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 | 207,600 | 14,260 | 3.0% | 3.47% | 1 | -1,565 | -0.75% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | Added to | 138,300 | 9,500 | 0.0% | 0.0% | 2 | +14,373 | 11.6% | Q2 2026 | Aug 07, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 92,101 | 6,326 | 5.66% | 5.79% | 3 | +1,065 | 1.17% | Q2 2026 | Jul 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 72,968 | 5,012 | 0.0% | 0.0% | 4 | -1,322 | -1.78% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 68,090 | 4,677 | 0.0% | 0.0% | 5 | -4,360 | -6.02% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 59,415 | 4,081 | 0.0% | 0.0% | 6 | -2,204 | -3.58% | Q2 2026 | Aug 14, 2026 |
| Hudock, Inc. | History | Added to | 53,588 | 3,681 | 0.47% | 0.52% | 7 | +74 | 0.14% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 48,443 | 3,327 | 0.0% | 0.0% | 8 | -1,338 | -2.69% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 38,200 | 2,624 | 0.0% | 0.0% | 9 | +1,281 | 3.47% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 32,695 | 2,245 | 0.0% | 0.0% | 10 | -451 | -1.36% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 31,784 | 2,183 | 0.14% | 0.15% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 27,187 | 1,867 | 0.0% | 0.0% | 12 | -9,957 | -26.81% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 25,415 | 1,745 | 0.0% | 0.0% | 13 | -890 | -3.38% | Q2 2026 | Aug 12, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 20,468 | 1,405 | 0.07% | — | 14 | +20,468 | New | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 20,134 | 1,383 | 0.0% | 0.0% | 15 | -4,248 | -17.42% | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | New | 11,414 | 784 | 0.01% | — | 16 | +11,414 | New | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,365 | 643 | 0.0% | 0.0% | 17 | +766 | 8.91% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,847 | 607 | 0.0% | 0.0% | 18 | -60 | -0.67% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,013 | 484 | 0.0% | 0.0% | 19 | +495 | 7.59% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 5,828 | 400 | 0.01% | — | 20 | +5,828 | New | Q2 2026 | Jul 31, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 5,300 | 364 | 0.05% | 0.06% | 21 | +266 | 5.28% | Q2 2026 | Aug 14, 2026 |
| E-Wealth Partners, LLC | History | Added to | 5,152 | 353 | 0.26% | 0.27% | 22 | +66 | 1.3% | Q2 2026 | Aug 17, 2026 |
| Viaable, LLC | History | New | 5,143 | 352 | 0.29% | — | 23 | +5,143 | New | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 4,768 | 327 | 0.0% | 0.0% | 24 | +53 | 1.12% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 4,092 | 281 | 0.01% | — | 25 | +4,092 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,969 | 272 | 0.0% | 0.0% | 26 | +51 | 1.3% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,786 | 260 | 0.01% | 0.01% | 27 | +319 | 9.2% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,523 | 242 | 0.0% | 0.0% | 28 | +1,008 | 40.08% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,502 | 240 | 0.0% | 0.0% | 29 | -77 | -2.15% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,478 | 238 | 0.0% | 0.0% | 30 | -197 | -5.36% | Q2 2026 | Aug 13, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | No change | 3,290 | 225 | 0.14% | 0.14% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,245 | 222 | 0.0% | 0.0% | 32 | -7,142 | -68.76% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 3,316 | 219 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,883 | 198 | 0.0% | 0.0% | 34 | -67 | -2.27% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,725 | 187 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Key FInancial Inc | History | No change | 2,433 | 167 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,796 | 123 | 0.0% | 0.0% | 37 | +100 | 5.9% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,652 | 113 | 0.0% | 0.0% | 38 | +6 | 0.36% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,414 | 97 | 0.0% | 0.0% | 39 | +15 | 1.07% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,302 | 89 | 0.0% | 0.0% | 40 | -54 | -3.98% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,200 | 82 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Reduced | 1,121 | 77 | 0.0% | 0.0% | 42 | -22 | -1.92% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 601 | 41 | 0.0% | — | 43 | +601 | New | Q2 2026 | Jul 28, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 156 | 10 | 0.01% | 0.01% | 44 | +2 | 1.3% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | New | 142 | 9 | 0.0% | — | 45 | +142 | New | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 80 | 5 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,364 | -100.0% | Q2 2026 | Aug 04, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,063 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q2 2026 | Jul 30, 2026 |