DDWM institutional holders

WisdomTree Dynamic International Equity Fund · 154 reporting institutions · $1.3B reported value

Funds that can replace DDWM · DDWM return decomposition

Institutional holdings

Institutions reporting DDWM, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$183.8M23,4582026-06-30
Park National Corp /oh$173.7M02026-06-30
Morgan Stanley$109.5M23,1852026-06-30
Raymond James Financial Inc$70.3M02026-06-30
Hennion & Walsh Asset Management, Inc.$66.2M712026-06-30
Capital Asset Advisory Services LLC$58M692026-06-30
Axxcess Wealth Management, LLC$57.3M382026-06-30
Bank of America Corp /de$49.6M02026-06-30
UBS Group AG$36.7M02026-06-30
Cetera Investment Advisers$36.7M10,3702026-06-30
Envestnet Pmc$34.7M602026-06-30
Sk Wealth Management, LLC$33.1M42026-06-30
Steward Partners Investment Advisory, LLC$32.5M4812026-06-30
MML Investors Services, LLC$30.9M5,1202026-06-30
Stratos Investment Management, LLC$28.3M72026-06-30
Baird Financial Group, Inc.$24M02026-06-30
Horizon Wealth Management$20.4M62026-06-30
Lido Advisors, LLC$20.3M3202026-06-30
Choice Wealth Advisors LLC$16.5M32026-06-30
Atria Investments, Inc$15.1M62026-06-30
Jane Street Group, LLC$12.7M02026-06-30
Impact Capital Partners LLC$11.2M52026-06-30
Burns Matteson Capital Management, LLC$8.8M62026-06-30
Tidemark, LLC$8.6M82026-06-30
Onedigital Investment Advisors LLC$8.4M3862026-06-30
Kestra Advisory Services, LLC$7.3M1,4792026-06-30
Defined Financial Planning LLC$6.9M02025-09-30
Frazier Financial Advisors, LLC$6.4M112026-06-30
Newedge Advisors$5.4M6012026-06-30
Simplicity Wealth, LLC$4.9M02026-06-30
Trilogy Capital, Inc.$4.6M722026-06-30
Commonwealth Equity Services, LLC$4.6M2,8632026-06-30
Smartleaf Asset Management LLC$4.5M92026-06-30
Mariner, LLC$4.5M02026-06-30
Lanark Financial, Inc.$4.5M692026-06-30
Vestgen Advisors, LLC$4.1M582026-06-30
Vericrest Private Wealth$4.1M22026-06-30
Occidental Asset Management, LLC$4M122026-06-30
Columbia Advisory Partners LLC$3.9M182026-06-30
Great Valley Advisor Group, LLC$3.8M2052026-06-30
Citadel Advisors LLC$3.8M02026-06-30
Premier Private Wealth Management LLC$3.8M42026-06-30
D.A. Davidson & Co.$3.6M6892026-06-30
Trivium Point Advisory, LLC$2.9M182026-06-30
Western Wealth Management, LLC$2.8M1122026-06-30
The Caprock Group, LLC$2.6M512026-06-30
Focus Partners Wealth$2.5M1,0482026-06-30
Optima Capital LLC$2.3M62026-06-30
Savant Wealth Management$2.2M4052026-06-30
Stifel Financial Corp$2.1M02026-06-30
Moody National Bank Trust Division$2.1M02026-06-30
Geneos Wealth Management, Inc.$2.1M1932026-06-30
Global Retirement Partners LLC$1.7M4912026-06-30
Gotham Asset Management, LLC$1.7M52026-06-30
Private Advisor Group, LLC$1.7M9272026-06-30
Signal Advisors Wealth, LLC$1.7M452026-06-30
Aqr Capital Management LLC$1.6M12026-06-30
Tcfg Investment Advisors, LLC$1.5M312026-06-30
World Equity Group, Inc.$1.5M562026-06-30
Assuredpartners Investment Advisors$1.5M292026-06-30
Harbour Investments, Inc.$1.5M2472026-06-30
Tcfg Wealth Management, LLC$1.5M02026-03-31
Pursuit Wealth Strategies, LLC$1.5M42026-06-30
World Investment Advisors$1.4M3592026-06-30
Hf Advisory Group, LLC$1.4M22026-06-30
Sanctuary Advisors, LLC$1.3M4012026-06-30
B. Riley Wealth Advisors, Inc.$1.2M1702026-06-30
Rfg Advisory, LLC$1.2M1912026-06-30
Aifg Consultants Ltd.$1.1M72025-12-31
Hs Wealth Partners$1.1M62026-06-30
Wealthcare Advisory Partners LLC$1M1702026-06-30
Foundations Investment Advisors, LLC$1M3022026-06-30
Alchemi Wealth, LLC$886.2K62026-06-30
Sheets Smith Wealth Management$840.9K102026-06-30
Osaic Holdings, Inc.$839.4K02026-06-30
Wells Fargo & Company/mn$812.2K02026-06-30
Rockefeller Capital Management LP$800.4K3462026-06-30
Oregon Pacific Wealth Management$759.5K52026-06-30
Sigma Planning Corp$707K4742026-06-30
Evolution Wealth Management Inc.$696K32026-06-30
Wcg Wealth Advisors LLC$694.8K1302026-06-30
Insigneo Advisory Services, LLC$669.1K2252026-06-30
Creativeone Wealth, LLC$663.3K2212026-06-30
Stratos Wealth Partners, Ltd.$646.3K3862026-06-30
Edelman Financial Engines$641.8K7222026-06-30
Howard Bailey Securities, LLC$641.2K112026-06-30
O'Shaughnessy Asset Management, LLC$640.1K582026-06-30
Comprehensive Money Management Services LLC$564K02026-06-30
Perigon Wealth Management, LLC$523.1K922026-06-30
Money Concepts Capital Corp$503.2K3892026-06-30
Seia$499.3K1412026-06-30
Ifp Advisors, Inc$498.1K3182026-06-30
Wescap Management Group, Inc.$494.5K62026-06-30
Wealthplan Investment Management, LLC$491.3K292026-06-30
Concurrent Investment Advisors, LLC$460.9K3492026-06-30
Ae Wealth Management LLC$451.6K4712026-06-30
Beacon Financial Group$447.4K82026-06-30
Hopwood Nicholas Hunter$432.3K32026-06-30
Royal Bank of Canada$431K02026-06-30
Town Capital LLC$427.5K12026-06-30
Toptier Wealth Management, LLC$418.4K22026-06-30
Crux Wealth Advisors$393.2K92026-06-30
Empirical Asset Management, LLC$388.8K122026-06-30
American Money Management, LLC$378.6K112026-06-30
Seek First Inc.$377.3K32026-06-30
Qube Research & Technologies Ltd$369.1K02026-06-30
Greykasell Wealth Strategies, Inc.$350.4K22026-06-30
Wealthpoint Advisors$345.1K32026-06-30
Ameriprise Financial Inc$333.4K02026-06-30
Riverbend Wealth Management, LLC$333.3K42026-06-30
Ritholtz Wealth Management$318.6K582026-06-30
Summit Financial, LLC$317.4K2292026-06-30
Gateway Wealth Partners, LLC$305.8K1012026-06-30
Jpmorgan Chase & Co$297.9K02026-06-30
Portland Financial Advisors Inc$282.3K12026-06-30
Paragon Capital Management Ltd$278.4K02026-06-30
Mercer Global Advisors Inc /adv$266.4K02026-06-30
Corient Private Wealth LP$253K6742026-06-30
Farther Finance Advisors, LLC$221.1K3342026-06-30
Obsidian Personal Planning Solutions LLC$220.2K02025-09-30
Modera Wealth Management, LLC$219K1352026-06-30
Corecap Advisors, LLC$210.6K1182026-06-30
Cherry Tree Wealth Management, LLC$161.8K92026-03-31
Integrated Wealth Concepts LLC$150.7K4802026-06-30
Fifth Third Bancorp$145.2K02026-06-30
Cwm, LLC$109.2K6672026-03-31
Tounjian Advisory Partners, LLC$105K52026-06-30
Northwestern Mutual Wealth Management Co$100.4K02026-06-30
Fmr LLC$95.4K02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$88.9K02026-06-30
Nvwm, LLC$86.3K92026-06-30
Capital A Wealth Management, LLC$74.9K122025-06-30
Private Trust Co NA$68.7K02026-06-30
Aptus Capital Advisors, LLC$67.9K212026-06-30
Comerica Bank$66.7K02025-12-31
Bank of Montreal /can$46.5K02026-06-30
Bellevue Asset Management, LLC$42.5K22026-06-30
Mather Group, Llc.$30.2K1102026-06-30
Rothschild Investment LLC$30K182026-06-30
Raffa Wealth Management, LLC$23.1K62026-06-30
TD Capital Management LLC$21.2K82026-06-30
US Bancorp$20.9K02026-06-30
Dunhill Financial, LLC$17.8K122026-06-30
Creative Financial Designs Inc /adv$17.5K02026-06-30
Reap Financial Group, LLC$10.3K72026-06-30
Cambridge Investment Research Advisors, Inc.$8.9K3,9402026-03-31
Nbt Bank, N.A.$6.3K02026-06-30
Assetmark, Inc$5.3K2202026-06-30
Glen Eagle Advisors, LLC$5.1K132026-06-30
Planning Strategies Inc.$4.9K102026-06-30
Park Avenue Securities LLC$5811,9082026-06-30
Skyview Investment Advisors, LLC$25652026-03-31
Hantz Financial Services, Inc.$223962026-06-30
Interactive Advisers, Interactive Advisors$1532026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30