Vault-13

WISDOMTREE TR DDWM

DYNAMIC INTL EQT · ETP · CUSIP 97717X263

145 institutional holders +12 vs Q4 2025
25,403,70925.4m shares reported held*
$1.1bnreported value*
24 new 69 added 32 reduced 10 sold out net bought ≈ $106.5m (+2.4m 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 ($88.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.24.

Trends to Q1 2026

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: 133Q1 26: 145145Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026145

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 85 bought or addedQ4 25: 35 cut or sold outQ1 26: 93 bought or addedQ1 26: 42 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243530
Q3 20244027
Q4 20244332
Q1 20254743
Q2 20256335
Q3 20257136
Q4 20258535
Q1 20269342

Biggest buyers

LPL Financial LLC Added +766,448+766.4k
Horizon Wealth Management, LLC New +445,469+445.5k
UBS Group AG Added +390,102+390.1k
Baird Financial Group, Inc. Added +343,870+343.9k
Choice Wealth Advisors LLC New +336,513+336.5k
JANE STREET GROUP, LLC Added +181,053+181.1k
OneDigital Investment Advisors LLC New +180,273+180.3k
BANK OF AMERICA CORP /DE/ Added +146,280+146.3k
RAYMOND JAMES FINANCIAL INC Added +140,814+140.8k
PARK NATIONAL CORP /OH/ Added +137,782+137.8k

Biggest sellers

AXXCESS WEALTH MANAGEMENT, LLC Sold out -1,157,125-1.2m
Insight Advisors, LLC/ PA Sold out -185,854-185.9k
Concurrent Investment Advisors, LLC Reduced -135,716-135.7k
MML INVESTORS SERVICES, LLC Reduced -60,525-60.5k
SK Wealth Management, LLC Reduced -58,562-58.6k
Trivium Point Advisory, LLC Reduced -48,916-48.9k
Tidemark, LLC Reduced -29,175-29.2k
Atria Investments, Inc Reduced -26,063-26.1k
TRUIST FINANCIAL CORP Sold out -20,233-20.2k
Kestra Advisory Services, LLC Reduced -20,089-20.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PARK NATIONAL CORP /OH/ 4.94% of their portfolio NEWARK, OH 3,678,9913.7m $162.3m $162.3m 4.94% Added +137.8k +137,782
2 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 3,167,8503.2m $139.7m $139.7m 0.04% Added +766.4k +766,448
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,150,5172.2m $94.9m $94.9m 0.01% Added +109.2k +109,158
4 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,384,4791.4m $61.1m $61.1m 0.02% Added +140.8k +140,814
5 Hennion & Walsh Asset Management, Inc. 1.98% of their portfolio Parsippany, NJ 1,331,0881.3m $58.7m $58.7m 1.98% Added +71.3k +71,311
6 Capital Asset Advisory Services LLC 2.11% of their portfolio Williamston, MI 1,186,9001.2m $55.0m $55.0m 2.11% Added +24.8k +24,848
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,028,8631.0m $45.4m $45.4m 0.00% Added +146.3k +146,280
8 SK Wealth Management, LLC 11.57% of their portfolio PROVIDENCE, RI 931,914931.9k $41.7m $41.7m 11.57% Reduced -58.6k -58,562
9 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 738,583738.6k $32.6m $32.6m 0.03% Added +29.4k +29,366
10 Steward Partners Investment Advisory, LLC 0.16% of their portfolio STAMFORD, CT 700,739700.7k $30.9m $30.9m 0.16% Added +59.2k +59,233
11 UBS Group AG 0.01% of their portfolio ZURICH, V8 698,744698.7k $30.8m $30.8m 0.01% Added +390.1k +390,102
12 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 690,532690.5k $30.5m $30.5m 0.01% Added +30.9k +30,938
13 Stratos Investment Management, LLC 1.05% of their portfolio BEACHWOOD, OH 593,549593.5k $26.2m $26.2m 1.05% Added +272 +272
14 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 525,779525.8k $23.2m $23.2m 0.06% Reduced -60.5k -60,525
15 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 483,311483.3k $21.3m $21.3m 0.03% Added +343.9k +343,870
16 Lido Advisors, LLC 0.08% of their portfolio Los Angeles, CA 457,898457.9k $20.2m $20.2m 0.08% Added +15.0k +14,992
17 Horizon Wealth Management, LLC 2.88% of their portfolio LA GRANGE, IL 445,469445.5k $19.6m $19.6m 2.88% New
18 Atria Investments, Inc 0.18% of their portfolio Charlotte, NC 364,294364.3k $16.1m $16.1m 0.18% Reduced -26.1k -26,063
19 Tidemark, LLC 4.01% of their portfolio SAN DIEGO, CA 357,878357.9k $15.8m $15.8m 4.01% Reduced -29.2k -29,175
20 Choice Wealth Advisors LLC 5.83% of their portfolio WATERVILLE, ME 336,513336.5k $14.8m $14.8m 5.83% New
21 Impact Capital Partners LLC 3.08% of their portfolio GREENWOOD VILLAGE, CO 230,768230.8k $10.2m $10.2m 3.08% Added +30.6k +30,605
22 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 201,928201.9k $8.9m $8.9m 0.01% Added +181.1k +181,053
23 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 201,112201.1k $8.9m $8.9m 0.02% Added +22.0k +22,046
24 OneDigital Investment Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 180,273180.3k $8.0m $8.0m 0.08% New
25 Burns Matteson Capital Management, LLC 2.92% of their portfolio CORNING, NY 169,859169.9k $7.5m $7.5m 2.92% Added +57.5k +57,542
26 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 151,128151.1k $6.7m $6.7m 0.03% Reduced -20.1k -20,089
27 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 148,398148.4k $6.5m $6.5m 0.03% Added +42.1k +42,102
28 Mariner, LLC 0.01% of their portfolio Overland Park, KS 144,691144.7k $6.4m $6.4m 0.01% Reduced -6.1k -6,054
29 Frazier Financial Advisors, LLC 3.37% of their portfolio COLUMBUS, OH 138,034138.0k $6.1m $6.1m 3.37% Added +889 +889
30 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 110,922110.9k $4.9m $4.9m 0.02% New
31 FFG RETIREMENT ADVISORS LLC 2.54% of their portfolio CENTENNIAL, CO 98,93598.9k $4.4m $4.4m 2.54% Added +600 +600
32 Smartleaf Asset Management LLC 0.15% of their portfolio BOSTON, MA 98,69898.7k $4.2m $4.2m 0.15% Added +32.9k +32,883
33 LANARK FINANCIAL, INC. 0.31% of their portfolio BIRMINGHAM, AL 92,96293.0k $4.1m $4.1m 0.31% Added +19.8k +19,808
34 Simplicity Wealth,LLC 0.22% of their portfolio SUMMIT, NJ 88,08688.1k $3.9m $3.9m 0.22% Added +7.8k +7,837
35 Occidental Asset Management, LLC 0.46% of their portfolio Burlingame, CA 87,10987.1k $3.8m $3.8m 0.46% Reduced -12.8k -12,836
36 VestGen Advisors, LLC 0.11% of their portfolio CHICAGO, IL 86,65486.7k $4.0m $4.0m 0.11% Added +24.0k +23,968
37 Vericrest Private Wealth 3.31% of their portfolio NEWTOWN, PA 83,53783.5k $3.7m $3.7m 3.31% Added +10.2k +10,162
38 COLUMBIA ADVISORY PARTNERS LLC 2.30% of their portfolio SPOKANE, WA 81,83581.8k $3.6m $3.6m 2.30% New
39 Premier Private Wealth Management LLC 3.69% of their portfolio PALM HARBOR, FL 79,36979.4k $3.5m $3.5m 3.69% Reduced -9.3k -9,329
40 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 78,09278.1k $3.4m $3.4m 0.02% Added +2.9k +2,944
41 FLOW TRADERS U.S. LLC 0.09% of their portfolio NEW YORK, NY 66,71966.7k $2.9m $2.9m 0.09% New
42 GREAT VALLEY ADVISOR GROUP, INC. 0.05% of their portfolio WILMINGTON, DE 65,53365.5k $2.9m $2.9m 0.05% Added +55.4k +55,391
43 Trilogy Capital Inc. 0.12% of their portfolio IRVINE, CA 62,34062.3k $2.7m $2.7m 0.12% Added +25.0k +25,048
44 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 61,12961.1k $2.7m $2.7m 0.00% Added +131 +131
45 Caprock Group, LLC 0.06% of their portfolio BOISE, ID 56,55656.6k $2.5m $2.5m 0.06% Added +143 +143
46 OPTIMA CAPITAL LLC 1.10% of their portfolio PORTLAND, OR 53,85053.9k $2.4m $2.4m 1.10% Reduced -1.7k -1,726
47 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 49,01449.0k $2.2m $2.2m 0.00% Added +1.3k +1,270
48 MOODY NATIONAL BANK TRUST DIVISION 0.19% of their portfolio GALVESTON, TX 46,17746.2k $2.0m $2.0m 0.19% Unchanged
49 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 45,12045.1k $2.0m $2.0m 0.02% New
50 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 44,47644.5k $2.0m $2.0m 0.00% Reduced -2.1k -2,083
51 Geneos Wealth Management Inc. 0.05% of their portfolio ENGLEWOOD, CO 44,39144.4k $2.0m $2.0m 0.05% Reduced -4.6k -4,592
52 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 34,29334.3k $1.5m $1.5m 0.00% New
53 TCFG WEALTH MANAGEMENT, LLC 0.55% of their portfolio LAGUNA NIGUEL, CA 33,30333.3k $1.5m $1.5m 0.55% Added +4.2k +4,177
54 TCFG Investment Advisors, LLC 0.55% of their portfolio LAGUNA NIGUEL, CA 33,30333.3k $1.5m $1.5m 0.55% First filing
55 AssuredPartners Investment Advisors, LLC 0.16% of their portfolio Tampa, FL 33,02433.0k $1.5m $1.5m 0.16% Reduced -965 -965
56 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 32,31932.3k $1.4m $1.4m 0.02% Reduced -97 -97
57 WORLD EQUITY GROUP, INC. 0.36% of their portfolio SCHAUMBURG, IL 31,52831.5k $1.4m $1.4m 0.36% Added +1.3k +1,262
58 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 29,19829.2k $1.3m $1.3m 0.02% Added +6.7k +6,651
59 HF Advisory Group, LLC 0.43% of their portfolio Annapolis, MD 28,53228.5k $1.3m $1.3m 0.43% Added +1.2k +1,220
60 Signal Advisors Wealth, LLC 0.09% of their portfolio DETROIT, MI 28,37328.4k $1.3m $1.3m 0.09% Added +7.7k +7,741
61 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 25,88925.9k $1.1m $1.1m 0.01% Reduced -982 -982
62 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 25,87025.9k $1.1m $1.1m 0.02% Added +468 +468
63 B. Riley Wealth Advisors, Inc. 0.07% of their portfolio MEMPHIS, TN 24,25324.3k $1.0m $1.0m 0.07% Added +3.6k +3,637
64 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 23,49123.5k $1.0m $1.0m 0.00% Reduced -724 -724
65 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 22,63722.6k $998.5k $998.5k 0.02% Added +106 +106
66 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 22,49422.5k $992.2k $992.2k 0.01% Added +10.1k +10,128
67 SHEETS SMITH WEALTH MANAGEMENT 0.09% of their portfolio WINSTON-SALEM, NC 17,80317.8k $785.3k $785.3k 0.09% Added +732 +732
68 TigerOak Management, L.L.C. 0.24% of their portfolio NASHVILLE, TN 17,36417.4k $765.9k $765.9k 0.24% New
69 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 17,15317.2k $756.6k $756.6k 0.00% Added +1.8k +1,789
70 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 17,15117.2k $756.6k $756.6k 0.00% Added +959 +959
71 Oregon Pacific Wealth Management, LLC 0.79% of their portfolio Medford, OR 17,11717.1k $755.0k $755.0k 0.79% Added +5.0k +4,951
72 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 16,74916.7k $738.8k $738.8k 0.02% Added +377 +377
73 HOWARD BAILEY SECURITIES, LLC 0.29% of their portfolio FORT WAYNE, IN 16,02216.0k $706.7k $706.7k 0.29% Reduced -216 -216
74 WCG Wealth Advisors LLC 0.02% of their portfolio LAS VEGAS, NV 15,47515.5k $682.6k $682.6k 0.02% Added +5.2k +5,173
75 Trivium Point Advisory, LLC 0.12% of their portfolio WILTON, CT 15,32015.3k $675.8k $675.8k 0.12% Reduced -48.9k -48,916
76 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 15,23915.2k $672.2k $672.2k 0.00% Added +1.6k +1,581
77 EVOLUTION WEALTH MANAGEMENT INC. 0.48% of their portfolio FORT MYERS, FL 14,84914.8k $655.0k $655.0k 0.48% Added +371 +371
78 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 14,72114.7k $649.3k $649.3k 0.02% Reduced -3.6k -3,637
79 Alchemi Wealth, LLC 0.36% of their portfolio ESSEX, CT 14,55214.6k $641.9k $641.9k 0.36% New
80 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 13,88513.9k $612.5k $612.5k 0.01% Added +5.6k +5,641
81 Comprehensive Money Management Services LLC 0.39% of their portfolio CORAL GABLES, FL 13,36713.4k $589.6k $589.6k 0.39% Unchanged
82 INSIGNEO ADVISORY SERVICES, LLC 0.04% of their portfolio MIAMI, FL 13,29713.3k $586.5k $586.5k 0.04% Added +3.2k +3,235
83 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 13,17813.2k $581.2k $581.2k 0.02% Added +6.5k +6,535
84 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 12,66712.7k $558.7k $558.7k 0.01% Added +33 +33
85 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 12,57212.6k $554.6k $554.6k 0.01% Reduced -372 -372
86 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 12,55612.6k $554.0k $554.0k 0.00% Reduced -1 -1
87 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 11,69611.7k $515.9k $515.9k 0.01% Reduced -135.7k -135,716
88 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,06811.1k $488.2k $488.2k 0.01% Reduced -717 -717
89 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,71110.7k $472.5k $472.5k 0.01% Reduced -2.5k -2,511
90 WESCAP Management Group, Inc. 0.09% of their portfolio Glendale, CA 10,70910.7k $472.4k $472.4k 0.09% Unchanged
91 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 10,20410.2k $450.1k $450.1k 0.02% Reduced -355 -355
92 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 9,8329.8k $433.7k $433.7k 0.01% Unchanged
93 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 9,6899.7k $427.4k $427.4k 0.04% Unchanged
94 Hopwood Nicholas Hunter 0.13% of their portfolio PLYMOUTH, MI 9,5109.5k $419.5k $419.5k 0.13% Added +332 +332
95 Paragon Capital Management Ltd 0.08% of their portfolio DENVER, CO 8,8538.9k $390.5k $390.5k 0.08% New
96 American Money Management, LLC 0.06% of their portfolio Rancho Santa Fe, CA 8,6478.6k $381.4k $381.4k 0.06% Reduced -733 -733
97 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,4758.5k $373.0k $373.0k 0.00% Added +2.1k +2,137
98 CRUX WEALTH ADVISORS 0.14% of their portfolio LONG BEACH, CA 8,4668.5k $373.4k $373.4k 0.14% Reduced -2.5k -2,450
99 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 8,2328.2k $363.1k $363.1k 0.01% New
100 Seek First Inc. 0.25% of their portfolio Campbell, CA 8,0538.1k $355.2k $355.2k 0.25% Reduced -208 -208