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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
211
shares
|
$14,162
0.01% of portfolio
|
Q2 2024
Reduced 86.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
154
shares
|
$10,336
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
134
shares
|
$8,994
0.0% of portfolio
|
Q2 2022
Added 3.08%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
133
shares
|
$8,926
0.0% of portfolio
|
Q2 2022
Added 0.76%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
116
shares
|
$7,785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
115
shares
|
$7,718
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
113
shares
|
$7,584
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
91
shares
|
$6,107
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
82
shares
|
$5,503
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
79
shares
|
$5,302
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
66
shares
|
$4,429
0.0% of portfolio
|
Q4 2023
Reduced 94.24%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
35
shares
|
$2,349
0.0% of portfolio
|
Q3 2025
Reduced 85.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
16
shares
|
$1,073
0.0% of portfolio
|
Q3 2025
Reduced 99.22%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
1
shares
|
$67
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$67
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|