Institutional Ownership Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 5.91 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,077,769
shares
|
$59.2 Million
0.0% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
741,262
shares
|
$40.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
390,651
shares
|
$21.4 Million
2.04% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
378,928
shares
|
$20.8 Million
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
345,165
shares
|
$18.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
271,274
shares
|
$14.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
262,107
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
182,325
shares
|
$10 Million
0.17% of portfolio
|
Q3 2024
Added 46.14%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
117,079
shares
|
$6.43 Million
1.62% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
94,793
shares
|
$5.2 Million
1.06% of portfolio
|
Q3 2024
Reduced 74.83%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
92,035
shares
|
$5.05 Million
2.86% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
83,230
shares
|
$4.57 Million
0.0% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
79,160
shares
|
$4.35 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,509
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
77,717
shares
|
$4.27 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
64,379
shares
|
$3.53 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
60,098
shares
|
$3.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
59,534
shares
|
$3.27 Million
0.28% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
53,945
shares
|
$2.96 Million
0.1% of portfolio
|
Q4 2024
Added 87.58%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
53,654
shares
|
$2.95 Million
2.0% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
53,229
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
52,749
shares
|
$2.9 Million
0.8% of portfolio
|
Q3 2024
Reduced 85.54%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
52,680
shares
|
$2.89 Million
2.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
47,734
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
46,292
shares
|
$2.54 Million
0.01% of portfolio
|
Q4 2024
Added 1.63%
|