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 |
|---|---|---|---|---|---|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
5,654
shares
|
$376,443
0.08% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
5,615
shares
|
$373,846
0.18% of portfolio
|
Q2 2023
Added 20.75%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
5,337
shares
|
$355,337
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
5,227
shares
|
$348,013
0.09% of portfolio
|
Q2 2022
Reduced 9.5%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
5,213
shares
|
$347,081
0.04% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
4,887
shares
|
$325,376
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
4,843
shares
|
$322,446
0.06% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,755
shares
|
$316,587
0.13% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,703
shares
|
$313,125
0.02% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
4,470
shares
|
$297,612
0.09% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,406
shares
|
$293,351
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
4,319
shares
|
$287,559
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
4,300
shares
|
$286,294
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,250
shares
|
$282,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
4,226
shares
|
$281,367
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
4,175
shares
|
$277,971
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
4,100
shares
|
$272,978
0.13% of portfolio
|
Q1 2022
Reduced 2.38%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,015
shares
|
$267,318
0.01% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
4,014
shares
|
$267,252
0.04% of portfolio
|
Q1 2018
Added 21.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,859
shares
|
$256,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,742
shares
|
$249,142
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
3,695
shares
|
$246,013
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
3,444
shares
|
$229,301
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
3,225
shares
|
$214,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,811
shares
|
$187,156
0.01% of portfolio
|
Q2 2025
Reduced 12.38%
|