Vault-13

WISDOMTREE TR DDWM

DYNAMIC INTL EQT · ETP · CUSIP 97717X263

133 institutional holders +17 vs Q3 2025
23,019,57923.0m shares reported held*
$1.0bnreported value*
21 new 64 added 29 reduced 6 sold out net bought ≈ $156.1m (+3.6m 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 ($51.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.67.

Trends to Q4 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: 116Q4 25: 133133Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025133

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 71 bought or addedQ3 25: 36 cut or sold outQ4 25: 85 bought or addedQ4 25: 35 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243429
Q2 20243530
Q3 20244027
Q4 20244332
Q1 20254743
Q2 20256335
Q3 20257136
Q4 20258535

Biggest buyers

SK Wealth Management, LLC Added +825,414+825.4k
RAYMOND JAMES FINANCIAL INC Added +648,159+648.2k
Cetera Investment Advisers Added +399,732+399.7k
LPL Financial LLC Added +281,331+281.3k
BANK OF AMERICA CORP /DE/ Added +278,199+278.2k
PARK NATIONAL CORP /OH/ Added +258,135+258.1k
UBS Group AG Added +235,086+235.1k
Insight Advisors, LLC/ PA New +185,854+185.9k
Mariner, LLC New +150,745+150.7k
MORGAN STANLEY Added +133,779+133.8k

Biggest sellers

JANE STREET GROUP, LLC Reduced -279,125-279.1k
HOWARD BAILEY SECURITIES, LLC Reduced -192,125-192.1k
VestGen Advisors, LLC Reduced -99,455-99.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -41,267-41.3k
OPTIMA CAPITAL LLC Reduced -21,367-21.4k
Sanctuary Advisors, LLC Reduced -14,949-14.9k
Atria Investments, Inc Reduced -13,199-13.2k
FLOW TRADERS U.S. LLC Sold out -11,570-11.6k
ROYAL BANK OF CANADA Reduced -9,180-9.2k
Savant Capital, LLC Reduced -5,641-5.6k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PARK NATIONAL CORP /OH/ 4.81% of their portfolio NEWARK, OH 3,541,2093.5m $154.2m $154.2m 4.81% Added +258.1k +258,135
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 2,401,4022.4m $104.6m $104.6m 0.03% Added +281.3k +281,331
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,041,3592.0m $88.9m $88.9m 0.01% Added +133.8k +133,779
4 Hennion & Walsh Asset Management, Inc. 1.89% of their portfolio Parsippany, NJ 1,259,7771.3m $54.9m $54.9m 1.89% Added +38.4k +38,417
5 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,243,6651.2m $54.1m $54.1m 0.02% Added +648.2k +648,159
6 Capital Asset Advisory Services LLC 2.07% of their portfolio Williamston, MI 1,162,0521.2m $51.5m $51.5m 2.07% Added +50.0k +50,044
7 AXXCESS WEALTH MANAGEMENT, LLC 0.90% of their portfolio CARLSBAD, CA 1,157,1251.2m $50.4m $50.4m 0.90% Added +45.9k +45,898
8 SK Wealth Management, LLC 12.53% of their portfolio PROVIDENCE, RI 990,476990.5k $44.9m $44.9m 12.53% Added +825.4k +825,414
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 882,583882.6k $38.4m $38.4m 0.00% Added +278.2k +278,199
10 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 709,217709.2k $30.9m $30.9m 0.03% Added +399.7k +399,732
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 659,594659.6k $28.7m $28.7m 0.01% Reduced -41.3k -41,267
12 Steward Partners Investment Advisory, LLC 0.15% of their portfolio STAMFORD, CT 641,506641.5k $27.9m $27.9m 0.15% Added +124.0k +124,049
13 Stratos Investment Management, LLC 1.04% of their portfolio BEACHWOOD, OH 593,277593.3k $25.8m $25.8m 1.04% Added +16.8k +16,773
14 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 586,304586.3k $25.5m $25.5m 0.06% Reduced -1.3k -1,335
15 Lido Advisors, LLC 0.08% of their portfolio Los Angeles, CA 442,906442.9k $19.3m $19.3m 0.08% Added +310 +310
16 Atria Investments, Inc 0.19% of their portfolio Charlotte, NC 390,357390.4k $17.0m $17.0m 0.19% Reduced -13.2k -13,199
17 Tidemark, LLC 4.79% of their portfolio SAN DIEGO, CA 387,053387.1k $16.9m $16.9m 4.79% Added +20.4k +20,390
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 308,642308.6k $13.4m $13.4m 0.00% Added +235.1k +235,086
19 Impact Capital Partners LLC 2.58% of their portfolio GREENWOOD VILLAGE, CO 200,163200.2k $8.7m $8.7m 2.58% Added +2.2k +2,156
20 Insight Advisors, LLC/ PA 1.23% of their portfolio Newtown, PA 185,854185.9k $8.1m $8.1m 1.23% New
21 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 179,066179.1k $7.8m $7.8m 0.02% Added +23.6k +23,627
22 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 171,217171.2k $7.5m $7.5m 0.03% Added +19.0k +19,010
23 Mariner, LLC 0.01% of their portfolio Overland Park, KS 150,745150.7k $6.6m $6.6m 0.01% New
24 Concurrent Investment Advisors, LLC 0.07% of their portfolio Tampa, FL 147,412147.4k $6.4m $6.4m 0.07% Added +110.4k +110,393
25 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 139,441139.4k $6.1m $6.1m 0.01% Added +1.1k +1,068
26 Frazier Financial Advisors, LLC 3.54% of their portfolio COLUMBUS, OH 137,145137.1k $6.0m $6.0m 3.54% Reduced -3.4k -3,396
27 Burns Matteson Capital Management, LLC 1.96% of their portfolio CORNING, NY 112,317112.3k $4.9m $4.9m 1.96% Added +2.5k +2,522
28 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 106,296106.3k $4.6m $4.6m 0.02% Added +77.1k +77,058
29 Occidental Asset Management, LLC 0.52% of their portfolio Burlingame, CA 99,94599.9k $4.4m $4.4m 0.52% Added +278 +278
30 FFG RETIREMENT ADVISORS LLC 2.66% of their portfolio CENTENNIAL, CO 98,33598.3k $4.3m $4.3m 2.66% Reduced -1.9k -1,905
31 Premier Private Wealth Management LLC 4.20% of their portfolio PALM HARBOR, FL 88,69888.7k $4.0m $4.0m 4.20% First filing
32 Simplicity Wealth,LLC 0.21% of their portfolio SUMMIT, NJ 80,24980.2k $3.5m $3.5m 0.21% Added +10.1k +10,113
33 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 75,14875.1k $3.3m $3.3m 0.02% Added +2.6k +2,590
34 Vericrest Private Wealth 2.84% of their portfolio NEWTOWN, PA 73,37573.4k $3.2m $3.2m 2.84% First filing
35 LANARK FINANCIAL, INC. 0.24% of their portfolio BIRMINGHAM, AL 73,15473.2k $3.2m $3.2m 0.24% Added +56.3k +56,316
36 Smartleaf Asset Management LLC 0.11% of their portfolio BOSTON, MA 65,81565.8k $2.9m $2.9m 0.11% Added +65.8k +65,754
37 Trivium Point Advisory, LLC 0.28% of their portfolio WILTON, CT 64,23664.2k $2.8m $2.8m 0.28% Reduced -169 -169
38 VestGen Advisors, LLC 0.12% of their portfolio CHICAGO, IL 62,68662.7k $2.7m $2.7m 0.12% Reduced -99.5k -99,455
39 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 60,99861.0k $2.7m $2.7m 0.00% Reduced -69 -69
40 Caprock Group, LLC 0.05% of their portfolio BOISE, ID 56,41356.4k $2.5m $2.5m 0.05% Added +506 +506
41 OPTIMA CAPITAL LLC 1.05% of their portfolio PORTLAND, OR 55,57655.6k $2.4m $2.4m 1.05% Reduced -21.4k -21,367
42 Geneos Wealth Management Inc. 0.05% of their portfolio ENGLEWOOD, CO 48,98349.0k $2.1m $2.1m 0.05% Added +369 +369
43 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 47,74447.7k $2.1m $2.1m 0.00% Added +4.1k +4,074
44 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 46,55946.6k $2.0m $2.0m 0.00% Added +466 +466
45 MOODY NATIONAL BANK TRUST DIVISION 0.19% of their portfolio GALVESTON, TX 46,17746.2k $2.0m $2.0m 0.19% Unchanged
46 Trilogy Capital Inc. 0.07% of their portfolio IRVINE, CA 37,29237.3k $1.6m $1.6m 0.07% Added +28.5k +28,483
47 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 35,89235.9k $1.6m $1.6m 0.03% Added +1.6k +1,623
48 AssuredPartners Investment Advisors, LLC 0.22% of their portfolio Tampa, FL 33,98934.0k $1.5m $1.5m 0.22% New
49 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 32,41632.4k $1.4m $1.4m 0.02% Reduced -120 -120
50 WORLD EQUITY GROUP, INC. 0.37% of their portfolio SCHAUMBURG, IL 30,26630.3k $1.3m $1.3m 0.37% Added +1.6k +1,627
51 TCFG WEALTH MANAGEMENT, LLC 0.51% of their portfolio LAGUNA NIGUEL, CA 29,12629.1k $1.3m $1.3m 0.51% Reduced -4.2k -4,242
52 HF Advisory Group, LLC 0.41% of their portfolio Annapolis, MD 27,31227.3k $1.2m $1.2m 0.41% Added +250 +250
53 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 26,87126.9k $1.2m $1.2m 0.01% Reduced -5.6k -5,641
54 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 25,40225.4k $1.1m $1.1m 0.02% New
55 AIFG Consultants Ltd. 1.86% of their portfolio HALFMOON, NY 24,90724.9k $1.1m $1.1m 1.86% New
56 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 24,21524.2k $1.1m $1.1m 0.00% Added +1.2k +1,196
57 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 22,54722.5k $981.7k $981.7k 0.02% Added +3.8k +3,817
58 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 22,53122.5k $981.0k $981.0k 0.02% Added +1.8k +1,827
59 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,87520.9k $908.9k $908.9k 0.00% Reduced -279.1k -279,125
60 Signal Advisors Wealth, LLC 0.07% of their portfolio DETROIT, MI 20,63220.6k $898.3k $898.3k 0.07% Added +5.6k +5,583
61 B. Riley Wealth Advisors, Inc. 0.04% of their portfolio MEMPHIS, TN 20,61620.6k $897.6k $897.6k 0.04% Added +1.0k +1,034
62 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,23320.2k $880.9k $880.9k 0.00% Added +857 +857
63 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 18,35818.4k $799.3k $799.3k 0.02% New
64 SHEETS SMITH WEALTH MANAGEMENT 0.08% of their portfolio WINSTON-SALEM, NC 17,07117.1k $743.3k $743.3k 0.08% Added +1.6k +1,648
65 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 16,37216.4k $712.8k $712.8k 0.02% Reduced -1.6k -1,581
66 HOWARD BAILEY SECURITIES, LLC 0.28% of their portfolio FORT WAYNE, IN 16,23816.2k $707.0k $707.0k 0.28% Reduced -192.1k -192,125
67 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,19216.2k $705.0k $705.0k 0.00% Reduced -317 -317
68 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 15,36415.4k $668.9k $668.9k 0.00% Added +3.3k +3,283
69 EVOLUTION WEALTH MANAGEMENT INC. 0.52% of their portfolio FORT MYERS, FL 14,47814.5k $630.4k $630.4k 0.52% Reduced -53 -53
70 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 13,65813.7k $594.7k $594.7k 0.00% Added +1.6k +1,612
71 Comprehensive Money Management Services LLC 0.40% of their portfolio CORAL GABLES, FL 13,36713.4k $582.0k $582.0k 0.40% Unchanged
72 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 13,22213.2k $575.7k $575.7k 0.01% Reduced -106 -106
73 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 12,94412.9k $563.6k $563.6k 0.01% Added +596 +596
74 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 12,63412.6k $550.1k $550.1k 0.01% Added +53 +53
75 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 12,55712.6k $547.0k $547.0k 0.00% Reduced -510 -510
76 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 12,36612.4k $538.4k $538.4k 0.00% Reduced -14.9k -14,949
77 Oregon Pacific Wealth Management, LLC 0.55% of their portfolio Medford, OR 12,16612.2k $529.7k $529.7k 0.55% Added +4.6k +4,620
78 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,78511.8k $513.1k $513.1k 0.01% Added +4.4k +4,410
79 CRUX WEALTH ADVISORS 0.18% of their portfolio LONG BEACH, CA 10,91610.9k $475.3k $475.3k 0.18% Reduced -3.1k -3,119
80 WESCAP Management Group, Inc. 0.09% of their portfolio Glendale, CA 10,70910.7k $466.3k $466.3k 0.09% Reduced -237 -237
81 MONEY CONCEPTS CAPITAL CORP 0.03% of their portfolio PALM BEACH GARDENS, FL 10,55910.6k $459.7k $459.7k 0.03% Added +552 +552
82 WCG Wealth Advisors LLC 0.01% of their portfolio LAS VEGAS, NV 10,30210.3k $448.5k $448.5k 0.01% Added +36 +36
83 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 10,14210.1k $442.0k $442.0k 0.01% Added +3.4k +3,435
84 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 10,06210.1k $438.1k $438.1k 0.03% Added +20 +20
85 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 9,8329.8k $428.1k $428.1k 0.00% Unchanged
86 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 9,6899.7k $421.9k $421.9k 0.04% Unchanged
87 American Money Management, LLC 0.06% of their portfolio Rancho Santa Fe, CA 9,3809.4k $408.4k $408.4k 0.06% Reduced -147 -147
88 Hopwood Nicholas Hunter 0.13% of their portfolio PLYMOUTH, MI 9,1789.2k $399.6k $399.6k 0.13% First filing
89 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,8528.9k $385.5k $385.5k 0.00% Reduced -478 -478
90 Seek First Inc. 0.25% of their portfolio Campbell, CA 8,2618.3k $359.7k $359.7k 0.25% Added +36 +36
91 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 8,2448.2k $358.9k $358.9k 0.00% Added +72 +72
92 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,1108.1k $353.0k $353.0k 0.00% New
93 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 7,6177.6k $331.7k $331.7k 0.00% New
94 Greykasell Wealth Strategies, Inc. 0.13% of their portfolio DANVILLE, CA 7,5887.6k $330.4k $330.4k 0.13% Unchanged
95 WealthPoint Financial, LLC 0.27% of their portfolio CRAMERTON, NC 7,1757.2k $312.4k $312.4k 0.27% First filing
96 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 6,9446.9k $302.3k $302.3k 0.01% Added +30 +30
97 Riverbend Wealth Management, LLC 0.19% of their portfolio Myrtle Beach, SC 6,8376.8k $297.7k $297.7k 0.19% New
98 Gateway Wealth Partners, LLC 0.03% of their portfolio APPLETON, WI 6,6436.6k $289.2k $289.2k 0.03% New
99 Empirical Asset Management, LLC 0.08% of their portfolio WELLESLEY, MA 6,6296.6k $288.6k $288.6k 0.08% New
100 Portland Financial Advisors Inc 0.61% of their portfolio PORT WASHINGTON, NY 6,5986.6k $287.3k $287.3k 0.61% Unchanged