Wisdomtree DY Inter Eq FD-USDDWMETF
13F holders, Q1 2025 (March 31)94holders +9
17new positions
10sold out
1famous investor
$36.79avg. 13F price*
At the end of Q1 2025, 94 institutions reported holding Wisdomtree DY Inter Eq FD-US (DDWM) in their 13F filings, up 9 from Q4 2024. 17 opened new positions and 10 sold out. The largest holders were Hennion & Walsh Asset Management, Inc. ($43.2M), LPL Financial LLC ($26.8M) and Raymond James Financial Inc. ($23.1M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $65.1M |
| Exits | 10 | $4.7M |
All 13F filers, Q4 2024 → Q1 2025: 3,173,935 shares bought and 1,056,555 shares sold, net +2,117,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Hennion & Walsh Asset Management, Inc. | 1.92% | New | 1,175,201 | $43.2M |
| LPL Financial LLC | 0.01% | Reduce -23.1% | 727,202 | $26.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -20.9% | 628,991 | $23.1M |
| Stratos Investment Management, LLC | 1.07% | Reduce -7.1% | 545,437 | $20.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +145.6% | 513,027 | $18.9M |
| Bank of America Corp. | 0.00% | Add +494.8% | 490,430 | $18.0M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +13.8% | 466,521 | $17.2M |
| Exchange Capital Management, Inc. | 2.70% | Reduce -0.6% | 453,317 | $16.7M |
| MML Investors Services, LLC | 0.05% | Add +248.9% | 406,676 | $15.0M |
| Tidemark, LLC | 3.62% | Reduce -16.5% | 267,827 | $9.9M |
| Cetera Investment Advisers | 0.02% | Add +2.4% | 264,846 | $9.7M |
| Morgan Stanley | 0.00% | Add +132.4% | 184,361 | $6.8M |
| Flow Traders U.S. LLC | 0.28% | New | 180,711 | $6.6M |
| Frazier Financial Advisors, LLC | 3.98% | Add +2.5% | 140,441 | $5.2M |
| Baird Financial Group, Inc. | 0.01% | New | 138,334 | $5.1M |
| Atria Investments, Inc | 0.06% | Add +13.0% | 137,263 | $5.0M |
| VestGen Advisors, LLC | 0.21% | — | 128,049 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +643.0% | 119,556 | $4.4M |
| FFG Retirement Advisors LLC | 2.79% | Reduce -9.7% | 111,288 | $4.1M |
| Impact Capital Partners LLC | 1.47% | Add +8.3% | 110,592 | $4.1M |
| Occidental Asset Management, LLC | 0.57% | Add +29.2% | 102,797 | $3.8M |
| Optima Capital LLC | 1.63% | New | 69,637 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.8% | 61,688 | $2.3M |
| Caprock Group, LLC | 0.06% | Add +0.3% | 56,322 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7728.1% | 53,701 | $2.0M |
| Moody National Bank Trust Division | 0.18% | No change | 46,177 | $1.7M |
| World Investment Advisors | 0.04% | Reduce -88.7% | 42,071 | $1.5M |
| Stifel Financial Corp. | 0.00% | New | 39,406 | $1.4M |
| Compound Planning, Inc. | 0.06% | Reduce -7.6% | 37,954 | $1.4M |
| Geneos Wealth Management Inc. | 0.05% | Add +3.4% | 37,654 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -21.6% | 32,830 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -3.6% | 32,483 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.23% | Reduce -25.6% | 32,030 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | New | 30,945 | $1.1M |
| HF Advisory Group, LLC | 0.46% | Add +7.2% | 28,754 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -8.7% | 28,374 | $1.0M |
| Oregon Pacific Wealth Management, LLC | 1.01% | Reduce -3.1% | 27,543 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.3% | 26,826 | $987K |
| Crux Wealth Advisors | 0.49% | Add +9.8% | 25,545 | $940K |
| Gotham Asset Management | 0.01% | New | 23,566 | $867K |
| Lanark Financial, Inc. | 0.07% | — | 21,543 | $792K |
| Susquehanna International Group, LLP | 0.00% | New | 20,601 | $758K |
| Private Advisor Group, LLC | 0.00% | Add +10.5% | 20,353 | $749K |
| Trivium Point Advisory, LLC | 0.09% | Add +23.0% | 18,833 | $693K |
| Wealthcare Advisory Partners LLC | 0.02% | New | 16,891 | $621K |
| IFP Advisors, Inc | 0.02% | Reduce -29.4% | 16,505 | $607K |
| Truist Financial Corp. | 0.00% | New | 15,881 | $584K |
| Comprehensive Money Management Services LLC | 0.43% | Reduce -7.0% | 14,593 | $537K |
| Focus Partners Wealth | 0.00% | Add +0.0% | 14,090 | $518K |
| Sigma Planning Corp | 0.02% | New | 12,977 | $477K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -9.1% | 12,470 | $459K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +88.8% | 12,351 | $454K |
| American Money Management, LLC | 0.08% | Reduce -0.1% | 11,874 | $437K |
| World Equity Group, Inc. | 0.12% | New | 11,427 | $420K |
| WESCAP Management Group, Inc. | 0.10% | No change | 10,946 | $403K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +169.6% | 10,735 | $395K |
| Money Concepts Capital Corp. | 0.03% | Add +11.3% | 10,062 | $370K |
| WCG Wealth Advisors LLC | 0.03% | New | 10,013 | $368K |
| Modera Wealth Management, LLC | 0.00% | No change | 9,832 | $362K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -60.2% | 9,777 | $360K |
| Western Wealth Management, LLC | 0.02% | Reduce -14.0% | 9,719 | $358K |
| Beacon Financial Group | 0.04% | No change | 9,689 | $356K |
| CW Advisors, LLC | 0.00% | New | 8,981 | $330K |
| Seek First Inc. | 0.29% | — | 8,799 | $324K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.0% | 8,193 | $301K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,049 | $296K |
| Apeiron RIA LLC | 0.08% | No change | 7,073 | $260K |
| Bison Wealth, LLC | 0.02% | Reduce -70.2% | 6,925 | $255K |
| Ritholtz Wealth Management | 0.01% | Reduce -7.3% | 6,782 | $250K |
| AE Wealth Management LLC | 0.00% | Reduce -18.8% | 6,743 | $248K |
| Park Avenue Securities LLC | 0.00% | Reduce -14.0% | 6,625 | $244K |
| Portland Financial Advisors Inc | 0.62% | No change | 6,598 | $243K |
| UBS Group AG | 0.00% | Add +37.4% | 6,583 | $242K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 6,173 | $227K |
| Obsidian Personal Planning Solutions LLC | 0.10% | Reduce -12.8% | 5,952 | $226K |
| Ameriprise Financial Inc. | 0.00% | New | 5,700 | $210K |
| Osaic Holdings, Inc. | 0.00% | Add +13.7% | 5,630 | $207K |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.8% | 4,231 | $156K |
| MAI Capital Management | 0.00% | Add +0.3% | 4,192 | $154K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.5% | 3,597 | $132K |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 3,066 | $113K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +121.9% | 1,766 | $65K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.1% | 908 | $33K |
| Principal Securities, Inc. | 0.00% | No change | 892 | $31K |
| Comerica Bank | 0.00% | Reduce -9.1% | 698 | $26K |
| Rothschild Investment LLC | 0.00% | No change | 650 | $24K |
| Creative Financial Designs Inc. | 0.00% | Add +8.6% | 516 | $19K |
| FMR LLC | 0.00% | No change | 276 | $10K |
| REAP Financial Group, LLC | 0.00% | Add +0.9% | 222 | $8K |
| Assetmark, Inc. | 0.00% | New | 165 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -0.9% | 115 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 100 | $4K |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $59 |
"% 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.