Institutional Ownership Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 5.69 Million shares, which have been reported (via 13F filing form) to have a value of $370 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,045,650
shares
|
$68 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
526,732
shares
|
$34.3 Million
0.01% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
386,546
shares
|
$25.2 Million
2.09% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
365,278
shares
|
$23.8 Million
0.0% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
322,504
shares
|
$21 Million
0.0% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
314,751
shares
|
$20.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
301,119
shares
|
$19.6 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
256,676
shares
|
$16.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
106,914
shares
|
$6.96 Million
1.5% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
105,075
shares
|
$6.84 Million
0.03% of portfolio
|
Q1 2025
Added 272.73%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
92,035
shares
|
$5.99 Million
2.86% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
83,525
shares
|
$5.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,509
shares
|
$5.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
74,136
shares
|
$4.82 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
66,324
shares
|
$4.32 Million
0.31% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
63,652
shares
|
$4.14 Million
0.01% of portfolio
|
Q2 2025
Added 30.32%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
58,867
shares
|
$3.83 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
57,475
shares
|
$3.74 Million
0.64% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
56,137
shares
|
$3.65 Million
2.15% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
54,765
shares
|
$3.56 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
53,606
shares
|
$3.49 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
53,345
shares
|
$3.47 Million
0.13% of portfolio
|
Q2 2025
Added 219.14%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
53,044
shares
|
$3.45 Million
2.25% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
47,219
shares
|
$3.07 Million
0.01% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
46,918
shares
|
$3.05 Million
0.04% of portfolio
|
Q2 2025
Added 38.23%
|