Stock ownership · SEC 13F · Q3 2025

WISDOMTREE INTL S/C DVD FUND

Who owns WISDOMTREE INTL S/C DVD FUND (CUSIP 97717W760)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$573K
Reported value
4
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 4 institutions report $573K in WISDOMTREE INTL S/C DVD FUND positions, ownership that is dominated by its top few institutional owners.

4
institutions hold it
$573K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$573K

Institutional 13F value

Institutions

4

Reporting holders

Top-5 concentration

100%

Held by 5 largest

New buyers

4

Opened Q3 2025

Concentrated ownership

Top-5 holder concentration

0%100%100%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q3 2025
Largest institutional holders of WISDOMTREE INTL S/C DVD FUND
  1. 1
  2. 2
  3. 3
  4. 4

Top 4 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a WISDOMTREE INTL S/C DVD FUND position has risen from 2 to 4 over the last 6 quarters of 13F filings.

012345 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25 4
Distinct 13F filers holding WISDOMTREE INTL S/C DVD FUND, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Cherry Tree Wealth Management, LLC 2,792 $222K 38.7%
2 CIBC Private Wealth Group LLC 2,487 $198K 34.5%
3 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 1,833 $146K 25.4%
4 Asset Dedication, LLC 93 $7K 1.3%

Latest Quarter Activity · Q3 2025

What the data says about WISDOMTREE INTL S/C DVD FUND

This stock’s institutional ownership is top-heavy, concentrated in a small set of large positions.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold WISDOMTREE INTL S/C DVD FUND?
WISDOMTREE INTL S/C DVD FUND is held by 4 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of WISDOMTREE INTL S/C DVD FUND?
Institutions report $573K of WISDOMTREE INTL S/C DVD FUND as of Q3 2025.
How concentrated is ownership of WISDOMTREE INTL S/C DVD FUND?
The top five institutional holders account for 100% of the reported institutional value in WISDOMTREE INTL S/C DVD FUND, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of WISDOMTREE INTL S/C DVD FUND?
Cherry Tree Wealth Management, LLC is the largest reported holder of WISDOMTREE INTL S/C DVD FUND with $222K across 2,792 shares as of Q3 2025.
Where does this WISDOMTREE INTL S/C DVD FUND data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.