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 | Added to | 224,750 | 13,842 | 3.64% | 3.76% | 1 | +3,098 | 1.4% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Reduced | 119,856 | 7,382 | 0.0% | 0.0% | 2 | -3,495 | -2.83% | Q4 2025 | Feb 11, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 87,788 | 5,406 | 5.11% | 4.7% | 3 | -3,294 | -3.62% | Q4 2025 | Jan 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 73,033 | 4,498 | 0.0% | 0.0% | 4 | +679 | 0.94% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Reduced | 70,332 | 4,331 | 0.0% | 0.0% | 5 | -4,764 | -6.34% | Q4 2025 | Feb 13, 2026 |
| Hudock, Inc. | History | Reduced | 64,678 | 3,983 | 0.59% | 0.61% | 6 | -1,730 | -2.61% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 54,101 | 3,332 | 0.0% | 0.0% | 7 | +8,050 | 17.48% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 39,389 | 2,425 | 0.0% | 0.0% | 8 | -1,209 | -2.98% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 38,641 | 2,379 | 0.0% | 0.0% | 9 | -4,972 | -11.4% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,764 | 2,079 | 0.0% | 0.0% | 10 | -5,492 | -13.99% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 33,441 | 2,059 | 0.0% | 0.0% | 11 | -238 | -0.71% | Q4 2025 | Jan 29, 2026 |
| Asset Dedication, LLC | History | No change | 31,606 | 1,946 | 0.13% | 0.13% | 12 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bank of New York Mellon Corp | History | Added to | 28,218 | 1,738 | 0.0% | 0.0% | 13 | +5,648 | 25.02% | Q4 2025 | Feb 10, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 13,041 | 803 | 0.03% | 0.09% | 14 | -21,893 | -62.67% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,414 | 702 | 0.01% | 0.02% | 15 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,999 | 554 | 0.0% | 0.0% | 16 | -16 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,791 | 541 | 0.0% | 0.0% | 17 | +2,234 | 34.07% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,744 | 538 | 0.0% | 0.0% | 18 | +2 | 0.02% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,052 | 495 | 0.0% | 0.0% | 19 | +1,294 | 19.15% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,045 | 372 | 0.0% | 0.0% | 20 | +1,892 | 45.56% | Q4 2025 | Feb 12, 2026 |
| Vertex Planning Partners, LLC | History | No change | 5,034 | 310 | 0.07% | 0.06% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 4,699 | 289 | 0.0% | 0.0% | 22 | +36 | 0.77% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | Reduced | 4,158 | 256 | 0.01% | 0.01% | 23 | -500 | -10.73% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | No change | 4,092 | 252 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,807 | 234 | 0.0% | 0.0% | 25 | +24 | 0.63% | Q4 2025 | Mar 16, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,578 | 220 | 0.0% | 0.0% | 26 | -3,753 | -51.19% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | No change | 3,316 | 204 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,853 | 175 | 0.0% | 0.0% | 28 | +207 | 7.82% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,607 | 161 | 0.0% | — | 29 | +2,607 | New | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | No change | 2,509 | 154 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,375 | 146 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,644 | 101 | 0.0% | 0.0% | 32 | +4 | 0.24% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,395 | 85 | 0.0% | 0.0% | 33 | +10 | 0.72% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,286 | 79 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 1,200 | 73 | 0.0% | 0.0% | 35 | +584 | 94.81% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | No change | 1,063 | 65 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 153 | 9 | 0.01% | — | 37 | +153 | New | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | New | 39 | 2 | 0.0% | — | 39 | +39 | New | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -786 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 18, 2025 |