# WISDOMTREE TR (DDWM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DDWM/

- Reporting holders: 8
- Reported value: $180.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $175.9M | 3,854,645 | 4.8% | 6 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $2.1M | 46,177 | 0.2% | 17 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.4M | 30,910 | 0.4% | 16 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $283.4K | 6,211 | 0.1% | 1 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $275.1K | 6,028 | 0.1% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $241.6K | 5,294 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $235.9K | 5,169 | 0.0% | 11 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $4.8K | 106 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $180.4M |
| Q2 2026 | 147 | $1.4B |
| Q1 2026 | 144 | $1.1B |
| Q4 2025 | 133 | $1.0B |
| Q3 2025 | 116 | $812.0M |
| Q2 2025 | 110 | $574.6M |
| Q1 2025 | 94 | $312.7M |
| Q4 2024 | 85 | $212.9M |
| Q3 2024 | 79 | $208.6M |
| Q2 2024 | 69 | $201.9M |
| Q1 2024 | 68 | $215.4M |
| Q4 2023 | 64 | $182.4M |