WisdomTree Trust - DTD

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$811.3M
QoQ value delta ($000)
-$5.783M (-0.71%)
Implied price effect (QoQ)
+0.03%
Shares
Total shares
8,699,584
QoQ shares delta
-64,202 (-0.73%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 87 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 24,854 266,052 0.91%
Pinnacle Financial Group, LLC / IL 22,105 236,622 5.32%
Kestra Advisory Services, LLC 18,752 200,730 0.05%
Retirement Planning Group, LLC 15,915 170,364 0.4%
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. 9,411 100,742 0.02%
UBS Group AG 8,908 95,533 0.0%
Melone Private Wealth, LLC 8,040 86,070 3.15%
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%
ROYAL BANK OF CANADA 5,951 63,820 0.0%