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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
17,491
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
17,325
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.6%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
16,811
shares
|
$981,594
0.14% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
16,570
shares
|
$967,522
0.69% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
16,301
shares
|
$951,815
0.12% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
16,090
shares
|
$939,495
0.15% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
15,461
shares
|
$902,767
0.07% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
15,231
shares
|
$889,338
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
14,871
shares
|
$868,317
0.61% of portfolio
|
Q4 2024
Reduced 48.4%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
13,970
shares
|
$815,708
0.09% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
12,726
shares
|
$743,071
0.0% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
11,879
shares
|
$693,614
0.01% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
11,378
shares
|
$664,361
0.06% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
10,854
shares
|
$633,765
0.07% of portfolio
|
Q1 2025
Reduced 26.19%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,519
shares
|
$614,204
0.0% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
9,305
shares
|
$543,318
0.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
9,245
shares
|
$539,815
0.01% of portfolio
|
Q1 2022
Reduced 0.01%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
7,000
shares
|
$408,730
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
6,868
shares
|
$401,022
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,861
shares
|
$400,613
0.01% of portfolio
|
Q4 2022
Reduced 53.35%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
6,794
shares
|
$396,701
0.22% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
6,454
shares
|
$376,849
0.14% of portfolio
|
Q4 2024
Reduced 14.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
6,450
shares
|
$376,615
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
|
$369,433
0.0% of portfolio
|
Q3 2023
Reduced 1.03%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
6,061
shares
|
$353,901
0.05% of portfolio
|
Q1 2025
Added 0.38%
|