WisdomTree Trust - DEW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Joseph Group Capital Management | History | Reduced | 209,165 | 13,873 | 3.47% | 3.64% | 1 | -15,585 | -6.93% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 123,927 | 8,219 | 0.0% | 0.0% | 2 | +4,071 | 3.4% | Q1 2026 | May 06, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 91,036 | 6,038 | 5.79% | 5.11% | 3 | +3,248 | 3.7% | Q1 2026 | Apr 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 74,290 | 4,927 | 0.0% | 0.0% | 4 | +1,257 | 1.72% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 72,450 | 4,805 | 0.0% | 0.0% | 5 | +2,118 | 3.01% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 61,619 | 4,087 | 0.0% | 0.0% | 6 | +22,230 | 56.44% | Q1 2026 | May 15, 2026 |
| Hudock, Inc. | History | Reduced | 53,514 | 3,549 | 0.52% | 0.59% | 7 | -11,164 | -17.26% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 49,781 | 3,301 | 0.0% | 0.0% | 8 | -4,320 | -7.99% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 37,144 | 2,463 | 0.0% | 0.0% | 9 | +8,926 | 31.63% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 36,919 | 2,448 | 0.0% | 0.0% | 10 | -1,722 | -4.46% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 33,146 | 2,198 | 0.0% | 0.0% | 11 | -295 | -0.88% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | Added to | 31,784 | 2,108 | 0.15% | 0.13% | 12 | +178 | 0.56% | Q1 2026 | May 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 26,305 | 1,744 | 0.0% | 0.0% | 13 | -7,459 | -22.09% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,382 | 1,617 | 0.0% | 0.0% | 14 | +15,591 | 177.35% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,414 | 702 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 10,387 | 688 | 0.0% | 0.0% | 16 | +4,342 | 71.83% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,907 | 590 | 0.0% | 0.0% | 17 | -92 | -1.02% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,599 | 570 | 0.0% | 0.0% | 18 | -145 | -1.66% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 6,518 | 424 | 0.0% | 0.0% | 19 | -1,534 | -19.05% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 5,364 | 355 | 0.01% | — | 20 | +5,364 | New | Q1 2026 | May 15, 2026 |
| Vertex Planning Partners, LLC | History | No change | 5,034 | 333 | 0.06% | 0.07% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 4,715 | 312 | 0.0% | 0.0% | 22 | +16 | 0.34% | Q1 2026 | May 15, 2026 |
| E-Wealth Partners, LLC | History | No change | 5,066 | 311 | 0.26% | 0.26% | 23 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 3,918 | 259 | 0.0% | — | 24 | +3,918 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,675 | 243 | 0.0% | 0.0% | 25 | -132 | -3.47% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,579 | 237 | 0.0% | 0.0% | 26 | +1 | 0.03% | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,467 | 229 | 0.01% | 0.0% | 27 | +614 | 21.52% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | No change | 3,316 | 219 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | No change | 3,290 | 218 | 0.14% | 0.12% | 29 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,950 | 196 | 0.0% | 0.0% | 30 | +343 | 13.16% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | New | 2,725 | 180 | 0.0% | — | 31 | +2,725 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,515 | 167 | 0.0% | 0.0% | 32 | +140 | 5.89% | Q1 2026 | Apr 07, 2026 |
| Key FInancial Inc | History | Reduced | 2,433 | 161 | 0.03% | 0.03% | 33 | -76 | -3.03% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,696 | 112 | 0.0% | 0.0% | 34 | +410 | 31.88% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,646 | 109 | 0.0% | 0.0% | 35 | +2 | 0.12% | Q1 2026 | Jun 02, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,399 | 92 | 0.0% | 0.0% | 36 | +4 | 0.29% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,356 | 89 | 0.0% | — | 37 | +1,356 | New | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,200 | 79 | 0.0% | — | 38 | +1,200 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 1,143 | 75 | 0.0% | 0.0% | 39 | -57 | -4.75% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | No change | 1,063 | 70 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 154 | 10 | 0.01% | 0.01% | 41 | +1 | 0.65% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | No change | 80 | 5 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | No change | 39 | 2 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,041 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,158 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,092 | -100.0% | Q1 2026 | May 12, 2026 |