WisdomTree Dynamic International Equity Fund(DDWM)

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WisdomTree Dynamic International Equity Fund(DDWM)

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$46.54—

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DDWM(DDWM)

DDWM

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 175 Institutional Holders

Holder	Shares	Date	Change	% Held
PARK NATIONAL CORP /OH/	3.68M	Mar 31, 26	+137.78K	18.20%
LPL Financial LLC	3.17M	Mar 31, 26	+766.45K	15.67%
MORGAN STANLEY	2.15M	Mar 31, 26	+109.16K	10.64%
RAYMOND JAMES FINANCIAL INC	1.38M	Mar 31, 26	+140.81K	6.85%
Hennion & Walsh Asset Management, Inc.	1.33M	Mar 31, 26	+71.31K	6.59%
Capital Asset Advisory Services LLC	1.19M	Mar 31, 26	+24.85K	5.87%
BANK OF AMERICA CORP /DE/	1.03M	Mar 31, 26	+146.28K	5.09%
SK Wealth Management, LLC	931.91K	Mar 31, 26	-58.56K	4.61%
Cetera Investment Advisers	738.58K	Mar 31, 26	+29.37K	3.65%
Steward Partners Investment Advisory, LLC	700.74K	Mar 31, 26	+59.23K	3.47%
UBS Group AG	698.74K	Mar 31, 26	+390.10K	3.46%
ENVESTNET ASSET MANAGEMENT INC	690.53K	Mar 31, 26	+30.94K	3.42%
Fundamentum, LLC	593.55K	Mar 31, 26	+272	2.94%
MML INVESTORS SERVICES, LLC	525.78K	Mar 31, 26	-60.52K	2.60%
Baird Financial Group, Inc.	483.31K	Mar 31, 26	+343.87K	2.39%
Lido Advisors, LLC	457.90K	Mar 31, 26	+14.99K	2.27%
Horizon Wealth Management, LLC	445.47K	Mar 31, 26	+445.47K	2.20%
Atria Investments, Inc	364.29K	Mar 31, 26	-26.06K	1.80%
Tidemark, LLC	357.88K	Mar 31, 26	-29.18K	1.77%
Choice Wealth Advisors, LLC	336.51K	Mar 31, 26	+336.51K	1.66%
Impact Capital Partners LLC	230.77K	Mar 31, 26	+30.61K	1.14%
JANE STREET GROUP, LLC	201.93K	Mar 31, 26	+181.05K	1.00%
Cambridge Investment Research Advisors, Inc.	201.11K	Mar 31, 26	+22.05K	0.99%
Resources Investment Advisors, LLC.	180.27K	Mar 31, 26	+180.27K	0.89%
Burns Matteson Capital Management, LLC	169.86K	Mar 31, 26	+57.54K	0.84%
Kestra Advisory Services, LLC	151.13K	Mar 31, 26	-20.09K	0.75%
Private Advisor Group, LLC	148.40K	Mar 31, 26	+42.10K	0.73%
Mariner, LLC	144.69K	Mar 31, 26	-6.05K	0.72%
Frazier Financial Advisors, LLC	138.03K	Mar 31, 26	+889	0.68%
NewEdge Advisors, LLC	110.92K	Mar 31, 26	+110.92K	0.55%
FFG RETIREMENT ADVISORS LLC	98.94K	Mar 31, 26	+600	0.49%
Smartleaf Asset Management LLC	98.70K	Mar 31, 26	+32.88K	0.49%
NBC SECURITIES, INC.	92.96K	Mar 31, 26	+19.81K	0.46%
Simplicity Wealth,LLC	88.09K	Mar 31, 26	+7.84K	0.44%
Occidental Asset Management, LLC	87.11K	Mar 31, 26	-12.84K	0.43%
VestGen Advisors, LLC	86.65K	Mar 31, 26	+23.97K	0.43%
Vericrest Private Wealth	83.54K	Mar 31, 26	+10.16K	0.41%
COLUMBIA ADVISORY PARTNERS LLC	81.83K	Mar 31, 26	+81.83K	0.40%
D.A. DAVIDSON & CO.	78.09K	Mar 31, 26	+2.94K	0.39%
FLOW TRADERS U.S. LLC	66.72K	Mar 31, 26	+66.72K	0.33%
GREAT VALLEY ADVISOR GROUP, INC.	65.53K	Mar 31, 26	+55.39K	0.32%
Trilogy Capital Inc.	62.34K	Mar 31, 26	+25.05K	0.31%
Colony Group, LLC	61.13K	Mar 31, 26	+131	0.30%
Caprock Group, LLC	56.56K	Mar 31, 26	+143	0.28%
OPTIMA CAPITAL LLC	53.85K	Mar 31, 26	-1.73K	0.27%
COMMONWEALTH EQUITY SERVICES, LLC	49.01K	Mar 31, 26	+1.27K	0.24%
MOODY NATIONAL BANK TRUST DIVISION	46.18K	Mar 31, 26	--	0.23%
Independent Advisor Alliance	45.12K	Mar 31, 26	+45.12K	0.22%
STIFEL FINANCIAL CORP	44.48K	Mar 31, 26	-2.08K	0.22%
Geneos Wealth Management Inc.	44.39K	Mar 31, 26	-4.59K	0.22%
AQR CAPITAL MANAGEMENT LLC	34.29K	Mar 31, 26	+34.29K	0.17%
TCFG WEALTH MANAGEMENT, LLC	33.30K	Mar 31, 26	+4.18K	0.16%
AssuredPartners Investment Advisors, LLC	33.02K	Mar 31, 26	-965	0.16%
Pensionmark Financial Group, LLC	32.32K	Mar 31, 26	-97	0.16%
WORLD EQUITY GROUP, INC.	31.53K	Mar 31, 26	+1.26K	0.16%
HARBOUR INVESTMENTS, INC.	29.20K	Mar 31, 26	+6.65K	0.14%
HF Advisory Group, LLC	28.53K	Mar 31, 26	+1.22K	0.14%
Signal Advisors Wealth, LLC	28.37K	Mar 31, 26	+7.74K	0.14%
Savant Capital, LLC	25.89K	Mar 31, 26	-982	0.13%
RFG Advisory, LLC	25.87K	Mar 31, 26	+468	0.13%
B. Riley Wealth Advisors, Inc.	24.25K	Mar 31, 26	+3.64K	0.12%
Gotham Asset Management, LLC	23.49K	Mar 31, 26	-724	0.12%
Wealthcare Advisory Partners LLC	22.64K	Mar 31, 26	+106	0.11%
Sanctuary Advisors, LLC	22.49K	Mar 31, 26	+10.13K	0.11%
SHEETS SMITH WEALTH MANAGEMENT	17.80K	Mar 31, 26	+732	0.09%
TigerOak Management, L.L.C.	17.36K	Mar 31, 26	+17.36K	0.09%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	17.15K	Mar 31, 26	+1.79K	0.08%
ADVISOR GROUP HOLDINGS, INC.	17.15K	Mar 31, 26	+959	0.08%
Oregon Pacific Wealth Management, LLC	17.12K	Mar 31, 26	+4.95K	0.08%
Sigma Planning Corp	16.75K	Mar 31, 26	+377	0.08%
HOWARD BAILEY SECURITIES, LLC	16.02K	Mar 31, 26	-216	0.08%
WCG Wealth Advisors LLC	15.47K	Mar 31, 26	+5.17K	0.08%
Paradigm Financial Partners, LLC	15.32K	Mar 31, 26	-48.92K	0.08%
Financial Engines Advisors L.L.C.	15.24K	Mar 31, 26	+1.58K	0.08%
EVOLUTION WEALTH MANAGEMENT INC.	14.85K	Mar 31, 26	+371	0.07%
CreativeOne Wealth, LLC	14.72K	Mar 31, 26	-3.64K	0.07%
Foundations Investment Advisors, LLC	13.88K	Mar 31, 26	+5.64K	0.07%
Comprehensive Money Management Services LLC	13.37K	Mar 31, 26	--	0.07%
INSIGNEO ADVISORY SERVICES, LLC	13.30K	Mar 31, 26	+3.23K	0.07%
Gateway Wealth Partners, LLC	13.18K	Mar 31, 26	+6.54K	0.07%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	12.67K	Mar 31, 26	+33	0.06%
Stratos Wealth Partners, LTD.	12.57K	Mar 31, 26	-372	0.06%
PARK AVENUE SECURITIES LLC	12.56K	Mar 31, 26	-1	0.06%
Concurrent Investment Advisors, LLC	11.70K	Mar 31, 26	-135.72K	0.06%
Perigon Wealth Management, LLC	11.07K	Mar 31, 26	-717	0.05%
IFP Advisors, Inc	10.71K	Mar 31, 26	-2.51K	0.05%
WESCAP Management Group, Inc.	10.71K	Mar 31, 26	--	0.05%
MONEY CONCEPTS CAPITAL CORP	10.20K	Mar 31, 26	-355	0.05%
Modera Wealth Management, LLC	9.83K	Mar 31, 26	--	0.05%
BEACON FINANCIAL GROUP	9.69K	Mar 31, 26	--	0.05%
Paragon Capital Management Ltd	8.85K	Mar 31, 26	+8.85K	0.04%
American Money Management, LLC	8.65K	Mar 31, 26	-733	0.04%
ROYAL BANK OF CANADA	8.47K	Mar 31, 26	+2.14K	0.04%
CRUX WEALTH ADVISORS	8.47K	Mar 31, 26	-2.45K	0.04%
Western Wealth Management, LLC	8.23K	Mar 31, 26	+8.23K	0.04%
Seek First Inc.	8.05K	Mar 31, 26	-208	0.04%
AE Wealth Management LLC	7.77K	Mar 31, 26	-1.08K	0.04%
Rockefeller Capital Management L.P.	7.74K	Mar 31, 26	+7.74K	0.04%
Empirical Asset Management, LLC	7.67K	Mar 31, 26	+1.04K	0.04%
Greykasell Wealth Strategies, Inc.	7.59K	Mar 31, 26	--	0.04%
Summit Financial, LLC	7.57K	Mar 31, 26	-49	0.04%
WealthPlan Investment Management, LLC	7.44K	Mar 31, 26	+7.44K	0.04%
AMERIPRISE FINANCIAL INC	7.22K	Mar 31, 26	+662	0.04%
Riverbend Wealth Management, LLC	6.95K	Mar 31, 26	+115	0.03%
RITHOLTZ WEALTH MANAGEMENT	6.80K	Mar 31, 26	-143	0.03%
Portland Financial Advisors Inc	6.60K	Mar 31, 26	--	0.03%
JPMORGAN CHASE & CO	6.43K	Mar 31, 26	+322	0.03%
SkyView Investment Advisors, LLC	5.81K	Mar 31, 26	--	0.03%
CoreCap Advisors, LLC	4.68K	Mar 31, 26	+602	0.02%
MAI Capital Management	3.87K	Mar 31, 26	-137	0.02%
Cherry Tree Wealth Management, LLC	3.67K	Mar 31, 26	+492	0.02%
FIFTH THIRD BANCORP	3.22K	Mar 31, 26	+3.22K	0.02%
CWM, LLC	2.48K	Mar 31, 26	--	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	1.92K	Mar 31, 26	+1.92K	0.01%
NVWM, LLC	1.86K	Mar 31, 26	+849	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.86K	Mar 31, 26	+35	0.01%
Root Financial Partners, LLC	1.72K	Mar 31, 26	--	0.01%
WELLS FARGO & COMPANY/MN	1.68K	Mar 31, 26	+1.65K	0.01%
US BANCORP \DE\	1.57K	Mar 31, 26	--	0.01%
PRIVATE TRUST CO NA	1.49K	Mar 31, 26	+1.49K	0.01%
Aptus Capital Advisors, LLC	1.47K	Mar 31, 26	+50	0.01%
True Link Financial Advisors, LLC	1.09K	Mar 31, 26	+1.09K	0.01%
BANK OF MONTREAL /CAN/	1.01K	Mar 31, 26	--	0.00%
BELLEVUE ASSET MANAGEMENT, LLC	916	Mar 31, 26	+1	0.00%
FMR LLC	803	Mar 31, 26	+201	0.00%
ROTHSCHILD INVESTMENT LLC	650	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	577	Mar 31, 26	+577	0.00%
Covestor Ltd	478	Mar 31, 26	+215	0.00%
TD Capital Management LLC	452	Mar 31, 26	+452	0.00%
MATHER GROUP, LLC.	428	Mar 31, 26	+428	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	378	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	235	Mar 31, 26	+235	0.00%
REAP Financial Group, LLC	222	Mar 31, 26	--	0.00%
NBT BANK N A /NY	137	Mar 31, 26	+93	0.00%
ASSETMARK, INC	114	Mar 31, 26	--	0.00%
Glen Eagle Advisors, LLC	110	Mar 31, 26	--	0.00%
TRUIST FINANCIAL CORP	--	Mar 31, 26	-20.23K	--
HRT FINANCIAL LP	--	Mar 31, 26	-8.11K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-1.16M	--
Insight Advisors, LLC/ PA	--	Mar 31, 26	-185.85K	--
HHM Wealth Advisors, LLC	--	Mar 31, 26	-1.35K	--
Rooted Wealth Advisors, Inc.	--	Mar 31, 26	-4.43K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-5.12K	--
Merit Financial Group, LLC	--	Mar 31, 26	-4.73K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-34	--
PACIFIC FINANCIAL GROUP INC	--	Mar 31, 26	-4.92K	--
Global Retirement Partners, LLC	35.89K	Dec 31, 25	+1.62K	0.18%
AIFG Consultants Ltd.	24.91K	Dec 31, 25	+24.91K	0.12%
COMERICA BANK	1.53K	Dec 31, 25	-275	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-100	--
Defined Financial Planning LLC	164.88K	Sep 30, 25	+159.80K	0.82%
Obsidian Personal Planning Solutions LLC	5.25K	Sep 30, 25	-171	0.03%
Exchange Capital Management, Inc.	441.63K	Jun 30, 25	-11.68K	2.18%
Congress Wealth Management LLC / DE /	8.98K	Jun 30, 25	--	0.04%
Capital A Wealth Management, LLC	2.33K	Jun 30, 25	+2.33K	0.01%
Raymond James Financial Services Advisors, Inc.	529.24K	Sep 30, 24	-347.59K	2.62%
RAYMOND JAMES & ASSOCIATES	213.45K	Sep 30, 24	+286	1.06%
Aspire Wealth Management Corp	8.77K	Sep 30, 24	--	0.04%
Cetera Advisors LLC	229.24K	Mar 31, 24	+8.32K	1.13%
COLONY GROUP LLC	22.44K	Sep 30, 23	-2.42K	0.11%
Truadvice, LLC	12.23K	Sep 30, 23	+12.23K	0.06%
V Wealth Advisors LLC	--	Sep 30, 23	-10.73K	--
BMS Financial Advisors, LLC	122.77K	Jun 30, 23	+122.77K	0.61%
S.C. Financial Services, Inc.	8.02K	Dec 31, 22	+8.02K	0.04%
55I, LLC	--	Sep 30, 22	-8.21K	--
Karp Capital Management Corp	--	Sep 30, 22	-256.55K	--
Cordasco Financial Network	640	Jun 30, 22	--	0.00%
Hochman Cole Investment Advisors, Inc.	10.59K	Sep 30, 21	-1.16K	0.05%
Huber Financial Advisors, LLC	161.60K	Mar 31, 20	+35.92K	0.80%
LADENBURG THALMANN FINANCIAL SERVICES INC.	11.15K	Dec 31, 19	-2.66K	0.06%
Advisor Group, Inc.	197	Dec 31, 19	--	0.00%
BKS ADVISORS, LLC	8.05K	Mar 31, 19	+8.05K	0.04%
Commonwealth Equity Services, Inc	133.09K	Jun 30, 17	+76.81K	0.66%
Virtu KCG Holdings LLC	24.29K	Jun 30, 17	-7.51K	0.12%
Kernodle & Katon Asset Management Group, LLC	204	Mar 31, 17	+204	0.00%

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Holder

Date

Change

% Held

PARK NATIONAL CORP /OH/

3.68M

Mar 31, 26

+137.78K

18.20%

LPL Financial LLC

3.17M

Mar 31, 26

+766.45K

15.67%

MORGAN STANLEY

2.15M

Mar 31, 26

+109.16K

10.64%

RAYMOND JAMES FINANCIAL INC

1.38M

Mar 31, 26

+140.81K

6.85%

Hennion & Walsh Asset Management, Inc.

1.33M

Mar 31, 26

+71.31K

6.59%

Capital Asset Advisory Services LLC

1.19M

Mar 31, 26

+24.85K

5.87%

BANK OF AMERICA CORP /DE/

1.03M

Mar 31, 26

+146.28K

5.09%

SK Wealth Management, LLC

931.91K

Mar 31, 26

-58.56K

4.61%

Cetera Investment Advisers

738.58K

Mar 31, 26

+29.37K

3.65%

Steward Partners Investment Advisory, LLC

700.74K

Mar 31, 26

+59.23K

3.47%

UBS Group AG

698.74K

Mar 31, 26

+390.10K

3.46%

ENVESTNET ASSET MANAGEMENT INC

690.53K

Mar 31, 26

+30.94K

3.42%

Fundamentum, LLC

593.55K

Mar 31, 26

+272

2.94%

MML INVESTORS SERVICES, LLC

525.78K

Mar 31, 26

-60.52K

2.60%

Baird Financial Group, Inc.

483.31K

Mar 31, 26

+343.87K

2.39%

Lido Advisors, LLC

457.90K

Mar 31, 26

+14.99K

2.27%

Horizon Wealth Management, LLC

445.47K

Mar 31, 26

+445.47K

2.20%

Atria Investments, Inc

364.29K

Mar 31, 26

-26.06K

1.80%

Tidemark, LLC

357.88K

Mar 31, 26

-29.18K

1.77%

Choice Wealth Advisors, LLC

336.51K

Mar 31, 26

+336.51K

1.66%

Impact Capital Partners LLC

230.77K

Mar 31, 26

+30.61K

1.14%

JANE STREET GROUP, LLC

201.93K

Mar 31, 26

+181.05K

1.00%

Cambridge Investment Research Advisors, Inc.

201.11K

Mar 31, 26

+22.05K

0.99%

Resources Investment Advisors, LLC.

180.27K

Mar 31, 26

+180.27K

0.89%

Burns Matteson Capital Management, LLC

169.86K

Mar 31, 26

+57.54K

0.84%

Kestra Advisory Services, LLC

151.13K

Mar 31, 26

-20.09K

0.75%

Private Advisor Group, LLC

148.40K

Mar 31, 26

+42.10K

0.73%

Mariner, LLC

144.69K

Mar 31, 26

-6.05K

0.72%

Frazier Financial Advisors, LLC

138.03K

Mar 31, 26

+889

0.68%

NewEdge Advisors, LLC

110.92K

Mar 31, 26

+110.92K

0.55%

FFG RETIREMENT ADVISORS LLC

98.94K

Mar 31, 26

+600

0.49%

Smartleaf Asset Management LLC

98.70K

Mar 31, 26

+32.88K

0.49%

NBC SECURITIES, INC.

92.96K

Mar 31, 26

+19.81K

0.46%

Simplicity Wealth,LLC

88.09K

Mar 31, 26

+7.84K

0.44%

Occidental Asset Management, LLC

87.11K

Mar 31, 26

-12.84K

0.43%

VestGen Advisors, LLC

86.65K

Mar 31, 26

+23.97K

0.43%

Vericrest Private Wealth

83.54K

Mar 31, 26

+10.16K

0.41%

COLUMBIA ADVISORY PARTNERS LLC

81.83K

Mar 31, 26

+81.83K

0.40%

D.A. DAVIDSON & CO.

78.09K

Mar 31, 26

+2.94K

0.39%

FLOW TRADERS U.S. LLC

66.72K

Mar 31, 26

+66.72K

0.33%

GREAT VALLEY ADVISOR GROUP, INC.

65.53K

Mar 31, 26

+55.39K

0.32%

Trilogy Capital Inc.

62.34K

Mar 31, 26

+25.05K

0.31%

Colony Group, LLC

61.13K

Mar 31, 26

+131

0.30%

Caprock Group, LLC

56.56K

Mar 31, 26

+143

0.28%

OPTIMA CAPITAL LLC

53.85K

Mar 31, 26

-1.73K

0.27%

COMMONWEALTH EQUITY SERVICES, LLC

49.01K

Mar 31, 26

+1.27K

0.24%

MOODY NATIONAL BANK TRUST DIVISION

46.18K

Mar 31, 26

0.23%

Independent Advisor Alliance

45.12K

Mar 31, 26

+45.12K

0.22%

STIFEL FINANCIAL CORP

44.48K

Mar 31, 26

-2.08K

0.22%

Geneos Wealth Management Inc.

44.39K

Mar 31, 26

-4.59K

0.22%

AQR CAPITAL MANAGEMENT LLC

34.29K

Mar 31, 26

+34.29K

0.17%

TCFG WEALTH MANAGEMENT, LLC

33.30K

Mar 31, 26

+4.18K

0.16%

AssuredPartners Investment Advisors, LLC

33.02K

Mar 31, 26

-965

0.16%

Pensionmark Financial Group, LLC

32.32K

Mar 31, 26

-97

0.16%

WORLD EQUITY GROUP, INC.

31.53K

Mar 31, 26

+1.26K

0.16%

HARBOUR INVESTMENTS, INC.

29.20K

Mar 31, 26

+6.65K

0.14%

HF Advisory Group, LLC

28.53K

Mar 31, 26

+1.22K

0.14%

Signal Advisors Wealth, LLC

28.37K

Mar 31, 26

+7.74K

0.14%

Savant Capital, LLC

25.89K

Mar 31, 26

-982

0.13%

RFG Advisory, LLC

25.87K

Mar 31, 26

+468

0.13%

B. Riley Wealth Advisors, Inc.

24.25K

Mar 31, 26

+3.64K

0.12%

Gotham Asset Management, LLC

23.49K

Mar 31, 26

-724

0.12%

Wealthcare Advisory Partners LLC

22.64K

Mar 31, 26

+106

0.11%

Sanctuary Advisors, LLC

22.49K

Mar 31, 26

+10.13K

0.11%

SHEETS SMITH WEALTH MANAGEMENT

17.80K

Mar 31, 26

+732

0.09%

TigerOak Management, L.L.C.

17.36K

Mar 31, 26

+17.36K

0.09%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

17.15K

Mar 31, 26

+1.79K

0.08%

ADVISOR GROUP HOLDINGS, INC.

17.15K

Mar 31, 26

+959

0.08%

Oregon Pacific Wealth Management, LLC

17.12K

Mar 31, 26

+4.95K

0.08%

Sigma Planning Corp

16.75K

Mar 31, 26

+377

0.08%

HOWARD BAILEY SECURITIES, LLC

16.02K

Mar 31, 26

-216

0.08%

WCG Wealth Advisors LLC

15.47K

Mar 31, 26

+5.17K

0.08%

Paradigm Financial Partners, LLC

15.32K

Mar 31, 26

-48.92K

0.08%

Financial Engines Advisors L.L.C.

15.24K

Mar 31, 26

+1.58K

0.08%

EVOLUTION WEALTH MANAGEMENT INC.

14.85K

Mar 31, 26

+371

0.07%

CreativeOne Wealth, LLC

14.72K

Mar 31, 26

-3.64K

0.07%

Foundations Investment Advisors, LLC

13.88K

Mar 31, 26

+5.64K

0.07%

Comprehensive Money Management Services LLC

13.37K

Mar 31, 26

0.07%

INSIGNEO ADVISORY SERVICES, LLC

13.30K

Mar 31, 26

+3.23K

0.07%

Gateway Wealth Partners, LLC

13.18K

Mar 31, 26

+6.54K

0.07%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

12.67K

Mar 31, 26

+33

0.06%

Stratos Wealth Partners, LTD.

12.57K

Mar 31, 26

-372

0.06%

PARK AVENUE SECURITIES LLC

12.56K

Mar 31, 26

-1

0.06%

Concurrent Investment Advisors, LLC

11.70K

Mar 31, 26

-135.72K

0.06%

Perigon Wealth Management, LLC

11.07K

Mar 31, 26

-717

0.05%

IFP Advisors, Inc

10.71K

Mar 31, 26

-2.51K

0.05%

WESCAP Management Group, Inc.

10.71K

Mar 31, 26

0.05%

MONEY CONCEPTS CAPITAL CORP

10.20K

Mar 31, 26

-355

0.05%

Modera Wealth Management, LLC

9.83K

Mar 31, 26

0.05%

BEACON FINANCIAL GROUP

9.69K

Mar 31, 26

0.05%

Paragon Capital Management Ltd

8.85K

Mar 31, 26

+8.85K

0.04%

American Money Management, LLC

8.65K

Mar 31, 26

-733

0.04%

ROYAL BANK OF CANADA

8.47K

Mar 31, 26

+2.14K

0.04%

CRUX WEALTH ADVISORS

8.47K

Mar 31, 26

-2.45K

0.04%

Western Wealth Management, LLC

8.23K

Mar 31, 26

+8.23K

0.04%

Seek First Inc.

8.05K

Mar 31, 26

-208

0.04%

AE Wealth Management LLC

7.77K

Mar 31, 26

-1.08K

0.04%

Rockefeller Capital Management L.P.

7.74K

Mar 31, 26

+7.74K

0.04%

Empirical Asset Management, LLC

7.67K

Mar 31, 26

+1.04K

0.04%

Greykasell Wealth Strategies, Inc.

7.59K

Mar 31, 26

0.04%

Summit Financial, LLC

7.57K

Mar 31, 26

-49

0.04%

WealthPlan Investment Management, LLC

7.44K

Mar 31, 26

+7.44K

0.04%

AMERIPRISE FINANCIAL INC

7.22K

Mar 31, 26

+662

0.04%

Riverbend Wealth Management, LLC

6.95K

Mar 31, 26

+115

0.03%

RITHOLTZ WEALTH MANAGEMENT

6.80K

Mar 31, 26

-143

0.03%

Portland Financial Advisors Inc

6.60K

Mar 31, 26

0.03%

JPMORGAN CHASE & CO

6.43K

Mar 31, 26

+322

0.03%

SkyView Investment Advisors, LLC

5.81K

Mar 31, 26

0.03%

CoreCap Advisors, LLC

4.68K

Mar 31, 26

+602

0.02%

MAI Capital Management

3.87K

Mar 31, 26

-137

0.02%

Cherry Tree Wealth Management, LLC

3.67K

Mar 31, 26

+492

0.02%

FIFTH THIRD BANCORP

3.22K

Mar 31, 26

+3.22K

0.02%

CWM, LLC

2.48K

Mar 31, 26

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

1.92K

Mar 31, 26

+1.92K

0.01%

NVWM, LLC

1.86K

Mar 31, 26

+849

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.86K

Mar 31, 26

+35

0.01%

Root Financial Partners, LLC

1.72K

Mar 31, 26

0.01%

WELLS FARGO & COMPANY/MN

1.68K

Mar 31, 26

+1.65K

0.01%

US BANCORP \DE\

1.57K

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

1.49K

Mar 31, 26

+1.49K

0.01%

Aptus Capital Advisors, LLC

1.47K

Mar 31, 26

+50

0.01%

True Link Financial Advisors, LLC

1.09K

Mar 31, 26

+1.09K

0.01%

BANK OF MONTREAL /CAN/

1.01K

Mar 31, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

916

Mar 31, 26

0.00%

FMR LLC

803

Mar 31, 26

+201

0.00%

ROTHSCHILD INVESTMENT LLC

650

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

577

Mar 31, 26

+577

0.00%

Covestor Ltd

478

Mar 31, 26

+215

0.00%

TD Capital Management LLC

452

Mar 31, 26

+452

0.00%

MATHER GROUP, LLC.

428

Mar 31, 26

+428

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

378

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

235

Mar 31, 26

+235

0.00%

REAP Financial Group, LLC

222

Mar 31, 26

0.00%

NBT BANK N A /NY

137

Mar 31, 26

+93

0.00%

ASSETMARK, INC

114

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

110

Mar 31, 26

0.00%

TRUIST FINANCIAL CORP

Mar 31, 26

-20.23K

HRT FINANCIAL LP

Mar 31, 26

-8.11K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-1.16M

Insight Advisors, LLC/ PA

Mar 31, 26

-185.85K

HHM Wealth Advisors, LLC

Mar 31, 26

-1.35K

Rooted Wealth Advisors, Inc.

Mar 31, 26

-4.43K

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-5.12K

Merit Financial Group, LLC

Mar 31, 26

-4.73K

Qube Research & Technologies Ltd

Mar 31, 26

-34

PACIFIC FINANCIAL GROUP INC

Mar 31, 26

-4.92K

Global Retirement Partners, LLC

35.89K

Dec 31, 25

+1.62K

0.18%

AIFG Consultants Ltd.

24.91K

Dec 31, 25

+24.91K

0.12%

COMERICA BANK

1.53K

Dec 31, 25

-275

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-100

Defined Financial Planning LLC

164.88K

Sep 30, 25

+159.80K

0.82%

Obsidian Personal Planning Solutions LLC

5.25K

Sep 30, 25

-171

0.03%

Exchange Capital Management, Inc.

441.63K

Jun 30, 25

-11.68K

2.18%

Congress Wealth Management LLC / DE /

8.98K

Jun 30, 25

0.04%

Capital A Wealth Management, LLC

2.33K

Jun 30, 25

+2.33K

0.01%

Raymond James Financial Services Advisors, Inc.

529.24K

Sep 30, 24

-347.59K

2.62%

RAYMOND JAMES & ASSOCIATES

213.45K

Sep 30, 24

+286

1.06%

Aspire Wealth Management Corp

8.77K

Sep 30, 24

0.04%

Cetera Advisors LLC

229.24K

Mar 31, 24

+8.32K

1.13%

COLONY GROUP LLC

22.44K

Sep 30, 23

-2.42K

0.11%

Truadvice, LLC

12.23K

Sep 30, 23

+12.23K

0.06%

V Wealth Advisors LLC

Sep 30, 23

-10.73K

BMS Financial Advisors, LLC

122.77K

Jun 30, 23

+122.77K

0.61%

S.C. Financial Services, Inc.

8.02K

Dec 31, 22

+8.02K

0.04%

55I, LLC

Sep 30, 22

-8.21K

Karp Capital Management Corp

Sep 30, 22

-256.55K

Cordasco Financial Network

640

Jun 30, 22

0.00%

Hochman Cole Investment Advisors, Inc.

10.59K

Sep 30, 21

-1.16K

0.05%

Huber Financial Advisors, LLC

161.60K

Mar 31, 20

+35.92K

0.80%

LADENBURG THALMANN FINANCIAL SERVICES INC.

11.15K

Dec 31, 19

-2.66K

0.06%

Advisor Group, Inc.

197

Dec 31, 19

0.00%

BKS ADVISORS, LLC

8.05K

Mar 31, 19

+8.05K

0.04%

Commonwealth Equity Services, Inc

133.09K

Jun 30, 17

+76.81K

0.66%

Virtu KCG Holdings LLC

24.29K

Jun 30, 17

-7.51K

0.12%

Kernodle & Katon Asset Management Group, LLC

204

Mar 31, 17

+204

0.00%