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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
14,994
shares
|
$998,300
0.11% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
14,916
shares
|
$993,107
0.0% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
14,768
shares
|
$983,253
0.08% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
14,414
shares
|
$959,684
0.01% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
13,157
shares
|
$875,993
0.13% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
12,913
shares
|
$859,747
0.59% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
12,567
shares
|
$836,710
0.06% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
12,139
shares
|
$808,214
0.0% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
11,891
shares
|
$791,702
0.11% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,879
shares
|
$790,903
0.01% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
11,642
shares
|
$775,124
0.08% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
9,732
shares
|
$647,956
0.07% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
9,305
shares
|
$619,526
0.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
9,228
shares
|
$614,400
0.01% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
7,531
shares
|
$501,413
0.03% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
7,000
shares
|
$466,060
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
6,868
shares
|
$457,271
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,861
shares
|
$456,805
0.01% of portfolio
|
Q4 2022
Reduced 53.35%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
6,794
shares
|
$452,344
0.26% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
6,594
shares
|
$439,028
0.0% of portfolio
|
Q1 2025
Reduced 55.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
6,450
shares
|
$429,441
0.0% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,327
shares
|
$421,251
0.0% of portfolio
|
Q3 2023
Reduced 1.03%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,166
shares
|
$410,532
0.05% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,965
shares
|
$397,149
0.13% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
5,783
shares
|
$385,032
0.03% of portfolio
|
Q2 2024
Reduced 4.68%
|