Wisdomtree DY Inter Eq FD-USDDWMETF
13F holders, Q1 2024 (March 31)68holders
1famous investor
$34.25avg. 13F price*
At the end of Q1 2024, 68 institutions reported holding Wisdomtree DY Inter Eq FD-US (DDWM) in their 13F filings. The largest holders were LPL Financial LLC ($32.7M), Raymond James Financial Services Advisors, Inc. ($30.0M) and Stratos Investment Management, LLC ($16.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree DY Inter Eq FD-US
- CUSIP
- 97717X263
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $39.1M |
| Exits | 7 | $2.0M |
Ownership 68 holders
| LPL Financial LLC | 0.02% | Reduce -2.4% | 955,781 | $32.7M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -36.4% | 877,919 | $30.0M |
| Stratos Investment Management, LLC | 1.65% | Add +9.2% | 495,460 | $16.9M |
| Exchange Capital Management, Inc. | 2.67% | Add +0.7% | 480,374 | $16.4M |
| Steward Partners Investment Advisory, LLC | 0.15% | New | 394,121 | $13.5M |
| Stratos Wealth Advisors, LLC | 0.65% | New | 320,898 | $11.0M |
| AE Wealth Management LLC | 0.11% | Add +3.4% | 294,970 | $10.1M |
| Cetera Investment Advisers | 0.02% | New | 232,586 | $8.0M |
| Raymond James & Associates | 0.00% | Add +3.4% | 209,096 | $7.2M |
| Bank of America Corp. | 0.00% | Reduce -1.2% | 181,180 | $6.2M |
| Frazier Financial Advisors, LLC | 3.78% | Reduce -1.1% | 134,710 | $4.6M |
| FFG Retirement Advisors LLC | 2.81% | Add +2.1% | 116,698 | $4.0M |
| Citadel Advisors | 0.00% | Add +115.8% | 108,840 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.5% | 94,986 | $3.2M |
| Tidemark, LLC | 1.60% | Add +1880.5% | 83,754 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -1.2% | 78,941 | $2.7M |
| Occidental Asset Management, LLC | 0.46% | Add +2.7% | 71,385 | $2.4M |
| Rooted Wealth Advisors, Inc. | 1.17% | Reduce -0.3% | 70,061 | $2.4M |
| Caprock Group, LLC | 0.12% | Add +0.5% | 63,417 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.9% | 58,810 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.9% | 56,809 | $1.9M |
| Compound Planning, Inc. | 0.18% | No change | 56,505 | $1.9M |
| Harvest Investment Services, LLC | 0.75% | Reduce -0.1% | 54,361 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | New | 50,400 | $1.7M |
| Old Mission Capital LLC | 0.04% | New | 47,228 | $1.6M |
| Moody National Bank Trust Division | 0.13% | No change | 46,579 | $1.6M |
| Savant Capital, LLC | 0.02% | Reduce -1.9% | 39,859 | $1.4M |
| Lloyd Advisory Services, LLC. | 0.27% | New | 26,727 | $1.3M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -1.4% | 35,277 | $1.2M |
| 1858 Wealth Management, LLC | 1.12% | No change | 36,717 | $1.2M |
| Atria Investments, Inc | 0.01% | New | 31,564 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +162.3% | 26,260 | $898K |
| UBS Group AG | 0.00% | Add +2.7% | 25,417 | $869K |
| Focus Partners Wealth | 0.01% | Reduce -3.4% | 21,183 | $724K |
| HF Advisory Group, LLC | 0.37% | Add +18.1% | 19,134 | $654K |
| Lanark Financial, Inc. | 0.06% | Add +61.9% | 17,609 | $612K |
| Claro Advisors Inc. | 0.11% | Add +4.3% | 17,817 | $609K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.5% | 14,442 | $494K |
| American Money Management, LLC | 0.10% | Reduce -1.9% | 13,312 | $455K |
| Signal Advisors Wealth, LLC | 0.09% | Add +64.7% | 11,041 | $378K |
| WESCAP Management Group, Inc. | 0.11% | No change | 10,946 | $374K |
| Apeiron RIA LLC | 0.10% | No change | 10,596 | $362K |
| Beacon Financial Group | 0.04% | Reduce -1.1% | 10,162 | $348K |
| Modera Wealth Management, LLC | 0.01% | No change | 9,832 | $336K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -20.9% | 9,168 | $314K |
| Aspire Wealth Management Corp | 0.18% | No change | 8,674 | $297K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -69.0% | 8,546 | $292K |
| Maripau Wealth Management LLC | 0.20% | New | 7,781 | $266K |
| Ameriprise Financial Inc. | 0.00% | No change | 7,200 | $246K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -40.0% | 6,907 | $236K |
| Obsidian Personal Planning Solutions LLC | 0.15% | Add +6.3% | 6,713 | $227K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 6,521 | $223K |
| MAI Capital Management | 0.00% | New | 5,896 | $202K |
| IFP Advisors, Inc | 0.01% | New | 5,465 | $187K |
| CoreCap Advisors, LLC | 0.01% | New | 4,065 | $139K |
| Royal Bank of Canada | 0.00% | Reduce -28.1% | 3,823 | $131K |
| Osaic Holdings, Inc. | 0.00% | Add +135.7% | 3,715 | $127K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.0% | 3,190 | $109K |
| Bellevue Asset Management, LLC | 0.02% | No change | 1,105 | $38K |
| Principal Securities, Inc. | 0.00% | Add +5.0% | 853 | $29K |
| Rothschild Investment LLC | 0.00% | No change | 650 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 386 | $13K |
| REAP Financial Group, LLC | 0.00% | Reduce -69.1% | 238 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 104 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.1% | 100 | $3K |
| FMR LLC | 0.00% | Reduce -78.5% | 74 | $3K |
| Wells Fargo & Company | 0.00% | Reduce -99.8% | 1 | $20 |
"% of holder's portfolio" is DDWM's weight in each manager's 13F, not the share of Wisdomtree DY Inter Eq FD-US the manager owns.