Institutional Ownership Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM). We have compiled data on the 128 institutions that hold shares in the stock, with a total of 6.19 Million shares, which have been reported (via 13F filing form) to have a value of $361 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
45,783
shares
|
$2.67 Million
0.56% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
45,571
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
44,817
shares
|
$2.62 Million
0.64% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
44,661
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Added 78.0%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
33,941
shares
|
$1.98 Million
0.03% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
32,839
shares
|
$1.92 Million
0.0% of portfolio
|
Q4 2024
Added 689.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
32,505
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,360
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2022
Added 51.88%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
30,235
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,702
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
28,279
shares
|
$1.65 Million
0.68% of portfolio
|
Q4 2024
Reduced 21.1%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
28,191
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
27,284
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
27,173
shares
|
$1.59 Million
0.22% of portfolio
|
Q4 2024
Reduced 12.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
26,438
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 50.33%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
26,256
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
25,940
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
25,179
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
24,277
shares
|
$1.42 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
24,123
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 53.25%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
23,419
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
20,760
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
19,495
shares
|
$1.14 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
|
$1.09 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
18,507
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 1.38%
|