Wisdomtree DY Inter Eq FD-USDDWMETF
13F holders, Q3 2024 (September 30)79holders +10
13new positions
3sold out
1famous investor
$35.85avg. 13F price*
At the end of Q3 2024, 79 institutions reported holding Wisdomtree DY Inter Eq FD-US (DDWM) in their 13F filings, up 10 from Q2 2024. 13 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($36.6M), Stratos Investment Management, LLC ($23.5M) and Raymond James Financial Services Advisors, Inc. ($19.0M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $14.6M |
| Exits | 3 | $441K |
All 13F filers, Q2 2024 → Q3 2024: 863,228 shares bought and 971,340 shares sold, net −108,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| LPL Financial LLC | 0.02% | Reduce -2.0% | 1,021,964 | $36.6M |
| Stratos Investment Management, LLC | 1.64% | Add +14.5% | 655,597 | $23.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -39.6% | 529,237 | $19.0M |
| Exchange Capital Management, Inc. | 2.63% | Reduce -2.8% | 460,903 | $16.5M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +0.5% | 397,106 | $14.2M |
| World Investment Advisors | 0.38% | New | 333,173 | $11.9M |
| Tidemark, LLC | 3.97% | Add +162.3% | 270,081 | $9.7M |
| Cetera Investment Advisers | 0.02% | Add +1.0% | 246,570 | $8.8M |
| Raymond James & Associates | 0.00% | Add +0.1% | 213,449 | $7.7M |
| Frazier Financial Advisors, LLC | 3.67% | Reduce -1.8% | 131,716 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +348.7% | 123,193 | $4.4M |
| Morgan Stanley | 0.00% | Add +0.8% | 120,010 | $4.3M |
| FFG Retirement Advisors LLC | 2.79% | Add +4.8% | 119,474 | $4.3M |
| Atria Investments, Inc | 0.05% | Add +107.8% | 111,714 | $4.0M |
| Bank of America Corp. | 0.00% | Reduce -53.8% | 84,191 | $3.0M |
| Occidental Asset Management, LLC | 0.43% | Add +0.0% | 74,422 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -49.1% | 72,021 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.9% | 70,485 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.0% | 69,731 | $2.5M |
| Compound Planning, Inc. | 0.13% | No change | 56,505 | $2.0M |
| Caprock Group, LLC | 0.07% | Add +0.5% | 55,800 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -16.7% | 53,308 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +3.9% | 49,150 | $1.8M |
| Moody National Bank Trust Division | 0.18% | No change | 46,579 | $1.7M |
| Savant Capital, LLC | 0.01% | Reduce -7.1% | 35,994 | $1.3M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -2.4% | 34,608 | $1.2M |
| Lanark Financial, Inc. | 0.07% | Add +37.3% | 24,906 | $893K |
| HF Advisory Group, LLC | 0.40% | Add +4.5% | 24,204 | $868K |
| Focus Partners Wealth | 0.00% | Add +0.2% | 21,341 | $765K |
| Citadel Advisors | 0.00% | New | 18,806 | $674K |
| IFP Advisors, Inc | 0.02% | Add +64.6% | 18,646 | $669K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +49.4% | 15,091 | $541K |
| MML Investors Services, LLC | 0.00% | Reduce -1.3% | 13,839 | $496K |
| Goldman Sachs Group Inc. | 0.00% | Add +12.6% | 13,166 | $472K |
| American Money Management, LLC | 0.09% | Reduce -4.7% | 12,526 | $449K |
| Trivium Point Advisory, LLC | 0.06% | New | 12,921 | $442K |
| AE Wealth Management LLC | 0.00% | Reduce -96.2% | 12,024 | $431K |
| WESCAP Management Group, Inc. | 0.10% | No change | 10,946 | $393K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +46.1% | 10,604 | $380K |
| Apeiron RIA LLC | 0.11% | No change | 10,596 | $380K |
| Western Wealth Management, LLC | 0.02% | Reduce -8.4% | 10,164 | $364K |
| Beacon Financial Group | 0.04% | No change | 9,987 | $358K |
| Modera Wealth Management, LLC | 0.00% | No change | 9,832 | $353K |
| Aspire Wealth Management Corp | 0.17% | No change | 8,766 | $314K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.8% | 8,320 | $298K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.0% | 7,834 | $281K |
| Signal Advisors Wealth, LLC | 0.04% | New | 7,823 | $281K |
| Flow Traders U.S. LLC | 0.01% | New | 7,514 | $269K |
| World Equity Group, Inc. | 0.10% | Add +10.7% | 7,349 | $264K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 6,985 | $250K |
| Park Avenue Securities LLC | 0.00% | New | 6,783 | $243K |
| Perigon Wealth Management, LLC | 0.01% | New | 6,629 | $238K |
| Obsidian Personal Planning Solutions LLC | 0.12% | Add +1.7% | 6,825 | $236K |
| Rooted Wealth Advisors, Inc. | 0.10% | Reduce -91.2% | 6,466 | $229K |
| Baird Financial Group, Inc. | 0.00% | New | 6,274 | $225K |
| Ameriprise Financial Inc. | 0.00% | New | 5,700 | $204K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -13.3% | 5,655 | $203K |
| UBS Group AG | 0.00% | Reduce -1.4% | 4,741 | $170K |
| CoreCap Advisors, LLC | 0.01% | No change | 4,065 | $146K |
| Osaic Holdings, Inc. | 0.00% | Add +27.6% | 3,614 | $130K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +13.0% | 3,605 | $128K |
| Royal Bank of Canada | 0.00% | Reduce -22.7% | 1,637 | $58K |
| Baldwin Wealth Partners LLC | 0.00% | New | 1,608 | $58K |
| Bellevue Asset Management, LLC | 0.02% | No change | 904 | $32K |
| Principal Securities, Inc. | 0.00% | No change | 853 | $31K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +730.9% | 806 | $29K |
| Comerica Bank | 0.00% | Reduce -53.3% | 723 | $26K |
| Rothschild Investment LLC | 0.00% | No change | 650 | $23K |
| Franklin Resources Inc. | 0.00% | No change | 574 | $20K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 446 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 386 | $14K |
| FMR LLC | 0.00% | Add +194.3% | 312 | $11K |
| REAP Financial Group, LLC | 0.00% | Reduce -3.4% | 230 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +4.8% | 108 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 100 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 66 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 20 | $717 |
| Wells Fargo & Company | 0.00% | Reduce -99.3% | 2 | $54 |
"% 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.