Institutional Ownership Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 5.86 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
5,615
shares
|
$302,030
0.19% of portfolio
|
Q2 2023
Added 20.75%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
5,401
shares
|
$290,519
0.04% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
5,227
shares
|
$281,160
0.09% of portfolio
|
Q2 2022
Reduced 9.5%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
5,179
shares
|
$278,578
0.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
4,899
shares
|
$263,517
0.01% of portfolio
|
Q3 2024
Reduced 28.97%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,755
shares
|
$255,771
0.13% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,703
shares
|
$252,974
0.02% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
4,454
shares
|
$239,580
0.07% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
4,319
shares
|
$232,319
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
4,319
shares
|
$232,319
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,228
shares
|
$227,424
0.08% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
4,226
shares
|
$227,316
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
4,175
shares
|
$224,573
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,162
shares
|
$223,873
0.0% of portfolio
|
Q3 2024
Reduced 49.67%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
4,100
shares
|
$220,539
0.13% of portfolio
|
Q1 2022
Reduced 2.38%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
4,014
shares
|
$215,913
0.04% of portfolio
|
Q1 2018
Added 21.12%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
3,827
shares
|
$205,854
0.04% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
3,695
shares
|
$198,754
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,252
shares
|
$174,925
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,722
shares
|
$146,416
0.0% of portfolio
|
Q3 2024
Added 28.15%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,608
shares
|
$140,284
0.0% of portfolio
|
Q4 2023
Added 62.19%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
2,415
shares
|
$129,902
0.03% of portfolio
|
Q1 2022
Reduced 5.85%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,100
shares
|
$112,959
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,650
shares
|
$88,753
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,072
shares
|
$57,662
0.0% of portfolio
|
Q4 2018
New holding
|