WisdomTree Trust - DTD

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$822.2M

QoQ value delta ($000)

+$70.2M (+9.33%)

Implied price effect (QoQ)

+7.92%

Total shares

8,822,909

QoQ shares delta

+114,229 (+1.31%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q2 2026 data: 211 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	140,629	1,508,148	0.01%
MORGAN STANLEY	115,664	1,240,413	0.01%
LPL Financial LLC	85,519	917,128	0.02%
WELLS FARGO & COMPANY/MN	34,462	369,580	0.01%
626 Financial, LLC	28,514	305,791	11.11%
RAYMOND JAMES FINANCIAL INC	26,169	280,648	0.01%
Connecticut Wealth Management, LLC	24,872	266,740	0.92%
Pinnacle Financial Group, LLC / IL	22,446	240,721	5.48%
Kestra Advisory Services, LLC	18,896	202,645	0.06%
Retirement Planning Group, LLC	18,826	201,901	0.48%
HighTower Advisors, LLC	15,137	162,333	0.01%
Cetera Investment Advisers	13,592	145,767	0.01%
Savvy Advisors, Inc.	13,148	141,011	0.28%
AMERIPRISE FINANCIAL INC	12,781	137,083	0.0%
FOUNDATIONS INVESTMENT ADVISORS, LLC	11,828	126,855	0.12%
OSAIC HOLDINGS, INC.	11,555	123,901	0.01%
Vertex Planning Partners, LLC	10,914	117,050	1.62%
Cambridge Investment Research Advisors, Inc.	9,972	106,942	0.02%
UBS Group AG	8,908	95,533	0.0%
Melone Private Wealth, LLC	7,740	83,013	2.95%
Integrated Wealth Concepts LLC	7,387	79,230	0.05%
ENVESTNET ASSET MANAGEMENT INC	7,177	76,971	0.0%
JPMORGAN CHASE & CO	7,087	75,908	0.0%
Vestmark Advisory Solutions, Inc.	6,709	71,954	0.06%
Atria Investments, Inc	6,059	64,983	0.06%