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 6.12 Million shares, which have been reported (via 13F filing form) to have a value of $349 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,067,891
shares
|
$60.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
712,441
shares
|
$40.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
390,651
shares
|
$22.1 Million
1.98% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
378,928
shares
|
$21.5 Million
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
350,103
shares
|
$19.8 Million
0.0% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
312,781
shares
|
$17.7 Million
0.0% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
272,258
shares
|
$15.4 Million
0.0% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
257,308
shares
|
$14.6 Million
0.21% of portfolio
|
Q4 2024
Added 41.13%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
132,366
shares
|
$7.49 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
117,079
shares
|
$6.63 Million
1.62% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
94,979
shares
|
$5.38 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
92,035
shares
|
$5.21 Million
2.86% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
79,337
shares
|
$4.49 Million
0.82% of portfolio
|
Q4 2024
Reduced 16.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,509
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
77,903
shares
|
$4.41 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
64,822
shares
|
$3.67 Million
0.08% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
63,350
shares
|
$3.59 Million
0.27% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
62,647
shares
|
$3.55 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
59,956
shares
|
$3.39 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
53,945
shares
|
$3.05 Million
0.1% of portfolio
|
Q4 2024
Added 87.58%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
53,654
shares
|
$3.04 Million
2.0% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
52,680
shares
|
$2.98 Million
2.23% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
49,263
shares
|
$2.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
47,716
shares
|
$2.7 Million
0.01% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
46,292
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Added 1.63%
|