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 |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
5,783
shares
|
$388,154
0.03% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
5,661
shares
|
$379,966
0.07% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
5,615
shares
|
$376,878
0.17% of portfolio
|
Q2 2023
Added 20.75%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
5,227
shares
|
$350,836
0.09% of portfolio
|
Q2 2022
Reduced 9.5%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
5,163
shares
|
$346,540
0.03% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,092
shares
|
$341,775
0.0% of portfolio
|
Q3 2025
Added 7615.15%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
4,887
shares
|
$328,015
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
4,843
shares
|
$325,062
0.06% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
4,773
shares
|
$320,363
0.0% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,755
shares
|
$319,155
0.13% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,703
shares
|
$315,665
0.02% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,491
shares
|
$301,435
0.09% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,416
shares
|
$296,401
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
4,319
shares
|
$289,891
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
4,226
shares
|
$283,649
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
4,175
shares
|
$280,226
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
4,170
shares
|
$279,890
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
4,100
shares
|
$275,192
0.12% of portfolio
|
Q1 2022
Reduced 2.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,931
shares
|
$263,848
0.0% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,859
shares
|
$259,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
3,695
shares
|
$248,008
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,490
shares
|
$234,248
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
3,353
shares
|
$225,053
0.2% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
3,274
shares
|
$219,750
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
3,225
shares
|
$216,462
0.0% of portfolio
|
Q2 2025
New holding
|
|