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 |
---|---|---|---|---|---|
Brightwater Advisory LLC
Tampa, FL |
Sep 10, 2024 Q2 2024 |
45,461
shares
|
$2.63 Million
1.89% of portfolio
|
Q2 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
45,032
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2024
Added 21.07%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
44,555
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2024
Added 1.03%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 09, 2024 Q2 2024 |
39,804
shares
|
$2.3 Million
0.98% of portfolio
|
Q2 2024
New holding
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
39,484
shares
|
$2.29 Million
0.51% of portfolio
|
Q2 2024
Added 7.26%
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
33,294
shares
|
$1.93 Million
0.2% of portfolio
|
Q2 2024
Added 11.75%
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
32,311
shares
|
$1.87 Million
0.25% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,360
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2022
Added 51.88%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
30,135
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
29,730
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2024
Reduced 60.4%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
29,585
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2024
Reduced 46.46%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
27,459
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2024
Added 1.9%
|
|
Courier Capital LLC
|
Jul 23, 2024 Q2 2024 |
26,816
shares
|
$1.55 Million
0.12% of portfolio
|
Q2 2023
Added 0.05%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
25,840
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
25,134
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
Plimoth Trust CO LLC
|
Jul 23, 2024 Q2 2024 |
24,979
shares
|
$1.45 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
23,273
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
23,021
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2024
Added 210.05%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
22,108
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2024
Added 11.66%
|
|
Octavia Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
20,667
shares
|
$1.2 Million
0.15% of portfolio
|
Q2 2024
Reduced 23.5%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
20,250
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
19,964
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
18,848
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,688
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
17,744
shares
|
$1.03 Million
0.76% of portfolio
|
Q2 2024
Reduced 0.66%
|