Vault-13

WISDOMTREE TR DDLS

DYNAMIC INT EQ · ETP · CUSIP 97717X271

44 institutional holders +5 vs Q1 2025
1,314,7831.3m shares reported held*
$51.9mreported value*
8 new 16 added 9 reduced 4 sold out net bought ≈ $9.4m (+237.2k 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 ($30.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.44.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 17Q4 22: 21Q1 23: 23Q2 23: 26Q3 23: 22Q4 23: 24Q1 24: 24Q2 24: 29Q3 24: 30Q4 24: 32Q1 25: 39Q2 25: 4444Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202217
Q4 202221
Q1 202323
Q2 202326
Q3 202322
Q4 202324
Q1 202424
Q2 202429
Q3 202430
Q4 202432
Q1 202539
Q2 202544

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 9 bought or addedQ3 23: 11 cut or sold outQ4 23: 12 bought or addedQ4 23: 9 cut or sold outQ4 23Q1 24: 17 bought or addedQ1 24: 10 cut or sold outQ2 24: 19 bought or addedQ2 24: 9 cut or sold outQ2 24Q3 24: 20 bought or addedQ3 24: 10 cut or sold outQ4 24: 16 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 11 cut or sold outQ2 25: 24 bought or addedQ2 25: 13 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023911
Q4 2023129
Q1 20241710
Q2 2024199
Q3 20242010
Q4 20241610
Q1 20252611
Q2 20252413

Biggest buyers

Berkeley, Inc Added +110,684+110.7k
Cambridge Investment Research Advisors, Inc. New +54,177+54.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +35,632+35.6k
CITADEL ADVISORS LLC New +21,292+21.3k
UBS Group AG Added +14,646+14.6k
AE Wealth Management LLC Added +13,806+13.8k
CERTUITY, LLC Added +7,328+7.3k
Modera Wealth Management, LLC New +5,605+5.6k
High Note Wealth, LLC Added +4,654+4.7k
Exchange Capital Management, Inc. Added +4,018+4.0k

Biggest sellers

FLOW TRADERS U.S. LLC Reduced -12,409-12.4k
LPL Financial LLC Reduced -9,945-9.9k
JANE STREET GROUP, LLC Reduced -6,888-6.9k
Accent Capital Management, LLC Sold out -4,491-4.5k
MORGAN STANLEY Reduced -2,584-2.6k
Cetera Investment Advisers Reduced -2,116-2.1k
Geneos Wealth Management Inc. Reduced -1,281-1.3k
COLDSTREAM CAPITAL MANAGEMENT INC Sold out -1,089-1.1k
SouthState Bank Corp Sold out -664-664
Strategic Financial Concepts, LLC Reduced -478-478

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Stonebridge Wealth Management, LLC 8.72% of their portfolio OAK BROOK, IL 234,131234.1k $9.2m $9.2m 8.72% First filing
2 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 187,496187.5k $7.4m $7.4m 0.01% Reduced -2.1k -2,116
3 Berkeley, Inc 2.36% of their portfolio Boise, ID 166,589166.6k $6.6m $6.6m 2.36% Added +110.7k +110,684
4 High Note Wealth, LLC 1.07% of their portfolio DEEPHAVEN, MN 117,828117.8k $4.7m $4.7m 1.07% Added +4.7k +4,654
5 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 104,556104.6k $4.1m $4.1m 0.03% Added +13.8k +13,806
6 Exchange Capital Management, Inc. 0.41% of their portfolio Ann Arbor, MI 69,99570.0k $2.8m $2.8m 0.41% Added +4.0k +4,018
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 67,77467.8k $2.7m $2.7m 0.00% Reduced -9.9k -9,945
8 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 63,98464.0k $2.5m $2.5m 0.00% Reduced -6.9k -6,888
9 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 54,17754.2k $2.1m $2.1m 0.01% New
10 FLOW TRADERS U.S. LLC 0.05% of their portfolio NEW YORK, NY 36,29136.3k $1.4m $1.4m 0.05% Reduced -12.4k -12,409
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,63235.6k $1.4m $1.4m 0.00% New
12 JT Stratford LLC 0.19% of their portfolio GAINESVILLE, GA 31,79731.8k $1.3m $1.3m 0.19% Added +1.6k +1,637
13 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,29221.3k $841.0k $841.0k 0.00% New
14 United Advisor Group, LLC 0.14% of their portfolio CINCINNATI, OH 20,97921.0k $828.7k $828.7k 0.14% Added +1.8k +1,791
15 TOUNJIAN ADVISORY PARTNERS, LLC 0.11% of their portfolio FORT MYERS, FL 16,61016.6k $587.1k $587.1k 0.11% Reduced -146 -146
16 CERTUITY, LLC 0.06% of their portfolio NORTH PALM BEACH, FL 15,75615.8k $622.4k $622.4k 0.06% Added +7.3k +7,328
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 14,93514.9k $589.9k $589.9k 0.00% Added +14.6k +14,646
18 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 11,53011.5k $455.4k $455.4k 0.00% Added +236 +236
19 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 7,5697.6k $299.0k $299.0k 0.01% Added +85 +85
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,6346.6k $262.0k $262.0k 0.00% Added +939 +939
21 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 5,6055.6k $221.4k $221.4k 0.00% New
22 Strategic Financial Concepts, LLC 0.03% of their portfolio SAN ANTONIO, TX 5,3425.3k $211.0k $211.0k 0.03% Reduced -478 -478
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 4,9384.9k $195.1k $195.1k 0.00% Reduced -241 -241
24 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 3,7003.7k $146.2k $146.2k 0.01% Unchanged
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,3971.4k $55.2k $55.2k 0.00% New
26 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,2811.3k $50.6k $50.6k 0.00% Reduced -1.3k -1,281
27 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,1641.2k $46.0k $46.0k 0.00% Added +30 +30
28 Capital A Wealth Management, LLC 0.34% of their portfolio CRANBERRY TWP, PA 927927 $30.7k $30.7k 0.34% New
29 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 875875 $34.6k $34.6k 0.01% Unchanged
30 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 728728 $28.8k $28.8k 0.00% Unchanged
31 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 657657 $26.0k $26.0k 0.00% Added +309 +309
32 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 629629 $24.8k $24.8k 0.01% Unchanged
33 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 434434 $17.1k $17.1k 0.00% Added +126 +126
34 Frazier Financial Advisors, LLC 0.01% of their portfolio COLUMBUS, OH 429429 $16.9k $16.9k 0.01% Unchanged
35 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 411411 $16.2k $16.2k 0.00% Unchanged
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 410410 $16.0k $16.0k 0.00% Added +244 +244
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 342342 $13.5k $13.5k 0.00% Unchanged
38 CWM, LLC 0.00% of their portfolio OMAHA, NE 329329 $13.0k $13.0k 0.00% Unchanged
39 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 296296 $11.7k $11.7k 0.00% New
40 FMR LLC 0.00% of their portfolio BOSTON, MA 131131 $5.2k $5.2k 0.00% Added +21 +21
41 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 100100 $4.0k $4.0k 0.00% Reduced -2.6k -2,584
42 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2020 $790 $790 0.00% Unchanged
43 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1010 $395 $395 0.00% New
44 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged