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 |
|---|---|---|---|---|---|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
42,006
shares
|
$2.64 Million
0.66% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
33,941
shares
|
$2.13 Million
0.03% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
32,605
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,360
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2022
Added 51.88%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
30,099
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,702
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
27,284
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
26,595
shares
|
$1.67 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
26,256
shares
|
$1.65 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
24,362
shares
|
$1.53 Million
0.37% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
24,330
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
23,108
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
22,796
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Reduced 57.74%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
22,023
shares
|
$1.38 Million
0.2% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
20,340
shares
|
$1.28 Million
0.07% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
19,704
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
19,641
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 56.02%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
19,495
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 56.79%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,688
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
18,170
shares
|
$1.14 Million
0.52% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
17,770
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
16,715
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 87.37%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
16,347
shares
|
$1.03 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
16,301
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
15,641
shares
|
$981,316
0.0% of portfolio
|
Q1 2025
Reduced 35.16%
|