WISDOMTREE TR (DWM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
132
Reporting holders
$397.4M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $67.0M | 915,784 | 0.00% | 35q | -3.6%-$2.5M |
| LPL Financial LLC | $34.4M | 469,903 | 0.01% | 31q | -1.3%-$447.0K |
| WELLS FARGO & COMPANY/MN | $28.4M | 388,008 | 0.00% | 31q | -55.1%-$34.8M |
| LRI Investments, LLC | $28.3M | 386,413 | 2.27% | 10q | HELD |
| BANK OF AMERICA CORP /DE/ | $27.5M | 375,486 | 0.00% | 31q | -2.5%-$705.2K |
| Valmark Advisers, Inc. | $22.6M | 309,102 | 0.24% | 31q | HELD |
| UBS Group AG | $17.0M | 232,150 | 0.00% | 9q | +5.2%+$833.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.0M | 216,800 | 0.03% | 13q | +4.1%+$636.8K |
| Merit Financial Group, LLC | $8.8M | 119,812 | 0.03% | 16q | +110.4%+$4.6M |
| ENVESTNET ASSET MANAGEMENT INC | $8.2M | 111,986 | 0.00% | 31q | HELD |
| MOLLER WEALTH PARTNERS | $7.2M | 97,736 | 1.29% | 31q | -0.6%-$40.9K |
| AMERIPRISE FINANCIAL INC | $6.7M | 91,854 | 0.00% | 5q | -48.3%-$6.3M |
| RAYMOND JAMES FINANCIAL INC | $6.5M | 89,203 | 0.00% | 7q | HELD |
| Kestra Advisory Services, LLC | $6.0M | 82,122 | 0.02% | 9q | -23.7%-$1.9M |
| NewSquare Capital LLC | $5.8M | 79,206 | 0.43% | 25q | +3.7%+$207.7K |
| MML INVESTORS SERVICES, LLC | $5.4M | 74,145 | 0.01% | 3q | +16.2%+$757.0K |
| Cetera Investment Advisers | $5.1M | 69,779 | 0.00% | 31q | -17.2%-$1.1M |
| JFS WEALTH ADVISORS, LLC | $4.6M | 63,202 | 0.23% | 31q | -4.1%-$196.8K |
| Key Financial Inc | $4.6M | 62,725 | 0.75% | 23q | -1.7%-$79.3K |
| Smallwood Wealth Investment Management, LLC | $4.3M | 59,018 | 1.89% | 19q | +2.4%+$103.2K |
| CIBC WORLD MARKET INC. | $4.3M | 58,714 | 0.01% | 31q | +9.4%+$370.0K |
| MISSION WEALTH MANAGEMENT, LP | $4.2M | 57,154 | 0.05% | 31q | HELD |
| HBK Sorce Advisory LLC | $4.0M | 52,749 | 0.08% | 18q | HELD |
| Falcon Wealth Planning | $3.0M | 40,548 | 0.19% | 23q | +248.2%+$2.1M |
| SEI INVESTMENTS CO | $2.9M | 40,093 | 0.00% | 24q | -3.0%-$89.8K |
| TOBIAS FINANCIAL ADVISORS, INC. | $2.8M | 38,077 | 0.35% | 18q | -2.7%-$77.8K |
| Envision Financial LLC | $2.6M | 35,344 | 1.19% | 7q | -11.9%-$349.2K |
| OSAIC HOLDINGS, INC. | $2.4M | 32,880 | 0.00% | 26q | +3.6%+$84.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.1M | 29,001 | 0.03% | 2q | -3.0%-$65.9K |
| Geneos Wealth Management Inc. | $2.0M | 27,968 | 0.04% | 42q | +5.4%+$105.4K |
| Creative Planning | $2.0M | 27,456 | 0.00% | 31q | HELD |
| COURIER CAPITAL LLC | $2.0M | 27,091 | 0.10% | 31q | +0.9%+$16.9K |
| Shakespeare Wealth Management, LLC | $1.9M | 26,612 | 0.52% | 31q | -4.8%-$98.3K |
| TopTier Wealth Management, LLC | $1.9M | 26,593 | 1.18% | 3q | -17.5%-$412.7K |
| &PARTNERS | $1.8M | 24,727 | 0.01% | 16q | +2.0%+$34.6K |
| PLIMOTH TRUST CO LLC | $1.8M | 24,571 | 0.36% | 31q | -1.8%-$33.3K |
| Stratos Wealth Advisors, LLC | $1.5M | 21,038 | 0.08% | 16q | -13.8%-$247.3K |
| JANE STREET GROUP, LLC | $1.4M | 19,742 | 0.00% | 4q | +10.3%+$135.3K |
| ROYAL BANK OF CANADA | $1.3M | 17,934 | 0.00% | 31q | +4.4%+$55.4K |
| Focus Partners Wealth | $1.2M | 16,934 | 0.00% | 7q | -5.0%-$65.8K |
| Frazier Financial Advisors, LLC | $1.2M | 16,754 | 0.62% | 11q | -0.5%-$6.3K |
| Pinnacle Wealth Planning Services, Inc. | $1.2M | 15,793 | 0.11% | 34q | -8.6%-$108.8K |
| Kondo Wealth Advisors, Inc. | $1.1M | 15,412 | 0.38% | 7q | -1.6%-$17.8K |
| ProVise Management Group, LLC | $1.1M | 14,692 | 0.07% | 31q | HELD |
| HighTower Advisors, LLC | $1.0M | 14,088 | 0.00% | 22q | +9.3%+$87.9K |
| OneAscent Financial Services LLC | $1.0M | 13,935 | 0.05% | 6q | +1.0%+$10.2K |
| Octavia Wealth Advisors, LLC | $996.9K | 13,616 | 0.09% | 23q | -1.4%-$14.3K |
| DAVENPORT & Co LLC | $974.3K | 13,308 | 0.00% | 31q | -5.2%-$53.5K |
| CITADEL ADVISORS LLC | $935.0K | 12,771 | 0.00% | new | NEW |
| Intrua Financial, LLC | $935.0K | 12,771 | 0.09% | 14q | +1.1%+$9.9K |
| Thrive Capital Management, LLC | $904.0K | 12,348 | 0.17% | 5q | HELD |
| FIFTH THIRD BANCORP | $875.1K | 11,952 | 0.00% | 2q | HELD |
| Modera Wealth Management, LLC | $869.7K | 11,879 | 0.01% | 15q | HELD |
| STIFEL FINANCIAL CORP | $868.8K | 11,866 | 0.00% | 31q | HELD |
| JPMORGAN CHASE & CO | $868.2K | 11,929 | 0.00% | 17q | HELD |
| MCF Advisors LLC | $814.1K | 11,119 | 0.03% | new | NEW |
| Brightwater Advisory LLC | $791.7K | 10,814 | 0.50% | 10q | -4.2%-$34.3K |
| Robertson Stephens Wealth Management, LLC | $770.2K | 10,520 | 0.02% | 8q | -10.7%-$92.0K |
| Steward Partners Investment Advisory, LLC | $688.6K | 9,405 | 0.00% | 31q | HELD |
| Kingsview Wealth Management, LLC | $675.7K | 9,229 | 0.01% | 26q | HELD |
| OARSMAN CAPITAL, INC. | $650.7K | 8,887 | 0.07% | 25q | -6.3%-$43.9K |
| Beacon Pointe Advisors, LLC | $644.3K | 8,800 | 0.00% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $631.6K | 8,682 | 0.00% | 9q | +12.5%+$70.1K |
| Rockefeller Capital Management L.P. | $623.3K | 8,513 | 0.00% | 4q | HELD |
| Arax Advisory Partners | $518.1K | 7,076 | 0.00% | 2q | +131.5%+$294.2K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $517.8K | 7,072 | 0.08% | 3q | +2.0%+$10.0K |
| Allen Capital Group, LLC | $502.8K | 6,868 | 0.04% | 14q | HELD |
| CAPE ANN SAVINGS BANK | $497.4K | 6,794 | 0.23% | 28q | HELD |
| BEACON FINANCIAL GROUP | $488.8K | 6,677 | 0.04% | 31q | -12.9%-$72.7K |
| PNC Financial Services Group, Inc. | $472.2K | 6,450 | 0.00% | 31q | HELD |
| New World Advisors LLC | $465.0K | 6,352 | 0.08% | 9q | +19.9%+$77.1K |
| INSPIRION WEALTH ADVISORS, LLC | $463.8K | 6,344 | 0.05% | 19q | +1.5%+$6.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $441.2K | 6,026 | 0.00% | 5q | -32.0%-$208.1K |
| Private Advisor Group, LLC | $438.1K | 5,985 | 0.00% | 4q | +2.6%+$11.2K |
| Pinnacle Financial Group, LLC / IL | $437.9K | 5,981 | 0.11% | 19q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $424.4K | 5,797 | 0.00% | new | NEW |
| TCV Trust & Wealth Management, Inc. | $423.4K | 5,783 | 0.03% | 31q | HELD |
| Waverly Advisors, LLC | $418.1K | 5,711 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $412.9K | 5,639 | 0.00% | new | NEW |
| HOWARD WEALTH MANAGEMENT, LLC | $411.1K | 5,615 | 0.15% | 15q | HELD |
| Global Retirement Partners, LLC | $392.3K | 5,358 | 0.01% | 16q | HELD |
| Arlington Financial Advisors, LLC | $335.8K | 4,587 | 0.04% | 7q | -6.1%-$22.0K |
| McNamara Financial Services, Inc. | $329.4K | 4,499 | 0.06% | 6q | -1.0%-$3.4K |
| Rockbridge Investment Management, LCC | $323.3K | 4,416 | 0.03% | 19q | -3.2%-$10.7K |
| New Perspectives, Inc | $305.7K | 4,175 | 0.09% | 10q | HELD |
| VALLEY NATIONAL ADVISERS INC | $293.9K | 4,014 | 0.03% | 3q | HELD |
| REGIMEN WEALTH, LLC | $293.0K | 4,002 | 0.08% | 14q | +1.5%+$4.2K |
| CAHILL FINANCIAL ADVISORS INC | $288.4K | 3,939 | 0.03% | 3q | +1.4%+$4.0K |
| Sanctuary Advisors, LLC | $283.7K | 3,875 | 0.00% | 7q | HELD |
| CULBERTSON A N & CO INC | $270.5K | 3,695 | 0.03% | 6q | HELD |
| ROTHSCHILD INVESTMENT LLC | $255.6K | 3,491 | 0.01% | 11q | +9874.3%+$253.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $238.9K | 3,263 | 0.00% | 14q | HELD |
| Pathstone Holdings, LLC | $236.1K | 3,225 | 0.00% | 5q | HELD |
| Vise Technologies, Inc. | $235.4K | 3,215 | 0.00% | new | NEW |
| 4WEALTH ADVISORS, INC. | $223.4K | 3,069 | 0.17% | 5q | HELD |
| FMR LLC | $217.2K | 2,966 | 0.00% | 25q | +36.2%+$57.8K |
| CITIGROUP INC | $214.5K | 2,930 | 0.00% | 2q | -2.4%-$5.2K |
| Hickory Point Bank & Trust | $165.9K | 2,266 | 0.10% | 2q | HELD |
| BLAIR WILLIAM & CO/IL | $154.4K | 2,109 | 0.00% | 31q | +1.2%+$1.8K |
| Viewpoint Capital Management LLC | $153.8K | 2,100 | 0.08% | 19q | -48.8%-$146.4K |
Showing the largest 100 of 136 reported holders.
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 | 132 | $397.4M | 5,424,474 | 13 | 32 | 37 | 0.0% |
| Q1 2026 | 126 | $418.9M | 5,982,874 | 15 | 31 | 35 | 0.0% |
| Q4 2025 | 119 | $380.4M | 5,521,620 | 3 | 32 | 34 | 0.0% |
| Q3 2025 | 122 | $344.1M | 5,196,596 | 13 | 28 | 28 | 0.0% |
| Q2 2025 | 113 | $328.8M | 5,171,519 | 11 | 25 | 33 | 0.0% |
| Q1 2025 | 107 | $306.5M | 5,269,853 | 8 | 16 | 38 | 0.0% |
| Q4 2024 | 108 | $299.6M | 5,685,988 | 9 | 25 | 25 | 0.0% |
| Q3 2024 | 107 | $319.9M | 5,583,624 | 6 | 26 | 35 | 0.0% |
| Q2 2024 | 114 | $336.4M | 6,260,788 | 8 | 24 | 42 | 0.0% |
| Q1 2024 | 115 | $454.4M | 8,299,094 | 8 | 29 | 27 | 0.0% |
| Q4 2023 | 117 | $405.5M | 7,723,143 | 8 | 27 | 40 | 0.0% |
| Q3 2023 | 110 | $326.3M | 6,749,307 | 3 | 31 | 44 | 0.0% |
| Q2 2023 | 115 | $339.0M | 6,775,545 | 9 | 38 | 37 | 0.0% |
| Q1 2023 | 112 | $325.6M | 6,546,068 | 12 | 34 | 35 | 0.0% |
| Q4 2022 | 100 | $290.4M | 6,175,469 | 14 | 33 | 37 | 0.0% |
| Q3 2022 | 119 | $317.9M | 7,905,908 | 11 | 33 | 40 | 0.0% |
| Q2 2022 | 131 | $329.6M | 7,246,056 | 12 | 48 | 38 | 0.0% |
| Q1 2022 | 126 | $352.3M | 6,674,585 | 13 | 43 | 33 | 0.0% |
| Q4 2021 | 126 | $317.3M | 5,866,186 | 10 | 41 | 30 | 0.0% |
| Q3 2021 | 111 | $297.9M | 5,636,871 | 8 | 37 | 26 | 0.0% |
| Q2 2021 | 116 | $305.1M | 5,598,507 | 9 | 31 | 31 | 0.0% |
| Q1 2021 | 116 | $310.9M | 5,922,435 | 9 | 29 | 35 | 0.0% |
| Q4 2020 | 117 | $307.5M | 6,077,729 | 10 | 30 | 34 | 0.0% |
| Q3 2020 | 107 | $277.1M | 6,140,420 | 7 | 36 | 35 | 0.0% |
| Q2 2020 | 111 | $281.6M | 6,363,938 | 8 | 36 | 41 | 0.0% |
| Q1 2020 | 122 | $289.0M | 7,660,310 | 16 | 26 | 49 | 0.0% |
| Q4 2019 | 138 | $415.8M | 7,803,045 | 15 | 32 | 39 | 0.0% |
| Q3 2019 | 120 | $373.9M | 7,519,610 | 9 | 29 | 40 | 0.0% |
| Q2 2019 | 120 | $406.2M | 7,962,730 | 10 | 38 | 32 | 0.0% |
| Q1 2019 | 124 | $417.1M | 8,237,614 | 10 | 34 | 40 | 0.0% |
| Q4 2018 | 120 | $408.0M | 8,750,690 | 0 | 4 | 2 | 0.0% |