Vault-13

WISDOMTREE TR DDWM

DYNAMIC INTL EQT · ETP · CUSIP 97717X263

145 institutional holders +0 vs Q1 2026
28,761,13628.8m shares reported held*
$1.3bnreported value*
10 new 79 added 34 reduced 9 sold out net bought ≈ $155.4m (+3.4m 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 ($160.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.21.

Trends to Q2 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: 145Q2 26: 145145Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026145

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 93 bought or addedQ1 26: 42 cut or sold outQ2 26: 89 bought or addedQ2 26: 43 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244027
Q4 20244332
Q1 20254743
Q2 20256335
Q3 20257136
Q4 20258535
Q1 20269342
Q2 20268943

Biggest buyers

AXXCESS WEALTH MANAGEMENT, LLC New +1,241,604+1.2m
LPL Financial LLC Added +812,922+812.9k
Cambridge Investment Research Advisors, Inc. Added +470,092+470.1k
MORGAN STANLEY Added +219,744+219.7k
MML INVESTORS SERVICES, LLC Added +143,188+143.2k
RAYMOND JAMES FINANCIAL INC Added +138,501+138.5k
Hennion & Walsh Asset Management, Inc. Added +102,659+102.7k
UBS Group AG Added +96,758+96.8k
CITADEL ADVISORS LLC New +83,161+83.2k
PARK NATIONAL CORP /OH/ Added +82,784+82.8k

Biggest sellers

SK Wealth Management, LLC Reduced -238,163-238.2k
Tidemark, LLC Reduced -170,661-170.7k
Private Advisor Group, LLC Reduced -111,774-111.8k
FFG RETIREMENT ADVISORS LLC Sold out -98,935-98.9k
FLOW TRADERS U.S. LLC Sold out -66,719-66.7k
Mariner, LLC Reduced -46,825-46.8k
Independent Advisor Alliance Sold out -45,120-45.1k
Atria Investments, Inc Reduced -37,964-38.0k
Lido Advisors, LLC Reduced -18,986-19.0k
Focus Partners Wealth Reduced -6,877-6.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 3,980,7724.0m $183.8m $183.8m 0.04% Added +812.9k +812,922
2 PARK NATIONAL CORP /OH/ 4.86% of their portfolio NEWARK, OH 3,761,7753.8m $173.7m $173.7m 4.86% Added +82.8k +82,784
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,370,2612.4m $109.5m $109.5m 0.01% Added +219.7k +219,744
4 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,522,9801.5m $70.3m $70.3m 0.02% Added +138.5k +138,501
5 Hennion & Walsh Asset Management, Inc. 1.89% of their portfolio Parsippany, NJ 1,433,7471.4m $66.2m $66.2m 1.89% Added +102.7k +102,659
6 Capital Asset Advisory Services LLC 2.10% of their portfolio Williamston, MI 1,255,4041.3m $58.0m $58.0m 2.10% Added +68.5k +68,504
7 AXXCESS WEALTH MANAGEMENT, LLC 0.91% of their portfolio CARLSBAD, CA 1,241,6041.2m $57.3m $57.3m 0.91% New
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,075,0101.1m $49.6m $49.6m 0.00% Added +46.1k +46,147
9 UBS Group AG 0.01% of their portfolio ZURICH, V8 795,502795.5k $36.7m $36.7m 0.01% Added +96.8k +96,758
10 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 795,480795.5k $36.7m $36.7m 0.03% Added +56.9k +56,897
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 751,061751.1k $34.7m $34.7m 0.01% Added +60.5k +60,529
12 Steward Partners Investment Advisory, LLC 0.17% of their portfolio STAMFORD, CT 704,543704.5k $32.5m $32.5m 0.17% Added +3.8k +3,804
13 SK Wealth Management, LLC 7.45% of their portfolio PROVIDENCE, RI 693,751693.8k $33.1m $33.1m 7.45% Reduced -238.2k -238,163
14 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 671,204671.2k $31.0m $31.0m 0.04% Added +470.1k +470,092
15 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 668,967669.0k $30.9m $30.9m 0.06% Added +143.2k +143,188
16 Stratos Investment Management, LLC 1.02% of their portfolio BEACHWOOD, OH 611,848611.8k $28.3m $28.3m 1.02% Added +18.3k +18,299
17 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 518,624518.6k $24.0m $24.0m 0.03% Added +35.3k +35,313
18 Horizon Wealth Management, LLC 2.60% of their portfolio LA GRANGE, IL 442,514442.5k $20.4m $20.4m 2.60% Reduced -3.0k -2,955
19 Lido Advisors, LLC 0.07% of their portfolio Los Angeles, CA 438,912438.9k $20.3m $20.3m 0.07% Reduced -19.0k -18,986
20 Choice Wealth Advisors LLC 5.78% of their portfolio WATERVILLE, ME 356,619356.6k $16.5m $16.5m 5.78% Added +20.1k +20,106
21 Atria Investments, Inc 0.15% of their portfolio Charlotte, NC 326,330326.3k $15.1m $15.1m 0.15% Reduced -38.0k -37,964
22 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 274,238274.2k $12.7m $12.7m 0.01% Added +72.3k +72,310
23 Impact Capital Partners LLC 3.05% of their portfolio GREENWOOD VILLAGE, CO 242,152242.2k $11.2m $11.2m 3.05% Added +11.4k +11,384
24 Burns Matteson Capital Management, LLC 2.80% of their portfolio CORNING, NY 190,915190.9k $8.8m $8.8m 2.80% Added +21.1k +21,056
25 Tidemark, LLC 1.95% of their portfolio SAN DIEGO, CA 187,217187.2k $8.6m $8.6m 1.95% Reduced -170.7k -170,661
26 OneDigital Investment Advisors LLC 0.07% of their portfolio OVERLAND PARK, KS 181,872181.9k $8.4m $8.4m 0.07% Added +1.6k +1,599
27 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 158,604158.6k $7.3m $7.3m 0.02% Added +7.5k +7,476
28 Frazier Financial Advisors, LLC 3.22% of their portfolio COLUMBUS, OH 137,883137.9k $6.4m $6.4m 3.22% Reduced -151 -151
29 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 117,967118.0k $5.4m $5.4m 0.02% Added +7.0k +7,045
30 Simplicity Wealth,LLC 0.16% of their portfolio SUMMIT, NJ 105,357105.4k $4.9m $4.9m 0.16% Added +17.3k +17,271
31 Trilogy Capital Inc. 0.18% of their portfolio IRVINE, CA 100,250100.2k $4.6m $4.6m 0.18% Added +37.9k +37,910
32 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 98,80098.8k $4.6m $4.6m 0.01% Added +49.8k +49,786
33 Smartleaf Asset Management LLC 0.15% of their portfolio BOSTON, MA 98,69898.7k $4.5m $4.5m 0.15% Unchanged
34 Mariner, LLC 0.00% of their portfolio Overland Park, KS 97,86697.9k $4.5m $4.5m 0.00% Reduced -46.8k -46,825
35 LANARK FINANCIAL, INC. 0.30% of their portfolio BIRMINGHAM, AL 97,44097.4k $4.5m $4.5m 0.30% Added +4.5k +4,478
36 VestGen Advisors, LLC 0.12% of their portfolio CHICAGO, IL 89,34189.3k $4.1m $4.1m 0.12% Added +2.7k +2,687
37 Vericrest Private Wealth 3.67% of their portfolio NEWTOWN, PA 89,31389.3k $4.1m $4.1m 3.67% Added +5.8k +5,776
38 Occidental Asset Management, LLC 0.39% of their portfolio Burlingame, CA 86,10086.1k $4.0m $4.0m 0.39% Reduced -1.0k -1,009
39 COLUMBIA ADVISORY PARTNERS LLC 2.16% of their portfolio SPOKANE, WA 84,66784.7k $3.9m $3.9m 2.16% Added +2.8k +2,832
40 GREAT VALLEY ADVISOR GROUP, INC. 0.06% of their portfolio WILMINGTON, DE 83,32483.3k $3.8m $3.8m 0.06% Added +17.8k +17,791
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 83,16183.2k $3.8m $3.8m 0.00% New
42 Premier Private Wealth Management LLC 3.32% of their portfolio PALM HARBOR, FL 82,14382.1k $3.8m $3.8m 3.32% Added +2.8k +2,774
43 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 78,64178.6k $3.6m $3.6m 0.02% Added +549 +549
44 Trivium Point Advisory, LLC 0.26% of their portfolio WILTON, CT 62,02262.0k $2.9m $2.9m 0.26% Added +46.7k +46,702
45 Western Wealth Management, LLC 0.09% of their portfolio GOLDEN, CO 60,78560.8k $2.8m $2.8m 0.09% Added +52.6k +52,553
46 Caprock Group, LLC 0.05% of their portfolio BOISE, ID 57,32657.3k $2.6m $2.6m 0.05% Added +770 +770
47 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 54,25254.3k $2.5m $2.5m 0.00% Reduced -6.9k -6,877
48 OPTIMA CAPITAL LLC 0.92% of their portfolio PORTLAND, OR 50,71550.7k $2.3m $2.3m 0.92% Reduced -3.1k -3,135
49 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 49,45149.5k $2.2m $2.2m 0.01% Added +23.6k +23,562
50 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 46,35546.4k $2.1m $2.1m 0.00% Added +1.9k +1,879
51 MOODY NATIONAL BANK TRUST DIVISION 0.18% of their portfolio GALVESTON, TX 46,17746.2k $2.1m $2.1m 0.18% Unchanged
52 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 44,97945.0k $2.1m $2.1m 0.04% Added +588 +588
53 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 37,73137.7k $1.7m $1.7m 0.03% First filing
54 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 37,15037.1k $1.7m $1.7m 0.00% Added +13.7k +13,659
55 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 36,62436.6k $1.7m $1.7m 0.01% Reduced -111.8k -111,774
56 Signal Advisors Wealth, LLC 0.09% of their portfolio DETROIT, MI 35,96836.0k $1.7m $1.7m 0.09% Added +7.6k +7,595
57 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 34,29334.3k $1.6m $1.6m 0.00% Unchanged
58 WORLD EQUITY GROUP, INC. 0.34% of their portfolio SCHAUMBURG, IL 33,31433.3k $1.5m $1.5m 0.34% Added +1.8k +1,786
59 TCFG Investment Advisors, LLC 0.52% of their portfolio LAGUNA NIGUEL, CA 32,87032.9k $1.5m $1.5m 0.52% Reduced -433 -433
60 AssuredPartners Investment Advisors, LLC 0.15% of their portfolio Tampa, FL 32,73532.7k $1.5m $1.5m 0.15% Reduced -289 -289
61 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 32,46332.5k $1.5m $1.5m 0.02% Added +3.3k +3,265
62 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 32,31932.3k $1.4m $1.4m 0.02% Unchanged
63 PURSUIT WEALTH STRATEGIES, LLC 1.92% of their portfolio RALEIGH, NC 31,92531.9k $1.5m $1.5m 1.92% New
64 HF Advisory Group, LLC 0.42% of their portfolio Annapolis, MD 29,47029.5k $1.4m $1.4m 0.42% Added +938 +938
65 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 27,70727.7k $1.3m $1.3m 0.01% Added +5.2k +5,213
66 B. Riley Wealth Advisors, Inc. 0.07% of their portfolio MEMPHIS, TN 26,23626.2k $1.2m $1.2m 0.07% Added +2.0k +1,983
67 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 26,13226.1k $1.2m $1.2m 0.02% Added +262 +262
68 TigerOak Management, L.L.C. 0.30% of their portfolio NASHVILLE, TN 22,92022.9k $1.1m $1.1m 0.30% Added +5.6k +5,556
69 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 22,67222.7k $1.0m $1.0m 0.02% Added +35 +35
70 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 22,17522.2k $1.0m $1.0m 0.01% Added +8.3k +8,290
71 Alchemi Wealth, LLC 0.42% of their portfolio ESSEX, CT 19,18919.2k $886.2k $886.2k 0.42% Added +4.6k +4,637
72 SHEETS SMITH WEALTH MANAGEMENT 0.08% of their portfolio WINSTON-SALEM, NC 18,20918.2k $840.9k $840.9k 0.08% Added +406 +406
73 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,17718.2k $839.4k $839.4k 0.00% Added +1.0k +1,026
74 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 17,58817.6k $812.2k $812.2k 0.00% Added +15.9k +15,904
75 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 17,33317.3k $800.4k $800.4k 0.00% Added +9.6k +9,591
76 Oregon Pacific Wealth Management, LLC 0.71% of their portfolio Medford, OR 16,44716.4k $759.5k $759.5k 0.71% Reduced -670 -670
77 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 15,30915.3k $707.0k $707.0k 0.02% Reduced -1.4k -1,440
78 EVOLUTION WEALTH MANAGEMENT INC. 0.41% of their portfolio FORT MYERS, FL 15,07115.1k $696.0k $696.0k 0.41% Added +222 +222
79 WCG Wealth Advisors LLC 0.02% of their portfolio LAS VEGAS, NV 15,04615.0k $694.8k $694.8k 0.02% Reduced -429 -429
80 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 14,48914.5k $669.1k $669.1k 0.03% Added +1.2k +1,192
81 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 14,36414.4k $663.3k $663.3k 0.01% Reduced -357 -357
82 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 13,99614.0k $646.3k $646.3k 0.01% Added +1.4k +1,424
83 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 13,89713.9k $641.8k $641.8k 0.00% Reduced -1.3k -1,342
84 HOWARD BAILEY SECURITIES, LLC 0.24% of their portfolio FORT WAYNE, IN 13,88513.9k $641.2k $641.2k 0.24% Reduced -2.1k -2,137
85 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 13,86113.9k $640.1k $640.1k 0.00% Reduced -3.3k -3,292
86 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 12,59012.6k $581.0k $581.0k 0.00% Added +34 +34
87 Comprehensive Money Management Services LLC 0.36% of their portfolio CORAL GABLES, FL 12,21212.2k $564.0k $564.0k 0.36% Reduced -1.2k -1,155
88 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,32611.3k $523.1k $523.1k 0.01% Added +258 +258
89 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 10,89710.9k $503.2k $503.2k 0.02% Added +693 +693
90 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 10,81110.8k $499.3k $499.3k 0.01% Reduced -1.9k -1,856
91 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,78510.8k $498.1k $498.1k 0.01% Added +74 +74
92 WESCAP Management Group, Inc. 0.09% of their portfolio Glendale, CA 10,70910.7k $494.5k $494.5k 0.09% Unchanged
93 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 10,63810.6k $491.3k $491.3k 0.02% Added +3.2k +3,198
94 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 9,98010.0k $460.9k $460.9k 0.00% Reduced -1.7k -1,716
95 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 9,7799.8k $451.6k $451.6k 0.00% Added +2.0k +2,008
96 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 9,6899.7k $447.4k $447.4k 0.04% Unchanged
97 Hopwood Nicholas Hunter 0.12% of their portfolio PLYMOUTH, MI 9,3629.4k $432.3k $432.3k 0.12% Reduced -148 -148
98 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,3369.3k $431.0k $431.0k 0.00% Added +861 +861
99 Town Capital LLC 0.27% of their portfolio BEL AIR, MD 9,2589.3k $427.5k $427.5k 0.27% New
100 TopTier Wealth Management, LLC 0.25% of their portfolio MUSKEGO, WI 9,0599.1k $418.4k $418.4k 0.25% Added +2.8k +2,824