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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,571
shares
|
$91,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,072
shares
|
$62,594
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$58,390
0.0% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
975
shares
|
$56,930
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
925
shares
|
$54,010
0.0% of portfolio
|
Q4 2024
Added 34.64%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
783
shares
|
$45,719
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
762
shares
|
$44,493
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
539
shares
|
$31,472
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
429
shares
|
$25,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
387
shares
|
$22,596
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
378
shares
|
$22,071
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
325
shares
|
$18,976
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
320
shares
|
$18,684
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
246
shares
|
$14,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
235
shares
|
$13,721
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
217
shares
|
$12,670
0.0% of portfolio
|
Q1 2020
Reduced 30.88%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
211
shares
|
$12,320
0.01% of portfolio
|
Q2 2024
Reduced 86.52%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
178
shares
|
$10,393
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
148
shares
|
$8,641
0.0% of portfolio
|
Q4 2023
Reduced 45.99%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
134
shares
|
$7,824
0.0% of portfolio
|
Q2 2022
Added 3.08%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
133
shares
|
$7,765
0.0% of portfolio
|
Q2 2022
Added 0.76%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
120
shares
|
$7,006
0.0% of portfolio
|
Q1 2024
Reduced 6.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
115
shares
|
$6,714
0.0% of portfolio
|
Q4 2021
Reduced 84.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
115
shares
|
$6,714
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
66
shares
|
$3,853
0.0% of portfolio
|
Q4 2024
New holding
|