DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DDWM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
146
Reporting holders
$1.3B
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Cambridge Investment Research Advisors, Inc. | $31.0M | 671,204 | 0.04% | 14q | +233.7%+$21.7M |
| 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% | 7q | +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 | +944.4%+$734.5K |
| 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 |
| PARK AVENUE SECURITIES LLC | $581.0K | 12,590 | 0.00% | 8q | HELD |
| Comprehensive Money Management Services LLC | $564.0K | 12,212 | 0.36% | 7q | -8.6%-$53.3K |
| Perigon Wealth Management, LLC | $523.1K | 11,326 | 0.01% | 8q | +2.3%+$11.9K |
| 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 | NEW |
| TopTier Wealth Management, LLC | $418.4K | 9,059 | 0.25% | 2q | +45.3%+$130.4K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 51 | $347.8M | 7,621,861 | 5 | 24 | 10 | 0.0% |
| Q2 2026 | 146 | $1.3B | 28,768,920 | 10 | 77 | 33 | 0.0% |
| Q1 2026 | 146 | $1.1B | 25,406,179 | 24 | 63 | 29 | 0.0% |
| Q4 2025 | 134 | $1.0B | 23,021,220 | 23 | 54 | 24 | 0.0% |
| Q3 2025 | 116 | $812.0M | 19,426,592 | 16 | 52 | 26 | 0.0% |
| Q2 2025 | 110 | $574.6M | 14,487,934 | 18 | 42 | 32 | 0.0% |
| Q1 2025 | 94 | $312.7M | 8,498,950 | 17 | 27 | 32 | 0.0% |
| Q4 2024 | 85 | $212.9M | 6,192,186 | 8 | 34 | 24 | 0.0% |
| Q3 2024 | 79 | $208.6M | 5,818,048 | 13 | 23 | 24 | 0.0% |
| Q2 2024 | 69 | $201.9M | 5,926,383 | 11 | 23 | 17 | 0.0% |
| Q1 2024 | 69 | $223.2M | 6,518,428 | 12 | 23 | 19 | 0.0% |
| Q4 2023 | 64 | $182.4M | 5,667,827 | 4 | 19 | 19 | 0.0% |
| Q3 2023 | 64 | $177.2M | 5,817,148 | 6 | 20 | 21 | 0.0% |
| Q2 2023 | 60 | $195.0M | 6,241,153 | 9 | 19 | 21 | 0.0% |
| Q1 2023 | 55 | $183.5M | 5,934,070 | 6 | 22 | 13 | 0.0% |
| Q4 2022 | 54 | $167.6M | 5,729,260 | 13 | 20 | 7 | 0.0% |
| Q3 2022 | 44 | $124.1M | 4,764,708 | 5 | 17 | 14 | 0.0% |
| Q2 2022 | 46 | $123.9M | 4,444,270 | 7 | 18 | 11 | 0.0% |
| Q1 2022 | 40 | $101.5M | 3,308,929 | 5 | 11 | 12 | 0.0% |
| Q4 2021 | 37 | $117.4M | 3,811,522 | 4 | 12 | 11 | 0.0% |
| Q3 2021 | 31 | $107.3M | 3,594,220 | 4 | 10 | 10 | 0.0% |
| Q2 2021 | 33 | $102.3M | 3,331,564 | 3 | 13 | 12 | 0.0% |
| Q1 2021 | 32 | $91.9M | 3,087,332 | 4 | 6 | 16 | 0.0% |
| Q4 2020 | 32 | $81.4M | 2,922,391 | 4 | 9 | 15 | 0.0% |
| Q3 2020 | 33 | $81.5M | 3,178,818 | 5 | 7 | 17 | 0.0% |
| Q2 2020 | 34 | $93.8M | 3,701,046 | 4 | 7 | 18 | 0.0% |
| Q1 2020 | 36 | $125.4M | 5,615,573 | 3 | 15 | 13 | 0.0% |
| Q4 2019 | 48 | $169.5M | 5,594,889 | 4 | 16 | 13 | 0.0% |
| Q3 2019 | 42 | $154.5M | 5,360,652 | 8 | 12 | 9 | 0.0% |
| Q2 2019 | 36 | $145.1M | 5,001,031 | 2 | 17 | 9 | 0.0% |
| Q1 2019 | 37 | $107.0M | 3,752,097 | 6 | 13 | 13 | 0.0% |
| Q4 2018 | 33 | $106.6M | 4,113,941 | 1 | 1 | 1 | 0.0% |