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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
211
shares
|
$14,048
0.01% of portfolio
|
Q2 2024
Reduced 86.52%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
134
shares
|
$8,921
0.0% of portfolio
|
Q2 2022
Added 3.08%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
133
shares
|
$8,855
0.0% of portfolio
|
Q2 2022
Added 0.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
115
shares
|
$7,656
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
90
shares
|
$5,992
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
66
shares
|
$4,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
66
shares
|
$4,394
0.0% of portfolio
|
Q4 2023
Reduced 94.24%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
63
shares
|
$4,194
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$66
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1
shares
|
$66
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|