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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,638
shares
|
$175,638
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,415
shares
|
$160,790
0.02% of portfolio
|
Q1 2022
Reduced 5.85%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2,180
shares
|
$145,144
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,063
shares
|
$137,354
0.0% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,041
shares
|
$135,889
0.0% of portfolio
|
Q2 2025
Reduced 32.82%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,650
shares
|
$109,857
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,571
shares
|
$104,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
1,101
shares
|
$73,304
0.06% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$66,580
0.0% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
822
shares
|
$54,728
0.0% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
816
shares
|
$54,329
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
793
shares
|
$52,797
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
783
shares
|
$52,132
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
539
shares
|
$35,886
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
508
shares
|
$33,822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
428
shares
|
$28,496
0.0% of portfolio
|
Q2 2025
Added 140.45%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
395
shares
|
$26,299
0.0% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
383
shares
|
$25,500
0.0% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
378
shares
|
$25,167
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
325
shares
|
$21,638
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
320
shares
|
$21,305
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
246
shares
|
$16,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
246
shares
|
$16,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
235
shares
|
$15,646
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
217
shares
|
$14,447
0.0% of portfolio
|
Q1 2020
Reduced 30.88%
|