WISDOMTREE TR (DDWM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
142
Reporting holders
$1.3B
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $183.8M | 3,980,772 | 0.04% | 31q | +25.7%+$37.5M |
| PARK NATIONAL CORP /OH/ | $173.7M | 3,761,775 | 4.86% | 5q | +2.3%+$3.8M |
| MORGAN STANLEY | $109.5M | 2,370,261 | 0.01% | 35q | +10.2%+$10.1M |
| RAYMOND JAMES FINANCIAL INC | $70.3M | 1,522,980 | 0.02% | 7q | +10.0%+$6.4M |
| Hennion & Walsh Asset Management, Inc. | $66.2M | 1,433,747 | 1.89% | 6q | +7.7%+$4.7M |
| Capital Asset Advisory Services LLC | $58.0M | 1,255,404 | 2.10% | 4q | +5.8%+$3.2M |
| AXXCESS WEALTH MANAGEMENT, LLC | $57.3M | 1,241,604 | 0.91% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $49.6M | 1,075,010 | 0.00% | 31q | +4.5%+$2.1M |
| UBS Group AG | $36.7M | 795,502 | 0.00% | 31q | +13.8%+$4.5M |
| Cetera Investment Advisers | $36.7M | 795,480 | 0.03% | 10q | +7.7%+$2.6M |
| ENVESTNET ASSET MANAGEMENT INC | $34.7M | 751,061 | 0.01% | 31q | +8.8%+$2.8M |
| SK Wealth Management, LLC | $33.1M | 693,751 | 7.45% | 5q | -25.6%-$11.4M |
| Steward Partners Investment Advisory, LLC | $32.5M | 704,543 | 0.17% | 10q | +0.5%+$175.7K |
| MML INVESTORS SERVICES, LLC | $30.9M | 668,967 | 0.06% | 9q | +27.2%+$6.6M |
| Stratos Investment Management, LLC | $28.3M | 611,848 | 1.02% | 29q | +3.1%+$845.0K |
| Baird Financial Group, Inc. | $24.0M | 518,624 | 0.03% | 6q | +7.3%+$1.6M |
| Horizon Wealth Management, LLC | $20.4M | 442,514 | 2.60% | 2q | -0.7%-$136.5K |
| Lido Advisors, LLC | $20.3M | 438,912 | 0.06% | 4q | -4.1%-$876.8K |
| Choice Wealth Advisors LLC | $16.5M | 356,619 | 5.78% | 2q | +6.0%+$928.5K |
| Atria Investments, Inc | $15.1M | 326,330 | 0.15% | 10q | -10.4%-$1.8M |
| JANE STREET GROUP, LLC | $12.7M | 274,238 | 0.00% | 9q | +35.8%+$3.3M |
| Impact Capital Partners LLC | $11.2M | 242,152 | 3.05% | 7q | +4.9%+$525.7K |
| Burns Matteson Capital Management, LLC | $8.8M | 190,915 | 2.76% | 5q | +12.4%+$972.4K |
| Tidemark, LLC | $8.6M | 187,217 | 1.95% | 11q | -47.7%-$7.9M |
| OneDigital Investment Advisors LLC | $8.4M | 181,872 | 0.07% | 2q | +0.9%+$73.8K |
| Kestra Advisory Services, LLC | $7.3M | 158,604 | 0.02% | 14q | +4.9%+$345.2K |
| Frazier Financial Advisors, LLC | $6.4M | 137,883 | 3.22% | 11q | HELD |
| NewEdge Advisors, LLC | $5.4M | 117,967 | 0.02% | 2q | +6.4%+$325.3K |
| Simplicity Wealth,LLC | $4.9M | 105,357 | 0.16% | 5q | +19.6%+$797.6K |
| Trilogy Capital Inc. | $4.6M | 100,250 | 0.18% | 4q | +60.8%+$1.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 98,800 | 0.01% | 31q | +101.6%+$2.3M |
| Smartleaf Asset Management LLC | $4.5M | 98,698 | 0.15% | 11q | HELD |
| Mariner, LLC | $4.5M | 97,866 | 0.00% | 3q | -32.4%-$2.2M |
| LANARK FINANCIAL, INC. | $4.5M | 97,440 | 0.30% | 12q | +4.8%+$206.8K |
| VestGen Advisors, LLC | $4.1M | 89,341 | 0.12% | 6q | +3.1%+$124.1K |
| Vericrest Private Wealth | $4.1M | 89,313 | 3.67% | 3q | +6.9%+$266.7K |
| Occidental Asset Management, LLC | $4.0M | 86,100 | 0.39% | 13q | -1.2%-$46.6K |
| COLUMBIA ADVISORY PARTNERS LLC | $3.9M | 84,667 | 2.16% | 2q | +3.5%+$130.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $3.8M | 83,324 | 0.06% | 10q | +27.1%+$821.5K |
| CITADEL ADVISORS LLC | $3.8M | 83,161 | 0.00% | new | NEW |
| Premier Private Wealth Management LLC | $3.8M | 82,143 | 3.32% | 3q | +3.5%+$128.1K |
| D.A. DAVIDSON & CO. | $3.6M | 78,641 | 0.02% | 5q | +0.7%+$25.4K |
| Trivium Point Advisory, LLC | $2.9M | 62,022 | 0.26% | 8q | +304.8%+$2.2M |
| Western Wealth Management, LLC | $2.8M | 60,785 | 0.09% | 2q | +638.4%+$2.4M |
| Caprock Group, LLC | $2.6M | 57,326 | 0.05% | 30q | +1.4%+$35.6K |
| Focus Partners Wealth | $2.5M | 54,252 | 0.00% | 11q | -11.2%-$317.6K |
| OPTIMA CAPITAL LLC | $2.3M | 50,715 | 0.92% | 6q | -5.8%-$144.8K |
| Savant Capital, LLC | $2.2M | 49,451 | 0.01% | 26q | +91.0%+$1.1M |
| STIFEL FINANCIAL CORP | $2.1M | 46,355 | 0.00% | 6q | +4.2%+$86.8K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.1M | 46,177 | 0.18% | 16q | HELD |
| Geneos Wealth Management Inc. | $2.1M | 44,979 | 0.04% | 16q | +1.3%+$27.2K |
| Global Retirement Partners, LLC | $1.7M | 37,731 | 0.03% | 4q | +5.1%+$84.9K |
| Gotham Asset Management, LLC | $1.7M | 37,150 | 0.00% | 6q | +58.1%+$630.8K |
| Private Advisor Group, LLC | $1.7M | 36,624 | 0.01% | 14q | -75.3%-$5.2M |
| Signal Advisors Wealth, LLC | $1.7M | 35,968 | 0.08% | 5q | +26.8%+$350.7K |
| AQR CAPITAL MANAGEMENT LLC | $1.6M | 34,293 | 0.00% | 2q | HELD |
| TCFG Investment Advisors, LLC | $1.5M | 32,870 | 0.52% | 2q | -1.3%-$20.3K |
| WORLD EQUITY GROUP, INC. | $1.5M | 33,314 | 0.34% | 6q | +5.7%+$82.5K |
| AssuredPartners Investment Advisors, LLC | $1.5M | 32,735 | 0.15% | 3q | -0.9%-$13.3K |
| HARBOUR INVESTMENTS, INC. | $1.5M | 32,463 | 0.02% | 4q | +11.2%+$150.8K |
| PURSUIT WEALTH STRATEGIES, LLC | $1.5M | 31,925 | 1.92% | new | NEW |
| World Investment Advisors | $1.4M | 32,319 | 0.02% | 8q | HELD |
| HF Advisory Group, LLC | $1.4M | 29,470 | 0.42% | 15q | +3.3%+$43.3K |
| Sanctuary Advisors, LLC | $1.3M | 27,707 | 0.01% | 6q | +23.2%+$240.7K |
| B. Riley Wealth Advisors, Inc. | $1.2M | 26,236 | 0.06% | 6q | +8.2%+$91.4K |
| RFG Advisory, LLC | $1.2M | 26,132 | 0.02% | 3q | +1.0%+$12.1K |
| TigerOak Management, L.L.C. | $1.1M | 22,920 | 0.30% | 2q | +32.0%+$256.6K |
| Wealthcare Advisory Partners LLC | $1.0M | 22,672 | 0.02% | 6q | HELD |
| Foundations Investment Advisors, LLC | $1.0M | 22,175 | 0.01% | 5q | +59.7%+$382.8K |
| Alchemi Wealth, LLC | $886.2K | 19,189 | 0.42% | 2q | +31.9%+$214.1K |
| SHEETS SMITH WEALTH MANAGEMENT | $840.9K | 18,209 | 0.08% | 4q | +2.3%+$18.7K |
| OSAIC HOLDINGS, INC. | $839.4K | 18,177 | 0.00% | 26q | +6.0%+$47.4K |
| WELLS FARGO & COMPANY/MN | $812.2K | 17,588 | 0.00% | 16q | +422.2%+$656.7K |
| Rockefeller Capital Management L.P. | $800.4K | 17,333 | 0.00% | 2q | +123.9%+$442.9K |
| Oregon Pacific Wealth Management, LLC | $759.5K | 16,447 | 0.71% | 7q | -3.9%-$30.9K |
| Sigma Planning Corp | $707.0K | 15,309 | 0.02% | 6q | -8.6%-$66.5K |
| EVOLUTION WEALTH MANAGEMENT INC. | $696.0K | 15,071 | 0.41% | 5q | +1.5%+$10.3K |
| WCG Wealth Advisors LLC | $694.8K | 15,046 | 0.02% | 6q | -2.8%-$19.8K |
| INSIGNEO ADVISORY SERVICES, LLC | $669.1K | 14,489 | 0.03% | 5q | +9.0%+$55.0K |
| CreativeOne Wealth, LLC | $663.3K | 14,364 | 0.01% | 3q | -2.4%-$16.5K |
| Stratos Wealth Partners, LTD. | $646.3K | 13,996 | 0.01% | 23q | +11.3%+$65.8K |
| Financial Engines Advisors L.L.C. | $641.8K | 13,897 | 0.00% | 5q | -8.8%-$62.0K |
| HOWARD BAILEY SECURITIES, LLC | $641.2K | 13,885 | 0.24% | 4q | -13.3%-$98.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $640.1K | 13,861 | 0.00% | 17q | -19.2%-$152.0K |
| RITHOLTZ WEALTH MANAGEMENT | $637.2K | 13,798 | 0.00% | 7q | +102.9%+$323.1K |
| Comprehensive Money Management Services LLC | $564.0K | 12,212 | 0.36% | 7q | -8.6%-$53.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $532.8K | 11,538 | 0.00% | new | NEW |
| Perigon Wealth Management, LLC | $523.1K | 11,326 | 0.01% | 8q | +2.3%+$11.9K |
| Corient Private Wealth LP | $506.0K | 10,958 | 0.00% | new | NEW |
| MONEY CONCEPTS CAPITAL CORP | $503.2K | 10,897 | 0.02% | 7q | +6.8%+$32.0K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $499.3K | 10,811 | 0.01% | 7q | -14.7%-$85.7K |
| IFP Advisors, Inc | $498.1K | 10,785 | 0.01% | 10q | +0.7%+$3.4K |
| WESCAP Management Group, Inc. | $494.5K | 10,709 | 0.09% | 31q | HELD |
| WealthPlan Investment Management, LLC | $491.3K | 10,638 | 0.02% | 2q | +43.0%+$147.7K |
| Concurrent Investment Advisors, LLC | $460.9K | 9,980 | 0.00% | 6q | -14.7%-$79.2K |
| AE Wealth Management LLC | $451.6K | 9,779 | 0.00% | 28q | +25.8%+$92.7K |
| BEACON FINANCIAL GROUP | $447.4K | 9,689 | 0.04% | 31q | HELD |
| Hopwood Nicholas Hunter | $432.3K | 9,362 | 0.12% | 3q | -1.6%-$6.8K |
| ROYAL BANK OF CANADA | $431.0K | 9,336 | 0.00% | 31q | +10.2%+$39.7K |
| Town Capital LLC | $427.5K | 9,258 | 0.27% | new | FIRST |
Showing the largest 100 of 146 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 142 | $1.3B | 28,098,762 | 9 | 74 | 33 | 0.0% |
| Q1 2026 | 139 | $1.1B | 25,017,068 | 22 | 61 | 29 | 0.0% |
| Q4 2025 | 127 | $996.2M | 22,812,485 | 20 | 52 | 22 | 0.0% |
| Q3 2025 | 110 | $802.4M | 19,197,043 | 14 | 49 | 25 | 0.0% |
| Q2 2025 | 104 | $537.2M | 13,544,837 | 18 | 38 | 30 | 0.0% |
| Q1 2025 | 87 | $283.6M | 7,708,639 | 16 | 24 | 29 | 0.0% |
| Q4 2024 | 81 | $206.6M | 6,010,364 | 8 | 31 | 23 | 0.0% |
| Q3 2024 | 72 | $203.6M | 5,677,451 | 11 | 21 | 21 | 0.0% |
| Q2 2024 | 63 | $194.3M | 5,703,227 | 10 | 19 | 16 | 0.0% |
| Q1 2024 | 63 | $208.2M | 6,078,445 | 12 | 21 | 16 | 0.0% |
| Q4 2023 | 59 | $175.5M | 5,454,739 | 4 | 16 | 18 | 0.0% |
| Q3 2023 | 56 | $168.4M | 5,529,983 | 5 | 19 | 17 | 0.0% |
| Q2 2023 | 54 | $183.2M | 5,863,763 | 9 | 17 | 18 | 0.0% |
| Q1 2023 | 48 | $170.0M | 5,500,805 | 5 | 19 | 11 | 0.0% |
| Q4 2022 | 44 | $154.0M | 5,266,077 | 8 | 18 | 6 | 0.0% |
| Q3 2022 | 44 | $121.2M | 4,654,818 | 5 | 17 | 14 | 0.0% |
| Q2 2022 | 46 | $120.8M | 4,334,380 | 7 | 18 | 11 | 0.0% |
| Q1 2022 | 40 | $98.2M | 3,199,039 | 5 | 11 | 12 | 0.0% |
| Q4 2021 | 37 | $114.0M | 3,701,632 | 4 | 12 | 11 | 0.0% |
| Q3 2021 | 31 | $104.0M | 3,484,330 | 4 | 10 | 10 | 0.0% |
| Q2 2021 | 33 | $98.9M | 3,221,674 | 3 | 13 | 12 | 0.0% |
| Q1 2021 | 32 | $88.6M | 2,977,442 | 4 | 6 | 16 | 0.0% |
| Q4 2020 | 32 | $78.4M | 2,812,501 | 4 | 9 | 15 | 0.0% |
| Q3 2020 | 33 | $78.7M | 3,068,928 | 5 | 7 | 17 | 0.0% |
| Q2 2020 | 34 | $88.9M | 3,507,240 | 4 | 7 | 18 | 0.0% |
| Q1 2020 | 36 | $106.7M | 4,796,393 | 3 | 15 | 13 | 0.0% |
| Q4 2019 | 48 | $143.4M | 4,732,752 | 4 | 16 | 13 | 0.0% |
| Q3 2019 | 42 | $125.4M | 4,351,662 | 8 | 12 | 9 | 0.0% |
| Q2 2019 | 36 | $136.4M | 4,701,331 | 2 | 17 | 9 | 0.0% |
| Q1 2019 | 37 | $98.4M | 3,452,397 | 6 | 13 | 13 | 0.0% |
| Q4 2018 | 33 | $85.9M | 3,314,741 | 1 | 1 | 1 | 0.0% |