Wisdomtree DY Inter Eq FD-USDDWMETF
13F holders, Q2 2024 (June 30)69holders +1
11new positions
11sold out
$34.07avg. 13F price*
At the end of Q2 2024, 69 institutions reported holding Wisdomtree DY Inter Eq FD-US (DDWM) in their 13F filings, up 1 from Q1 2024. 11 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($35.5M), Raymond James Financial Services Advisors, Inc. ($29.9M) and Stratos Investment Management, LLC ($19.5M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.1M |
| Exits | 11 | $11.4M |
All 13F filers, Q1 2024 → Q2 2024: 429,432 shares bought and 621,327 shares sold, net −191,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| LPL Financial LLC | 0.02% | Add +9.1% | 1,042,857 | $35.5M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -0.1% | 876,828 | $29.9M |
| Stratos Investment Management, LLC | 1.61% | Add +15.5% | 572,380 | $19.5M |
| Exchange Capital Management, Inc. | 2.63% | Reduce -1.3% | 474,205 | $16.2M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +0.3% | 395,137 | $13.5M |
| AE Wealth Management LLC | 0.11% | Add +6.3% | 313,466 | $10.7M |
| Cetera Investment Advisers | 0.02% | Add +4.9% | 244,047 | $8.3M |
| Raymond James & Associates | 0.00% | Add +1.9% | 213,163 | $7.3M |
| Bank of America Corp. | 0.00% | Add +0.6% | 182,235 | $6.2M |
| Stratos Wealth Advisors, LLC | 0.24% | Reduce -55.9% | 141,421 | $4.8M |
| Frazier Financial Advisors, LLC | 3.62% | Reduce -0.5% | 134,065 | $4.6M |
| Morgan Stanley | 0.00% | Add +50.8% | 119,032 | $4.1M |
| FFG Retirement Advisors LLC | 2.70% | Reduce -2.4% | 113,956 | $3.9M |
| Tidemark, LLC | 1.61% | Add +22.9% | 102,959 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.2% | 89,115 | $3.0M |
| Rooted Wealth Advisors, Inc. | 1.13% | Add +4.7% | 73,328 | $2.6M |
| Occidental Asset Management, LLC | 0.44% | Add +4.3% | 74,418 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.6% | 63,972 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 59,601 | $2.0M |
| Compound Planning, Inc. | 0.14% | No change | 56,505 | $1.9M |
| Caprock Group, LLC | 0.08% | Reduce -12.5% | 55,516 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +70.3% | 53,765 | $1.8M |
| Stifel Financial Corp. | 0.00% | New | 47,300 | $1.6M |
| Moody National Bank Trust Division | 0.12% | No change | 46,579 | $1.6M |
| Savant Capital, LLC | 0.01% | Reduce -2.8% | 38,734 | $1.3M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.5% | 35,468 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 27,458 | $935K |
| HF Advisory Group, LLC | 0.41% | Add +21.1% | 23,172 | $789K |
| Focus Partners Wealth | 0.00% | Add +0.5% | 21,297 | $725K |
| Lanark Financial, Inc. | 0.06% | Add +3.0% | 18,144 | $617K |
| MML Investors Services, LLC | 0.00% | New | 14,016 | $477K |
| American Money Management, LLC | 0.10% | Reduce -1.3% | 13,146 | $448K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,698 | $398K |
| IFP Advisors, Inc | 0.02% | Add +107.3% | 11,329 | $386K |
| Western Wealth Management, LLC | 0.03% | New | 11,098 | $378K |
| WESCAP Management Group, Inc. | 0.11% | No change | 10,946 | $373K |
| Apeiron RIA LLC | 0.11% | No change | 10,596 | $361K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +10.2% | 10,099 | $344K |
| Beacon Financial Group | 0.04% | Reduce -1.7% | 9,987 | $340K |
| Modera Wealth Management, LLC | 0.00% | No change | 9,832 | $335K |
| NewEdge Advisors, LLC | 0.00% | Reduce -82.3% | 8,902 | $303K |
| Aspire Wealth Management Corp | 0.17% | Add +1.1% | 8,766 | $299K |
| Private Advisor Group, LLC | 0.00% | Reduce -41.9% | 8,389 | $286K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.0% | 7,256 | $247K |
| JPMorgan Chase & Co. | 0.00% | Reduce -72.5% | 7,208 | $246K |
| Obsidian Personal Planning Solutions LLC | 0.14% | No change | 6,713 | $229K |
| World Equity Group, Inc. | 0.07% | New | 6,641 | $226K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 6,521 | $222K |
| Midland Wealth Advisors, LLC | 0.01% | Reduce -26.3% | 6,296 | $214K |
| Sanctuary Advisors, LLC | 0.00% | — | 6,021 | $205K |
| UBS Group AG | 0.00% | Reduce -81.1% | 4,806 | $164K |
| CoreCap Advisors, LLC | 0.01% | No change | 4,065 | $138K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,190 | $109K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.8% | 2,832 | $96K |
| Royal Bank of Canada | 0.00% | Reduce -44.6% | 2,118 | $72K |
| Comerica Bank | 0.00% | New | 1,549 | $53K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -18.2% | 904 | $31K |
| Principal Securities, Inc. | 0.00% | No change | 853 | $29K |
| Rothschild Investment LLC | 0.00% | No change | 650 | $22K |
| Gradient Investments LLC | 0.00% | New | 634 | $22K |
| Franklin Resources Inc. | 0.00% | New | 574 | $20K |
| Creative Financial Designs Inc. | 0.00% | No change | 386 | $13K |
| Wells Fargo & Company | 0.00% | Add +27600.0% | 277 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 238 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $4K |
| FMR LLC | 0.00% | Add +43.2% | 106 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.0% | 103 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 100 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 97 | $3K |
"% 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.