WisdomTree Trust - DEW

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$71.1M
QoQ value delta ($000)
-$709K (-0.99%)
Implied price effect (QoQ)
+0.19%
Shares
Total shares
1,033,337
QoQ shares delta
-12,271 (-1.17%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 17 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Joseph Group Capital Management 14,588 211,671 2.6%
LPL Financial LLC 9,746 141,418 0.0%
Stonebridge Wealth Management, LLC 6,609 95,907 5.88%
RAYMOND JAMES FINANCIAL INC 5,012 72,968 0.0%
MORGAN STANLEY 4,677 68,090 0.0%
AMERIPRISE FINANCIAL INC 4,081 59,415 0.0%
Hudock, Inc. 3,594 52,148 0.46%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,327 48,443 0.0%
BANK OF AMERICA CORP /DE/ 2,624 38,200 0.0%
UBS Group AG 2,245 32,695 0.0%
Asset Dedication, LLC 2,190 31,784 0.14%
Cetera Investment Advisers 1,745 25,415 0.0%
WADDELL & ASSOCIATES, LLC 1,405 20,468 0.07%
Cambridge Investment Research Advisors, Inc. 1,373 19,918 0.0%
Global Retirement Partners, LLC 784 11,414 0.01%
WELLS FARGO & COMPANY/MN 607 8,847 0.0%
Kestra Advisory Services, LLC 581 8,431 0.0%
JONES FINANCIAL COMPANIES LLLP 484 7,013 0.0%
Bank of New York Mellon Corp 477 6,922 0.0%
DAYMARK WEALTH PARTNERS, LLC 401 5,828 0.01%
Vertex Planning Partners, LLC 364 5,300 0.05%
E-Wealth Partners, LLC 353 5,152 0.26%
Viaable, LLC 352 5,143 0.29%
&PARTNERS 327 4,768 0.0%
SBI Securities Co., Ltd. 286 4,152 0.01%