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 |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
15,461
shares
|
$970,023
0.08% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
15,231
shares
|
$955,592
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
15,159
shares
|
$951,075
0.0% of portfolio
|
Q1 2025
Added 44.11%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
15,034
shares
|
$943,233
0.16% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,013
shares
|
$941,915
0.0% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
12,913
shares
|
$810,161
0.59% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
11,891
shares
|
$746,041
0.11% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
11,879
shares
|
$745,288
0.01% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
11,769
shares
|
$738,387
0.0% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
11,527
shares
|
$723,203
0.08% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
11,378
shares
|
$713,855
0.06% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
10,854
shares
|
$680,979
0.07% of portfolio
|
Q1 2025
Reduced 26.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,305
shares
|
$583,795
0.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
9,245
shares
|
$580,031
0.01% of portfolio
|
Q1 2022
Reduced 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,462
shares
|
$468,165
0.0% of portfolio
|
Q1 2025
Reduced 71.78%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
7,441
shares
|
$466,848
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
7,000
shares
|
$439,180
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
6,868
shares
|
$430,898
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,861
shares
|
$430,459
0.01% of portfolio
|
Q4 2022
Reduced 53.35%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
6,794
shares
|
$426,255
0.25% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
6,594
shares
|
$413,707
0.0% of portfolio
|
Q1 2025
Reduced 55.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,450
shares
|
$404,673
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
|
$396,955
0.0% of portfolio
|
Q3 2023
Reduced 1.03%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
6,061
shares
|
$380,267
0.05% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
5,956
shares
|
$373,679
0.13% of portfolio
|
Q1 2025
Reduced 7.72%
|