Institutional shares held 6.06 Million
0 calls
0 puts
Total value of holdings $367M
$0 calls
$0 puts
# of Institutions 129


Latest Institutional Activity in DWM

Top Purchases

Q1 2025
Valmark Advisers, Inc. Shares Held: 302K ($18.2M)
Q1 2025
Key F Inancial Inc Shares Held: 54.3K ($3.29M)
Q1 2025
Merit Financial Group, LLC Shares Held: 33.9K ($2.05M)
Q1 2025
Mc Namara Financial Services, Inc. Shares Held: 4.91K ($297K)
Q1 2025
Essex LLC Shares Held: 4.3K ($260K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 342K ($20.7M)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 22.8K ($1.38M)
Q1 2025
Moller Financial Services Shares Held: 113K ($6.82M)
Q1 2025
Beacon Financial Group Shares Held: 10.9K ($657K)
Q1 2025
Mission Wealth Management, LP Shares Held: 61.2K ($3.7M)

About DWM

Track Institutional and Insider Activities on DWM

Follow WISDOMTREE TR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DWM shares.

Notify only if

Insider Trading

Get notified when an Wisdomtree Tr insider buys or sells DWM shares.

Notify only if

News

Receive news related to WISDOMTREE TR

Track Activities on DWM