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 5.86 Million shares, which have been reported (via 13F filing form) to have a value of $310 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$52,210
0.0% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
975
shares
|
$50,904
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
783
shares
|
$40,880
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
762
shares
|
$39,784
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
687
shares
|
$35,868
0.0% of portfolio
|
Q3 2023
Reduced 12.93%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
539
shares
|
$28,141
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
497
shares
|
$25,948
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
384
shares
|
$20,048
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
378
shares
|
$19,735
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
374
shares
|
$19,526
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
325
shares
|
$16,968
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
251
shares
|
$13,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
235
shares
|
$12,269
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
217
shares
|
$11,329
0.0% of portfolio
|
Q1 2020
Reduced 30.88%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
211
shares
|
$11,016
0.01% of portfolio
|
Q2 2024
Reduced 86.52%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
148
shares
|
$7,727
0.0% of portfolio
|
Q4 2023
Reduced 45.99%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
134
shares
|
$6,996
0.0% of portfolio
|
Q2 2022
Added 3.08%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
133
shares
|
$6,943
0.0% of portfolio
|
Q2 2022
Added 0.76%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
124
shares
|
$6,474
0.0% of portfolio
|
Q3 2024
Reduced 26.19%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
120
shares
|
$6,265
0.0% of portfolio
|
Q1 2024
Reduced 6.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
115
shares
|
$6,004
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
115
shares
|
$6,004
0.0% of portfolio
|
Q4 2021
Reduced 84.2%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
90
shares
|
$4,698
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
66
shares
|
$3,445
0.0% of portfolio
|
Q4 2023
Reduced 94.24%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$52
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|