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Wisdomtree DY Inter EQ Fd-US (DDWM)

CUSIP: 97717X263 | NYSE | 275 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Park National Corp3,854,645
4.8% of portfolio›$175.9M
Hennion & Walsh Asset Management, Inc.1,474,086
2.0% of portfolio›$67.3M
Capital Asset Advisory Services LLC1,338,861
2.1% of portfolio›$61.1M
Cambridge Investment Research Advisors, Inc.461,875
0.0% of portfolio›$21.1K
Lido Advisors, LLC441,598
0.1% of portfolio›$20.2M
Choice Wealth Advisors LLC368,427
5.8% of portfolio›$16.8M
Atria Investments, Inc322,742
0.1% of portfolio›$14.7M
Impact Capital Partners LLC245,233
3.1% of portfolio›$11.2M
Burns Matteson Capital Management, LLC192,542
3.0% of portfolio›$8.8M
Kestra Advisory Services, LLC177,739
0.0% of portfolio›$8.1M
Simplicity Wealth,LLC125,473
0.2% of portfolio›$5.7M
Trilogy Capital Inc.115,839
0.2% of portfolio›$5.3M
Commonwealth Equity Services, LLC102,638
0.0% of portfolio›$4.7M
Lanark Financial, Inc.98,405
0.3% of portfolio›$4.5M
Vericrest Private Wealth93,351
3.8% of portfolio›$4.3M
Occidental Asset Management, LLC86,450
0.3% of portfolio›$3.9M
VestGen Advisors, LLC82,950
0.1% of portfolio›$3.8M
Columbia Advisory Partners LLC81,853
2.1% of portfolio›$3.7M
D.A. Davidson & Co.80,911
0.0% of portfolio›$3.7M
Signal Advisors Wealth, LLC53,416
0.1% of portfolio›$2.4M
Moody National Bank Trust Division46,177
0.2% of portfolio›$2.1M
Tcfg Investment Advisors, LLC35,521
0.5% of portfolio›$1.6M
HF Advisory Group, LLC30,910
0.4% of portfolio›$1.4M
RFG Advisory, LLC27,367
0.0% of portfolio›$1.2M
B. Riley Wealth Advisors, Inc.26,403
0.0% of portfolio›$1.2M
WealthPlan Investment Management, LLC25,846
0.1% of portfolio›$1.2M
TigerOak Management, L.L.C.23,166
0.3% of portfolio›$1.1M
Wealthcare Advisory Partners LLC22,703
0.0% of portfolio›$1.0M
Alchemi Wealth, LLC21,051
0.4% of portfolio›$960.6K
Sigma Planning Corp16,151
0.0% of portfolio›$737.0K
TopTier Wealth Management, LLC15,925
0.4% of portfolio›$726.6K
Oregon Pacific Wealth Management, LLC15,909
0.7% of portfolio›$725.9K
Evolution Wealth Management Inc.15,192
0.4% of portfolio›$693.2K
Howard Bailey Securities, LLC13,489
0.2% of portfolio›$615.5K
Park Avenue Securities LLC12,178
0.0% of portfolio›$556
Perigon Wealth Management, LLC11,906
0.0% of portfolio›$543.3K
World Equity Group, Inc.11,817
0.2% of portfolio›$539.3K
Signature Estate & Investment Advisors LLC10,885
0.0% of portfolio›$496.7K
IFP Advisors, Inc10,804
0.0% of portfolio›$493.0K
Town Capital LLC10,593
0.3% of portfolio›$483.4K
Sheets Smith Wealth Management10,576
0.1% of portfolio›$482.6K
Beacon Financial Group9,644
0.0% of portfolio›$440.1K
Seek First Inc.7,755
0.2% of portfolio›$353.8K
WealthPoint Financial, LLC7,392
0.2% of portfolio›$337.3K
LifeGoal Investments, LLC6,211
0.1% of portfolio›$283.4K
Portland Financial Advisors Inc6,113
0.5% of portfolio›$278.9K
Paragon Capital Management Ltd6,028
0.1% of portfolio›$275.1K
Bison Wealth, LLC5,472
0.0% of portfolio›$248.6K
Farther Finance Advisors, LLC5,294
0.0% of portfolio›$241.6K
CoreCap Advisors, LLC5,169
0.0% of portfolio›$235.9K
Concurrent Investment Advisors, LLC4,953
0.0% of portfolio›$226.0K
Magnus Financial Group LLC4,838
0.0% of portfolio›$220.8K
Modera Wealth Management, LLC4,742
0.0% of portfolio›$216.4K
Truist Financial Corp4,391
0.0% of portfolio›$200.4K
Cherry Tree Wealth Management, LLC3,957
0.0% of portfolio›$180.6K
Fifth Third Bancorp3,204
0.0% of portfolio›$146.2K
Tounjian Advisory Partners, LLC2,246
0.0% of portfolio›$102.5K
Nvwm, LLC1,868
0.0% of portfolio›$85.2K
Root Financial Partners, LLC1,709
0.0% of portfolio›$78.0K
Mather Group, Llc.1,353
0.0% of portfolio›$61.7K
Pinnacle Wealth Planning Services, Inc.967
0.0% of portfolio›$44.1K
US Bancorp \de\453
0.0% of portfolio›$20.7K
Creative Financial Designs Inc378
0.0% of portfolio›$17.2K
Covestor Ltd332
0.0% of portfolio›$15
Reap Financial Group, LLC222
0.0% of portfolio›$10.1K
NBT Bank, N.A.137
0.0% of portfolio›$6.3K
Assetmark, Inc114
0.0% of portfolio›$5.2K
Planning Strategies Inc.106
0.0% of portfolio›$4.8K
StyleTurnoverLocationFiled
Park National Corp
3,854,645$175.9M4.8%CoreLowNewark, OH2026-10-05
Hennion & Walsh Asset Management, Inc.
1,474,086$67.3M2.0%ValueMediumParsippany, NJ2026-10-13
Capital Asset Advisory Services LLC
1,338,861$61.1M2.1%ETFLowWilliamston, MI2026-10-30
Cambridge Investment Research Advisors, Inc.
461,875$21.1K0.0%ETFLowFairfield, IA2026-11-02
Lido Advisors, LLC
441,598$20.2M0.1%GrowthLowLos Angeles, CA2026-11-04
Choice Wealth Advisors LLC
368,427$16.8M5.8%ETFMediumWaterville, ME2026-10-16
Atria Investments, Inc
322,742$14.7M0.1%CoreMediumCharlotte, NC2026-10-15
Impact Capital Partners LLC
245,233$11.2M3.1%GrowthLowGreenwood Village, CO2026-10-22
Burns Matteson Capital Management, LLC
192,542$8.8M3.0%CoreMediumCorning, NY2026-10-16
Kestra Advisory Services, LLC
177,739$8.1M0.0%CoreLowAustin, TX2026-11-02
Simplicity Wealth,LLC
125,473$5.7M0.2%ETFLowSummit, NJ2026-10-23
Trilogy Capital Inc.
115,839$5.3M0.2%ETFMediumIrvine, CA2026-10-20
Commonwealth Equity Services, LLC
102,638$4.7M0.0%ETFLowWaltham, MA2026-11-02
Lanark Financial, Inc.
98,405$4.5M0.3%CoreMediumBirmingham, AL2026-10-26
Vericrest Private Wealth
93,351$4.3M3.8%ETFLowNewtown, PA2026-10-21
Occidental Asset Management, LLC
86,450$3.9M0.3%GrowthLowBurlingame, CA2026-11-05
VestGen Advisors, LLC
82,950$3.8M0.1%GrowthMediumChicago, IL2026-10-27
Columbia Advisory Partners LLC
81,853$3.7M2.1%ETFMediumSpokane, WA2026-10-15
D.A. Davidson & Co.
80,911$3.7M0.0%CoreLowGreat Falls, MT2026-10-28
Signal Advisors Wealth, LLC
53,416$2.4M0.1%ETFLowDetroit, MI2026-10-13
Moody National Bank Trust Division
46,177$2.1M0.2%CoreMediumGalveston, TX2026-10-06
Tcfg Investment Advisors, LLC
35,521$1.6M0.5%GrowthMediumLaguna Niguel, CA2026-10-20
HF Advisory Group, LLC
30,910$1.4M0.4%ValueLowAnnapolis, MD2026-10-09
RFG Advisory, LLC
27,367$1.2M0.0%ETFMediumBirmingham, AL2026-11-03
B. Riley Wealth Advisors, Inc.
26,403$1.2M0.0%GrowthLowMemphis, TN2026-10-13
WealthPlan Investment Management, LLC
25,846$1.2M0.1%GrowthMediumOmaha, NE2026-10-15
TigerOak Management, L.L.C.
23,166$1.1M0.3%GrowthVery LowNashville, TN2026-10-23
Wealthcare Advisory Partners LLC
22,703$1.0M0.0%ETFLowWest Chester, PA2026-10-21
Alchemi Wealth, LLC
21,051$960.6K0.4%CoreLowEssex, CT2026-11-04
Sigma Planning Corp
16,151$737.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
TopTier Wealth Management, LLC
15,925$726.6K0.4%ETFVery LowMuskego, WI2026-10-16
Oregon Pacific Wealth Management, LLC
15,909$725.9K0.7%ETFMediumMedford, OR2026-10-20
Evolution Wealth Management Inc.
15,192$693.2K0.4%ETFMediumFort Myers, FL2026-10-28
Howard Bailey Securities, LLC
13,489$615.5K0.2%ETFMediumFort Wayne, IN2026-10-27
Park Avenue Securities LLC
12,178$5560.0%ETFMediumNew York, NY2026-10-26
Perigon Wealth Management, LLC
11,906$543.3K0.0%GrowthLowSan Francisco, CA2026-10-22
World Equity Group, Inc.
11,817$539.3K0.2%GrowthMediumSchaumburg, IL2026-10-14
Signature Estate & Investment Advisors LLC
10,885$496.7K0.0%ETFMediumLos Angeles, CA2026-10-13
IFP Advisors, Inc
10,804$493.0K0.0%GrowthLowTampa, FL2026-10-16
Town Capital LLC
10,593$483.4K0.3%ETFHighBel Air, MD2026-11-03
Sheets Smith Wealth Management
10,576$482.6K0.1%CoreLowWinston-Salem, NC2026-10-16
Beacon Financial Group
9,644$440.1K0.0%ETFMediumDallas, TX2026-10-19
Seek First Inc.
7,755$353.8K0.2%ETFLowCampbell, CA2026-10-27
WealthPoint Financial, LLC
7,392$337.3K0.2%ETFMediumCramerton, NC2026-11-03
LifeGoal Investments, LLC
6,211$283.4K0.1%ETFLowSaratoga Springs, NY2026-10-09
Portland Financial Advisors Inc
6,113$278.9K0.5%ETFVery LowPort Washington, NY2026-10-26
Paragon Capital Management Ltd
6,028$275.1K0.1%CoreVery LowDenver, CO2026-10-09
Bison Wealth, LLC
5,472$248.6K0.0%GrowthMediumAtlanta, GA2026-10-13
Farther Finance Advisors, LLC
5,294$241.6K0.0%IndexLowSan Francisco, CA2026-10-08
CoreCap Advisors, LLC
5,169$235.9K0.0%ETFMediumSouthfield, MI2026-10-08
Concurrent Investment Advisors, LLC
4,953$226.0K0.0%GrowthMediumTampa, FL2026-10-16
Magnus Financial Group LLC
4,838$220.8K0.0%ETFLowNew York, NY2026-10-21
Modera Wealth Management, LLC
4,742$216.4K0.0%ETFVery LowWestwood, NJ2026-10-28
Truist Financial Corp
4,391$200.4K0.0%CoreLowCharlotte, NC2026-10-30
Cherry Tree Wealth Management, LLC
3,957$180.6K0.0%ETFVery LowMinnetonka, MN2026-10-15
Fifth Third Bancorp
3,204$146.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Tounjian Advisory Partners, LLC
2,246$102.5K0.0%GrowthHighFort Myers, FL2026-11-04
Nvwm, LLC
1,868$85.2K0.0%GrowthMediumYardley, PA2026-10-14
Root Financial Partners, LLC
1,709$78.0K0.0%ETFMediumEncinitas, CA2026-10-21
Mather Group, Llc.
1,353$61.7K0.0%ETFMediumChicago, IL2026-10-14
Pinnacle Wealth Planning Services, Inc.
967$44.1K0.0%GARPLowMansfield, OH2026-10-27
US Bancorp \de\
453$20.7K0.0%IndexLowMinneapolis, MN2026-11-05
Creative Financial Designs Inc
378$17.2K0.0%ETFMediumKokomo, IN2026-11-04
Covestor Ltd
332$150.0%ValueHighLondon, United Kingdom2026-10-30
Reap Financial Group, LLC
222$10.1K0.0%ETFLowAustin, TX2026-11-02
NBT Bank, N.A.
137$6.3K0.0%CoreLowNorwich, NY2026-10-21
Assetmark, Inc
114$5.2K0.0%ETFLowConcord, CA2026-10-21
Planning Strategies Inc.
106$4.8K0.0%ETFN/ALancaster, PA2026-10-02