Institutional Ownership Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM). We have compiled data on the 129 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,571
shares
|
$94,087
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,072
shares
|
$64,202
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$59,890
0.0% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
975
shares
|
$58,392
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
925
shares
|
$55,398
0.0% of portfolio
|
Q4 2024
Added 34.64%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
816
shares
|
$48,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
783
shares
|
$46,893
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
762
shares
|
$45,636
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
539
shares
|
$32,280
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
388
shares
|
$23,237
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
383
shares
|
$22,937
0.0% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
378
shares
|
$22,638
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
325
shares
|
$19,464
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
320
shares
|
$19,164
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
246
shares
|
$14,732
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
235
shares
|
$14,074
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
217
shares
|
$12,996
0.0% of portfolio
|
Q1 2020
Reduced 30.88%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
211
shares
|
$12,636
0.01% of portfolio
|
Q2 2024
Reduced 86.52%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
178
shares
|
$10,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
148
shares
|
$8,863
0.0% of portfolio
|
Q4 2023
Reduced 45.99%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
134
shares
|
$8,025
0.0% of portfolio
|
Q2 2022
Added 3.08%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
133
shares
|
$7,965
0.0% of portfolio
|
Q2 2022
Added 0.76%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
120
shares
|
$7,186
0.0% of portfolio
|
Q1 2024
Reduced 6.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
115
shares
|
$6,887
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
115
shares
|
$6,887
0.0% of portfolio
|
Q4 2021
Reduced 84.2%
|