WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 0.04% | 0.04% | #62 | $183.8M | 4.0M | $139.7M | 3.2M | +812,922+25.66% | Add | |
| PARK NATIONAL CORP /OH/ | 5.77% | 4.95% | #3 | $161.8M | 3.7M | $162.3M | 3.7M | -10,904-0.30% | Reduce | |
| MORGAN STANLEY | 0.01% | <0.01% | #97 | $109.5M | 2.4M | $79.7M | 1.9M | +462,681+24.25% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.02% | 0.02% | #77 | $70.3M | 1.5M | $61.1M | 1.4M | +138,501+10.00% | Add | |
| Hennion & Walsh Asset Management, Inc. | 1.89% | 1.98% | #14 | $66.2M | 1.4M | $58.7M | 1.3M | +102,659+7.71% | Add | |
| Capital Asset Advisory Services LLC | 2.1% | 2.11% | #11 | $58.0M | 1.3M | $55.0M | 1.2M | +68,504+5.77% | Add | |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.91% | — | #17 | $57.3M | 1.2M | $0 | 0 | +1.2M | New Buy | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #108 | $49.6M | 1.1M | $45.4M | 1.0M | +46,147+4.49% | Add | |
| UBS Group AG | <0.01% | <0.01% | #102 | $36.7M | 795,502 | $30.8M | 698,744 | +96,758+13.85% | Add | |
| Cetera Investment Advisers | 0.03% | 0.03% | #65 | $36.7M | 795,480 | $32.6M | 738,583 | +56,897+7.70% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.01% | #91 | $34.7M | 751,061 | $30.5M | 690,532 | +60,529+8.77% | Add | |
| SK Wealth Management, LLC | 7.45% | 11.57% | #1 | $33.1M | 693,751 | $41.7M | 931,914 | -238,163-25.56% | Reduce | |
| Steward Partners Investment Advisory, LLC | 0.17% | 0.16% | #38 | $32.5M | 704,543 | $30.9M | 700,739 | +3,804+0.54% | Add | |
| MML INVESTORS SERVICES, LLC | 0.06% | 0.06% | #54 | $30.9M | 668,967 | $23.2M | 525,779 | +143,188+27.23% | Add | |
| Stratos Investment Management, LLC | 1.02% | 1.05% | #15 | $28.3M | 611,848 | $26.2M | 593,549 | +18,299+3.08% | Add | |
| Baird Financial Group, Inc. | 0.03% | 0.03% | #66 | $24.0M | 518,624 | $21.3M | 483,311 | +35,313+7.31% | Add | |
| Horizon Wealth Management, LLC | 2.6% | 2.88% | #9 | $20.4M | 442,514 | $19.6M | 445,469 | -2,955-0.66% | Reduce | |
| Lido Advisors, LLC | 0.06% | 0.06% | #56 | $20.3M | 438,912 | $20.2M | 457,898 | -18,986-4.15% | Reduce | |
| Choice Wealth Advisors LLC | 5.78% | 5.83% | #2 | $16.5M | 356,619 | $14.8M | 336,513 | +20,106+5.97% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.04% | 0.02% | #64 | $15.5M | 335,602 | $8.9M | 201,112 | +134,490+66.87% | Add | |
| Atria Investments, Inc | 0.15% | 0.18% | #40 | $15.1M | 326,330 | $16.1M | 364,294 | -37,964-10.42% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #122 | $12.7M | 274,238 | $8.9M | 201,928 | +72,310+35.81% | Add | |
| Impact Capital Partners LLC | 3.05% | 3.08% | #7 | $11.2M | 242,152 | $10.2M | 230,768 | +11,384+4.93% | Add | |
| Burns Matteson Capital Management, LLC | 2.76% | 2.74% | #8 | $8.8M | 190,915 | $7.5M | 169,859 | +21,056+12.40% | Add | |
| Tidemark, LLC | 1.95% | 4.01% | #12 | $8.6M | 187,217 | $15.8M | 357,878 | -170,661-47.69% | Reduce | |
| OneDigital Investment Advisors LLC | 0.07% | 0.08% | #52 | $8.4M | 181,872 | $8.0M | 180,273 | +1,599+0.89% | Add | |
| Kestra Advisory Services, LLC | 0.02% | 0.03% | #70 | $7.3M | 158,604 | $6.7M | 151,128 | +7,476+4.95% | Add | |
| Frazier Financial Advisors, LLC | 3.21% | 3.37% | #6 | $6.4M | 137,883 | $6.1M | 138,034 | -151-0.11% | Reduce | |
| NewEdge Advisors, LLC | 0.02% | 0.02% | #83 | $5.4M | 117,967 | $4.9M | 110,922 | +7,045+6.35% | Add | |
| Simplicity Wealth,LLC | 0.16% | 0.22% | #39 | $4.9M | 105,357 | $3.9M | 88,086 | +17,271+19.61% | Add | |
| Trilogy Capital Inc. | 0.18% | 0.12% | #35 | $4.6M | 100,250 | $2.7M | 62,340 | +37,910+60.81% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | <0.01% | #98 | $4.6M | 98,800 | $2.2M | 49,014 | +49,786+101.58% | Add | |
| Smartleaf Asset Management LLC | 0.15% | 0.15% | #41 | $4.5M | 98,698 | $4.2M | 98,698 | 00.00% | Unchanged | |
| Mariner, LLC | <0.01% | 0.01% | #101 | $4.5M | 97,866 | $6.4M | 144,691 | -46,825-32.36% | Reduce | |
| LANARK FINANCIAL, INC. | 0.3% | 0.31% | #27 | $4.5M | 97,440 | $4.1M | 92,962 | +4,478+4.82% | Add | |
| VestGen Advisors, LLC | 0.12% | 0.11% | #45 | $4.1M | 89,341 | $4.0M | 86,654 | +2,687+3.10% | Add | |
| Vericrest Private Wealth | 3.71% | 3.31% | #4 | $4.1M | 89,313 | $3.7M | 83,537 | +5,776+6.91% | Add | |
| Occidental Asset Management, LLC | 0.39% | 0.46% | #24 | $4.0M | 86,100 | $3.8M | 87,109 | -1,009-1.16% | Reduce | |
| COLUMBIA ADVISORY PARTNERS LLC | 2.16% | 2.3% | #10 | $3.9M | 84,667 | $3.6M | 81,835 | +2,832+3.46% | Add | |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.06% | 0.05% | #55 | $3.8M | 83,324 | $2.9M | 65,533 | +17,791+27.15% | Add | |
| CITADEL ADVISORS LLC | <0.01% | — | #129 | $3.8M | 83,161 | $0 | 0 | +83,161 | New Buy | |
| Premier Private Wealth Management LLC | 3.32% | 3.69% | #5 | $3.8M | 82,143 | $3.5M | 79,369 | +2,774+3.50% | Add | |
| D.A. DAVIDSON & CO. | 0.02% | 0.02% | #74 | $3.6M | 78,641 | $3.4M | 78,092 | +549+0.70% | Add | |
| Trivium Point Advisory, LLC | 0.26% | 0.12% | #30 | $2.9M | 62,022 | $675,765 | 15,320 | +46,702+304.84% | Add | |
| Western Wealth Management, LLC | 0.09% | 0.01% | #48 | $2.8M | 60,785 | $363,125 | 8,232 | +52,553+638.40% | Add | |
| Caprock Group, LLC | 0.05% | 0.06% | #59 | $2.6M | 57,326 | $2.5M | 56,556 | +770+1.36% | Add | |
| Focus Partners Wealth | <0.01% | <0.01% | #112 | $2.5M | 54,252 | $2.7M | 61,129 | -6,877-11.25% | Reduce | |
| OPTIMA CAPITAL LLC | 0.92% | 1.1% | #16 | $2.3M | 50,715 | $2.4M | 53,850 | -3,135-5.82% | Reduce | |
| Savant Capital, LLC | 0.01% | 0.01% | #93 | $2.2M | 49,451 | $1.1M | 25,889 | +23,562+91.01% | Add | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #115 | $2.1M | 46,355 | $2.0M | 44,476 | +1,879+4.22% | Add |