Vault-13

WISDOMTREE TR DWMF

INTK MLTIFACTR · ETP · CUSIP 97717Y774

24 institutional holders +0 vs Q1 2026
354,055354.1k shares reported held*
$12.0mreported value*
2 new 8 added 8 reduced 2 sold out net sold ≈ $1.9m (-56.7k 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 ≈ $33.95.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 17Q4 22: 22Q1 23: 21Q2 23: 21Q3 23: 18Q4 23: 22Q1 24: 22Q2 24: 24Q3 24: 19Q4 24: 16Q1 25: 19Q2 25: 23Q3 25: 20Q4 25: 24Q1 26: 24Q2 26: 2424Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202217
Q4 202222
Q1 202321
Q2 202321
Q3 202318
Q4 202322
Q1 202422
Q2 202424
Q3 202419
Q4 202416
Q1 202519
Q2 202523
Q3 202520
Q4 202524
Q1 202624
Q2 202624

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 7 bought or addedQ3 24: 16 cut or sold outQ4 24: 8 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 10 bought or addedQ1 25: 10 cut or sold outQ2 25: 9 bought or addedQ2 25: 8 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 9 cut or sold outQ4 25: 10 bought or addedQ4 25: 8 cut or sold outQ4 25Q1 26: 11 bought or addedQ1 26: 11 cut or sold outQ2 26: 10 bought or addedQ2 26: 10 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024716
Q4 2024810
Q1 20251010
Q2 202598
Q3 202599
Q4 2025108
Q1 20261111
Q2 20261010

Biggest buyers

Cambridge Investment Research Advisors, Inc. New +12,860+12.9k
LPL Financial LLC Added +8,443+8.4k
CITADEL ADVISORS LLC Added +4,309+4.3k
Breakwater Capital Group Added +1,629+1.6k
JANE STREET GROUP, LLC Added +1,018+1.0k
Insight Wealth Strategies, LLC Added +470+470
SK Wealth Management, LLC Added +111+111
EPG Wealth Management LLC Added +57+57
CoreCap Advisors, LLC Added +20+20
FMR LLC New +1+1

Biggest sellers

FLOW TRADERS U.S. LLC Reduced -66,523-66.5k
Cetera Investment Advisers Reduced -7,543-7.5k
TopTier Wealth Management, LLC Sold out -5,015-5.0k
Creative Planning Reduced -3,389-3.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -1,762-1.8k
Stratos Wealth Partners, LTD. Reduced -541-541
Arkadios Wealth Advisors Reduced -342-342
UBS Group AG Sold out -215-215
Sankala Group LLC Reduced -196-196
Breakwater Investment Management Reduced -61-61

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 103,694103.7k $3.5m $3.5m 0.00% Added +8.4k +8,443
2 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 67,57567.6k $2.3m $2.3m 0.00% Reduced -7.5k -7,543
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,27234.3k $1.2m $1.2m 0.00% Reduced -1.8k -1,762
4 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 23,20723.2k $787.9k $787.9k 0.01% Reduced -541 -541
5 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,98223.0k $780.2k $780.2k 0.00% Added +4.3k +4,309
6 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,17515.2k $515.2k $515.2k 0.00% Added +1.0k +1,018
7 Breakwater Capital Group 0.06% of their portfolio PARAMUS, NJ 14,95315.0k $507.6k $507.6k 0.06% Added +1.6k +1,629
8 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 12,86012.9k $436.0k $436.0k 0.00% New
9 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 12,09312.1k $411.0k $411.0k 0.02% Reduced -66.5k -66,523
10 Insight Wealth Strategies, LLC 0.03% of their portfolio SAN RAMON, CA 9,7149.7k $327.5k $327.5k 0.03% Added +470 +470
11 Retirement Planning Group, LLC 0.01% of their portfolio LEAWOOD, KS 8,8788.9k $301.4k $301.4k 0.01% Unchanged
12 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,3447.3k $249.3k $249.3k 0.00% Reduced -3.4k -3,389
13 SK Wealth Management, LLC 0.05% of their portfolio PROVIDENCE, RI 6,6376.6k $227.4k $227.4k 0.05% Added +111 +111
14 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 6,4696.5k $219.6k $219.6k 0.00% Reduced -342 -342
15 EPG Wealth Management LLC 0.03% of their portfolio ATLANTA, GA 3,3893.4k $115.1k $115.1k 0.03% Added +57 +57
16 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2,8812.9k $97.8k $97.8k 0.00% Added +20 +20
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 760760 $25.8k $25.8k 0.00% Unchanged
18 Breakwater Investment Management 0.01% of their portfolio SEATTLE, WA 613613 $20.8k $20.8k 0.01% Reduced -61 -61
19 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 331331 $11.2k $11.2k 0.00% Unchanged
20 Sankala Group LLC 0.00% of their portfolio LYONS, CO 135135 $4.6k $4.6k 0.00% Reduced -196 -196
21 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 9090 $3.1k $3.1k 0.00% Unchanged
22 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $34 $34 0.00% New
23 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 11 $34 $34 0.00% Unchanged
24 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 11 $51 $51 0.00% Unchanged