DDWM Institutional Ownership
WisdomTree Dynamic International Equity Fund
1W: -1.6%
1M: -3.0%
3M: -2.5%
YTD: +4.1%
1Y: +9.1%
3Y: +60.5%
5Y: +75.7%
$45.76
+0.55 (+1.22%)
Weekly Expected Move ±1.8%
$44
$45
$46
$47
$47
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DDWM
156
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
13
New Positions
80
Increased
43
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (165 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3,980,772 | $182M | +812,922 | +25.7% | 37Q | SEC ↗ |
| 2 | PARK NATIONAL CORP /OH | 3,761,775 | $172M | +82,784 | +2.3% | 5Q | SEC ↗ |
| 3 | MORGAN STANLEY | 2,370,261 | $108M | +219,744 | +10.2% | 40Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 1,522,980 | $70M | +138,501 | +10.0% | 7Q | SEC ↗ |
| 5 | Hennion & Walsh Asset Management, Inc. | 1,433,747 | $66M | +102,659 | +7.7% | 6Q | SEC ↗ |
| 6 | Capital Asset Advisory Services LLC | 1,255,404 | $57M | +68,504 | +5.8% | 4Q | SEC ↗ |
| 7 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 1,241,604 | $57M | — | +0.0% | 1Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 1,075,010 | $49M | +46,147 | +4.5% | 15Q | SEC ↗ |
| 9 | UBS Group AG | 795,502 | $36M | +96,758 | +13.8% | 37Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 795,480 | $36M | +56,897 | +7.7% | 10Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 751,061 | $34M | +60,529 | +8.8% | 31Q | SEC ↗ |
| 12 | Steward Partners Investment Advisory, | 704,543 | $32M | +3,804 | +0.5% | 10Q | SEC ↗ |
| 13 | SK Wealth Management, LLC | 693,751 | $32M | -238,163 | -25.6% | 5Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC | 668,967 | $31M | +143,188 | +27.2% | 9Q | SEC ↗ |
| 15 | Stratos Investment Management, LLC | 611,848 | $28M | +18,299 | +3.1% | 29Q | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 518,624 | $24M | +35,313 | +7.3% | 6Q | SEC ↗ |
| 17 | Horizon Wealth Management, LLC | 442,514 | $20M | -2,955 | -0.7% | 2Q | SEC ↗ |
| 18 | Lido Advisors, LLC | 438,912 | $20M | -18,986 | -4.1% | 4Q | SEC ↗ |
| 19 | Choice Wealth Advisors LLC | 356,619 | $16M | +20,106 | +6.0% | 2Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 335,602 | $15M | +134,490 | +66.9% | 14Q | SEC ↗ |
| 21 | Atria Investments, Inc | 326,330 | $15M | -37,964 | -10.4% | 10Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC | 274,238 | $13M | +72,310 | +35.8% | 9Q | SEC ↗ |
| 23 | Impact Capital Partners LLC | 242,152 | $11M | +11,384 | +4.9% | 7Q | SEC ↗ |
| 24 | Burns Matteson Capital Management, LLC | 190,915 | $9M | +21,056 | +12.4% | 5Q | SEC ↗ |
| 25 | Tidemark, LLC | 187,217 | $9M | -170,661 | -47.7% | 11Q | SEC ↗ |
| 26 | OneDigital Investment Advisors LLC | 181,872 | $8M | +1,599 | +0.9% | 2Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 158,604 | $7M | +7,476 | +4.9% | 14Q | SEC ↗ |
| 28 | Frazier Financial Advisors, LLC | 137,883 | $6M | -151 | -0.1% | 11Q | SEC ↗ |
| 29 | NewEdge Advisors, LLC | 117,967 | $5M | +7,045 | +6.4% | 2Q | SEC ↗ |
| 30 | Simplicity Wealth,LLC | 105,357 | $5M | +17,271 | +19.6% | 5Q | SEC ↗ |
| 31 | Trilogy Capital Inc. | 100,250 | $5M | +37,910 | +60.8% | 4Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 98,800 | $5M | +49,786 | +101.6% | 35Q | SEC ↗ |
| 33 | Smartleaf Asset Management LLC | 98,698 | $5M | — | +0.0% | 11Q | SEC ↗ |
| 34 | Mariner, LLC | 97,866 | $4M | -46,825 | -32.4% | 3Q | SEC ↗ |
| 35 | LANARK FINANCIAL, INC. | 97,440 | $4M | +4,478 | +4.8% | 12Q | SEC ↗ |
| 36 | VestGen Advisors, LLC | 89,341 | $4M | +2,687 | +3.1% | 6Q | SEC ↗ |
| 37 | Vericrest Private Wealth | 89,313 | $4M | +5,776 | +6.9% | 3Q | SEC ↗ |
| 38 | Occidental Asset Management, LLC | 86,100 | $4M | -1,009 | -1.2% | 13Q | SEC ↗ |
| 39 | COLUMBIA ADVISORY PARTNERS LLC | 84,667 | $4M | +2,832 | +3.5% | 2Q | SEC ↗ |
| 40 | GREAT VALLEY ADVISOR GROUP, INC. | 83,324 | $4M | +17,791 | +27.1% | 10Q | SEC ↗ |
| 41 | CITADEL ADVISORS LLC NEW | 83,161 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Premier Private Wealth Management LLC | 82,143 | $4M | +2,774 | +3.5% | 3Q | SEC ↗ |
| 43 | D.A. DAVIDSON & CO. | 78,641 | $4M | +549 | +0.7% | 5Q | SEC ↗ |
| 44 | Trivium Point Advisory, LLC | 62,022 | $3M | +46,702 | +304.8% | 8Q | SEC ↗ |
| 45 | Western Wealth Management, LLC | 60,785 | $3M | +52,553 | +638.4% | 2Q | SEC ↗ |
| 46 | Caprock Group, LLC | 57,326 | $3M | +770 | +1.4% | 4Q | SEC ↗ |
| 47 | Focus Partners Wealth | 54,252 | $2M | -6,877 | -11.2% | 11Q | SEC ↗ |
| 48 | OPTIMA CAPITAL LLC | 50,715 | $2M | -3,135 | -5.8% | 6Q | SEC ↗ |
| 49 | Savant Capital, LLC | 49,451 | $2M | +23,562 | +91.0% | 26Q | SEC ↗ |
| 50 | STIFEL FINANCIAL CORP | 46,355 | $2M | +1,879 | +4.2% | 6Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 1,241,604 | $57M |
| CITADEL ADVISORS LLC | 83,161 | $4M |
| Global Retirement Partners, LLC | 37,731 | $2M |
| PURSUIT WEALTH STRATEGIES, LLC | 31,925 | $1M |
| Town Capital LLC | 9,258 | $424K |
| Qube Research & Technologies Ltd | 7,993 | $366K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,769 | $264K |
| Corient Private Wealth LP | 5,479 | $251K |
| Integrated Wealth Concepts LLC | 3,264 | $149K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2,274 | $104K |
| HANTZ FINANCIAL SERVICES, INC. | 482 | $22K |
| Dunhill Financial, LLC | 386 | $18K |
| Planning Strategies Inc. | 106 | $5K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Insight Advisors, LLC/ PA | 185,854 | $9M |
| FFG RETIREMENT ADVISORS LLC | 98,935 | $5M |
| FLOW TRADERS U.S. LLC | 66,719 | $3M |
| Independent Advisor Alliance | 45,120 | $2M |
| TRUIST FINANCIAL CORP | 20,233 | $926K |
| HRT FINANCIAL LP | 8,110 | $371K |
| SkyView Investment Advisors, LLC | 5,807 | $266K |
| PACIFIC FINANCIAL GROUP INC | 4,915 | $225K |
| Merit Financial Group, LLC | 4,731 | $216K |
| Rooted Wealth Advisors, Inc. | 4,429 | $203K |
| MAI Capital Management | 3,869 | $177K |
| Root Financial Partners, LLC | 1,717 | $79K |
| HHM Wealth Advisors, LLC | 1,354 | $62K |
| Caldwell Trust Co | 1,304 | $60K |
| True Link Financial Advisors, LLC | 1,092 | $50K |
| JONES FINANCIAL COMPANIES LLLP | 235 | $11K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +812,922 | +25.7% | 3,980,772 |
| MORGAN STANLEY | +219,744 | +10.2% | 2,370,261 |
| MML INVESTORS SERVICES, LLC | +143,188 | +27.2% | 668,967 |
| RAYMOND JAMES FINANCIAL INC | +138,501 | +10.0% | 1,522,980 |
| Cambridge Investment Research Advis | +134,490 | +66.9% | 335,602 |
| Hennion & Walsh Asset Management, I | +102,659 | +7.7% | 1,433,747 |
| UBS Group AG | +96,758 | +13.8% | 795,502 |
| PARK NATIONAL CORP /OH | +82,784 | +2.3% | 3,761,775 |
| JANE STREET GROUP, LLC | +72,310 | +35.8% | 274,238 |
| Capital Asset Advisory Services LLC | +68,504 | +5.8% | 1,255,404 |
| ENVESTNET ASSET MANAGEMENT INC | +60,529 | +8.8% | 751,061 |
| Cetera Investment Advisers | +56,897 | +7.7% | 795,480 |
| Western Wealth Management, LLC | +52,553 | +638.4% | 60,785 |
| COMMONWEALTH EQUITY SERVICES, LLC | +49,786 | +101.6% | 98,800 |
| Trivium Point Advisory, LLC | +46,702 | +304.8% | 62,022 |
| BANK OF AMERICA CORP /DE | +46,147 | +4.5% | 1,075,010 |
| Trilogy Capital Inc. | +37,910 | +60.8% | 100,250 |
| Baird Financial Group, Inc. | +35,313 | +7.3% | 518,624 |
| Savant Capital, LLC | +23,562 | +91.0% | 49,451 |
| Burns Matteson Capital Management, | +21,056 | +12.4% | 190,915 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SK Wealth Management, LLC | -238,163 | -25.6% | 693,751 |
| Tidemark, LLC | -170,661 | -47.7% | 187,217 |
| Private Advisor Group, LLC | -111,774 | -75.3% | 36,624 |
| Mariner, LLC | -46,825 | -32.4% | 97,866 |
| Atria Investments, Inc | -37,964 | -10.4% | 326,330 |
| Lido Advisors, LLC | -18,986 | -4.1% | 438,912 |
| Focus Partners Wealth | -6,877 | -11.2% | 54,252 |
| Gateway Wealth Partners, LLC | -6,557 | -49.8% | 6,621 |
| Modera Wealth Management, LLC | -5,090 | -51.8% | 4,742 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -3,292 | -19.2% | 13,861 |
| OPTIMA CAPITAL LLC | -3,135 | -5.8% | 50,715 |
| Horizon Wealth Management, LLC | -2,955 | -0.7% | 442,514 |
| Paragon Capital Management Ltd | -2,825 | -31.9% | 6,028 |
| HOWARD BAILEY SECURITIES, LLC | -2,137 | -13.3% | 13,885 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | -1,856 | -14.7% | 10,811 |
| Concurrent Investment Advisors, LLC | -1,716 | -14.7% | 9,980 |
| Sigma Planning Corp | -1,440 | -8.6% | 15,309 |
| Financial Engines Advisors L.L.C. | -1,342 | -8.8% | 13,897 |
| Comprehensive Money Management Serv | -1,155 | -8.6% | 12,212 |
| US BANCORP \DE | -1,120 | -71.2% | 453 |