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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,006,721
shares
|
$67.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
484,295
shares
|
$32.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
387,961
shares
|
$26 Million
0.0% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
386,546
shares
|
$25.9 Million
2.1% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
336,610
shares
|
$22.6 Million
0.0% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
305,383
shares
|
$20.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
304,969
shares
|
$20.5 Million
0.27% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
171,397
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
130,744
shares
|
$8.78 Million
0.04% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
103,207
shares
|
$6.93 Million
1.43% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
92,035
shares
|
$6.18 Million
2.86% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
86,026
shares
|
$5.77 Million
0.0% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
80,921
shares
|
$5.43 Million
0.01% of portfolio
|
Q3 2025
Added 27.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,509
shares
|
$5.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
74,250
shares
|
$4.98 Million
0.29% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
66,955
shares
|
$4.49 Million
0.31% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
60,788
shares
|
$4.08 Million
2.18% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
58,465
shares
|
$3.92 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
55,893
shares
|
$3.75 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
55,509
shares
|
$3.73 Million
0.7% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
54,080
shares
|
$3.63 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
51,015
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
50,409
shares
|
$3.38 Million
1.91% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
47,209
shares
|
$3.17 Million
0.03% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
43,141
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.66%
|
|