DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DTD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
212
Reporting holders
$827.2M
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 |
|---|---|---|---|---|---|
| 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 | -0.8%-$278.1K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $19.9M | 213,884 | 0.02% | 31q | +108.4%+$10.4M |
| 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 | -3.9%-$514.5K |
| 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 | 79,230 | 0.05% | 2q | +1543.1%+$6.9M |
| ENVESTNET ASSET MANAGEMENT INC | $7.2M | 76,971 | 0.00% | 29q | +7.0%+$466.9K |
| JPMORGAN CHASE & CO | $7.1M | 75,908 | 0.00% | 31q | +5.0%+$335.0K |
| 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 |
| Merit Financial Group, LLC | $3.5M | 37,523 | 0.02% | 10q | -3.4%-$123.5K |
| 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 |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $1.4M | 14,647 | 0.00% | 6q | +93.2%+$659.0K |
| 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 |
| PARK AVENUE SECURITIES LLC | $1.2M | 12,762 | 0.01% | new | NEW |
| 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 |
| Janney Montgomery Scott LLC | $1.0M | 11,180 | 0.00% | new | NEW |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 68 | $111.4M | 1,191,395 | 10 | 10 | 8 | 0.0% |
| Q2 2026 | 212 | $827.2M | 8,871,228 | 14 | 56 | 55 | 0.0% |
| Q1 2026 | 212 | $752.1M | 8,709,089 | 18 | 47 | 58 | 0.0% |
| Q4 2025 | 209 | $737.1M | 8,682,301 | 20 | 54 | 51 | 0.0% |
| Q3 2025 | 196 | $739.9M | 8,815,181 | 11 | 47 | 64 | 0.0% |
| Q2 2025 | 199 | $697.5M | 8,770,724 | 10 | 53 | 61 | 0.0% |
| Q1 2025 | 195 | $659.8M | 8,657,903 | 13 | 55 | 51 | 0.0% |
| Q4 2024 | 198 | $697.0M | 9,199,307 | 13 | 53 | 44 | 0.0% |
| Q3 2024 | 181 | $642.3M | 8,376,867 | 17 | 40 | 49 | 0.0% |
| Q2 2024 | 177 | $585.6M | 8,266,337 | 8 | 38 | 58 | 0.0% |
| Q1 2024 | 185 | $765.5M | 10,827,937 | 22 | 36 | 59 | 0.0% |
| Q4 2023 | 174 | $610.5M | 9,338,632 | 8 | 49 | 52 | 0.0% |
| Q3 2023 | 173 | $493.7M | 8,205,155 | 14 | 38 | 45 | 0.0% |
| Q2 2023 | 169 | $498.7M | 8,028,863 | 13 | 45 | 44 | 0.0% |
| Q1 2023 | 169 | $499.3M | 8,238,624 | 11 | 42 | 45 | 0.0% |
| Q4 2022 | 179 | $517.6M | 8,550,021 | 24 | 45 | 51 | 0.0% |
| Q3 2022 | 150 | $1.8B | 33,032,257 | 5 | 51 | 36 | 0.0% |
| Q2 2022 | 161 | $1.8B | 30,437,917 | 13 | 56 | 37 | 0.0% |
| Q1 2022 | 160 | $1.7B | 26,990,495 | 18 | 38 | 40 | 0.0% |
| Q4 2021 | 148 | $1.8B | 27,175,531 | 11 | 35 | 37 | 0.0% |
| Q3 2021 | 139 | $1.1B | 9,178,649 | 16 | 38 | 29 | 0.0% |
| Q2 2021 | 131 | $1.2B | 9,876,887 | 14 | 29 | 38 | 0.0% |
| Q1 2021 | 126 | $1.1B | 9,578,983 | 11 | 24 | 37 | 0.0% |
| Q4 2020 | 123 | $1.0B | 9,805,562 | 12 | 29 | 34 | 0.0% |
| Q3 2020 | 110 | $1.0B | 10,745,633 | 9 | 26 | 24 | 0.0% |
| Q2 2020 | 111 | $655.1M | 7,293,936 | 11 | 24 | 32 | 0.0% |
| Q1 2020 | 115 | $5.3B | 67,463,284 | 15 | 21 | 37 | 0.0% |
| Q4 2019 | 125 | $2.4B | 33,068,921 | 22 | 33 | 20 | 0.0% |
| Q3 2019 | 105 | $7.4B | 161,284,746 | 9 | 31 | 25 | 0.0% |
| Q2 2019 | 100 | $642.5M | 6,602,876 | 14 | 23 | 19 | 0.0% |
| Q1 2019 | 91 | $716.4M | 7,581,695 | 4 | 21 | 16 | 0.0% |
| Q4 2018 | 94 | $629.5M | 7,445,471 | 0 | 1 | 2 | 0.0% |