WISDOMTREE TR
Institutional coverage
136 13F filers hold $DDWM.
13F holders
136
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
RFG Advisory, LLC
0.02% held
α +16.2pts
02
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 136 · Source: 13F-HR01
Park National Corp.
4.95% of portfolio
7,336,174 sh
02
Banyan Capital Management, Inc.
0.01% of portfolio
4,301,032 sh
03
Taconic Capital Advisors LP
0.04% of portfolio
3,167,850 sh
04
Flow State Investments, L.P.
2.00% of portfolio
2,662,176 sh
05
Hennion & Walsh Asset Management, Inc.
1.91% of portfolio
1,259,777 sh
06
Orgel Wealth Management, LLC
2.12% of portfolio
1,186,900 sh
07
Capital Asset Advisory Services LLC
2.11% of portfolio
1,186,900 sh
08
Flynn Zito Capital Management, LLC
11.57% of portfolio
931,914 sh
09
FengHe Fund Management Pte. Ltd.
0.03% of portfolio
738,583 sh
10
Oxbow Capital Management (HK) Ltd
0.16% of portfolio
700,739 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $DDWM in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $DDWM in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:18 UTC.