Institutional Ownership Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM). We have compiled data on the 133 institutions that hold shares in the stock, with a total of 6.62 Million shares, which have been reported (via 13F filing form) to have a value of $383 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,031,709
shares
|
$59.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
794,338
shares
|
$46 Million
0.02% of portfolio
|
Q2 2024
Added 0.73%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
426,075
shares
|
$24.7 Million
0.06% of portfolio
|
Q2 2024
Added 10.68%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
396,966
shares
|
$23 Million
2.43% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Legacy Financial Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
376,577
shares
|
$21.8 Million
4.0% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 13, 2024 Q2 2024 |
364,893
shares
|
$21.1 Million
5.7% of portfolio
|
Q2 2024
Reduced 16.69%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
333,952
shares
|
$19.3 Million
0.0% of portfolio
|
Q2 2024
Added 3.2%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
285,261
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2024
Added 3.62%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
250,368
shares
|
$14.5 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
124,763
shares
|
$7.22 Million
0.11% of portfolio
|
Q2 2024
Added 2.81%
|
|
Moller Financial Services
|
Jul 01, 2024 Q2 2024 |
120,438
shares
|
$6.97 Million
1.73% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
92,035
shares
|
$5.33 Million
2.86% of portfolio
|
Q4 2023
Added 0.29%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
86,275
shares
|
$4.99 Million
0.23% of portfolio
|
Q2 2024
Added 143.58%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
82,862
shares
|
$4.8 Million
0.12% of portfolio
|
Q2 2024
Reduced 10.41%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
81,747
shares
|
$4.73 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
80,505
shares
|
$4.66 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
79,247
shares
|
$4.59 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
72,346
shares
|
$4.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.08%
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2024 Q2 2024 |
65,006
shares
|
$3.76 Million
0.77% of portfolio
|
Q2 2024
Reduced 5.65%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
60,243
shares
|
$3.49 Million
0.12% of portfolio
|
Q2 2024
Reduced 9.4%
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
59,280
shares
|
$3.43 Million
0.28% of portfolio
|
Q2 2024
Added 1.64%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
54,999
shares
|
$3.18 Million
0.0% of portfolio
|
Q2 2024
Added 5.08%
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jul 26, 2024 Q2 2024 |
49,688
shares
|
$2.88 Million
2.11% of portfolio
|
Q2 2024
Added 3.83%
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
49,085
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
49,082
shares
|
$2.84 Million
0.07% of portfolio
|
Q2 2024
Reduced 26.4%
|