WISDOMTREE TR (DEW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
44
Reporting holders
$70.4M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Joseph Group Capital Management | $14.3M | 207,600 | 3.00% | 17q | -0.7%-$107.5K |
| LPL Financial LLC | $9.5M | 138,300 | 0.00% | 31q | +11.6%+$987.3K |
| Stonebridge Wealth Management, LLC | $6.3M | 92,101 | 5.66% | 5q | +1.2%+$73.2K |
| RAYMOND JAMES FINANCIAL INC | $5.0M | 72,968 | 0.00% | 7q | -1.8%-$90.8K |
| MORGAN STANLEY | $4.7M | 68,090 | 0.00% | 35q | -6.0%-$299.5K |
| AMERIPRISE FINANCIAL INC | $4.1M | 59,415 | 0.00% | 31q | -51.8%-$4.4M |
| Hudock, Inc. | $3.7M | 53,588 | 0.47% | 14q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 48,443 | 0.00% | 10q | -2.7%-$91.9K |
| BANK OF AMERICA CORP /DE/ | $2.6M | 38,200 | 0.00% | 31q | +3.5%+$88.0K |
| UBS Group AG | $2.2M | 32,695 | 0.00% | 31q | -1.4%-$31.0K |
| Asset Dedication, LLC | $2.2M | 31,784 | 0.14% | 21q | HELD |
| Bank of New York Mellon Corp | $1.9M | 27,187 | 0.00% | 7q | -26.8%-$684.0K |
| Cetera Investment Advisers | $1.7M | 25,415 | 0.00% | 11q | -3.4%-$61.1K |
| WADDELL & ASSOCIATES, LLC | $1.4M | 20,468 | 0.07% | new | NEW |
| Global Retirement Partners, LLC | $784.1K | 11,414 | 0.01% | 4q | HELD |
| Kestra Advisory Services, LLC | $643.3K | 9,365 | 0.00% | 12q | +8.9%+$52.6K |
| WELLS FARGO & COMPANY/MN | $607.7K | 8,847 | 0.00% | 31q | -50.3%-$616.0K |
| JONES FINANCIAL COMPANIES LLLP | $484.2K | 7,013 | 0.00% | 9q | +7.6%+$34.2K |
| DAYMARK WEALTH PARTNERS, LLC | $400.3K | 5,828 | 0.01% | new | NEW |
| Vertex Planning Partners, LLC | $364.1K | 5,300 | 0.05% | 15q | +5.3%+$18.3K |
| E-Wealth Partners, LLC | $353.9K | 5,152 | 0.26% | 2q | +1.7%+$5.9K |
| Viaable, LLC | $352.1K | 5,143 | 0.29% | new | FIRST |
| &PARTNERS | $327.5K | 4,768 | 0.00% | 6q | +1.1%+$3.6K |
| IFG Advisory, LLC | $281.1K | 4,092 | 0.01% | new | NEW |
| HUNTINGTON NATIONAL BANK | $272.6K | 3,969 | 0.00% | 2q | +1.3%+$3.5K |
| SBI Securities Co., Ltd. | $260.1K | 3,786 | 0.01% | 7q | +9.2%+$21.9K |
| Farther Finance Advisors, LLC | $242.0K | 3,523 | 0.00% | 4q | +40.1%+$69.2K |
| Sanctuary Advisors, LLC | $240.6K | 3,502 | 0.00% | 6q | -2.2%-$5.3K |
| Rockefeller Capital Management L.P. | $239.0K | 3,478 | 0.00% | 4q | -5.4%-$13.5K |
| WESTCO ADVISORY SERVICES INC /ADV | $226.0K | 3,290 | 0.14% | 3q | HELD |
| JANE STREET GROUP, LLC | $222.9K | 3,245 | 0.00% | 16q | -68.8%-$490.6K |
| ROYAL BANK OF CANADA | $198.0K | 2,883 | 0.00% | 31q | -2.3%-$4.6K |
| BlackRock, Inc. | $187.2K | 2,725 | 0.00% | 2q | HELD |
| Key Financial Inc | $167.1K | 2,433 | 0.03% | 14q | HELD |
| OSAIC HOLDINGS, INC. | $123.4K | 1,796 | 0.00% | 26q | +5.9%+$6.9K |
| Parallel Advisors, LLC | $113.5K | 1,652 | 0.00% | 28q | HELD |
| Clearstead Advisors, LLC | $97.1K | 1,414 | 0.00% | 9q | +1.1%+$1.0K |
| FIFTH THIRD BANCORP | $89.4K | 1,302 | 0.00% | 2q | -4.0%-$3.7K |
| BANK OF MONTREAL /CAN/ | $82.4K | 1,200 | 0.00% | 2q | HELD |
| FMR LLC | $77.0K | 1,121 | 0.00% | 9q | -1.9%-$1.5K |
| Institute for Wealth Management, LLC. | $41.3K | 601 | 0.00% | new | NEW |
| Godfrey Financial Associates, Inc. | $10.7K | 156 | 0.01% | 3q | +1.3% |
| Ameritas Advisory Services, LLC | $9.8K | 142 | 0.00% | new | NEW |
| AE Wealth Management LLC | $5.5K | 80 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.8K | 40,268 | 0.00% | 22q | +65.2%+$1.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 44 | $70.4M | 1,025,474 | 5 | 14 | 15 | 0.0% |
| Q1 2026 | 40 | $70.5M | 1,062,774 | 5 | 14 | 11 | 0.0% |
| Q4 2025 | 38 | $61.2M | 993,779 | 1 | 11 | 11 | 0.0% |
| Q3 2025 | 37 | $60.3M | 1,003,338 | 3 | 13 | 12 | 0.0% |
| Q2 2025 | 37 | $57.9M | 1,014,668 | 6 | 8 | 14 | 0.0% |
| Q1 2025 | 34 | $56.9M | 1,013,525 | 6 | 15 | 8 | 0.0% |
| Q4 2024 | 28 | $55.0M | 1,050,489 | 1 | 10 | 8 | 0.0% |
| Q3 2024 | 30 | $55.7M | 1,016,136 | 1 | 15 | 8 | 0.0% |
| Q2 2024 | 32 | $49.6M | 992,370 | 4 | 10 | 10 | 0.0% |
| Q1 2024 | 35 | $70.4M | 1,383,852 | 6 | 9 | 10 | 0.0% |
| Q4 2023 | 32 | $66.6M | 1,364,030 | 6 | 8 | 9 | 0.0% |
| Q3 2023 | 30 | $59.4M | 1,309,942 | 6 | 12 | 8 | 0.0% |
| Q2 2023 | 30 | $68.5M | 1,471,568 | 3 | 15 | 6 | 0.0% |
| Q1 2023 | 31 | $84.1M | 1,798,074 | 11 | 7 | 6 | 0.0% |
| Q4 2022 | 23 | $82.2M | 1,756,452 | 4 | 8 | 4 | 0.0% |
| Q3 2022 | 28 | $34.6M | 845,432 | 3 | 8 | 6 | 0.0% |
| Q2 2022 | 28 | $35.6M | 774,126 | 3 | 9 | 6 | 0.0% |
| Q1 2022 | 30 | $23.3M | 452,568 | 4 | 5 | 9 | 0.0% |
| Q4 2021 | 29 | $20.6M | 411,334 | 3 | 10 | 7 | 0.0% |
| Q3 2021 | 27 | $17.7M | 377,648 | 3 | 8 | 8 | 0.0% |
| Q2 2021 | 28 | $32.5M | 673,405 | 2 | 12 | 8 | 0.0% |
| Q1 2021 | 31 | $21.5M | 458,120 | 4 | 6 | 11 | 0.0% |
| Q4 2020 | 29 | $22.8M | 533,336 | 2 | 7 | 12 | 0.0% |
| Q3 2020 | 29 | $22.8M | 601,348 | 3 | 2 | 15 | 0.0% |
| Q2 2020 | 32 | $39.6M | 1,030,841 | 3 | 10 | 8 | 0.0% |
| Q1 2020 | 38 | $25.6M | 746,859 | 6 | 9 | 13 | 0.0% |
| Q4 2019 | 38 | $34.6M | 714,929 | 7 | 9 | 7 | 0.0% |
| Q3 2019 | 33 | $33.4M | 725,149 | 5 | 7 | 11 | 0.0% |
| Q2 2019 | 34 | $37.3M | 805,121 | 4 | 7 | 10 | 0.0% |
| Q1 2019 | 32 | $39.6M | 858,407 | 2 | 6 | 16 | 0.0% |
| Q4 2018 | 34 | $38.1M | 894,355 | 1 | 2 | 1 | 0.0% |