WisdomTree Trust - DTD

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$752.4M

QoQ value delta ($000)

+$19.01M (+2.59%)

Implied price effect (QoQ)

+1.73%

Total shares

8,713,361

QoQ shares delta

+73,078 (+0.85%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 210 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/	129,996	1,505,283	0.01%
MORGAN STANLEY	105,048	1,216,396	0.01%
LPL Financial LLC	77,817	901,077	0.02%
WELLS FARGO & COMPANY/MN	32,174	372,562	0.01%
626 Financial, LLC	25,467	294,902	11.35%
RAYMOND JAMES FINANCIAL INC	23,588	273,140	0.01%
Connecticut Wealth Management, LLC	23,223	268,910	0.97%
Pinnacle Financial Group, LLC / IL	21,168	245,116	5.8%
Retirement Planning Group, LLC	20,347	235,615	0.63%
Kestra Advisory Services, LLC	19,360	224,181	0.07%
HighTower Advisors, LLC	15,606	180,709	0.02%
Sanctuary Advisors, LLC	12,936	149,793	0.07%
Atria Investments, Inc	12,730	147,408	0.14%
Cetera Investment Advisers	12,389	143,467	0.01%
AMERIPRISE FINANCIAL INC	12,315	142,601	0.0%
FOUNDATIONS INVESTMENT ADVISORS, LLC	10,282	119,070	0.13%
Cambridge Investment Research Advisors, Inc.	8,864	102,636	0.02%
Vertex Planning Partners, LLC	8,636	100,002	1.68%
UBS Group AG	8,254	95,587	0.0%
Melone Private Wealth, LLC	7,242	83,860	2.96%
OSAIC HOLDINGS, INC.	6,634	76,813	0.01%
ENVESTNET ASSET MANAGEMENT INC	6,214	71,964	0.0%
Vestmark Advisory Solutions, Inc.	6,213	71,954	0.07%
JPMORGAN CHASE & CO	6,127	72,320	0.0%
ROYAL BANK OF CANADA	6,012	69,610	0.0%