Institutional Ownership Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 5.53 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 |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
3,079
shares
|
$206,662
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,811
shares
|
$188,674
0.02% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,638
shares
|
$177,062
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
2,415
shares
|
$162,094
0.02% of portfolio
|
Q1 2022
Reduced 5.85%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,070
shares
|
$138,938
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,650
shares
|
$110,748
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,571
shares
|
$105,445
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,200
shares
|
$80,544
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
1,101
shares
|
$73,899
0.06% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,013
shares
|
$67,992
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$67,120
0.0% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
822
shares
|
$55,172
0.0% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
816
shares
|
$54,769
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
793
shares
|
$53,226
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
783
shares
|
$52,554
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
539
shares
|
$36,177
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
511
shares
|
$34,298
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
428
shares
|
$28,727
0.0% of portfolio
|
Q2 2025
Added 140.45%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
383
shares
|
$25,706
0.0% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
378
shares
|
$25,371
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
325
shares
|
$21,814
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
320
shares
|
$21,478
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
258
shares
|
$17,316
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
246
shares
|
$16,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
217
shares
|
$14,565
0.0% of portfolio
|
Q1 2020
Reduced 30.88%
|
|