Wisdomtree DY Inter Eq FD-USDDWMETF
13F holders, Q4 2025 (December 31)133holders +17
21new positions
6sold out
1famous investor
$43.67avg. 13F price*
At the end of Q4 2025, 133 institutions reported holding Wisdomtree DY Inter Eq FD-US (DDWM) in their 13F filings, up 17 from Q3 2025. 21 opened new positions and 6 sold out. The largest holders were Park National Corp. ($154.2M), LPL Financial LLC ($104.6M) and Morgan Stanley ($88.9M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $21.9M |
| Exits | 6 | $775K |
All 13F filers, Q3 2025 → Q4 2025: 4,309,002 shares bought and 701,268 shares sold, net +3,607,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Park National Corp. | 4.81% | Add +7.9% | 3,541,209 | $154.2M |
| LPL Financial LLC | 0.03% | Add +13.3% | 2,401,402 | $104.6M |
| Morgan Stanley | 0.01% | Add +7.0% | 2,041,359 | $88.9M |
| Hennion & Walsh Asset Management, Inc. | 1.89% | Add +3.1% | 1,259,777 | $54.9M |
| Raymond James Financial Inc. | 0.02% | Add +108.8% | 1,243,665 | $54.1M |
| Capital Asset Advisory Services LLC | 2.07% | Add +4.5% | 1,162,052 | $51.5M |
| Axxcess Wealth Management, LLC | 0.90% | Add +4.1% | 1,157,125 | $50.4M |
| SK Wealth Management, LLC | 12.53% | Add +500.1% | 990,476 | $44.9M |
| Bank of America Corp. | 0.00% | Add +46.0% | 882,583 | $38.4M |
| Cetera Investment Advisers | 0.03% | Add +129.2% | 709,217 | $30.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.9% | 659,594 | $28.7M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +24.0% | 641,506 | $27.9M |
| Stratos Investment Management, LLC | 1.04% | Add +2.9% | 593,277 | $25.8M |
| MML Investors Services, LLC | 0.06% | Reduce -0.2% | 586,304 | $25.5M |
| Lido Advisors, LLC | 0.08% | Add +0.1% | 442,906 | $19.3M |
| Atria Investments, Inc | 0.19% | Reduce -3.3% | 390,357 | $17.0M |
| Tidemark, LLC | 4.79% | Add +5.6% | 387,053 | $16.9M |
| UBS Group AG | 0.00% | Add +319.6% | 308,642 | $13.4M |
| Impact Capital Partners LLC | 2.58% | Add +1.1% | 200,163 | $8.7M |
| Insight Advisors, LLC/ PA | 1.23% | New | 185,854 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +15.2% | 179,066 | $7.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +12.5% | 171,217 | $7.5M |
| Mariner, LLC | 0.01% | New | 150,745 | $6.6M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +298.2% | 147,412 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Add +0.8% | 139,441 | $6.1M |
| Frazier Financial Advisors, LLC | 3.54% | Reduce -2.4% | 137,145 | $6.0M |
| Burns Matteson Capital Management, LLC | 1.96% | Add +2.3% | 112,317 | $4.9M |
| Private Advisor Group, LLC | 0.02% | Add +263.6% | 106,296 | $4.6M |
| Occidental Asset Management, LLC | 0.52% | Add +0.3% | 99,945 | $4.4M |
| FFG Retirement Advisors LLC | 2.66% | Reduce -1.9% | 98,335 | $4.3M |
| Premier Private Wealth Management LLC | 4.20% | — | 88,698 | $4.0M |
| Simplicity Wealth,LLC | 0.21% | Add +14.4% | 80,249 | $3.5M |
| D.A. Davidson & Co. | 0.02% | Add +3.6% | 75,148 | $3.3M |
| Vericrest Private Wealth | 2.84% | — | 73,375 | $3.2M |
| Lanark Financial, Inc. | 0.24% | Add +334.5% | 73,154 | $3.2M |
| Smartleaf Asset Management LLC | 0.11% | Add +107793.4% | 65,815 | $2.9M |
| Trivium Point Advisory, LLC | 0.28% | Reduce -0.3% | 64,236 | $2.8M |
| VestGen Advisors, LLC | 0.12% | Reduce -61.3% | 62,686 | $2.7M |
| Focus Partners Wealth | 0.00% | Reduce -0.1% | 60,998 | $2.7M |
| Caprock Group, LLC | 0.05% | Add +0.9% | 56,413 | $2.5M |
| Optima Capital LLC | 1.05% | Reduce -27.8% | 55,576 | $2.4M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.8% | 48,983 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.3% | 47,744 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 46,559 | $2.0M |
| Moody National Bank Trust Division | 0.19% | No change | 46,177 | $2.0M |
| Trilogy Capital Inc. | 0.07% | Add +323.3% | 37,292 | $1.6M |
| Global Retirement Partners, LLC | 0.03% | Add +4.7% | 35,892 | $1.6M |
| AssuredPartners Investment Advisors, LLC | 0.22% | New | 33,989 | $1.5M |
| World Investment Advisors | 0.02% | Reduce -0.4% | 32,416 | $1.4M |
| World Equity Group, Inc. | 0.37% | Add +5.7% | 30,266 | $1.3M |
| TCFG Wealth Management, LLC | 0.51% | Reduce -12.7% | 29,126 | $1.3M |
| HF Advisory Group, LLC | 0.41% | Add +0.9% | 27,312 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -17.4% | 26,871 | $1.2M |
| RFG Advisory, LLC | 0.02% | New | 25,402 | $1.1M |
| AIFG Consultants Ltd. | 1.86% | New | 24,907 | $1.1M |
| Gotham Asset Management | 0.00% | Add +5.2% | 24,215 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +20.4% | 22,547 | $982K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +8.8% | 22,531 | $981K |
| Jane Street Group, LLC | 0.00% | Reduce -93.0% | 20,875 | $909K |
| Signal Advisors Wealth, LLC | 0.07% | Add +37.1% | 20,632 | $898K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +5.3% | 20,616 | $898K |
| Truist Financial Corp. | 0.00% | Add +4.4% | 20,233 | $881K |
| CreativeOne Wealth, LLC | 0.02% | New | 18,358 | $799K |
| Sheets Smith Wealth Management | 0.08% | Add +10.7% | 17,071 | $743K |
| Sigma Planning Corp | 0.02% | Reduce -8.8% | 16,372 | $713K |
| Howard Bailey Securities, LLC | 0.28% | Reduce -92.2% | 16,238 | $707K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.9% | 16,192 | $705K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +27.2% | 15,364 | $669K |
| Evolution Wealth Management Inc. | 0.52% | Reduce -0.4% | 14,478 | $630K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +13.4% | 13,658 | $595K |
| Comprehensive Money Management Services LLC | 0.40% | No change | 13,367 | $582K |
| IFP Advisors, Inc | 0.01% | Reduce -0.8% | 13,222 | $576K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.8% | 12,944 | $564K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.4% | 12,634 | $550K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.9% | 12,557 | $547K |
| Sanctuary Advisors, LLC | 0.00% | Add +31.2% | 12,366 | $538K |
| Oregon Pacific Wealth Management, LLC | 0.55% | Add +61.2% | 12,166 | $530K |
| Perigon Wealth Management, LLC | 0.01% | Add +59.8% | 11,785 | $513K |
| Crux Wealth Advisors | 0.18% | Reduce -22.2% | 10,916 | $475K |
| WESCAP Management Group, Inc. | 0.09% | Reduce -2.2% | 10,709 | $466K |
| Money Concepts Capital Corp. | 0.03% | Add +5.5% | 10,559 | $460K |
| WCG Wealth Advisors LLC | 0.01% | Add +0.3% | 10,302 | $449K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +51.2% | 10,142 | $442K |
| Insigneo Advisory Services, LLC | 0.03% | Add +0.2% | 10,062 | $438K |
| Modera Wealth Management, LLC | 0.01% | No change | 9,832 | $428K |
| Beacon Financial Group | 0.04% | No change | 9,689 | $422K |
| American Money Management, LLC | 0.06% | Reduce -1.5% | 9,380 | $408K |
| Hopwood Nicholas Hunter | 0.13% | — | 9,178 | $400K |
| AE Wealth Management LLC | 0.00% | Reduce -5.1% | 8,852 | $385K |
| Seek First Inc. | 0.25% | Add +0.4% | 8,261 | $360K |
| Foundations Investment Advisors, LLC | 0.00% | Add +0.9% | 8,244 | $359K |
| HRT Financial LP | 0.00% | New | 8,110 | $353K |
| Summit Financial, LLC | 0.00% | New | 7,617 | $332K |
| Greykasell Wealth Strategies, Inc. | 0.13% | No change | 7,588 | $330K |
| WealthPoint Financial, LLC | 0.27% | — | 7,175 | $312K |
| Ritholtz Wealth Management | 0.01% | Add +0.4% | 6,944 | $302K |
| Riverbend Wealth Management, LLC | 0.19% | New | 6,837 | $298K |
| Gateway Wealth Partners, LLC | 0.03% | New | 6,643 | $289K |
| Empirical Asset Management, LLC | 0.08% | New | 6,629 | $289K |
| Portland Financial Advisors Inc | 0.61% | No change | 6,598 | $287K |
| Ameriprise Financial Inc. | 0.00% | Add +4.0% | 6,558 | $286K |
| Royal Bank of Canada | 0.00% | Reduce -59.2% | 6,338 | $276K |
| JPMorgan Chase & Co. | 0.00% | Add +53.9% | 6,112 | $266K |
| SkyView Investment Advisors, LLC | 0.03% | New | 5,807 | $253K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,124 | $223K |
| Pacific Financial Group Inc. | 0.12% | New | 4,915 | $214K |
| Merit Financial Group, LLC | 0.00% | New | 4,731 | $206K |
| Rooted Wealth Advisors, Inc. | 0.06% | New | 4,429 | $203K |
| CoreCap Advisors, LLC | 0.01% | Add +1.4% | 4,079 | $178K |
| MAI Capital Management | 0.00% | Add +0.0% | 4,006 | $174K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 3,175 | $138K |
| Cwm, LLC | 0.00% | Reduce -55.4% | 2,476 | $108K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.9% | 1,821 | $79K |
| Root Financial Partners, LLC | 0.00% | No change | 1,717 | $75K |
| US Bancorp \de | 0.00% | Add +40.5% | 1,573 | $68K |
| Comerica Bank | 0.00% | Reduce -15.2% | 1,531 | $67K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,420 | $62K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,354 | $59K |
| Caldwell Trust Co | 0.01% | New | 1,304 | $57K |
| Nvwm, LLC | 0.01% | Add +10000.0% | 1,010 | $44K |
| Bank of Montreal | 0.00% | No change | 1,007 | $44K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.1% | 915 | $40K |
| Rothschild Investment LLC | 0.00% | No change | 650 | $28K |
| FMR LLC | 0.00% | Add +0.2% | 602 | $26K |
| Raffa Wealth Management, LLC | 0.00% | New | 500 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 378 | $16K |
| Covestor Ltd | 0.01% | Add +4.4% | 263 | $11K |
| REAP Financial Group, LLC | 0.00% | No change | 222 | $10K |
| NBT Bank, N.A. | 0.00% | New | 44 | $6K |
| Assetmark, Inc. | 0.00% | No change | 114 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $5K |
| Qube Research & Technologies Ltd | 0.00% | New | 34 | $1K |
| Wells Fargo & Company | 0.00% | Add +3200.0% | 33 | $1K |
"% 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.