Wisdomtree DY Inter Eq FD-USDDWMETF
13F holders, Q1 2026 (March 31)145holders +12
24new positions
10sold out
2famous investors
$44.24avg. 13F price*
At the end of Q1 2026, 145 institutions reported holding Wisdomtree DY Inter Eq FD-US (DDWM) in their 13F filings, up 12 from Q4 2025. 24 opened new positions and 10 sold out. The largest holders were Park National Corp. ($162.3M), LPL Financial LLC ($139.7M) and Morgan Stanley ($94.9M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $60.9M |
| Exits | 10 | $60.6M |
All 13F filers, Q4 2025 → Q1 2026: 4,236,974 shares bought and 1,822,988 shares sold, net +2,413,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| Park National Corp. | 4.94% | Add +3.9% | 3,678,991 | $162.3M |
| LPL Financial LLC | 0.04% | Add +31.9% | 3,167,850 | $139.7M |
| Morgan Stanley | 0.01% | Add +5.3% | 2,150,517 | $94.9M |
| Raymond James Financial Inc. | 0.02% | Add +11.3% | 1,384,479 | $61.1M |
| Hennion & Walsh Asset Management, Inc. | 1.98% | Add +5.7% | 1,331,088 | $58.7M |
| Capital Asset Advisory Services LLC | 2.11% | Add +2.1% | 1,186,900 | $55.0M |
| Bank of America Corp. | 0.00% | Add +16.6% | 1,028,863 | $45.4M |
| SK Wealth Management, LLC | 11.57% | Reduce -5.9% | 931,914 | $41.7M |
| Cetera Investment Advisers | 0.03% | Add +4.1% | 738,583 | $32.6M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +9.2% | 700,739 | $30.9M |
| UBS Group AG | 0.01% | Add +126.4% | 698,744 | $30.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.7% | 690,532 | $30.5M |
| Stratos Investment Management, LLC | 1.05% | Add +0.1% | 593,549 | $26.2M |
| MML Investors Services, LLC | 0.06% | Reduce -10.3% | 525,779 | $23.2M |
| Baird Financial Group, Inc. | 0.03% | Add +246.6% | 483,311 | $21.3M |
| Lido Advisors, LLC | 0.08% | Add +3.4% | 457,898 | $20.2M |
| Horizon Wealth Management, LLC | 2.88% | New | 445,469 | $19.6M |
| Atria Investments, Inc | 0.18% | Reduce -6.7% | 364,294 | $16.1M |
| Tidemark, LLC | 4.01% | Reduce -7.5% | 357,878 | $15.8M |
| Choice Wealth Advisors LLC | 5.83% | New | 336,513 | $14.8M |
| Impact Capital Partners LLC | 3.08% | Add +15.3% | 230,768 | $10.2M |
| Jane Street Group, LLC | 0.01% | Add +867.3% | 201,928 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +12.3% | 201,112 | $8.9M |
| OneDigital Investment Advisors LLC | 0.08% | New | 180,273 | $8.0M |
| Burns Matteson Capital Management, LLC | 2.92% | Add +51.2% | 169,859 | $7.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -11.7% | 151,128 | $6.7M |
| Private Advisor Group, LLC | 0.03% | Add +39.6% | 148,398 | $6.5M |
| Mariner, LLC | 0.01% | Reduce -4.0% | 144,691 | $6.4M |
| Frazier Financial Advisors, LLC | 3.37% | Add +0.7% | 138,034 | $6.1M |
| NewEdge Advisors, LLC | 0.02% | New | 110,922 | $4.9M |
| FFG Retirement Advisors LLC | 2.54% | Add +0.6% | 98,935 | $4.4M |
| Smartleaf Asset Management LLC | 0.15% | Add +50.0% | 98,698 | $4.2M |
| Lanark Financial, Inc. | 0.31% | Add +27.1% | 92,962 | $4.1M |
| VestGen Advisors, LLC | 0.11% | Add +38.2% | 86,654 | $4.0M |
| Simplicity Wealth,LLC | 0.22% | Add +9.8% | 88,086 | $3.9M |
| Occidental Asset Management, LLC | 0.46% | Reduce -12.8% | 87,109 | $3.8M |
| Vericrest Private Wealth | 3.31% | Add +13.8% | 83,537 | $3.7M |
| Columbia Advisory Partners LLC | 2.30% | New | 81,835 | $3.6M |
| Premier Private Wealth Management LLC | 3.69% | Reduce -10.5% | 79,369 | $3.5M |
| D.A. Davidson & Co. | 0.02% | Add +3.9% | 78,092 | $3.4M |
| Flow Traders U.S. LLC | 0.09% | New | 66,719 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +546.1% | 65,533 | $2.9M |
| Trilogy Capital Inc. | 0.12% | Add +67.2% | 62,340 | $2.7M |
| Focus Partners Wealth | 0.00% | Add +0.2% | 61,129 | $2.7M |
| Caprock Group, LLC | 0.06% | Add +0.3% | 56,556 | $2.5M |
| Optima Capital LLC | 1.10% | Reduce -3.1% | 53,850 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.7% | 49,014 | $2.2M |
| Moody National Bank Trust Division | 0.19% | No change | 46,177 | $2.0M |
| Independent Advisor Alliance | 0.02% | New | 45,120 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 44,476 | $2.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -9.4% | 44,391 | $2.0M |
| AQR Capital Management | 0.00% | New | 34,293 | $1.5M |
| TCFG Wealth Management, LLC | 0.56% | Add +14.3% | 33,303 | $1.5M |
| TCFG Investment Advisors, LLC | 0.56% | — | 33,303 | $1.5M |
| AssuredPartners Investment Advisors, LLC | 0.16% | Reduce -2.8% | 33,024 | $1.5M |
| World Investment Advisors | 0.02% | Reduce -0.3% | 32,319 | $1.4M |
| World Equity Group, Inc. | 0.36% | Add +4.2% | 31,528 | $1.4M |
| Harbour Investments, Inc. | 0.02% | Add +29.5% | 29,198 | $1.3M |
| HF Advisory Group, LLC | 0.43% | Add +4.5% | 28,532 | $1.3M |
| Signal Advisors Wealth, LLC | 0.09% | Add +37.5% | 28,373 | $1.3M |
| Savant Capital, LLC | 0.01% | Reduce -3.6% | 25,889 | $1.1M |
| RFG Advisory, LLC | 0.02% | Add +1.8% | 25,870 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +17.6% | 24,253 | $1.0M |
| Gotham Asset Management | 0.00% | Reduce -3.0% | 23,491 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.5% | 22,637 | $999K |
| Sanctuary Advisors, LLC | 0.01% | Add +81.9% | 22,494 | $992K |
| Sheets Smith Wealth Management | 0.09% | Add +4.3% | 17,803 | $785K |
| TigerOak Management, L.L.C. | 0.24% | New | 17,364 | $766K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.6% | 17,153 | $757K |
| Osaic Holdings, Inc. | 0.00% | Add +5.9% | 17,151 | $757K |
| Oregon Pacific Wealth Management, LLC | 0.79% | Add +40.7% | 17,117 | $755K |
| Sigma Planning Corp | 0.02% | Add +2.3% | 16,749 | $739K |
| Howard Bailey Securities, LLC | 0.29% | Reduce -1.3% | 16,022 | $707K |
| WCG Wealth Advisors LLC | 0.02% | Add +50.2% | 15,475 | $683K |
| Trivium Point Advisory, LLC | 0.12% | Reduce -76.2% | 15,320 | $676K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +11.6% | 15,239 | $672K |
| Evolution Wealth Management Inc. | 0.48% | Add +2.6% | 14,849 | $655K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -19.8% | 14,721 | $649K |
| Alchemi Wealth, LLC | 0.36% | New | 14,552 | $642K |
| Foundations Investment Advisors, LLC | 0.01% | Add +68.4% | 13,885 | $612K |
| Comprehensive Money Management Services LLC | 0.39% | No change | 13,367 | $590K |
| Insigneo Advisory Services, LLC | 0.04% | Add +32.1% | 13,297 | $587K |
| Gateway Wealth Partners, LLC | 0.02% | Add +98.4% | 13,178 | $581K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 12,667 | $559K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.9% | 12,572 | $555K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.0% | 12,556 | $554K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -92.1% | 11,696 | $516K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -6.1% | 11,068 | $488K |
| IFP Advisors, Inc | 0.01% | Reduce -19.0% | 10,711 | $472K |
| WESCAP Management Group, Inc. | 0.09% | No change | 10,709 | $472K |
| Money Concepts Capital Corp. | 0.02% | Reduce -3.4% | 10,204 | $450K |
| Modera Wealth Management, LLC | 0.01% | No change | 9,832 | $434K |
| Beacon Financial Group | 0.04% | No change | 9,689 | $427K |
| Hopwood Nicholas Hunter | 0.13% | Add +3.6% | 9,510 | $419K |
| Paragon Capital Management Ltd | 0.08% | New | 8,853 | $391K |
| American Money Management, LLC | 0.06% | Reduce -7.8% | 8,647 | $381K |
| Crux Wealth Advisors | 0.14% | Reduce -22.4% | 8,466 | $373K |
| Royal Bank of Canada | 0.00% | Add +33.7% | 8,475 | $373K |
| Western Wealth Management, LLC | 0.01% | New | 8,232 | $363K |
| Seek First Inc. | 0.25% | Reduce -2.5% | 8,053 | $355K |
| AE Wealth Management LLC | 0.00% | Reduce -12.2% | 7,771 | $343K |
| Rockefeller Capital Management L.P. | 0.00% | New | 7,742 | $342K |
| Empirical Asset Management, LLC | 0.09% | Add +15.8% | 7,673 | $338K |
| Greykasell Wealth Strategies, Inc. | 0.13% | No change | 7,588 | $335K |
| Summit Financial, LLC | 0.00% | Reduce -0.6% | 7,568 | $334K |
| WealthPlan Investment Management, LLC | 0.02% | New | 7,440 | $328K |
| Ameriprise Financial Inc. | 0.00% | Add +10.1% | 7,220 | $318K |
| WealthPoint Financial, LLC | 0.26% | Reduce -0.5% | 7,140 | $315K |
| Riverbend Wealth Management, LLC | 0.19% | Add +1.7% | 6,952 | $307K |
| Ritholtz Wealth Management | 0.01% | Reduce -2.1% | 6,801 | $300K |
| Portland Financial Advisors Inc | 0.61% | No change | 6,598 | $291K |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 6,434 | $276K |
| TopTier Wealth Management, LLC | 0.17% | New | 6,235 | $275K |
| SkyView Investment Advisors, LLC | 0.03% | No change | 5,807 | $256K |
| CoreCap Advisors, LLC | 0.01% | Add +14.8% | 4,681 | $206K |
| MAI Capital Management | 0.00% | Reduce -3.4% | 3,869 | $171K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +15.5% | 3,667 | $162K |
| Fifth Third Bancorp | 0.00% | New | 3,216 | $142K |
| Cwm, LLC | 0.00% | No change | 2,476 | $109K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,924 | $85K |
| Nvwm, LLC | 0.02% | Add +84.1% | 1,859 | $82K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 1,856 | $82K |
| Root Financial Partners, LLC | 0.00% | No change | 1,717 | $76K |
| Wells Fargo & Company | 0.00% | Add +5003.0% | 1,684 | $74K |
| US Bancorp \de | 0.00% | No change | 1,573 | $69K |
| Private Trust Co. NA | 0.01% | New | 1,488 | $66K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.5% | 1,470 | $65K |
| Caldwell Trust Co | 0.01% | No change | 1,304 | $58K |
| True Link Financial Advisors, LLC | 0.00% | New | 1,092 | $48K |
| Bank of Montreal | 0.00% | No change | 1,007 | $44K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.1% | 916 | $40K |
| FMR LLC | 0.00% | Add +33.4% | 803 | $35K |
| Rothschild Investment LLC | 0.00% | No change | 650 | $29K |
| Wellington Grp LLC | 0.01% | New | 596 | $26K |
| Farther Finance Advisors, LLC | 0.00% | New | 577 | $26K |
| Raffa Wealth Management, LLC | 0.00% | No change | 500 | $22K |
| Covestor Ltd | 0.01% | Add +81.8% | 478 | $21K |
| TD Capital Management LLC | 0.00% | New | 452 | $20K |
| Mather Group, Llc. | 0.00% | New | 428 | $19K |
| Creative Financial Designs Inc. | 0.00% | No change | 378 | $17K |
| Jones Financial Companies LLLP | 0.00% | New | 235 | $10K |
| REAP Financial Group, LLC | 0.00% | No change | 222 | $10K |
| NBT Bank, N.A. | 0.00% | Add +211.4% | 137 | $6K |
| Assetmark, Inc. | 0.00% | No change | 114 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $5K |
"% 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.