WISDOMTREE TR (DWMF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
23
Reporting holders
$11.4M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $3.5M | 103,694 | 0.00% | 17q | +8.9%+$286.6K |
| Cetera Investment Advisers | $2.3M | 67,575 | 0.00% | 6q | -10.0%-$256.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 34,272 | 0.00% | 9q | -4.9%-$59.8K |
| Stratos Wealth Partners, LTD. | $787.9K | 23,207 | 0.01% | 8q | -2.3%-$18.4K |
| CITADEL ADVISORS LLC | $780.2K | 22,982 | 0.00% | 3q | +23.1%+$146.3K |
| JANE STREET GROUP, LLC | $515.2K | 15,175 | 0.00% | 31q | +7.2%+$34.6K |
| Breakwater Capital Group | $507.6K | 14,953 | 0.06% | 6q | +12.2%+$55.3K |
| Insight Wealth Strategies, LLC | $327.5K | 9,714 | 0.03% | 5q | +5.1%+$15.8K |
| Retirement Planning Group, LLC | $301.4K | 8,878 | 0.01% | 2q | HELD |
| Creative Planning | $249.3K | 7,344 | 0.00% | 5q | -31.6%-$115.1K |
| SK Wealth Management, LLC | $227.4K | 6,637 | 0.05% | 6q | +1.7%+$3.8K |
| Nova Wealth Management, Inc. | $220.0K | 6,480 | 0.12% | 6q | -5.9%-$13.7K |
| Arkadios Wealth Advisors | $219.6K | 6,469 | 0.00% | 5q | -5.0%-$11.6K |
| EPG Wealth Management LLC | $115.1K | 3,389 | 0.03% | 16q | +1.7%+$1.9K |
| CoreCap Advisors, LLC | $97.8K | 2,881 | 0.00% | 10q | +0.7% |
| MORGAN STANLEY | $25.8K | 760 | 0.00% | 13q | HELD |
| Breakwater Investment Management | $20.8K | 613 | 0.01% | 7q | -9.1%-$2.1K |
| HARBOUR INVESTMENTS, INC. | $11.2K | 331 | 0.00% | 21q | HELD |
| Sankala Group LLC | $4.6K | 135 | 0.00% | 3q | -59.2%-$6.7K |
| LANARK FINANCIAL, INC. | $3.1K | 90 | 0.00% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $436 | 12,860 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $411 | 12,093 | 0.02% | 5q | -84.6%-$2.3K |
| Smartleaf Asset Management LLC | $51 | 1 | 0.00% | 11q | HELD |
| FMR LLC | $34 | 1 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $34 | 1 | 0.00% | 2q | HELD |
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 | 23 | $11.4M | 335,582 | 1 | 8 | 8 | 0.0% |
| Q1 2026 | 24 | $11.4M | 338,993 | 1 | 6 | 9 | 0.0% |
| Q4 2025 | 24 | $11.4M | 350,521 | 3 | 6 | 7 | 0.0% |
| Q3 2025 | 20 | $12.6M | 394,850 | 1 | 7 | 7 | 0.0% |
| Q2 2025 | 21 | $14.1M | 448,086 | 4 | 5 | 8 | 0.0% |
| Q1 2025 | 17 | $11.0M | 377,176 | 5 | 3 | 6 | 0.0% |
| Q4 2024 | 15 | $10.6M | 395,190 | 2 | 4 | 5 | 0.0% |
| Q3 2024 | 16 | $11.9M | 421,750 | 2 | 2 | 7 | 0.0% |
| Q2 2024 | 20 | $16.8M | 635,334 | 4 | 7 | 9 | 0.0% |
| Q1 2024 | 17 | $26.5M | 998,501 | 2 | 11 | 2 | 0.0% |
| Q4 2023 | 17 | $31.1M | 1,229,508 | 4 | 9 | 3 | 0.0% |
| Q3 2023 | 14 | $25.4M | 1,034,343 | 1 | 6 | 4 | 0.0% |
| Q2 2023 | 17 | $28.2M | 1,122,279 | 2 | 5 | 9 | 0.0% |
| Q1 2023 | 17 | $30.4M | 1,215,479 | 2 | 8 | 5 | 0.0% |
| Q4 2022 | 16 | $31.8M | 1,338,964 | 3 | 6 | 6 | 0.0% |
| Q3 2022 | 16 | $23.4M | 1,076,804 | 3 | 7 | 3 | 0.0% |
| Q2 2022 | 19 | $24.5M | 1,039,969 | 1 | 3 | 10 | 0.0% |
| Q1 2022 | 18 | $26.9M | 1,070,784 | 4 | 5 | 5 | 0.0% |
| Q4 2021 | 17 | $31.5M | 1,186,717 | 2 | 3 | 8 | 0.0% |
| Q3 2021 | 14 | $31.6M | 1,220,607 | 0 | 9 | 5 | 0.0% |
| Q2 2021 | 15 | $31.4M | 1,199,756 | 1 | 7 | 4 | 0.0% |
| Q1 2021 | 19 | $34.5M | 1,325,908 | 5 | 6 | 7 | 0.0% |
| Q4 2020 | 14 | $34.9M | 1,399,948 | 3 | 5 | 6 | 0.0% |
| Q3 2020 | 12 | $44.5M | 1,860,876 | 1 | 6 | 4 | 0.0% |
| Q2 2020 | 12 | $40.8M | 1,753,026 | 2 | 6 | 3 | 0.0% |
| Q1 2020 | 13 | $29.4M | 1,401,913 | 2 | 4 | 5 | 0.0% |
| Q4 2019 | 12 | $26.1M | 1,020,601 | 3 | 3 | 2 | 0.0% |
| Q3 2019 | 7 | $23.5M | 943,165 | 1 | 2 | 0 | 0.0% |
| Q2 2019 | 6 | $21.3M | 857,629 | 2 | 1 | 3 | 0.0% |
| Q1 2019 | 5 | $17.4M | 700,016 | 2 | 1 | 1 | 0.0% |
| Q4 2018 | 3 | $10.9M | 478,654 | 0 | 0 | 0 | 0.0% |