Institutional Ownership Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM). We have compiled data on the 132 institutions that hold shares in the stock, with a total of 5.64 Million shares, which have been reported (via 13F filing form) to have a value of $354 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,045,650
shares
|
$65.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
505,679
shares
|
$31.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.02%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
389,546
shares
|
$24.4 Million
2.19% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
365,278
shares
|
$22.9 Million
0.0% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
342,197
shares
|
$21.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 26.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
322,504
shares
|
$20.2 Million
0.0% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
301,644
shares
|
$18.9 Million
0.27% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
256,676
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
112,739
shares
|
$7.07 Million
1.63% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
105,075
shares
|
$6.59 Million
0.03% of portfolio
|
Q1 2025
Added 272.73%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
92,035
shares
|
$5.77 Million
2.86% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
83,525
shares
|
$5.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,509
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
75,391
shares
|
$4.73 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
63,448
shares
|
$3.98 Million
0.3% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
61,181
shares
|
$3.84 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
61,091
shares
|
$3.83 Million
0.71% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
58,846
shares
|
$3.69 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
56,137
shares
|
$3.52 Million
2.15% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
54,300
shares
|
$3.41 Million
0.7% of portfolio
|
Q1 2025
Added 18.6%
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
52,470
shares
|
$3.29 Million
2.3% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
48,842
shares
|
$3.06 Million
0.01% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
48,785
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
47,219
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
44,869
shares
|
$2.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.54%
|