Wisdomtree Tr DWM
Institutional shares held
6.48 Million
0
calls
0
puts
Total value of holdings
$348M
$0
calls
$0
puts
# of Institutions
131
We take great care to ensure that the data presented and summarized in this overview for WISDOMTREE TR is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding DWM
View all-
Morgan Stanley New York, NY1.03MShares$55.2 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC789KShares$42.3 Million0.02% of portfolio
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Shakespeare Wealth Management, Inc. Pewaukee, WI438KShares$23.5 Million6.94% of portfolio
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Lri Investments, LLC Palm Beach Gardens, FL399KShares$21.4 Million2.98% of portfolio
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Legacy Financial Advisors, Inc.397KShares$21.3 Million4.33% of portfolio
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Wealth Enhancement Advisory Services, LLC385KShares$20.6 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC324KShares$17.4 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA275KShares$14.8 Million0.0% of portfolio
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Valmark Advisers, Inc.121KShares$6.51 Million0.12% of portfolio
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Moller Financial Services121KShares$6.5 Million1.8% of portfolio