WisdomTree Trust - DEW

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

Latest / Compare

Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$72.03M

QoQ value delta ($000)

+$4.289M (+6.33%)

Implied price effect (QoQ)

+3.57%

Total shares

1,048,924

QoQ shares delta

+27,208 (+2.66%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q2 2026 data: 45 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	14,260	207,600	3.0%
LPL Financial LLC	9,500	138,300	0.0%
Stonebridge Wealth Management, LLC	6,326	92,101	5.66%
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.	3,681	53,588	0.47%
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	2,183	31,784	0.14%
Bank of New York Mellon Corp	1,867	27,187	0.0%
Cetera Investment Advisers	1,745	25,415	0.0%
WADDELL & ASSOCIATES, LLC	1,405	20,468	0.07%
Cambridge Investment Research Advisors, Inc.	1,383	20,134	0.0%
Global Retirement Partners, LLC	784	11,414	0.01%
Kestra Advisory Services, LLC	643	9,365	0.0%
WELLS FARGO & COMPANY/MN	607	8,847	0.0%
JONES FINANCIAL COMPANIES LLLP	484	7,013	0.0%
DAYMARK WEALTH PARTNERS, LLC	400	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%
IFG Advisory, LLC	281	4,092	0.01%