Wisdomtree DY Inter Eq FD-USDDWMETF
13F holders, Q4 2024 (December 31)85holders +6
8new positions
8sold out
1famous investor
$34.38avg. 13F price*
At the end of Q4 2024, 85 institutions reported holding Wisdomtree DY Inter Eq FD-US (DDWM) in their 13F filings, up 6 from Q3 2024. 8 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($32.5M), Raymond James Financial Inc. ($27.3M) and Stratos Investment Management, LLC ($20.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.5M |
| Exits | 8 | $3.5M |
All 13F filers, Q3 2024 → Q4 2024: 590,463 shares bought and 484,608 shares sold, net +105,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| LPL Financial LLC | 0.01% | Reduce -7.5% | 945,230 | $32.5M |
| Raymond James Financial Inc. | 0.01% | — | 795,059 | $27.3M |
| Stratos Investment Management, LLC | 1.21% | Reduce -10.5% | 586,965 | $20.2M |
| Exchange Capital Management, Inc. | 2.49% | Reduce -1.0% | 456,151 | $15.7M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +3.3% | 410,117 | $14.1M |
| World Investment Advisors | 0.35% | Add +12.0% | 373,216 | $12.8M |
| Tidemark, LLC | 4.22% | Add +18.8% | 320,765 | $11.0M |
| Cetera Investment Advisers | 0.02% | Add +4.9% | 258,574 | $8.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +199.6% | 208,912 | $7.2M |
| Frazier Financial Advisors, LLC | 3.72% | Add +4.0% | 136,994 | $4.7M |
| FFG Retirement Advisors LLC | 2.77% | Add +3.1% | 123,183 | $4.2M |
| Atria Investments, Inc | 0.05% | Add +8.8% | 121,509 | $4.2M |
| MML Investors Services, LLC | 0.01% | Add +742.2% | 116,556 | $4.0M |
| Impact Capital Partners LLC | 1.25% | — | 102,106 | $3.5M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 82,448 | $2.8M |
| Occidental Asset Management, LLC | 0.43% | Add +6.9% | 79,579 | $2.7M |
| Morgan Stanley | 0.00% | Reduce -33.9% | 79,323 | $2.7M |
| Citadel Advisors | 0.00% | Add +297.4% | 74,744 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +25.6% | 66,936 | $2.3M |
| Caprock Group, LLC | 0.06% | Add +0.6% | 56,144 | $1.9M |
| Moody National Bank Trust Division | 0.17% | Reduce -0.9% | 46,177 | $1.6M |
| AssuredPartners Investment Advisors, LLC | 0.29% | — | 43,059 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -66.0% | 41,848 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -41.2% | 41,468 | $1.4M |
| Compound Planning, Inc. | 0.07% | Reduce -27.3% | 41,087 | $1.4M |
| Geneos Wealth Management Inc. | 0.04% | Add +5.3% | 36,435 | $1.3M |
| Independent Advisor Alliance | 0.02% | New | 35,973 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -6.4% | 33,701 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | New | 31,078 | $1.1M |
| Oregon Pacific Wealth Management, LLC | 0.96% | — | 28,438 | $978K |
| HF Advisory Group, LLC | 0.42% | Add +10.8% | 26,827 | $922K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -65.9% | 24,568 | $845K |
| IFP Advisors, Inc | 0.03% | Add +25.3% | 23,366 | $803K |
| Crux Wealth Advisors | 0.45% | — | 23,271 | $800K |
| Bison Wealth, LLC | 0.10% | — | 23,248 | $799K |
| Private Advisor Group, LLC | 0.00% | Add +121.5% | 18,426 | $633K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +51.7% | 16,091 | $553K |
| Comprehensive Money Management Services LLC | 0.44% | — | 15,694 | $540K |
| Trivium Point Advisory, LLC | 0.07% | Add +18.5% | 15,309 | $526K |
| Focus Partners Wealth | 0.00% | Reduce -34.0% | 14,086 | $484K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -9.1% | 13,724 | $472K |
| American Money Management, LLC | 0.08% | Reduce -5.1% | 11,887 | $409K |
| Western Wealth Management, LLC | 0.02% | Add +11.3% | 11,307 | $389K |
| WESCAP Management Group, Inc. | 0.09% | No change | 10,946 | $376K |
| Modera Wealth Management, LLC | 0.00% | No change | 9,832 | $338K |
| Beacon Financial Group | 0.04% | Reduce -3.0% | 9,689 | $333K |
| Money Concepts Capital Corp. | 0.02% | New | 9,040 | $311K |
| NewEdge Advisors, LLC | 0.00% | Add +15.2% | 9,024 | $310K |
| Perigon Wealth Management, LLC | 0.01% | Add +24.8% | 8,273 | $287K |
| AE Wealth Management LLC | 0.00% | Reduce -30.9% | 8,306 | $286K |
| Park Avenue Securities LLC | 0.00% | Add +13.6% | 7,707 | $265K |
| Captrust Financial Advisors | 0.00% | New | 7,574 | $260K |
| Ritholtz Wealth Management | 0.01% | New | 7,320 | $252K |
| Obsidian Personal Planning Solutions LLC | 0.12% | No change | 6,825 | $244K |
| Apeiron RIA LLC | 0.07% | Reduce -33.3% | 7,073 | $243K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -11.7% | 6,910 | $238K |
| Portland Financial Advisors Inc | 0.61% | — | 6,598 | $227K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 6,540 | $225K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.9% | 6,296 | $216K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +9.2% | 6,173 | $212K |
| Osaic Holdings, Inc. | 0.00% | Add +37.0% | 4,951 | $170K |
| UBS Group AG | 0.00% | Add +1.1% | 4,793 | $165K |
| MAI Capital Management | 0.00% | New | 4,181 | $144K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.5% | 3,982 | $137K |
| CoreCap Advisors, LLC | 0.01% | Reduce -8.3% | 3,729 | $128K |
| Royal Bank of Canada | 0.00% | Add +117.3% | 3,557 | $122K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.3% | 907 | $31K |
| Principal Securities, Inc. | 0.00% | Add +4.6% | 892 | $31K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +78.5% | 796 | $27K |
| Comerica Bank | 0.00% | Add +6.2% | 768 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.9% | 686 | $24K |
| Rothschild Investment LLC | 0.00% | No change | 650 | $22K |
| Franklin Resources Inc. | 0.00% | No change | 574 | $20K |
| ORG Partners LLC | 0.00% | New | 478 | $16K |
| Creative Financial Designs Inc. | 0.00% | Add +23.1% | 475 | $16K |
| FMR LLC | 0.00% | Reduce -11.5% | 276 | $9K |
| REAP Financial Group, LLC | 0.00% | Reduce -4.3% | 220 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.4% | 116 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 100 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 66 | $2K |
| Capital A Wealth Management, LLC | 0.00% | — | 43 | $1K |
| Lanark Financial, Inc. | 0.08% | — | 24 | $846 |
| Harbour Investments, Inc. | 0.00% | No change | 20 | $688 |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $37 |
"% 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.