WISDOMTREE TR (DDWM) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling DDWM?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for WISDOMTREE TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on DDWM?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

Is institutional money flowing into DDWM?

44 institutional investors hold WISDOMTREE TR (DDWM). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about DDWM?

Track institutional sentiment and conviction scores for WISDOMTREE TR (DDWM) including Smart Money Verdict and position changes on HoldingsIntel.

WISDOMTREE TR

DDWM·97717X263·US·etf·Unknown - Unknown

CURRNCY INT EQ

DDWM (WISDOMTREE TR) is held by 44 institutional investors as of Q4 2025. Largest holders: LPL Financial LLC ($104.6M), MORGAN STANLEY ($88.9M), RAYMOND JAMES FINANCIAL INC ($54.1M). Net institutional sentiment: Bullish.

Holders

Avg rating(6 Elite)

$525.6M

Total Value

76% (44)

Fund Consensus

28 buying - 10 selling

Smart Money Verdict- Q4 2025View all

63Mixed MomentumSingle Source

Held by 44 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	2.4M(+13.3%)	$104.6M	0.0%	+22.97%	34
MORGAN STANLEY	Increased	2M(+7.0%)	$88.9M	0.0%	+15.26%	32
RAYMOND JAMES FINANCIAL INC	Increased	1.2M(+108.8%)	$54.1M	0.0%	+17.18%	47
AXXCESS WEALTH MANAGEMENT, LLC	Increased	1.2M(+4.1%)	$50.4M	0.9%	+9.40%	43
BANK OF AMERICA CORP /DE/	Increased	882,583(+46.0%)	$38.4M	0.0%	+17.01%	40
Cetera Investment Advisers	Increased	709,217(+129.2%)	$30.9M	0.0%	+15.38%	47
ENVESTNET ASSET MANAGEMENT INC	Decreased	659,594(-5.9%)	$28.7M	0.0%	+25.59%	0
Steward Partners Investment Advisory, LLC	Increased	641,506(+24.0%)	$27.9M	0.2%	+27.69%	42
MML INVESTORS SERVICES, LLC	Decreased	586,304(-0.2%)	$25.5M	0.1%	+23.43%	0
Lido Advisors, LLC	Increased	442,906(+0.1%)	$19.3M	0.1%	+9.64%	28
UBS Group AG	Increased	308,642(+319.6%)	$13.4M	0.0%	+6.64%	45
Kestra Advisory Services, LLC	Increased	171,217(+12.5%)	$7.5M	0.0%	+22.66%	31
Mariner, LLC	New	150,745	$6.6M	0.0%	+3.89%	38
Baird Financial Group, Inc.	Increased	139,441(+0.8%)	$6.1M	0.0%	+25.54%	27
Private Advisor Group, LLC	Increased	106,296(+263.6%)	$4.6M	0.0%	+10.12%	43
D.A. DAVIDSON & CO.	Increased	75,148(+3.6%)	$3.3M	0.0%	+13.78%	27
Focus Partners Wealth	Decreased	60,998(-0.1%)	$2.7M	0.0%	+21.53%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	47,744(+9.3%)	$2.1M	0.0%	+36.36%	28
STIFEL FINANCIAL CORP	Increased	46,559(+1.0%)	$2M	0.0%	+23.61%	26
Savant Capital, LLC	Decreased	26,871(-17.4%)	$1.2M	0.0%	+148.41%	0
Gotham Asset Management, LLC	Increased	24,215(+5.2%)	$1.1M	0.0%	+24.59%	26
JANE STREET GROUP, LLC	Decreased	20,875(-93.0%)	$908,898	0.0%	+17.44%	0
TRUIST FINANCIAL CORP	Increased	20,233(+4.4%)	$880,945	0.0%	+21.60%	26
OSAIC HOLDINGS, INC.	Decreased	16,192(-1.9%)	$705,020	0.0%	+19.11%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	15,364(+27.2%)	$668,949	0.0%	+25.15%	30
Financial Engines Advisors L.L.C.	Increased	13,658(+13.4%)	$594,669	0.0%	+13.85%	28
Sanctuary Advisors, LLC	Increased	12,366(+31.2%)	$538,397	0.0%	+18.43%	31
AE Wealth Management LLC	Decreased	8,852(-5.1%)	$385,454	0.0%	+44.86%	0
AMERIPRISE FINANCIAL INC	Increased	6,558(+4.0%)	$285,535	0.0%	+23.21%	24
ROYAL BANK OF CANADA	Decreased	6,338(-59.2%)	$276,000	0.0%	+17.32%	0
JPMORGAN CHASE & CO	Increased	6,112(+53.9%)	$266,116	0.0%	+21.65%	22
MERCER GLOBAL ADVISORS INC /ADV	New	5,124	$223,099	0.0%	+3.89%	32
Merit Financial Group, LLC	New	4,731	$205,988	0.0%	+3.89%	32
MAI Capital Management	Increased	4,006(+0.0%)	$174,435	0.0%	+35.85%	23
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	1,821(-11.9%)	$79,286	0.0%	+25.96%	0
US BANCORP \DE\	Increased	1,573(+40.5%)	$68,488	0.0%	+7.92%	28
COMERICA BANK	Decreased	1,531(-15.2%)	$66,660	0.0%	+22.22%	0
Aptus Capital Advisors, LLC	New	1,420	$61,827	0.0%	+3.89%	29
BANK OF MONTREAL /CAN/	Unchanged	1,007	$43,845	0.0%	+9.64%	0
FMR LLC	Increased	602(+0.2%)	$26,217	0.0%	+19.79%	13
ASSETMARK, INC	Unchanged	114	$4,964	0.0%	+25.90%	0
Qube Research & Technologies Ltd	New	34	$1,480	0.0%	+3.89%	17
WELLS FARGO & COMPANY/MN	Increased	33(+3200.0%)	$1,421	0.0%	+4.57%	12
HRT FINANCIAL LP	New	8,110	$353	0.0%	+3.89%	15

WISDOMTREE TR

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