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 |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
14,768
shares
|
$991,228
0.07% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
14,509
shares
|
$973,844
0.03% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
13,269
shares
|
$890,615
0.0% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
12,944
shares
|
$868,801
0.06% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
12,757
shares
|
$856,249
0.12% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
12,261
shares
|
$822,958
0.1% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
12,055
shares
|
$809,131
0.0% of portfolio
|
Q3 2025
Reduced 19.7%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
11,879
shares
|
$797,318
0.01% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
11,856
shares
|
$795,774
0.0% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
11,666
shares
|
$783,021
0.53% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
11,491
shares
|
$771,275
0.08% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,915
shares
|
$665,494
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
9,542
shares
|
$640,459
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,405
shares
|
$631,263
0.0% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
9,228
shares
|
$619,383
0.01% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
8,561
shares
|
$574,614
0.06% of portfolio
|
Q3 2025
Reduced 12.03%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
7,000
shares
|
$469,840
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,963
shares
|
$467,356
0.0% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
6,868
shares
|
$460,980
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,861
shares
|
$460,510
0.01% of portfolio
|
Q4 2022
Reduced 53.35%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
6,794
shares
|
$456,013
0.24% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,450
shares
|
$432,924
0.0% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,327
shares
|
$424,668
0.0% of portfolio
|
Q3 2023
Reduced 1.03%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
5,993
shares
|
$402,250
0.05% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,968
shares
|
$400,572
0.12% of portfolio
|
Q3 2025
Added 0.05%
|
|