Institutional Ownership Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 5.57 Million shares, which have been reported (via 13F filing form) to have a value of $371 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
44,779
shares
|
$2.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
43,286
shares
|
$2.88 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
32,187
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,360
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2022
Added 51.88%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
30,354
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,702
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
29,570
shares
|
$1.97 Million
0.51% of portfolio
|
Q2 2025
Reduced 29.61%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
27,284
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
26,652
shares
|
$1.77 Million
0.1% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
26,598
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
24,342
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
23,622
shares
|
$1.57 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
22,441
shares
|
$1.49 Million
0.19% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
22,381
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
21,312
shares
|
$1.42 Million
0.07% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
19,672
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,746
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,688
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
17,593
shares
|
$1.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
17,313
shares
|
$1.15 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
17,304
shares
|
$1.15 Million
0.49% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
16,383
shares
|
$1.09 Million
0.73% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
16,260
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 28.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
15,250
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,013
shares
|
$999,565
0.0% of portfolio
|
Q1 2025
Reduced 18.88%
|