WISDOMTREE TR (DTD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
207
Reporting holders
$816.3M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $140.6M | 1,508,148 | 0.01% | 31q | HELD |
| MORGAN STANLEY | $115.7M | 1,240,413 | 0.01% | 35q | +2.0%+$2.2M |
| LPL Financial LLC | $85.5M | 917,128 | 0.02% | 31q | +1.8%+$1.5M |
| WELLS FARGO & COMPANY/MN | $34.5M | 369,580 | 0.01% | 31q | -50.4%-$35.0M |
| 626 Financial, LLC | $28.5M | 305,791 | 11.11% | 20q | +3.7%+$1.0M |
| RAYMOND JAMES FINANCIAL INC | $26.2M | 280,648 | 0.01% | 7q | +2.7%+$700.1K |
| Connecticut Wealth Management, LLC | $24.9M | 266,740 | 0.92% | 21q | -0.8%-$202.3K |
| Pinnacle Financial Group, LLC / IL | $22.4M | 240,721 | 5.48% | 19q | -1.8%-$409.8K |
| Kestra Advisory Services, LLC | $18.9M | 202,645 | 0.06% | 24q | -9.6%-$2.0M |
| Retirement Planning Group, LLC | $18.8M | 201,901 | 0.48% | 5q | -14.3%-$3.1M |
| HighTower Advisors, LLC | $15.1M | 162,333 | 0.01% | 22q | -10.2%-$1.7M |
| Cetera Investment Advisers | $13.6M | 145,767 | 0.01% | 23q | +1.6%+$214.5K |
| Savvy Advisors, Inc. | $13.1M | 141,011 | 0.28% | new | NEW |
| AMERIPRISE FINANCIAL INC | $12.8M | 137,083 | 0.00% | 22q | -51.9%-$13.8M |
| Foundations Investment Advisors, LLC | $11.8M | 126,855 | 0.12% | 10q | +6.5%+$725.9K |
| OSAIC HOLDINGS, INC. | $11.6M | 123,901 | 0.01% | 26q | +61.3%+$4.4M |
| Vertex Planning Partners, LLC | $10.9M | 117,050 | 1.62% | 15q | +17.0%+$1.6M |
| UBS Group AG | $8.9M | 95,533 | 0.00% | 31q | HELD |
| Melone Private Wealth, LLC | $7.7M | 83,013 | 2.95% | 19q | -1.0%-$79.0K |
| Integrated Wealth Concepts LLC | $7.4M | 79,596 | 0.04% | 2q | +1550.7%+$7.0M |
| ENVESTNET ASSET MANAGEMENT INC | $7.2M | 76,971 | 0.00% | 29q | +7.0%+$466.9K |
| Corient Private Wealth LP | $7.1M | 76,007 | 0.00% | 15q | +100.0%+$3.5M |
| JPMORGAN CHASE & CO | $7.1M | 75,908 | 0.00% | 31q | +5.0%+$335.0K |
| Merit Financial Group, LLC | $7.0M | 75,046 | 0.02% | 10q | +93.2%+$3.4M |
| Vestmark Advisory Solutions, Inc. | $6.7M | 71,954 | 0.06% | 6q | HELD |
| Atria Investments, Inc | $6.1M | 64,983 | 0.06% | 13q | -55.9%-$7.7M |
| ROYAL BANK OF CANADA | $6.0M | 63,820 | 0.00% | 31q | -8.3%-$539.9K |
| FFG RETIREMENT ADVISORS LLC | $5.6M | 59,772 | 2.95% | 15q | -0.7%-$38.6K |
| Steward Partners Investment Advisory, LLC | $5.0M | 53,214 | 0.03% | 31q | +1.4%+$69.8K |
| Pathstone Holdings, LLC | $4.9M | 52,074 | 0.01% | 11q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.6M | 48,821 | 0.00% | 20q | +79.8%+$2.0M |
| Bank of New York Mellon Corp | $4.4M | 46,756 | 0.00% | 2q | +1720.0%+$4.1M |
| Envision Financial LLC | $4.1M | 44,109 | 1.89% | 7q | -20.8%-$1.1M |
| Creative Planning | $3.2M | 34,420 | 0.00% | 27q | +1.7%+$54.7K |
| Certified Advisory Corp | $3.0M | 31,918 | 0.24% | 29q | -0.5%-$15.2K |
| LCNB CORP | $3.0M | 31,727 | 0.91% | 31q | -5.0%-$154.4K |
| Avant Capital LLC | $2.9M | 31,570 | 1.84% | 15q | +1.8%+$52.7K |
| Focus Partners Wealth | $2.9M | 31,295 | 0.00% | 7q | +1.4%+$39.0K |
| Rockefeller Capital Management L.P. | $2.9M | 31,177 | 0.00% | 27q | +4.6%+$128.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 30,363 | 0.00% | 31q | -4.8%-$144.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.7M | 29,207 | 0.00% | 6q | +285.3%+$2.0M |
| CITADEL ADVISORS LLC | $2.4M | 26,111 | 0.00% | 2q | +132.2%+$1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.4M | 25,952 | 0.00% | 2q | HELD |
| Mariner, LLC | $2.3M | 25,140 | 0.00% | 19q | +1.3%+$29.0K |
| Itau Unibanco Holding S.A. | $2.2M | 23,535 | 0.04% | new | NEW |
| FMR LLC | $1.9M | 20,757 | 0.00% | 31q | +11.5%+$200.0K |
| AssuredPartners Investment Advisors, LLC | $1.9M | 20,333 | 0.18% | 3q | +0.6%+$10.4K |
| VERUS CAPITAL PARTNERS, LLC | $1.8M | 19,320 | 0.10% | 17q | -4.1%-$76.5K |
| SONATA CAPITAL GROUP INC | $1.8M | 19,049 | 0.57% | 31q | HELD |
| CHERRYDALE WEALTH MANAGEMENT, LLC | $1.8M | 18,789 | 0.46% | 19q | HELD |
| Stratos Wealth Partners, LTD. | $1.7M | 18,475 | 0.02% | 24q | -8.3%-$155.6K |
| Clearwater Capital Advisors, LLC | $1.7M | 18,119 | 0.12% | 31q | HELD |
| Key Financial Inc | $1.6M | 17,587 | 0.27% | 23q | +4.1%+$65.3K |
| GOLDMAN SACHS GROUP INC | $1.6M | 16,833 | 0.00% | 19q | -11.5%-$204.4K |
| CAPTRUST FINANCIAL ADVISORS | $1.5M | 16,208 | 0.00% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 15,834 | 0.00% | 12q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.5M | 15,970 | 0.00% | 2q | -0.9%-$14.0K |
| JONES FINANCIAL COMPANIES LLLP | $1.4M | 15,386 | 0.00% | 10q | +17.2%+$210.6K |
| Savant Capital, LLC | $1.4M | 15,506 | 0.00% | 14q | +100.0%+$696.2K |
| HB Wealth Management, LLC | $1.4M | 14,490 | 0.01% | 19q | HELD |
| BLAIR WILLIAM & CO/IL | $1.3M | 14,110 | 0.00% | 31q | HELD |
| &PARTNERS | $1.3M | 13,920 | 0.01% | 6q | +11.1%+$129.5K |
| Sharper & Granite LLC | $1.3M | 13,440 | 0.39% | 15q | HELD |
| PCA Investment Advisory Services Inc. | $1.2M | 12,375 | 0.32% | 14q | HELD |
| PANORAMIC INVESTMENT ADVISORS, LLC | $1.1M | 12,121 | 0.54% | 12q | HELD |
| JFS WEALTH ADVISORS, LLC | $1.1M | 11,651 | 0.05% | 31q | HELD |
| KMG FIDUCIARY PARTNERS, LLC | $1.0M | 11,179 | 0.10% | 8q | +1.1%+$11.3K |
| Institute for Wealth Management, LLC. | $1.0M | 11,090 | 0.09% | 31q | HELD |
| Gateway Wealth Partners, LLC | $1.0M | 10,863 | 0.06% | 13q | -51.1%-$1.1M |
| Private Advisor Group, LLC | $1.0M | 10,767 | 0.00% | 31q | -9.2%-$101.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.0M | 10,761 | 0.00% | 31q | +0.8%+$7.9K |
| WHITTIER TRUST CO OF NEVADA INC | $989.2K | 10,467 | 0.02% | 18q | HELD |
| DSG Capital Advisors, LLC | $951.4K | 10,076 | 0.14% | 3q | HELD |
| Spire Wealth Management | $923.7K | 9,906 | 0.03% | 22q | HELD |
| Belpointe Asset Management LLC | $906.2K | 9,718 | 0.03% | 29q | -0.7%-$6.3K |
| OxenFree Capital LLC | $899.1K | 9,513 | 0.41% | 4q | -1.5%-$13.7K |
| Arkadios Wealth Advisors | $841.4K | 9,024 | 0.01% | 6q | +13.2%+$98.4K |
| ASHTON THOMAS SECURITIES, LLC | $838.0K | 8,987 | 0.12% | 2q | -3.5%-$30.1K |
| Ballentine Partners, LLC | $805.7K | 8,640 | 0.01% | 28q | HELD |
| Avestar Capital, LLC | $728.9K | 7,817 | 0.04% | 10q | HELD |
| Cornerstone Financial Group, LLC /NE/ | $727.3K | 7,800 | 0.45% | 7q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $694.3K | 7,446 | 0.41% | 5q | +3.8%+$25.2K |
| Baird Financial Group, Inc. | $687.2K | 7,370 | 0.00% | 31q | +6.2%+$39.9K |
| Revisor Wealth Management LLC | $649.3K | 6,963 | 0.16% | 10q | HELD |
| XTX Topco Ltd | $642.5K | 6,890 | 0.01% | new | NEW |
| Florida Trust Wealth Management Co | $638.7K | 6,850 | 0.02% | 11q | HELD |
| Sanctuary Advisors, LLC | $630.5K | 6,761 | 0.00% | 9q | -95.5%-$13.3M |
| Quartz Partners, LLC | $613.8K | 6,582 | 0.20% | 8q | +8.7%+$49.1K |
| Alta Wealth Advisors LLC | $605.8K | 6,497 | 0.16% | 15q | -4.1%-$26.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $586.6K | 6,295 | 0.01% | 11q | -3.8%-$23.5K |
| NORDEN GROUP LLC | $570.3K | 6,116 | 0.05% | 8q | HELD |
| Element Wealth, LLC | $543.1K | 5,824 | 0.20% | 11q | +3.7%+$19.6K |
| Geneos Wealth Management Inc. | $526.8K | 5,650 | 0.01% | 42q | -0.9%-$4.7K |
| STIFEL FINANCIAL CORP | $472.1K | 5,063 | 0.00% | 5q | +11.1%+$47.1K |
| Sandy Cove Advisors, LLC | $465.9K | 4,997 | 0.12% | 19q | +0.5%+$2.3K |
| HighPoint Advisor Group LLC | $465.9K | 4,996 | 0.02% | 3q | +73.0%+$196.6K |
| HARBOUR INVESTMENTS, INC. | $458.5K | 4,917 | 0.01% | 2q | +84.4%+$209.8K |
| ATLas Financial Planning LLC | $456.9K | 4,900 | 0.37% | 3q | HELD |
| Willis Investment Counsel | $456.1K | 4,891 | 0.02% | 29q | HELD |
| Asset Advisory Group, Inc. | $449.2K | 4,818 | 0.20% | 3q | HELD |
Showing the largest 100 of 212 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 | 207 | $816.3M | 8,753,497 | 13 | 56 | 53 | 0.0% |
| Q1 2026 | 207 | $786.6M | 9,107,692 | 19 | 46 | 56 | 0.0% |
| Q4 2025 | 199 | $722.3M | 8,508,822 | 19 | 49 | 50 | 0.0% |
| Q3 2025 | 185 | $725.1M | 8,638,671 | 11 | 45 | 61 | 0.0% |
| Q2 2025 | 186 | $681.2M | 8,565,808 | 10 | 49 | 56 | 0.0% |
| Q1 2025 | 183 | $646.3M | 8,482,964 | 12 | 53 | 45 | 0.0% |
| Q4 2024 | 184 | $683.9M | 9,027,493 | 13 | 47 | 42 | 0.0% |
| Q3 2024 | 167 | $628.9M | 8,202,265 | 14 | 38 | 43 | 0.0% |
| Q2 2024 | 165 | $571.9M | 8,073,380 | 7 | 33 | 56 | 0.0% |
| Q1 2024 | 170 | $729.2M | 10,314,466 | 21 | 30 | 54 | 0.0% |
| Q4 2023 | 160 | $597.6M | 9,140,071 | 8 | 44 | 49 | 0.0% |
| Q3 2023 | 155 | $481.1M | 7,995,941 | 12 | 35 | 39 | 0.0% |
| Q2 2023 | 151 | $480.9M | 7,742,454 | 12 | 40 | 37 | 0.0% |
| Q1 2023 | 147 | $476.7M | 7,866,029 | 9 | 39 | 37 | 0.0% |
| Q4 2022 | 149 | $489.3M | 8,083,598 | 23 | 42 | 34 | 0.0% |
| Q3 2022 | 155 | $403.5M | 7,428,077 | 6 | 54 | 35 | 0.0% |
| Q2 2022 | 164 | $418.9M | 7,228,463 | 15 | 55 | 37 | 0.0% |
| Q1 2022 | 161 | $410.5M | 6,358,924 | 18 | 38 | 39 | 0.0% |
| Q4 2021 | 150 | $384.4M | 5,938,097 | 11 | 123 | 2 | 0.0% |
| Q3 2021 | 140 | $277.4M | 2,361,861 | 16 | 38 | 29 | 0.0% |
| Q2 2021 | 132 | $287.5M | 2,426,733 | 14 | 29 | 38 | 0.0% |
| Q1 2021 | 129 | $275.7M | 2,567,011 | 11 | 25 | 37 | 0.0% |
| Q4 2020 | 124 | $262.5M | 2,497,266 | 12 | 29 | 34 | 0.0% |
| Q3 2020 | 110 | $259.8M | 2,752,634 | 9 | 26 | 24 | 0.0% |
| Q2 2020 | 111 | $230.2M | 2,578,656 | 11 | 23 | 32 | 0.0% |
| Q1 2020 | 115 | $219.1M | 2,775,037 | 15 | 21 | 37 | 0.0% |
| Q4 2019 | 125 | $268.3M | 2,546,474 | 22 | 33 | 20 | 0.0% |
| Q3 2019 | 106 | $241.6M | 2,514,203 | 10 | 31 | 25 | 0.0% |
| Q2 2019 | 100 | $216.9M | 2,222,261 | 14 | 23 | 19 | 0.0% |
| Q1 2019 | 91 | $217.8M | 2,313,968 | 4 | 21 | 16 | 0.0% |
| Q4 2018 | 94 | $183.8M | 2,177,744 | 0 | 1 | 2 | 0.0% |