WisdomTree Trust - DTD

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$733M

QoQ value delta ($000)

+$17.17M (+2.4%)

Implied price effect (QoQ)

+1.14%

Total shares

8,635,618

QoQ shares delta

+106,429 (+1.25%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	139,707	1,645,944	0.01%
MORGAN STANLEY	98,714	1,162,988	0.01%
LPL Financial LLC	71,174	838,532	0.02%
WELLS FARGO & COMPANY/MN	33,261	391,869	0.01%
626 Financial, LLC	26,642	313,884	11.46%
Connecticut Wealth Management, LLC	22,825	268,910	0.99%
RAYMOND JAMES FINANCIAL INC	22,010	259,312	0.01%
Pinnacle Financial Group, LLC / IL	21,614	254,646	6.27%
Retirement Planning Group, LLC	20,964	246,988	0.69%
Kestra Advisory Services, LLC	16,956	199,765	0.07%
HighTower Advisors, LLC	16,432	193,597	0.02%
Cetera Investment Advisers	12,098	142,540	0.01%
AMERIPRISE FINANCIAL INC	11,917	140,405	0.0%
OSAIC HOLDINGS, INC.	8,809	103,763	0.01%
FOUNDATIONS INVESTMENT ADVISORS, LLC	8,576	101,044	0.11%
Cambridge Investment Research Advisors, Inc.	8,567	100,934	0.02%
Vertex Planning Partners, LLC	8,256	97,270	1.92%
UBS Group AG	7,739	91,178	0.0%
ROYAL BANK OF CANADA	7,365	86,763	0.0%
Melone Private Wealth, LLC	6,807	80,204	2.89%
FFG RETIREMENT ADVISORS LLC	6,413	75,562	3.98%
Atria Investments, Inc	6,223	73,323	0.07%
JPMORGAN CHASE & CO	5,983	70,491	0.0%
Sanctuary Advisors, LLC	5,835	68,751	0.03%
Vestmark Advisory Solutions, Inc.	5,716	67,351	0.08%