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 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 97717W760 · Q3 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $0.6M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-MID 6Q history

Read with: Ownership concentration guide - WISDOMTREE INTL S/C DVD FUND's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of WISDOMTREE INTL S/C DVD FUND
  1. 1
    Cherry Tree Wealth Management, LLC $222K
  2. 2
    CIBC Private Wealth Group LLC $198K
  3. 3
    JPMORGAN CHASE & CO $146K
  4. 4
    Asset Dedication, LLC $7K

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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among WISDOMTREE INTL S/C DVD FUND's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
74.6%
Shared-other discretion (OTR)
25.4%

Latest Quarter Activity · Q3 2025

New positions (4)

Cherry Tree Wealth Management, LLC $222K
CIBC Private Wealth Group LLC $198K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $146K
Asset Dedication, LLC $7K

Complete exits (2)

Stonebridge Wealth Management, LLC exited
EVOLUTION WEALTH MANAGEMENT INC. exited

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.

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.