Institutional Ownership Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 5.91 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
16,985
shares
|
$913,623
0.05% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
16,904
shares
|
$909,266
0.12% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
16,882
shares
|
$908,082
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
15,937
shares
|
$857,251
0.1% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
15,775
shares
|
$848,537
0.27% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
15,741
shares
|
$846,708
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
15,461
shares
|
$831,647
0.07% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
15,281
shares
|
$821,964
0.01% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
14,157
shares
|
$761,505
0.1% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,589
shares
|
$730,952
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,178
shares
|
$708,844
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
11,879
shares
|
$638,971
0.01% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
11,257
shares
|
$605,514
0.06% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
10,178
shares
|
$547,474
0.0% of portfolio
|
Q3 2024
Reduced 23.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
9,305
shares
|
$500,515
0.01% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
9,245
shares
|
$497,288
0.01% of portfolio
|
Q1 2022
Reduced 0.01%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,525
shares
|
$404,769
0.17% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
7,000
shares
|
$376,530
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,868
shares
|
$369,429
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,861
shares
|
$369,053
0.01% of portfolio
|
Q4 2022
Reduced 53.35%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
6,794
shares
|
$365,449
0.23% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
6,450
shares
|
$346,945
0.0% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,327
shares
|
$340,329
0.0% of portfolio
|
Q3 2023
Reduced 1.03%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
5,993
shares
|
$322,363
0.05% of portfolio
|
Q4 2022
Reduced 7.96%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
5,783
shares
|
$311,067
0.03% of portfolio
|
Q2 2024
Reduced 4.68%
|