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WisdomTree Dynamic International Equity Fund (DDWM) Institutional Ownership

WisdomTree Dynamic International Equity Fund logo
$46.81 -0.05 (-0.11%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for WisdomTree Dynamic International Equity Fund (BATS:DDWM)

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$596.96M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$48.23M
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DDWM Institutional Buying and Selling by Quarter

WisdomTree Dynamic International Equity Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026 Wellington Grp LLC596$26K0.0%N/A0.004%
5/19/2026 Western Wealth Management LLC8,232$363K0.0%N/A0.052%
5/19/2026 NewEdge Advisors LLC110,922$4.89M0.1%N/A0.695%
5/19/2026 Bank of America Corp DE1,028,863$45.38M0.0%+16.6%6.451%
5/18/2026 Royal Bank of Canada8,475$373K0.0%+33.7%0.053%
5/15/2026 Gateway Wealth Partners LLC13,178$581K0.0%+98.4%0.083%
5/14/2026 Lido Advisors LLC457,898$20.20M0.1%+3.4%2.871%
5/13/2026 Cetera Investment Advisers738,583$32.58M0.0%+4.1%4.631%
5/7/2026 World Equity Group Inc.31,528$1.39M0.4%+4.2%0.198%
5/6/2026 SK Wealth Management LLC931,914$41.70M11.6%-5.9%5.843%
5/6/2026 Frazier Financial Advisors LLC138,034$6.09M3.4%+0.6%0.865%
5/5/2026 D.A. Davidson & CO.78,092$3.45M0.0%+3.9%0.490%
5/5/2026 Geneos Wealth Management Inc.44,391$1.96M0.0%-9.4%0.278%
5/5/2026 Sanctuary Advisors LLC22,494$992K0.0%+81.9%0.141%
5/5/2026 Sigma Planning Corp16,749$739K0.0%+2.3%0.105%
5/1/2026 Fifth Third Bancorp3,216$142K0.0%N/A0.020%
5/1/2026 Simplicity Wealth LLC88,086$3.89M0.2%+9.8%0.552%
4/30/2026 Kestra Advisory Services LLC151,128$6.67M0.0%-11.7%0.948%
4/30/2026 Money Concepts Capital Corp10,204$450K0.0%-3.4%0.064%
4/28/2026 Evolution Wealth Management Inc.14,849$655K0.5%+2.6%0.093%
4/27/2026 Private Advisor Group LLC148,398$6.55M0.0%+39.6%0.930%
4/24/2026 Horizon Wealth Management LLC445,469$19.65M2.9%N/A2.793%
4/24/2026 Capital Asset Advisory Services LLC1,186,900$55.03M2.0%+2.1%7.441%
4/24/2026 Tcfg Wealth Management LLC33,303$1.48M0.6%+14.3%0.209%
4/24/2026 Columbia Advisory Partners LLC81,835$3.61M2.3%N/A0.513%
4/23/2026 Oregon Pacific Wealth Management LLC17,117$755K0.8%+40.7%0.107%
4/22/2026 Trilogy Capital Inc.62,340$2.75M0.1%+67.2%0.391%
4/22/2026 TigerOak Management L.L.C.17,364$766K0.2%N/A0.109%
4/21/2026 HF Advisory Group LLC28,532$1.26M0.4%+4.5%0.179%
4/20/2026 RFG Advisory LLC25,870$1.14M0.0%+1.8%0.162%
4/17/2026 Signal Advisors Wealth LLC28,373$1.25M0.1%+37.5%0.178%
4/16/2026 Sheets Smith Wealth Management17,803$785K0.1%+4.3%0.112%
4/16/2026 Park National Corp OH3,678,991$162.28M4.9%+3.9%23.066%
3/12/2026 Vericrest Private Wealth73,375$3.20M2.8%N/A0.460%
2/19/2026 WealthPoint Financial LLC7,175$312K0.3%N/A0.045%
2/19/2026 Axxcess Wealth Management LLC1,157,125$50.38M0.6%+4.1%7.255%
2/18/2026 Mercer Global Advisors Inc. ADV5,124$223K0.0%N/A0.032%
2/18/2026 SkyView Investment Advisors LLC5,807$253K0.0%N/A0.036%
2/18/2026 VestGen Advisors LLC62,686$2.73M0.1%-61.3%0.393%
2/18/2026 Gotham Asset Management LLC24,215$1.05M0.0%+5.2%0.152%
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2/17/2026 Cetera Investment Advisers709,217$30.88M0.0%+129.2%4.447%
2/17/2026 Osaic Holdings Inc.16,192$705K0.0%-1.9%0.102%
2/17/2026 Private Advisor Group LLC106,296$4.63M0.0%+263.6%0.666%
2/17/2026 Pacific Financial Group Inc.4,915$214K0.1%N/A0.031%
2/17/2026 Royal Bank of Canada6,338$276K0.0%-59.2%0.040%
2/16/2026 MML Investors Services LLC586,304$25.53M0.1%-0.2%3.676%
2/16/2026 Mariner LLC150,745$6.56M0.0%N/A0.945%
2/16/2026 Aptus Capital Advisors LLC1,420$62K0.0%N/A0.009%
2/13/2026 CreativeOne Wealth LLC18,358$799K0.0%N/A0.115%
2/13/2026 Kestra Advisory Services LLC171,217$7.46M0.0%+12.5%1.073%
2/13/2026 Stifel Financial Corp46,559$2.03M0.0%+1.0%0.292%
2/13/2026 Smartleaf Asset Management LLC65,815$2.87M0.1%+107,793.4%0.413%
2/13/2026 Morgan Stanley2,041,359$88.88M0.0%+7.0%12.798%
2/13/2026 Summit Financial LLC7,617$332K0.0%N/A0.048%
2/12/2026 Jane Street Group LLC20,875$909K0.0%-93.0%0.131%
2/12/2026 HRT Financial LP8,110$353K0.0%N/A0.051%
2/12/2026 Financial Engines Advisors L.L.C.13,658$595K0.0%+13.4%0.086%
2/12/2026 Commonwealth Equity Services LLC47,744$2.08M0.0%+9.3%0.299%
2/12/2026 Steward Partners Investment Advisory LLC641,506$27.93M0.2%+24.0%4.022%
2/12/2026 Great Valley Advisor Group Inc.10,142$442K0.0%+51.2%0.064%
2/11/2026 Premier Private Wealth Management LLC88,698$4.05M4.2%N/A0.556%
2/11/2026 Gateway Wealth Partners LLC6,643$289K0.0%N/A0.042%
2/11/2026 Insight Advisors LLC PA185,854$8.09M1.2%N/A1.165%
2/11/2026 Howard Bailey Securities LLC16,238$707K0.3%-89.2%0.102%
2/11/2026 WESCAP Management Group Inc.10,709$466K0.1%-2.2%0.067%
2/11/2026 LPL Financial LLC2,401,402$104.56M0.0%+13.3%15.056%
2/11/2026 O Shaughnessy Asset Management LLC15,364$669K0.0%+27.2%0.096%
2/10/2026 Lido Advisors LLC442,906$19.28M0.1%+0.1%2.777%
2/10/2026 Tidemark LLC387,053$16.85M4.8%+5.6%2.427%
2/10/2026 Northwestern Mutual Wealth Management Co.1,821$79K0.0%-11.9%0.011%
2/10/2026 Savant Capital LLC26,871$1.17M0.0%-17.4%0.168%
2/9/2026 Harbour Investments Inc.22,547$982K0.0%+20.4%0.141%
2/9/2026 Rooted Wealth Advisors Inc.4,429$203K0.1%N/A0.028%
2/9/2026 Frazier Financial Advisors LLC137,145$5.97M3.5%-2.4%0.860%
2/6/2026 Empirical Asset Management LLC6,629$289K0.0%N/A0.042%
2/6/2026 Axxcess Wealth Management LLC1,157,125$50.38M0.2%+4.1%7.255%
2/6/2026Global Retirement Partners LLC35,892$1.56M0.0%+4.7%0.225%
2/5/2026 Atria Investments Inc390,357$17.00M0.2%-3.3%2.447%
2/4/2026AIFG Consultants Ltd.24,907$1.08M1.9%N/A0.156%
2/4/2026 Money Concepts Capital Corp10,559$460K0.0%+5.5%0.066%
2/3/2026 RFG Advisory LLC25,402$1.11M0.0%N/A0.159%
2/3/2026 AssuredPartners Investment Advisors LLC33,989$1.48M0.2%N/A0.213%
2/2/2026 Truist Financial Corp20,233$881K0.0%+4.4%0.127%
1/30/2026 Sigma Planning Corp16,372$713K0.0%-8.8%0.103%
1/30/2026 Simplicity Wealth LLC80,249$3.49M0.2%+14.4%0.503%
1/30/2026 SK Wealth Management LLC990,476$44.93M12.6%+500.1%6.210%
1/30/2026 Caldwell Trust Co1,304$57K0.0%N/A0.008%
1/29/2026Comerica Bank1,531$67K0.0%-15.2%0.010%
1/29/2026 D.A. Davidson & CO.75,148$3.27M0.0%+3.6%0.471%
1/29/2026 UBS Group AG308,642$13.44M0.0%+319.6%1.935%
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1/29/2026 Sanctuary Advisors LLC12,366$538K0.0%+31.2%0.078%
1/29/2026 Riverbend Wealth Management LLC6,837$298K0.2%N/A0.043%
1/29/2026 Concurrent Investment Advisors LLC147,412$6.42M0.1%+298.2%0.924%
1/29/2026 NBC Securities Inc.73,154$3.19M0.2%+334.5%0.459%
1/28/2026 Geneos Wealth Management Inc.48,983$2.13M0.1%+0.8%0.307%
1/28/2026 Caprock Group LLC56,413$2.46M0.1%+0.9%0.354%
1/26/2026 Merit Financial Group LLC4,731$206K0.0%N/A0.030%
1/26/2026 CWM LLC2,476$108K0.0%-55.4%0.016%
1/23/2026 Optima Capital LLC55,576$2.42M1.0%-27.8%0.348%
1/23/2026 HF Advisory Group LLC27,312$1.19M0.4%+0.9%0.171%


DDWM Institutional Ownership - Frequently Asked Questions

During the previous two years, 127 institutional investors and hedge funds held shares of WisdomTree Dynamic International Equity Fund. The most heavily invested institutionals were Park National Corp OH ($162.28M), LPL Financial LLC ($104.56M), Morgan Stanley ($88.88M), Capital Asset Advisory Services LLC ($55.03M), Hennion & Walsh Asset Management Inc. ($54.85M), Axxcess Wealth Management LLC ($50.38M), and Bank of America Corp DE ($45.38M).Learn more on WisdomTree Dynamic International Equity Fund's institutional investors.

Of the 113 institutional investors that purchased WisdomTree Dynamic International Equity Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Park National Corp OH ($3.68M), Tcfg Wealth Management LLC ($1.23M), Axxcess Wealth Management LLC ($1.20M), Capital Asset Advisory Services LLC ($1.19M), SK Wealth Management LLC ($990.48K), Lido Advisors LLC ($457.90K), and Cetera Investment Advisers ($446.88K).

Institutional investors have bought a total of 14,274,685 shares in the last 24 months. This purchase volume represents approximately $596.96M in transactions.

Of the 43 institutional investors that sold WisdomTree Dynamic International Equity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($279.13K), Flow Traders U.S. LLC ($211.22K), Howard Bailey Securities LLC ($134.46K), VestGen Advisors LLC ($99.46K), SK Wealth Management LLC ($58.56K), Optima Capital LLC ($52.41K), and Northwestern Mutual Wealth Management Co. ($51.88K).

Institutional investors have sold a total of 1,134,241 shares in the last 24 months. This volume of shares sold represents approximately $48.23M in transactions.



This page (BATS:DDWM) was last updated on 5/27/2026 by MarketBeat.com Staff.
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