DTD institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding211
Shares held8,870,168
Reported value$827.1m
Quarter flows15 new, 69 added, 57 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/1,508,148$140.6m0.0%
MORGAN STANLEY1,240,413$115.7m0.0%
LPL Financial LLC917,128$85.5m0.0%
WELLS FARGO & COMPANY/MN369,580$34.5m0.0%
626 Financial, LLC305,791$28.5m11.1%
RAYMOND JAMES FINANCIAL INC280,648$26.2m0.0%
Connecticut Wealth Management, LLC266,740$24.9m0.9%
Pinnacle Financial Group, LLC / IL240,721$22.4m5.5%
Cambridge Investment Research Advisors, Inc.213,884$19.9m0.0%
Kestra Advisory Services, LLC202,645$18.9m0.1%
Retirement Planning Group, LLC201,901$18.8m0.5%
HighTower Advisors, LLC162,333$15.1m0.0%
Cetera Investment Advisers145,767$13.6m0.0%
Savvy Advisors, Inc.141,011$13.1m0.3%
AMERIPRISE FINANCIAL INC137,083$12.8m0.0%
Foundations Investment Advisors, LLC126,855$11.8m0.1%
OSAIC HOLDINGS, INC.123,901$11.6m0.0%
Vertex Planning Partners, LLC117,050$10.9m1.6%
UBS Group AG95,533$8.9m0.0%
Melone Private Wealth, LLC83,013$7.7m2.9%
Integrated Wealth Concepts LLC79,596$7.4m0.0%
ENVESTNET ASSET MANAGEMENT INC76,971$7.2m0.0%
JPMORGAN CHASE & CO75,908$7.1m0.0%
Vestmark Advisory Solutions, Inc.71,954$6.7m0.1%
Atria Investments, Inc64,983$6.1m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DTD"). DTD price history · All 13F data

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