Institutional Ownership Wisdomtree Tr (DWM)
This table provides information about the institutional ownership of Wisdomtree Tr (DWM). We have compiled data on the 129 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
5,783
shares
|
$346,343
0.03% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
5,615
shares
|
$336,282
0.16% of portfolio
|
Q2 2023
Added 20.75%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
5,402
shares
|
$323,525
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
5,227
shares
|
$313,045
0.09% of portfolio
|
Q2 2022
Reduced 9.5%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
4,951
shares
|
$296,515
0.06% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
4,911
shares
|
$294,119
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
4,887
shares
|
$292,682
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,755
shares
|
$284,776
0.13% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,703
shares
|
$281,662
0.02% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
4,586
shares
|
$274,655
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
4,503
shares
|
$269,684
0.08% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
4,319
shares
|
$258,664
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
4,300
shares
|
$257,527
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,243
shares
|
$254,113
0.0% of portfolio
|
Q4 2024
Added 102.05%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
4,226
shares
|
$253,095
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
4,175
shares
|
$250,040
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
4,100
shares
|
$245,549
0.11% of portfolio
|
Q1 2022
Reduced 2.38%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
4,014
shares
|
$240,398
0.04% of portfolio
|
Q1 2018
Added 21.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,859
shares
|
$231,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,208
shares
|
$192,127
0.02% of portfolio
|
Q1 2025
Added 106833.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,062
shares
|
$183,383
0.0% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,608
shares
|
$156,193
0.0% of portfolio
|
Q4 2023
Added 62.19%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
2,415
shares
|
$144,634
0.02% of portfolio
|
Q1 2022
Reduced 5.85%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,395
shares
|
$143,436
0.0% of portfolio
|
Q4 2024
Added 2561.11%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,650
shares
|
$98,818
0.0% of portfolio
|
Q4 2023
New holding
|