Wisdomtree DY Inter Eq FD-USDDWMETF
13F holders, Q2 2025 (June 30)110holders +16
17new positions
2sold out
2famous investors
$39.66avg. 13F price*
At the end of Q2 2025, 110 institutions reported holding Wisdomtree DY Inter Eq FD-US (DDWM) in their 13F filings, up 16 from Q1 2025. 17 opened new positions and 2 sold out. The largest holders were Park National Corp. ($104.2M), Morgan Stanley ($69.0M) and LPL Financial LLC ($53.5M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $120.2M |
| Exits | 2 | $1.0M |
All 13F filers, Q1 2025 → Q2 2025: 6,258,212 shares bought and 241,185 shares sold, net +6,017,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Park National Corp. | 3.44% | New | 2,627,025 | $104.2M |
| Morgan Stanley | 0.00% | Add +844.2% | 1,740,805 | $69.0M |
| LPL Financial LLC | 0.02% | Add +85.7% | 1,350,030 | $53.5M |
| Hennion & Walsh Asset Management, Inc. | 1.89% | Add +0.4% | 1,180,367 | $46.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.5% | 613,001 | $24.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.3% | 575,872 | $22.8M |
| Stratos Investment Management, LLC | 1.03% | Add +4.0% | 567,297 | $22.5M |
| Bank of America Corp. | 0.00% | Add +9.3% | 536,086 | $21.3M |
| MML Investors Services, LLC | 0.06% | Add +26.4% | 514,170 | $20.4M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +4.3% | 486,524 | $19.3M |
| Exchange Capital Management, Inc. | 2.61% | Reduce -2.6% | 441,635 | $17.5M |
| Tidemark, LLC | 5.18% | Add +51.4% | 405,360 | $16.1M |
| Jane Street Group, LLC | 0.02% | Add +1036.1% | 372,986 | $14.8M |
| Cetera Investment Advisers | 0.02% | Add +4.3% | 276,351 | $11.0M |
| Flow Traders U.S. LLC | 0.33% | Add +23.3% | 222,788 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +23.5% | 147,612 | $5.9M |
| Frazier Financial Advisors, LLC | 3.98% | Add +1.1% | 142,055 | $5.6M |
| Atria Investments, Inc | 0.07% | Add +2.6% | 140,800 | $5.6M |
| VestGen Advisors, LLC | 0.22% | Add +8.8% | 139,352 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.8% | 137,267 | $5.4M |
| Citadel Advisors | 0.00% | New | 114,117 | $4.5M |
| Impact Capital Partners LLC | 1.46% | Add +1.3% | 112,066 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +67.0% | 103,008 | $4.1M |
| Occidental Asset Management, LLC | 0.55% | Reduce -1.6% | 101,198 | $4.0M |
| FFG Retirement Advisors LLC | 2.51% | Reduce -9.4% | 100,865 | $4.0M |
| Burns Matteson Capital Management, LLC | 1.29% | New | 67,312 | $2.7M |
| Focus Partners Wealth | 0.01% | Add +352.1% | 63,700 | $2.5M |
| Simplicity Wealth,LLC | 0.10% | New | 58,290 | $2.3M |
| D.A. Davidson & Co. | 0.02% | New | 58,251 | $2.3M |
| UBS Group AG | 0.00% | Add +753.7% | 56,197 | $2.2M |
| Geneos Wealth Management Inc. | 0.05% | Add +24.0% | 46,704 | $1.9M |
| Moody National Bank Trust Division | 0.17% | No change | 46,177 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +10.3% | 43,448 | $1.7M |
| Optima Capital LLC | 0.82% | Reduce -44.6% | 38,595 | $1.5M |
| World Investment Advisors | 0.03% | Reduce -17.8% | 34,575 | $1.4M |
| Global Retirement Partners, LLC | 0.03% | — | 33,223 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +7.3% | 33,188 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +0.4% | 32,620 | $1.3M |
| TCFG Wealth Management, LLC | 0.58% | New | 32,221 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.6% | 31,562 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +803.4% | 27,699 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -7.1% | 26,356 | $1.0M |
| HF Advisory Group, LLC | 0.41% | Reduce -9.9% | 25,903 | $1.0M |
| Oregon Pacific Wealth Management, LLC | 0.92% | Reduce -10.5% | 24,641 | $977K |
| Gotham Asset Management | 0.01% | Reduce -2.3% | 23,019 | $913K |
| SK Wealth Management, LLC | 0.38% | New | 21,860 | $876K |
| Private Advisor Group, LLC | 0.00% | Add +2.1% | 20,777 | $824K |
| Lanark Financial, Inc. | 0.07% | Reduce -4.9% | 20,493 | $812K |
| Trivium Point Advisory, LLC | 0.09% | Add +7.0% | 20,154 | $799K |
| Sigma Planning Corp | 0.02% | Add +48.0% | 19,207 | $762K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +9.3% | 18,453 | $732K |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 15,779 | $626K |
| Crux Wealth Advisors | 0.24% | Reduce -45.0% | 14,052 | $557K |
| World Equity Group, Inc. | 0.15% | Add +20.7% | 13,790 | $547K |
| Comprehensive Money Management Services LLC | 0.41% | Reduce -5.8% | 13,748 | $545K |
| IFP Advisors, Inc | 0.02% | Reduce -19.4% | 13,309 | $528K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.6% | 12,540 | $497K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.4% | 12,518 | $496K |
| Evolution Wealth Management Inc. | 0.61% | — | 12,460 | $494K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 12,031 | $477K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.5% | 11,973 | $475K |
| WESCAP Management Group, Inc. | 0.10% | No change | 10,946 | $434K |
| Insigneo Advisory Services, LLC | 0.04% | New | 10,773 | $427K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +9.6% | 10,719 | $425K |
| American Money Management, LLC | 0.07% | Reduce -13.5% | 10,268 | $407K |
| WCG Wealth Advisors LLC | 0.03% | Add +1.1% | 10,124 | $402K |
| Money Concepts Capital Corp. | 0.03% | Reduce -0.3% | 10,032 | $398K |
| Sanctuary Advisors, LLC | 0.00% | Add +22.3% | 9,840 | $390K |
| Modera Wealth Management, LLC | 0.00% | No change | 9,832 | $390K |
| Beacon Financial Group | 0.04% | No change | 9,689 | $384K |
| Western Wealth Management, LLC | 0.02% | Reduce -2.3% | 9,495 | $377K |
| AssuredPartners Investment Advisors, LLC | 0.09% | Reduce -71.1% | 9,246 | $367K |
| CW Advisors, LLC | 0.00% | No change | 8,981 | $356K |
| Seek First Inc. | 0.28% | Add +0.2% | 8,820 | $350K |
| Compound Planning, Inc. | 0.01% | Reduce -78.2% | 8,294 | $329K |
| Osaic Holdings, Inc. | 0.00% | Add +39.7% | 7,864 | $312K |
| Greykasell Wealth Strategies, Inc. | 0.14% | New | 7,588 | $301K |
| Ritholtz Wealth Management | 0.01% | Add +1.4% | 6,878 | $273K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -16.7% | 6,823 | $271K |
| AE Wealth Management LLC | 0.00% | Reduce -2.0% | 6,606 | $262K |
| Portland Financial Advisors Inc | 0.63% | No change | 6,598 | $262K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.3% | 6,472 | $257K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.1% | 5,984 | $237K |
| Bison Wealth, LLC | 0.02% | Reduce -13.7% | 5,978 | $237K |
| Foundations Investment Advisors, LLC | 0.00% | New | 5,775 | $229K |
| Ameriprise Financial Inc. | 0.00% | No change | 5,700 | $226K |
| Obsidian Personal Planning Solutions LLC | 0.09% | Reduce -8.9% | 5,423 | $215K |
| Signal Advisors Wealth, LLC | 0.02% | New | 5,268 | $209K |
| Defined Financial Planning LLC | 0.18% | New | 5,079 | $200K |
| JPMorgan Chase & Co. | 0.00% | Add +9.8% | 4,645 | $184K |
| MAI Capital Management | 0.00% | Add +1.0% | 4,235 | $168K |
| CoreCap Advisors, LLC | 0.01% | Add +11.8% | 4,021 | $159K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +73.4% | 3,062 | $121K |
| HHM Wealth Advisors, LLC | 0.01% | New | 2,451 | $97K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -95.7% | 2,329 | $92K |
| Capital A Wealth Management, LLC | 0.84% | New | 2,328 | $75K |
| Comerica Bank | 0.00% | Add +116.8% | 1,513 | $60K |
| FMR LLC | 0.00% | Add +307.6% | 1,125 | $45K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.4% | 912 | $36K |
| Principal Securities, Inc. | 0.00% | No change | 892 | $35K |
| Rothschild Investment LLC | 0.00% | No change | 650 | $26K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 388 | $15K |
| Creative Financial Designs Inc. | 0.00% | Reduce -26.7% | 378 | $15K |
| REAP Financial Group, LLC | 0.00% | No change | 222 | $9K |
| Assetmark, Inc. | 0.00% | Reduce -30.9% | 114 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $4K |
| Asset Dedication, LLC | 0.00% | New | 104 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 100 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -14.8% | 98 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $27 |
"% 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.