# WISDOMTREE TR (DWM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DWM/

- Reporting holders: 4
- Reported value: $2.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $2.1M | 27,896 | 0.0% | 3 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $469.1K | 6,369 | 0.1% | 20 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $166.9K | 2,266 | 0.1% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $16.9K | 229 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $2.7M |
| Q2 2026 | 136 | $418.8M |
| Q1 2026 | 132 | $429.4M |
| Q4 2025 | 126 | $386.7M |
| Q3 2025 | 128 | $350.1M |
| Q2 2025 | 123 | $337.9M |
| Q1 2025 | 118 | $313.9M |
| Q4 2024 | 117 | $312.9M |
| Q3 2024 | 115 | $326.7M |
| Q2 2024 | 123 | $347.4M |
| Q1 2024 | 124 | $463.1M |
| Q4 2023 | 128 | $434.2M |