Wisdomtree DY Inter Eq FD-USDDWMETF
13F holders, Q2 2026 (June 30)145holders
10new positions
10sold out
3famous investors
$46.21avg. 13F price*
At the end of Q2 2026, 145 institutions reported holding Wisdomtree DY Inter Eq FD-US (DDWM) in their 13F filings, unchanged from Q1 2026. 10 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($183.8M), Park National Corp. ($173.7M) and Morgan Stanley ($109.5M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $64.1M |
| Exits | 10 | $9.9M |
All 13F filers, Q1 2026 → Q2 2026: 3,918,652 shares bought and 896,724 shares sold, net +3,021,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| LPL Financial LLC | 0.04% | Add +25.7% | 3,980,772 | $183.8M |
| Park National Corp. | 4.86% | Add +2.3% | 3,761,775 | $173.7M |
| Morgan Stanley | 0.01% | Add +10.2% | 2,370,261 | $109.5M |
| Raymond James Financial Inc. | 0.02% | Add +10.0% | 1,522,980 | $70.3M |
| Hennion & Walsh Asset Management, Inc. | 1.89% | Add +7.7% | 1,433,747 | $66.2M |
| Capital Asset Advisory Services LLC | 2.10% | Add +5.8% | 1,255,404 | $58.0M |
| Axxcess Wealth Management, LLC | 0.91% | New | 1,241,604 | $57.3M |
| Bank of America Corp. | 0.00% | Add +4.5% | 1,075,010 | $49.6M |
| UBS Group AG | 0.01% | Add +13.8% | 795,502 | $36.7M |
| Cetera Investment Advisers | 0.03% | Add +7.7% | 795,480 | $36.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.8% | 751,061 | $34.7M |
| SK Wealth Management, LLC | 7.45% | Reduce -25.6% | 693,751 | $33.1M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +0.5% | 704,543 | $32.5M |
| MML Investors Services, LLC | 0.06% | Add +27.2% | 668,967 | $30.9M |
| Stratos Investment Management, LLC | 1.02% | Add +3.1% | 611,848 | $28.3M |
| Baird Financial Group, Inc. | 0.03% | Add +7.3% | 518,624 | $24.0M |
| Horizon Wealth Management, LLC | 2.61% | Reduce -0.7% | 442,514 | $20.4M |
| Lido Advisors, LLC | 0.07% | Reduce -4.2% | 438,912 | $20.3M |
| Choice Wealth Advisors LLC | 5.78% | Add +6.0% | 356,619 | $16.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +66.9% | 335,602 | $15.5M |
| Atria Investments, Inc | 0.15% | Reduce -10.4% | 326,330 | $15.1M |
| Jane Street Group, LLC | 0.01% | Add +35.8% | 274,238 | $12.7M |
| Impact Capital Partners LLC | 3.05% | Add +4.9% | 242,152 | $11.2M |
| Burns Matteson Capital Management, LLC | 2.80% | Add +12.4% | 190,915 | $8.8M |
| Tidemark, LLC | 1.95% | Reduce -47.7% | 187,217 | $8.6M |
| OneDigital Investment Advisors LLC | 0.07% | Add +0.9% | 181,872 | $8.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.0% | 158,604 | $7.3M |
| Frazier Financial Advisors, LLC | 3.22% | Reduce -0.1% | 137,883 | $6.4M |
| NewEdge Advisors, LLC | 0.02% | Add +6.3% | 117,967 | $5.4M |
| Simplicity Wealth,LLC | 0.16% | Add +19.6% | 105,357 | $4.9M |
| Trilogy Capital Inc. | 0.18% | Add +60.8% | 100,250 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +101.6% | 98,800 | $4.6M |
| Smartleaf Asset Management LLC | 0.15% | No change | 98,698 | $4.5M |
| Mariner, LLC | 0.00% | Reduce -32.4% | 97,866 | $4.5M |
| Lanark Financial, Inc. | 0.30% | Add +4.8% | 97,440 | $4.5M |
| VestGen Advisors, LLC | 0.12% | Add +3.1% | 89,341 | $4.1M |
| Vericrest Private Wealth | 3.67% | Add +6.9% | 89,313 | $4.1M |
| Occidental Asset Management, LLC | 0.39% | Reduce -1.2% | 86,100 | $4.0M |
| Columbia Advisory Partners LLC | 2.16% | Add +3.5% | 84,667 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +27.1% | 83,324 | $3.8M |
| Citadel Advisors | 0.00% | New | 83,161 | $3.8M |
| Premier Private Wealth Management LLC | 3.32% | Add +3.5% | 82,143 | $3.8M |
| D.A. Davidson & Co. | 0.02% | Add +0.7% | 78,641 | $3.6M |
| Trivium Point Advisory, LLC | 0.26% | Add +304.8% | 62,022 | $2.9M |
| Western Wealth Management, LLC | 0.09% | Add +638.4% | 60,785 | $2.8M |
| Caprock Group, LLC | 0.05% | Add +1.4% | 57,326 | $2.6M |
| Focus Partners Wealth | 0.00% | Reduce -11.3% | 54,252 | $2.5M |
| Optima Capital LLC | 0.92% | Reduce -5.8% | 50,715 | $2.3M |
| Savant Capital, LLC | 0.01% | Add +91.0% | 49,451 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +4.2% | 46,355 | $2.1M |
| Moody National Bank Trust Division | 0.18% | No change | 46,177 | $2.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +1.3% | 44,979 | $2.1M |
| Global Retirement Partners, LLC | 0.03% | — | 37,731 | $1.7M |
| Gotham Asset Management | 0.00% | Add +58.1% | 37,150 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -75.3% | 36,624 | $1.7M |
| Signal Advisors Wealth, LLC | 0.09% | Add +26.8% | 35,968 | $1.7M |
| AQR Capital Management | 0.00% | No change | 34,293 | $1.6M |
| TCFG Investment Advisors, LLC | 0.52% | Reduce -1.3% | 32,870 | $1.5M |
| World Equity Group, Inc. | 0.34% | Add +5.7% | 33,314 | $1.5M |
| AssuredPartners Investment Advisors, LLC | 0.15% | Reduce -0.9% | 32,735 | $1.5M |
| Harbour Investments, Inc. | 0.02% | Add +11.2% | 32,463 | $1.5M |
| Pursuit Wealth Strategies, LLC | 1.92% | New | 31,925 | $1.5M |
| World Investment Advisors | 0.02% | No change | 32,319 | $1.4M |
| HF Advisory Group, LLC | 0.42% | Add +3.3% | 29,470 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +23.2% | 27,707 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +8.2% | 26,236 | $1.2M |
| RFG Advisory, LLC | 0.02% | Add +1.0% | 26,132 | $1.2M |
| TigerOak Management, L.L.C. | 0.30% | Add +32.0% | 22,920 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.1% | 22,672 | $1.0M |
| Foundations Investment Advisors, LLC | 0.01% | Add +59.7% | 22,175 | $1.0M |
| Alchemi Wealth, LLC | 0.42% | Add +31.9% | 19,189 | $886K |
| Sheets Smith Wealth Management | 0.08% | Add +2.3% | 18,209 | $841K |
| Osaic Holdings, Inc. | 0.00% | Add +6.0% | 18,177 | $839K |
| Wells Fargo & Company | 0.00% | Add +944.4% | 17,588 | $812K |
| Rockefeller Capital Management L.P. | 0.00% | Add +123.9% | 17,333 | $800K |
| Oregon Pacific Wealth Management, LLC | 0.71% | Reduce -3.9% | 16,447 | $760K |
| Sigma Planning Corp | 0.02% | Reduce -8.6% | 15,309 | $707K |
| Evolution Wealth Management Inc. | 0.41% | Add +1.5% | 15,071 | $696K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -2.8% | 15,046 | $695K |
| Insigneo Advisory Services, LLC | 0.03% | Add +9.0% | 14,489 | $669K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.4% | 14,364 | $663K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +11.3% | 13,996 | $646K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -8.8% | 13,897 | $642K |
| Howard Bailey Securities, LLC | 0.24% | Reduce -13.3% | 13,885 | $641K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -19.2% | 13,861 | $640K |
| Park Avenue Securities LLC | 0.00% | Add +0.3% | 12,590 | $581K |
| Comprehensive Money Management Services LLC | 0.35% | Reduce -8.6% | 12,212 | $564K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.3% | 11,326 | $523K |
| Money Concepts Capital Corp. | 0.02% | Add +6.8% | 10,897 | $503K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -14.7% | 10,811 | $499K |
| IFP Advisors, Inc | 0.01% | Add +0.7% | 10,785 | $498K |
| WESCAP Management Group, Inc. | 0.09% | No change | 10,709 | $495K |
| WealthPlan Investment Management, LLC | 0.02% | Add +43.0% | 10,638 | $491K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -14.7% | 9,980 | $461K |
| AE Wealth Management LLC | 0.00% | Add +25.8% | 9,779 | $452K |
| Beacon Financial Group | 0.04% | No change | 9,689 | $447K |
| Hopwood Nicholas Hunter | 0.12% | Reduce -1.6% | 9,362 | $432K |
| Royal Bank of Canada | 0.00% | Add +10.2% | 9,336 | $431K |
| Town Capital LLC | 0.27% | New | 9,258 | $428K |
| TopTier Wealth Management, LLC | 0.25% | Add +45.3% | 9,059 | $418K |
| Crux Wealth Advisors | 0.14% | Add +0.6% | 8,514 | $393K |
| Empirical Asset Management, LLC | 0.09% | Add +9.7% | 8,419 | $389K |
| American Money Management, LLC | 0.05% | Reduce -5.2% | 8,199 | $379K |
| Seek First Inc. | 0.24% | Add +1.4% | 8,169 | $377K |
| Qube Research & Technologies Ltd | 0.00% | New | 7,993 | $369K |
| Greykasell Wealth Strategies, Inc. | 0.13% | No change | 7,588 | $350K |
| WealthPoint Financial, LLC | 0.25% | Add +4.7% | 7,474 | $345K |
| Ameriprise Financial Inc. | 0.00% | No change | 7,220 | $333K |
| Riverbend Wealth Management, LLC | 0.17% | Add +3.8% | 7,218 | $333K |
| Ritholtz Wealth Management | 0.00% | Add +1.4% | 6,899 | $319K |
| Summit Financial, LLC | 0.00% | Reduce -9.2% | 6,873 | $317K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -49.8% | 6,621 | $306K |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 6,464 | $298K |
| Portland Financial Advisors Inc | 0.52% | Reduce -7.3% | 6,113 | $282K |
| Paragon Capital Management Ltd | 0.05% | Reduce -31.9% | 6,028 | $278K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,769 | $266K |
| Corient Private Wealth LP | 0.00% | New | 5,479 | $253K |
| Farther Finance Advisors, LLC | 0.00% | Add +729.6% | 4,787 | $221K |
| Modera Wealth Management, LLC | 0.00% | Reduce -51.8% | 4,742 | $219K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.6% | 4,561 | $211K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +7.9% | 3,957 | $183K |
| Fifth Third Bancorp | 0.00% | Reduce -2.2% | 3,145 | $145K |
| Tounjian Advisory Partners, LLC | 0.04% | New | 2,274 | $105K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.1% | 2,174 | $100K |
| FMR LLC | 0.00% | Add +157.3% | 2,066 | $95K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,924 | $89K |
| Nvwm, LLC | 0.02% | Add +0.5% | 1,868 | $86K |
| Private Trust Co. NA | 0.01% | No change | 1,488 | $69K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,470 | $68K |
| Bank of Montreal | 0.00% | No change | 1,007 | $47K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.4% | 920 | $43K |
| Mather Group, Llc. | 0.00% | Add +52.6% | 653 | $30K |
| Rothschild Investment LLC | 0.00% | No change | 650 | $30K |
| Raffa Wealth Management, LLC | 0.00% | No change | 500 | $23K |
| Hantz Financial Services, Inc. | 0.00% | New | 482 | $22K |
| TD Capital Management LLC | 0.00% | Add +1.6% | 459 | $21K |
| US Bancorp \de | 0.00% | Reduce -71.2% | 453 | $21K |
| Dunhill Financial, LLC | 0.00% | New | 386 | $18K |
| Creative Financial Designs Inc. | 0.00% | No change | 378 | $17K |
| Covestor Ltd | 0.01% | Reduce -32.4% | 323 | $15K |
| REAP Financial Group, LLC | 0.00% | No change | 222 | $10K |
| NBT Bank, N.A. | 0.00% | No change | 137 | $6K |
| Assetmark, Inc. | 0.00% | No change | 114 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $5K |
| Planning Strategies Inc. | 0.00% | — | 106 | $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.