Vault-13

WISDOMTREE TR DGRS

US S CAP QTY DIV · ETP · CUSIP 97717X651

123 institutional holders -1 vs Q1 2025
4,879,7274.9m shares reported held*
$227.4mreported value*
5 new 52 added 35 reduced 8 sold out net sold ≈ $3.9m (-82.5k 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 ≈ $46.61.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 80Q4 22: 83Q1 23: 84Q2 23: 85Q3 23: 87Q4 23: 92Q1 24: 98Q2 24: 104Q3 24: 110Q4 24: 132Q1 25: 124Q2 25: 123123Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202280
Q4 202283
Q1 202384
Q2 202385
Q3 202387
Q4 202392
Q1 202498
Q2 2024104
Q3 2024110
Q4 2024132
Q1 2025124
Q2 2025123

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 34 bought or addedQ3 23: 33 cut or sold outQ4 23: 39 bought or addedQ4 23: 35 cut or sold outQ4 23Q1 24: 42 bought or addedQ1 24: 39 cut or sold outQ2 24: 44 bought or addedQ2 24: 41 cut or sold outQ2 24Q3 24: 53 bought or addedQ3 24: 42 cut or sold outQ4 24: 67 bought or addedQ4 24: 33 cut or sold outQ4 24Q1 25: 62 bought or addedQ1 25: 58 cut or sold outQ2 25: 57 bought or addedQ2 25: 43 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233433
Q4 20233935
Q1 20244239
Q2 20244441
Q3 20245342
Q4 20246733
Q1 20256258
Q2 20255743

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150k$200kQ3 24 calls: $5.2kQ3 24 puts: $154.6kQ3 24P/C 30.00Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$5.2k$154.6k30.00
Q4 2024$0$0—
Q1 2025$0$0—
Q2 2025$0$0—

Biggest buyers

ROYAL BANK OF CANADA Added +103,333+103.3k
RAYMOND JAMES FINANCIAL INC Added +54,968+55.0k
Independent Advisor Alliance New +46,318+46.3k
LPL Financial LLC Added +38,749+38.7k
Vestmark Advisory Solutions, Inc. Added +24,759+24.8k
COLUMBIA ADVISORY PARTNERS LLC Added +19,811+19.8k
Stonebridge Financial Group, LLC Added +17,383+17.4k
Modern Wealth Management, LLC New +11,219+11.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +9,643+9.6k
XML Financial, LLC Added +5,791+5.8k

Biggest sellers

UBS Group AG Reduced -237,855-237.9k
MORGAN STANLEY Reduced -36,919-36.9k
MAS Advisors LLC Reduced -29,706-29.7k
TWO SIGMA INVESTMENTS, LP Reduced -27,300-27.3k
Joseph Group Capital Management Reduced -22,634-22.6k
Rockefeller Capital Management L.P. Sold out -21,494-21.5k
CERTUITY, LLC Reduced -21,407-21.4k
Virtu Financial LLC Sold out -11,584-11.6k
BROOKS, MOORE & ASSOCIATES, INC. Reduced -6,240-6.2k
Lido Advisors, LLC Reduced -5,976-6.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 629,393629.4k $29.3m $29.3m 0.01% Added +38.7k +38,749
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 426,834426.8k $19.9m $19.9m 0.00% Reduced -36.9k -36,919
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 410,117410.1k $19.1m $19.1m 0.01% Added +55.0k +54,968
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 389,444389.4k $18.1m $18.1m 0.00% Added +1.1k +1,144
5 Lido Advisors, LLC 0.06% of their portfolio Los Angeles, CA 262,431262.4k $12.2m $12.2m 0.06% Reduced -6.0k -5,976
6 Stonebridge Financial Group, LLC 1.13% of their portfolio Wormleysburg, PA 250,951251.0k $11.7m $11.7m 1.13% Added +17.4k +17,383
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 190,194190.2k $8.9m $8.9m 0.00% Added +103.3k +103,333
8 LVM CAPITAL MANAGEMENT LTD/MI 0.67% of their portfolio PORTAGE, MI 139,379139.4k $6.5m $6.5m 0.67% Added +3.1k +3,062
9 Linscomb Wealth, Inc. 0.27% of their portfolio Houston, TX 125,384125.4k $5.8m $5.8m 0.27% Reduced -3.0k -2,990
10 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 111,726111.7k $5.2m $5.2m 0.01% Added +515 +515
11 Stratos Wealth Partners, LTD. 0.07% of their portfolio BEACHWOOD, OH 104,140104.1k $4.8m $4.8m 0.07% Added +3.6k +3,604
12 Founders Financial Alliance, LLC 1.03% of their portfolio RALEIGH, NC 97,68497.7k $4.5m $4.5m 1.03% Reduced -4.6k -4,631
13 XML Financial, LLC 0.38% of their portfolio BETHESDA, MD 93,50893.5k $4.4m $4.4m 0.38% Added +5.8k +5,791
14 United Advisor Group, LLC 0.73% of their portfolio CINCINNATI, OH 90,77790.8k $4.2m $4.2m 0.73% Added +1.4k +1,398
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 90,73890.7k $4.2m $4.2m 0.00% Reduced -237.9k -237,855
16 Stonebridge Wealth Management, LLC 3.74% of their portfolio OAK BROOK, IL 85,16185.2k $4.0m $4.0m 3.74% First filing
17 IFG Advisory, LLC 0.18% of their portfolio ATLANTA, GA 78,15278.2k $3.6m $3.6m 0.18% Added +3.3k +3,280
18 COLUMBIA ADVISORY PARTNERS LLC 2.74% of their portfolio SPOKANE, WA 77,70377.7k $3.6m $3.6m 2.74% Added +19.8k +19,811
19 Philip James Wealth Mangement, LLC 0.38% of their portfolio MILTON, GA 64,54864.5k $3.0m $3.0m 0.38% Added +1.1k +1,072
20 CWM, LLC 0.01% of their portfolio OMAHA, NE 56,24956.2k $2.6m $2.6m 0.01% Added +1.6k +1,625
21 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 51,04851.0k $2.4m $2.4m 0.01% Added +665 +665
22 Everstar Asset Management, LLC 1.35% of their portfolio MOORESVILLE, NC 47,58647.6k $2.2m $2.2m 1.35% Added +4.8k +4,787
23 Tyler-Stone Wealth Management 0.35% of their portfolio Beachwood, OH 46,52046.5k $2.2m $2.2m 0.35% Reduced -13 -13
24 Independent Advisor Alliance 0.06% of their portfolio CHARLOTTE, NC 46,31846.3k $2.2m $2.2m 0.06% New
25 CERTUITY, LLC 0.20% of their portfolio NORTH PALM BEACH, FL 45,65845.7k $2.1m $2.1m 0.20% Reduced -21.4k -21,407
26 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 41,20041.2k $1.9m $1.9m 0.00% Reduced -27.3k -27,300
27 Vestmark Advisory Solutions, Inc. 0.03% of their portfolio Wakefield, MA 40,95641.0k $1.9m $1.9m 0.03% Added +24.8k +24,759
28 LifeWealth Investments, LLC 0.28% of their portfolio WINTER GARDEN, FL 34,51534.5k $1.6m $1.6m 0.28% Added +5.2k +5,248
29 Marshall & Sterling Wealth Advisors Inc. 0.91% of their portfolio POUGHKEEPSIE, NY 29,07629.1k $1.4m $1.4m 0.91% Added +1.9k +1,896
30 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 27,69227.7k $1.3m $1.3m 0.01% Added +3.6k +3,623
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,40827.4k $1.3m $1.3m 0.00% Added +9.6k +9,643
32 Empirical Asset Management, LLC 0.36% of their portfolio WELLESLEY, MA 24,70424.7k $1.1m $1.1m 0.36% Added +143 +143
33 Princeton Global Asset Management LLC 0.18% of their portfolio PRINCETON, NJ 20,91420.9k $973.6k $973.6k 0.18% Added +772 +772
34 MAS Advisors LLC 1.58% of their portfolio Miami, FL 20,80420.8k $968.4k $968.4k 1.58% Reduced -29.7k -29,706
35 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,14520.1k $938.0k $938.0k 0.00% Reduced -149 -149
36 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 19,62219.6k $913.4k $913.4k 0.00% Added +23 +23
37 Strategic Financial Concepts, LLC 0.13% of their portfolio SAN ANTONIO, TX 19,55119.6k $910.1k $910.1k 0.13% Added +298 +298
38 PRECEDENT WEALTH PARTNERS, LLC 0.22% of their portfolio HOUSTON, TX 18,89718.9k $879.7k $879.7k 0.22% Reduced -528 -528
39 W1M Investment Management Ltd 0.01% of their portfolio London, X0 18,82018.8k $1.0m $1.0m 0.01% Unchanged
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,69918.7k $870.4k $870.4k 0.00% Reduced -480 -480
41 Advisor Resource Council 0.41% of their portfolio DALLAS, TX 18,02518.0k $839.1k $839.1k 0.41% Reduced -787 -787
42 Well Done, LLC 0.15% of their portfolio HOLLAND, MI 17,16317.2k $798.9k $798.9k 0.15% Added +1.5k +1,522
43 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 16,29316.3k $758.4k $758.4k 0.00% Added +847 +847
44 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 16,23216.2k $794.5k $794.5k 0.00% Added +1.0k +1,012
45 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 15,63615.6k $727.8k $727.8k 0.00% Reduced -1.2k -1,239
46 BROOKS, MOORE & ASSOCIATES, INC. 0.39% of their portfolio CHATTANOOGA, TN 15,17115.2k $720.6k $720.6k 0.39% Reduced -6.2k -6,240
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 14,48714.5k $674.4k $674.4k 0.00% Added +293 +293
48 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,11814.1k $657.2k $657.2k 0.00% Added +319 +319
49 HARBOR INVESTMENT ADVISORY, LLC 0.06% of their portfolio LUTHERVILLE, MD 13,93313.9k $648.6k $648.6k 0.06% Reduced -189 -189
50 Team Financial Group, LLC 0.31% of their portfolio TEMECULA, CA 13,54213.5k $630.4k $630.4k 0.31% Reduced -4.3k -4,297
51 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 13,13613.1k $611.5k $611.5k 0.02% Reduced -5.4k -5,364
52 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.19% of their portfolio WALTHAM, MA 12,45912.5k $580.0k $580.0k 0.19% Added +1.2k +1,160
53 Sovran Advisors, LLC 0.06% of their portfolio SAN DIEGO, CA 12,20412.2k $592.3k $592.3k 0.06% Added +116 +116
54 Collaborative Wealth Managment Inc. 0.25% of their portfolio LAKE MARY, FL 12,11512.1k $563.9k $563.9k 0.25% Reduced -1.5k -1,474
55 Ascentis Independent Advisors 0.10% of their portfolio DALLAS, TX 12,03912.0k $560.4k $560.4k 0.10% Added +13 +13
56 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 11,78211.8k $548.5k $548.5k 0.01% Reduced -106 -106
57 Bison Wealth, LLC 0.04% of their portfolio ATLANTA, GA 11,45611.5k $533.3k $533.3k 0.04% Reduced -2.6k -2,595
58 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,37511.4k $529.5k $529.5k 0.00% Reduced -735 -735
59 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 11,21911.2k $522.2k $522.2k 0.01% New
60 SIGNET FINANCIAL MANAGEMENT, LLC 0.06% of their portfolio PARSIPPANY, NJ 9,7139.7k $452.1k $452.1k 0.06% Reduced -3.6k -3,613
61 WILLNER & HELLER, LLC 0.38% of their portfolio ENCINO, CA 9,6379.6k $448.6k $448.6k 0.38% Added +255 +255
62 Venturi Wealth Management, LLC 0.02% of their portfolio AUSTIN, TX 9,1849.2k $427.5k $427.5k 0.02% Added +745 +745
63 CAPITAL MANAGEMENT CORP /VA 0.07% of their portfolio GLEN ALLEN, VA 9,0009.0k $418.9k $418.9k 0.07% Unchanged
64 Wealthcare Capital Partners, LLC 0.20% of their portfolio WEST CHESTER, PA 8,4418.4k $392.9k $392.9k 0.20% Added +80 +80
65 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,2188.2k $382.6k $382.6k 0.00% Added +3.5k +3,515
66 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,9568.0k $370.3k $370.3k 0.00% Added +2.8k +2,807
67 Joseph Group Capital Management 0.12% of their portfolio COLUMBUS, OH 7,8197.8k $364.0k $364.0k 0.12% Reduced -22.6k -22,634
68 Opes Wealth Management LLC 0.06% of their portfolio MENLO PARK, CA 7,5107.5k $349.6k $349.6k 0.06% Added +1.1k +1,125
69 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,4557.5k $347.0k $347.0k 0.00% Unchanged
70 Redmond Asset Management, LLC 0.08% of their portfolio HENRICO, VA 7,4037.4k $344.6k $344.6k 0.08% Added +132 +132
71 RMR Wealth Builders 0.03% of their portfolio Montclair, NJ 6,8886.9k $320.6k $320.6k 0.03% Added +611 +611
72 Asset Dedication, LLC 0.02% of their portfolio SAN FRANCISCO, CA 6,4246.4k $299.0k $299.0k 0.02% Unchanged
73 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 6,3596.4k $296.0k $296.0k 0.00% Reduced -1.2k -1,189
74 Cascade Financial Partners, LLC 0.04% of their portfolio SAN DIEGO, CA 6,3306.3k $294.7k $294.7k 0.04% Unchanged
75 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 6,2756.3k $321.5k $321.5k 0.03% Reduced -325 -325
76 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 6,1756.2k $287.4k $287.4k 0.01% Added +300 +300
77 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 5,7275.7k $266.6k $266.6k 0.01% Unchanged
78 Beacon Financial Advisory LLC 0.06% of their portfolio CLEVELAND, OH 5,3365.3k $248.4k $248.4k 0.06% Reduced -1.0k -1,030
79 Avant Capital LLC 0.18% of their portfolio LAFAYETTE, LA 5,0845.1k $236.7k $236.7k 0.18% Reduced -407 -407
80 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 4,9054.9k $242.7k $242.7k 0.01% Added +12 +12
81 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 4,8394.8k $225.3k $225.3k 0.00% Reduced -2.8k -2,811
82 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 4,8304.8k $226.2k $226.2k 0.00% Added +3.0k +2,990
83 Quartz Partners, LLC 0.10% of their portfolio SARATOGA SPRINGS, NY 4,7834.8k $222.6k $222.6k 0.10% Added +18 +18
84 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 4,7504.8k $221.1k $221.1k 0.00% Added +17 +17
85 Cadence Bank 0.01% of their portfolio Tupelo, MS 4,6174.6k $214.9k $214.9k 0.01% Unchanged
86 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 4,4954.5k $209.2k $209.2k 0.01% Unchanged
87 REAP Financial Group, LLC 0.04% of their portfolio AUSTIN, TX 3,9453.9k $183.7k $183.7k 0.04% Reduced -239 -239
88 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 3,3003.3k $153.6k $153.6k 0.00% Unchanged
89 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,1673.2k $147.0k $147.0k 0.01% New
90 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,0403.0k $141.5k $141.5k 0.00% First filing
91 ORG Partners LLC 0.03% of their portfolio ROANOKE, IN 2,8962.9k $138.5k $138.5k 0.03% Added +200 +200
92 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,6002.6k $121.0k $121.0k 0.00% Unchanged
93 Capital Advisors, Ltd. LLC 0.01% of their portfolio SHAKER HEIGHTS, OH 2,6002.6k $121.0k $121.0k 0.01% Unchanged
94 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 2,1952.2k $102.2k $102.2k 0.00% Added +10 +10
95 FMR LLC 0.00% of their portfolio BOSTON, MA 2,1252.1k $98.9k $98.9k 0.00% Reduced -289 -289
96 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 1,9572.0k $91.1k $91.1k 0.01% Reduced -161 -161
97 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 1,5441.5k $71.0k $71.0k 0.01% Added +33 +33
98 Golden State Wealth Management, LLC 0.01% of their portfolio SANTA ANA, CA 1,3901.4k $64.7k $64.7k 0.01% Added +657 +657
99 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,2701.3k $59.1k $59.1k 0.00% Unchanged
100 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,1891.2k $55.3k $55.3k 0.00% Added +457 +457