Wisdomtree DY Inter Eq FD-USDDWMETF
13F holders, Q3 2025 (September 30)116holders +6
16new positions
8sold out
1famous investor
$41.80avg. 13F price*
At the end of Q3 2025, 116 institutions reported holding Wisdomtree DY Inter Eq FD-US (DDWM) in their 13F filings, up 6 from Q2 2025. 16 opened new positions and 8 sold out. The largest holders were Park National Corp. ($137.2M), LPL Financial LLC ($88.6M) and Morgan Stanley ($79.7M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $122.6M |
| Exits | 8 | $6.3M |
All 13F filers, Q2 2025 → Q3 2025: 5,895,769 shares bought and 554,236 shares sold, net +5,341,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Park National Corp. | 4.29% | Add +25.0% | 3,283,074 | $137.2M |
| LPL Financial LLC | 0.03% | Add +57.0% | 2,120,071 | $88.6M |
| Morgan Stanley | 0.00% | Add +9.6% | 1,907,580 | $79.7M |
| Hennion & Walsh Asset Management, Inc. | 1.85% | Add +3.5% | 1,221,360 | $51.1M |
| Capital Asset Advisory Services LLC | 2.01% | New | 1,112,008 | $46.5M |
| Axxcess Wealth Management, LLC | 0.98% | New | 1,111,227 | $46.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +21.7% | 700,861 | $29.3M |
| Bank of America Corp. | 0.00% | Add +12.7% | 604,384 | $25.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.9% | 595,506 | $24.9M |
| MML Investors Services, LLC | 0.07% | Add +14.3% | 587,639 | $24.6M |
| Stratos Investment Management, LLC | 0.99% | Add +1.6% | 576,504 | $24.1M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +6.4% | 517,457 | $21.6M |
| Lido Advisors, LLC | 0.08% | New | 442,596 | $18.5M |
| Atria Investments, Inc | 0.19% | Add +186.6% | 403,556 | $16.9M |
| Tidemark, LLC | 4.47% | Reduce -9.6% | 366,663 | $15.3M |
| Cetera Investment Advisers | 0.01% | Add +12.0% | 309,485 | $12.9M |
| Jane Street Group, LLC | 0.01% | Reduce -19.6% | 300,000 | $12.5M |
| Howard Bailey Securities, LLC | 2.48% | New | 208,363 | $8.7M |
| Impact Capital Partners LLC | 2.49% | Add +76.7% | 198,007 | $8.3M |
| Defined Financial Planning LLC | 5.76% | Add +3146.2% | 164,875 | $6.9M |
| SK Wealth Management, LLC | 2.57% | Add +655.1% | 165,062 | $6.9M |
| VestGen Advisors, LLC | 0.23% | Add +16.4% | 162,141 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.3% | 155,439 | $6.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +47.8% | 152,207 | $6.4M |
| Frazier Financial Advisors, LLC | 3.61% | Reduce -1.1% | 140,541 | $5.9M |
| Baird Financial Group, Inc. | 0.01% | Add +0.8% | 138,373 | $5.8M |
| Burns Matteson Capital Management, LLC | 1.93% | Add +63.1% | 109,795 | $4.6M |
| FFG Retirement Advisors LLC | 2.60% | Reduce -0.6% | 100,240 | $4.2M |
| Occidental Asset Management, LLC | 0.52% | Reduce -1.5% | 99,667 | $4.2M |
| Optima Capital LLC | 1.56% | Add +99.4% | 76,943 | $3.2M |
| UBS Group AG | 0.00% | Add +30.9% | 73,556 | $3.1M |
| D.A. Davidson & Co. | 0.02% | Add +24.6% | 72,558 | $3.0M |
| Simplicity Wealth,LLC | 0.17% | Add +20.3% | 70,136 | $2.9M |
| Trivium Point Advisory, LLC | 0.27% | Add +219.6% | 64,405 | $2.7M |
| Focus Partners Wealth | 0.00% | Reduce -4.1% | 61,067 | $2.6M |
| Caprock Group, LLC | 0.06% | — | 55,907 | $2.3M |
| Geneos Wealth Management Inc. | 0.05% | Add +4.1% | 48,614 | $2.0M |
| Moody National Bank Trust Division | 0.16% | No change | 46,177 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +6.1% | 46,093 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +38.4% | 43,670 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +11.5% | 37,019 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Add +3.1% | 34,269 | $1.4M |
| TCFG Wealth Management, LLC | 0.55% | Add +3.6% | 33,368 | $1.4M |
| World Investment Advisors | 0.03% | Reduce -5.9% | 32,536 | $1.4M |
| Savant Capital, LLC | 0.01% | Reduce -0.3% | 32,512 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +40.7% | 29,238 | $1.2M |
| World Equity Group, Inc. | 0.27% | Add +107.7% | 28,639 | $1.2M |
| HF Advisory Group, LLC | 0.42% | Add +4.5% | 27,062 | $1.1M |
| Gotham Asset Management | 0.00% | No change | 23,019 | $962K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +12.2% | 20,704 | $865K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -25.7% | 19,582 | $819K |
| Truist Financial Corp. | 0.00% | Add +22.8% | 19,376 | $810K |
| Harbour Investments, Inc. | 0.02% | New | 18,730 | $783K |
| Sigma Planning Corp | 0.02% | Reduce -6.5% | 17,953 | $750K |
| Lanark Financial, Inc. | 0.05% | Reduce -17.8% | 16,838 | $704K |
| Osaic Holdings, Inc. | 0.00% | Add +109.9% | 16,509 | $686K |
| Royal Bank of Canada | 0.00% | Reduce -44.0% | 15,518 | $649K |
| Sheets Smith Wealth Management | 0.07% | New | 15,423 | $645K |
| Signal Advisors Wealth, LLC | 0.06% | Add +185.7% | 15,049 | $629K |
| Evolution Wealth Management Inc. | 0.62% | Add +16.6% | 14,531 | $607K |
| Crux Wealth Advisors | 0.23% | Reduce -0.1% | 14,035 | $587K |
| Comprehensive Money Management Services LLC | 0.40% | Reduce -2.8% | 13,367 | $559K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 13,328 | $557K |
| Park Avenue Securities LLC | 0.00% | Add +101.9% | 13,067 | $546K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.5% | 12,581 | $526K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.5% | 12,348 | $516K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.9% | 12,081 | $505K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.1% | 12,046 | $504K |
| Flow Traders U.S. LLC | 0.02% | Reduce -94.8% | 11,570 | $484K |
| WESCAP Management Group, Inc. | 0.10% | No change | 10,946 | $458K |
| WCG Wealth Advisors LLC | 0.03% | Add +1.4% | 10,266 | $429K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -6.8% | 10,042 | $420K |
| Money Concepts Capital Corp. | 0.03% | Reduce -0.3% | 10,007 | $418K |
| Modera Wealth Management, LLC | 0.00% | No change | 9,832 | $411K |
| Beacon Financial Group | 0.04% | No change | 9,689 | $405K |
| American Money Management, LLC | 0.07% | Reduce -7.2% | 9,527 | $398K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.2% | 9,426 | $394K |
| AE Wealth Management LLC | 0.00% | Add +41.2% | 9,330 | $390K |
| Trilogy Capital Inc. | 0.02% | New | 8,809 | $368K |
| Seek First Inc. | 0.25% | Reduce -6.8% | 8,225 | $344K |
| Foundations Investment Advisors, LLC | 0.01% | Add +41.5% | 8,172 | $342K |
| Greykasell Wealth Strategies, Inc. | 0.13% | No change | 7,588 | $317K |
| Oregon Pacific Wealth Management, LLC | 0.27% | Reduce -69.4% | 7,546 | $315K |
| Perigon Wealth Management, LLC | 0.01% | Add +8.1% | 7,375 | $308K |
| Ritholtz Wealth Management | 0.01% | Add +0.5% | 6,914 | $289K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +12.1% | 6,707 | $280K |
| Portland Financial Advisors Inc | 0.59% | No change | 6,598 | $276K |
| Ameriprise Financial Inc. | 0.00% | Add +10.7% | 6,308 | $264K |
| Cwm, LLC | 0.00% | New | 5,551 | $232K |
| Two Sigma Securities, LLC | 0.03% | New | 5,272 | $220K |
| Obsidian Personal Planning Solutions LLC | 0.08% | Reduce -3.1% | 5,252 | $220K |
| CoreCap Advisors, LLC | 0.01% | No change | 4,021 | $168K |
| MAI Capital Management | 0.00% | Reduce -5.4% | 4,005 | $167K |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.5% | 3,972 | $166K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +3.7% | 3,175 | $133K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.3% | 2,067 | $86K |
| Comerica Bank | 0.00% | Add +19.4% | 1,806 | $75K |
| Root Financial Partners, LLC | 0.00% | New | 1,717 | $72K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -44.8% | 1,354 | $57K |
| US Bancorp \de | 0.00% | New | 1,120 | $47K |
"% 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.