Institutional Ownership Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM). We have compiled data on the 129 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,067,891
shares
|
$64 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
712,441
shares
|
$42.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
390,651
shares
|
$23.4 Million
1.98% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
350,103
shares
|
$21 Million
0.0% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
342,197
shares
|
$20.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 26.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
312,781
shares
|
$18.7 Million
0.0% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
301,644
shares
|
$18.1 Million
0.27% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
272,258
shares
|
$16.3 Million
0.0% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
132,366
shares
|
$7.93 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
112,739
shares
|
$6.75 Million
1.63% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
94,979
shares
|
$5.69 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
92,035
shares
|
$5.51 Million
2.86% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
79,337
shares
|
$4.75 Million
0.82% of portfolio
|
Q4 2024
Reduced 16.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,509
shares
|
$4.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
75,391
shares
|
$4.52 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
63,448
shares
|
$3.8 Million
0.3% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
62,647
shares
|
$3.75 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
61,181
shares
|
$3.66 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
58,846
shares
|
$3.52 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
56,137
shares
|
$3.36 Million
2.15% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
52,470
shares
|
$3.14 Million
2.3% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
48,785
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
47,716
shares
|
$2.86 Million
0.01% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
46,292
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
45,783
shares
|
$2.74 Million
0.56% of portfolio
|
Q4 2024
Added 5.2%
|