 20244332
Q1 20254743
Q2 20256335
Q3 20257136

Biggest buyers

Capital Asset Advisory Services LLC New +1,112,008+1.1m
AXXCESS WEALTH MANAGEMENT, LLC New +1,111,227+1.1m
LPL Financial LLC Added +770,041+770.0k
PARK NATIONAL CORP /OH/ Added +656,049+656.0k
Lido Advisors, LLC New +442,596+442.6k
Atria Investments, Inc Added +262,756+262.8k
HOWARD BAILEY SECURITIES, LLC New +208,363+208.4k
MORGAN STANLEY Added +166,775+166.8k
Defined Financial Planning LLC Added +159,796+159.8k
SK Wealth Management, LLC Added +143,202+143.2k

Biggest sellers

FLOW TRADERS U.S. LLC Reduced -211,218-211.2k
CITADEL ADVISORS LLC Sold out -114,117-114.1k
JANE STREET GROUP, LLC Reduced -72,986-73.0k
ROYAL BANK OF CANADA Reduced -39,880-39.9k
Tidemark, LLC Reduced -38,697-38.7k
RAYMOND JAMES FINANCIAL INC Reduced -17,495-17.5k
Oregon Pacific Wealth Management, LLC Reduced -17,095-17.1k
Stratos Wealth Advisors, LLC Sold out -10,719-10.7k
Western Wealth Management, LLC Sold out -9,495-9.5k
AssuredPartners Investment Advisors, LLC Sold out -9,246-9.2k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PARK NATIONAL CORP /OH/ 4.29% of their portfolio NEWARK, OH 3,283,0743.3m $137.2m $137.2m 4.29% Added +656.0k +656,049
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 2,120,0712.1m $88.6m $88.6m 0.03% Added +770.0k +770,041
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,907,5801.9m $79.7m $79.7m 0.00% Added +166.8k +166,775
4 Hennion & Walsh Asset Management, Inc. 1.85% of their portfolio Parsippany, NJ 1,221,3601.2m $51.1m $51.1m 1.85% Added +41.0k +40,993
5 Capital Asset Advisory Services LLC 2.01% of their portfolio Williamston, MI 1,112,0081.1m $46.5m $46.5m 2.01% New
6 AXXCESS WEALTH MANAGEMENT, LLC 0.98% of their portfolio CARLSBAD, CA 1,111,2271.1m $46.4m $46.4m 0.98% New
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 700,861700.9k $29.3m $29.3m 0.01% Added +125.0k +124,989
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 604,384604.4k $25.3m $25.3m 0.00% Added +68.3k +68,298
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 595,506595.5k $24.9m $24.9m 0.01% Reduced -17.5k -17,495
10 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 587,639587.6k $24.6m $24.6m 0.07% Added +73.5k +73,469
11 Stratos Investment Management, LLC 0.99% of their portfolio BEACHWOOD, OH 576,504576.5k $24.1m $24.1m 0.99% Added +9.2k +9,207
12 Steward Partners Investment Advisory, LLC 0.12% of their portfolio STAMFORD, CT 517,457517.5k $21.6m $21.6m 0.12% Added +30.9k +30,933
13 Lido Advisors, LLC 0.08% of their portfolio Los Angeles, CA 442,596442.6k $18.5m $18.5m 0.08% New
14 Atria Investments, Inc 0.19% of their portfolio Charlotte, NC 403,556403.6k $16.9m $16.9m 0.19% Added +262.8k +262,756
15 Tidemark, LLC 4.47% of their portfolio SAN DIEGO, CA 366,663366.7k $15.3m $15.3m 4.47% Reduced -38.7k -38,697
16 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 309,485309.5k $12.9m $12.9m 0.02% Added +33.1k +33,134
17 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 300,000300.0k $12.5m $12.5m 0.01% Reduced -73.0k -72,986
18 HOWARD BAILEY SECURITIES, LLC 2.48% of their portfolio FORT WAYNE, IN 208,363208.4k $8.7m $8.7m 2.48% New
19 Impact Capital Partners LLC 2.49% of their portfolio GREENWOOD VILLAGE, CO 198,007198.0k $8.3m $8.3m 2.49% Added +85.9k +85,941
20 SK Wealth Management, LLC 2.57% of their portfolio PROVIDENCE, RI 165,062165.1k $6.9m $6.9m 2.57% Added +143.2k +143,202
21 Defined Financial Planning LLC 5.76% of their portfolio SAN RAFAEL, CA 164,875164.9k $6.9m $6.9m 5.76% Added +159.8k +159,796
22 VestGen Advisors, LLC 0.23% of their portfolio CHICAGO, IL 162,141162.1k $6.8m $6.8m 0.23% Added +22.8k +22,789
23 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 155,439155.4k $6.5m $6.5m 0.02% Added +7.8k +7,827
24 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 152,207152.2k $6.4m $6.4m 0.03% Added +49.2k +49,199
25 Frazier Financial Advisors, LLC 3.61% of their portfolio COLUMBUS, OH 140,541140.5k $5.9m $5.9m 3.61% Reduced -1.5k -1,514
26 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 138,373138.4k $5.8m $5.8m 0.01% Added +1.1k +1,106
27 Burns Matteson Capital Management, LLC 1.93% of their portfolio CORNING, NY 109,795109.8k $4.6m $4.6m 1.93% Added +42.5k +42,483
28 FFG RETIREMENT ADVISORS LLC 2.60% of their portfolio CENTENNIAL, CO 100,240100.2k $4.2m $4.2m 2.60% Reduced -625 -625
29 Occidental Asset Management, LLC 0.52% of their portfolio Burlingame, CA 99,66799.7k $4.2m $4.2m 0.52% Reduced -1.5k -1,531
30 OPTIMA CAPITAL LLC 1.56% of their portfolio PORTLAND, OR 76,94376.9k $3.2m $3.2m 1.56% Added +38.3k +38,348
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 73,55673.6k $3.1m $3.1m 0.00% Added +17.4k +17,359
32 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 72,55872.6k $3.0m $3.0m 0.02% Added +14.3k +14,307
33 Simplicity Wealth,LLC 0.17% of their portfolio SUMMIT, NJ 70,13670.1k $2.9m $2.9m 0.17% Added +11.8k +11,846
34 Trivium Point Advisory, LLC 0.27% of their portfolio WILTON, CT 64,40564.4k $2.7m $2.7m 0.27% Added +44.3k +44,251
35 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 61,06761.1k $2.6m $2.6m 0.00% Reduced -2.6k -2,633
36 Caprock Group, LLC 0.06% of their portfolio BOISE, ID 55,90755.9k $2.3m $2.3m 0.06% First filing
37 Geneos Wealth Management Inc. 0.05% of their portfolio ENGLEWOOD, CO 48,61448.6k $2.0m $2.0m 0.05% Added +1.9k +1,910
38 MOODY NATIONAL BANK TRUST DIVISION 0.16% of their portfolio GALVESTON, TX 46,17746.2k $1.9m $1.9m 0.16% Unchanged
39 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 46,09346.1k $1.9m $1.9m 0.00% Added +2.6k +2,645
40 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 43,67043.7k $1.8m $1.8m 0.00% Added +12.1k +12,108
41 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 37,01937.0k $1.5m $1.5m 0.03% Added +3.8k +3,831
42 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 34,26934.3k $1.4m $1.4m 0.03% Added +1.0k +1,046
43 TCFG WEALTH MANAGEMENT, LLC 0.55% of their portfolio LAGUNA NIGUEL, CA 33,36833.4k $1.4m $1.4m 0.55% Added +1.1k +1,147
44 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 32,53632.5k $1.4m $1.4m 0.03% Reduced -2.0k -2,039
45 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 32,51232.5k $1.4m $1.4m 0.01% Reduced -108 -108
46 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 29,23829.2k $1.2m $1.2m 0.01% Added +8.5k +8,461
47 WORLD EQUITY GROUP, INC. 0.27% of their portfolio SCHAUMBURG, IL 28,63928.6k $1.2m $1.2m 0.27% Added +14.8k +14,849
48 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 27,31527.3k $1.1m $1.1m 0.00% Added +17.5k +17,475
49 HF Advisory Group, LLC 0.42% of their portfolio Annapolis, MD 27,06227.1k $1.1m $1.1m 0.42% Added +1.2k +1,159
50 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 23,01923.0k $962.2k $962.2k 0.00% Unchanged
51 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 20,70420.7k $865.4k $865.4k 0.02% Added +2.3k +2,251
52 B. Riley Wealth Advisors, Inc. 0.04% of their portfolio MEMPHIS, TN 19,58219.6k $818.5k $818.5k 0.04% Reduced -6.8k -6,774
53 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 19,37619.4k $809.9k $809.9k 0.00% Added +3.6k +3,597
54 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 18,73018.7k $782.9k $782.9k 0.02% New
55 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 17,95318.0k $750.4k $750.4k 0.02% Reduced -1.3k -1,254
56 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 16,83816.8k $703.8k $703.8k 0.05% Reduced -3.7k -3,655
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,50916.5k $686.4k $686.4k 0.00% Added +8.6k +8,645
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 15,51815.5k $649.0k $649.0k 0.00% Reduced -39.9k -39,880
59 SHEETS SMITH WEALTH MANAGEMENT 0.07% of their portfolio WINSTON-SALEM, NC 15,42315.4k $644.7k $644.7k 0.07% New
60 Signal Advisors Wealth, LLC 0.06% of their portfolio DETROIT, MI 15,04915.0k $629.1k $629.1k 0.06% Added +9.8k +9,781
61 EVOLUTION WEALTH MANAGEMENT INC. 0.62% of their portfolio FORT MYERS, FL 14,53114.5k $607.4k $607.4k 0.62% Added +2.1k +2,071
62 CRUX WEALTH ADVISORS 0.23% of their portfolio LONG BEACH, CA 14,03514.0k $586.6k $586.6k 0.23% Reduced -17 -17
63 Comprehensive Money Management Services LLC 0.40% of their portfolio CORAL GABLES, FL 13,36713.4k $558.7k $558.7k 0.40% Reduced -381 -381
64 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 13,32813.3k $557.1k $557.1k 0.01% Added +19 +19
65 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 13,06713.1k $546.0k $546.0k 0.00% Added +6.6k +6,595
66 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 12,58112.6k $525.9k $525.9k 0.01% Added +63 +63
67 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 12,34812.3k $516.2k $516.2k 0.01% Reduced -192 -192
68 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 12,08112.1k $505.0k $505.0k 0.00% Added +108 +108
69 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 12,04612.0k $503.5k $503.5k 0.00% Added +15 +15
70 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 11,57011.6k $484.0k $484.0k 0.02% Reduced -211.2k -211,218
71 WESCAP Management Group, Inc. 0.10% of their portfolio Glendale, CA 10,94610.9k $457.5k $457.5k 0.10% Unchanged
72 WCG Wealth Advisors LLC 0.03% of their portfolio LAS VEGAS, NV 10,26610.3k $429.1k $429.1k 0.03% Added +142 +142
73 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 10,04210.0k $419.8k $419.8k 0.03% Reduced -731 -731
74 MONEY CONCEPTS CAPITAL CORP 0.03% of their portfolio PALM BEACH GARDENS, FL 10,00710.0k $418.3k $418.3k 0.03% Reduced -25 -25
75 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 9,8329.8k $411.0k $411.0k 0.00% Unchanged
76 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 9,6899.7k $405.0k $405.0k 0.04% Unchanged
77 American Money Management, LLC 0.07% of their portfolio Rancho Santa Fe, CA 9,5279.5k $398.2k $398.2k 0.07% Reduced -741 -741
78 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 9,3309.3k $390.0k $390.0k 0.00% Added +2.7k +2,724
79 Trilogy Capital Inc. 0.02% of their portfolio IRVINE, CA 8,8098.8k $368.2k $368.2k 0.02% New
80 Seek First Inc. 0.25% of their portfolio Campbell, CA 8,2258.2k $343.8k $343.8k 0.25% Reduced -595 -595
81 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 8,1728.2k $341.6k $341.6k 0.00% Added +2.4k +2,397
82 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,9447.9k $332.1k $332.1k 0.00% Added +3.3k +3,299
83 Greykasell Wealth Strategies, Inc. 0.13% of their portfolio DANVILLE, CA 7,5887.6k $317.2k $317.2k 0.13% Unchanged
84 Oregon Pacific Wealth Management, LLC 0.27% of their portfolio Medford, OR 7,5467.5k $315.4k $315.4k 0.27% Reduced -17.1k -17,095
85 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,3757.4k $308.3k $308.3k 0.01% Added +552 +552
86 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 6,9146.9k $289.0k $289.0k 0.01% Added +36 +36
87 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 6,7076.7k $280.1k $280.1k 0.01% Added +723 +723
88 Portland Financial Advisors Inc 0.59% of their portfolio PORT WASHINGTON, NY 6,5986.6k $275.8k $275.8k 0.59% Unchanged
89 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 6,3086.3k $263.7k $263.7k 0.00% Added +608 +608
90 CWM, LLC 0.00% of their portfolio OMAHA, NE 5,5515.6k $232.0k $232.0k 0.00% New
91 TWO SIGMA SECURITIES, LLC 0.03% of their portfolio NEW YORK, NY 5,2725.3k $220.4k $220.4k 0.03% New
92 Obsidian Personal Planning Solutions LLC 0.08% of their portfolio ROCKVILLE, MD 5,2525.3k $220.2k $220.2k 0.08% Reduced -171 -171
93 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 4,0214.0k $168.1k $168.1k 0.01% Unchanged
94 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 4,0054.0k $167.4k $167.4k 0.00% Reduced -230 -230
95 Cherry Tree Wealth Management, LLC 0.03% of their portfolio MINNETONKA, MN 3,1753.2k $132.7k $132.7k 0.03% Added +113 +113
96 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,0672.1k $86.4k $86.4k 0.00% Reduced -262 -262
97 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,8061.8k $75.5k $75.5k 0.00% Added +293 +293
98 Root Financial Partners, LLC 0.00% of their portfolio ENCINITAS, CA 1,7171.7k $71.8k $71.8k 0.00% New
99 HHM Wealth Advisors, LLC 0.01% of their portfolio CHATTANOOGA, TN 1,3541.4k $56.6k $56.6k 0.01% Reduced -1.1k -1,097
100 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,1201.1k $46.8k $46.8k 0.00% New