Vault-13

WISDOMTREE TR DDLS

DYNAMIC INT EQ · ETP · CUSIP 97717X271

41 institutional holders -2 vs Q1 2026
1,817,4601.8m shares reported held*
$80.1mreported value*
4 new 18 added 8 reduced 5 sold out net bought ≈ $317.3k (+7.2k 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. Holder counts are more reliable. Implied quarter-end price ≈ $44.05.

Trends to Q2 2026

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: 44Q3 25: 40Q4 25: 42Q1 26: 43Q2 26: 4141Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202540
Q4 202542
Q1 202643
Q2 202641

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 25Q3 25: 19 bought or addedQ3 25: 14 cut or sold outQ4 25: 19 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 21 bought or addedQ1 26: 16 cut or sold outQ2 26: 22 bought or addedQ2 26: 13 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242010
Q4 20241610
Q1 20252611
Q2 20252413
Q3 20251914
Q4 20251912
Q1 20262116
Q2 20262213

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +64,227+64.2k
KESTRA PRIVATE WEALTH SERVICES, LLC Added +37,309+37.3k
Creative Planning New +12,111+12.1k
Cetera Investment Advisers Added +11,248+11.2k
RAYMOND JAMES FINANCIAL INC New +10,952+11.0k
HRT FINANCIAL LP New +6,107+6.1k
Stonebridge Wealth Management, LLC Added +4,983+5.0k
Berkeley, Inc Added +4,632+4.6k
Quantinno Capital Management LP Added +3,100+3.1k
High Note Wealth, LLC Added +2,569+2.6k

Biggest sellers

AE Wealth Management LLC Reduced -99,251-99.3k
JANE STREET GROUP, LLC Reduced -19,632-19.6k
TOUNJIAN ADVISORY PARTNERS, LLC Sold out -14,590-14.6k
COMMONWEALTH EQUITY SERVICES, LLC Sold out -5,720-5.7k
Modera Wealth Management, LLC Sold out -5,605-5.6k
BANK OF AMERICA CORP /DE/ Sold out -5,391-5.4k
MERCER GLOBAL ADVISORS INC /ADV Reduced -4,046-4.0k
LPL Financial LLC Reduced -3,925-3.9k
Composition Wealth, LLC Reduced -849-849
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Reduced -136-136

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 KESTRA PRIVATE WEALTH SERVICES, LLC 0.12% of their portfolio AUSTIN, TX 255,125255.1k $11.2m $11.2m 0.12% Added +37.3k +37,309
2 Stonebridge Wealth Management, LLC 8.98% of their portfolio OAK BROOK, IL 227,568227.6k $10.0m $10.0m 8.98% Added +5.0k +4,983
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 213,885213.9k $9.4m $9.4m 0.01% Added +11.2k +11,248
4 Berkeley, Inc 2.61% of their portfolio Boise, ID 189,056189.1k $8.3m $8.3m 2.61% Added +4.6k +4,632
5 FLOW TRADERS U.S. LLC 0.32% of their portfolio NEW YORK, NY 175,066175.1k $7.7m $7.7m 0.32% Added +1.1k +1,077
6 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 153,062153.1k $6.7m $6.7m 0.03% Reduced -99.3k -99,251
7 High Note Wealth, LLC 1.01% of their portfolio DEEPHAVEN, MN 133,915133.9k $5.9m $5.9m 1.01% Added +2.6k +2,569
8 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 129,450129.4k $5.7m $5.7m 0.01% Added +64.2k +64,227
9 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 81,28581.3k $3.6m $3.6m 0.01% Added +663 +663
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 51,28351.3k $2.3m $2.3m 0.00% Reduced -3.9k -3,925
11 CERTUITY, LLC 0.09% of their portfolio NORTH PALM BEACH, FL 41,04941.0k $1.8m $1.8m 0.09% Added +504 +504
12 JT Stratford LLC 0.19% of their portfolio GAINESVILLE, GA 38,88338.9k $1.7m $1.7m 0.19% Added +1.5k +1,548
13 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 27,75327.8k $1.2m $1.2m 0.00% Reduced -19.6k -19,632
14 United Advisor Group, LLC 0.11% of their portfolio CINCINNATI, OH 24,59024.6k $1.1m $1.1m 0.11% Added +977 +977
15 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 12,11112.1k $533.5k $533.5k 0.00% New
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 10,95211.0k $482.5k $482.5k 0.00% New
17 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 8,4598.5k $372.6k $372.6k 0.00% Added +3.1k +3,100
18 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,1076.1k $269.0k $269.0k 0.00% New
19 Composition Wealth, LLC 0.00% of their portfolio LOS ANGELES, CA 6,0476.0k $266.4k $266.4k 0.00% Reduced -849 -849
20 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 6,0066.0k $264.6k $264.6k 0.01% Reduced -120 -120
21 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,6984.7k $207.0k $207.0k 0.00% Reduced -4.0k -4,046
22 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 3,7003.7k $163.0k $163.0k 0.00% Unchanged
23 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 2,5112.5k $110.6k $110.6k 0.00% Added +2.1k +2,120
24 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,2992.3k $101.3k $101.3k 0.00% Added +1 +1
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,0862.1k $92.0k $92.0k 0.00% Added +22 +22
26 Frazier Financial Advisors, LLC 0.04% of their portfolio COLUMBUS, OH 1,7521.8k $77.2k $77.2k 0.04% Unchanged
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,6771.7k $73.9k $73.9k 0.00% Added +1.3k +1,316
28 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,2811.3k $56.4k $56.4k 0.00% Unchanged
29 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 875875 $38.5k $38.5k 0.01% Unchanged
30 UBS Group AG 0.00% of their portfolio ZURICH, V8 867867 $38.2k $38.2k 0.00% Unchanged
31 Key Capital Management, INC 0.02% of their portfolio HENDERSONVILLE, TN 37075, TN 857857 $37.8k $37.8k 0.02% New
32 FMR LLC 0.00% of their portfolio BOSTON, MA 673673 $29.6k $29.6k 0.00% Added +182 +182
33 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 629629 $27.7k $27.7k 0.01% Unchanged
34 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 552552 $24.3k $24.3k 0.00% Added +3 +3
35 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 411411 $18.1k $18.1k 0.00% Unchanged
36 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 310310 $13.7k $13.7k 0.00% Reduced -136 -136
37 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 296296 $13.0k $13.0k 0.00% Unchanged
38 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 148148 $6.5k $6.5k 0.00% Unchanged
39 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 116116 $5.1k $5.1k 0.00% Reduced -6 -6
40 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 5050 $2.2k $2.2k 0.00% Unchanged
41 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2020 $881 $881 0.00% Unchanged