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 | 211,671 | 14,588 | 2.6% | 3.0% | 1 | +4,071 | 1.96% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | Added to | 141,418 | 9,746 | 0.0% | 0.0% | 2 | +3,118 | 2.25% | Q3 2026 | Nov 06, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 95,907 | 6,609 | 5.88% | 5.66% | 3 | +3,806 | 4.13% | Q3 2026 | Oct 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 72,968 | 5,012 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 68,090 | 4,677 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 59,415 | 4,081 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudock, Inc. | History | Reduced | 52,148 | 3,594 | 0.46% | 0.47% | 7 | -1,440 | -2.69% | Q3 2026 | Oct 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 48,443 | 3,327 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 38,200 | 2,624 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 32,695 | 2,245 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 31,784 | 2,190 | 0.14% | 0.14% | 11 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 25,415 | 1,745 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 20,468 | 1,405 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,918 | 1,373 | 0.0% | 0.0% | 14 | -216 | -1.07% | Q3 2026 | Nov 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,414 | 784 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,847 | 607 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,431 | 581 | 0.0% | 0.0% | 17 | -934 | -9.97% | Q3 2026 | Nov 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,013 | 484 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 6,922 | 477 | 0.0% | 0.0% | 19 | -20,265 | -74.54% | Q3 2026 | Nov 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 5,828 | 401 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Vertex Planning Partners, LLC | History | No change | 5,300 | 364 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E-Wealth Partners, LLC | History | No change | 5,152 | 353 | 0.26% | 0.26% | 22 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Viaable, LLC | History | No change | 5,143 | 352 | 0.29% | 0.29% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 4,768 | 327 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 4,152 | 286 | 0.01% | 0.01% | 25 | +366 | 9.67% | Q3 2026 | Oct 21, 2026 |
| IFG Advisory, LLC | History | No change | 4,092 | 282 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,969 | 272 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,502 | 240 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,478 | 238 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,420 | 235 | 0.0% | 0.0% | 30 | -103 | -2.92% | Q3 2026 | Oct 08, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | No change | 3,290 | 226 | 0.14% | 0.14% | 31 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,245 | 222 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,883 | 198 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,725 | 187 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Key FInancial Inc | History | Reduced | 2,369 | 163 | 0.03% | 0.03% | 35 | -64 | -2.63% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,796 | 123 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,655 | 114 | 0.0% | 0.0% | 37 | +3 | 0.18% | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,421 | 97 | 0.0% | 0.0% | 38 | +7 | 0.5% | Q3 2026 | Nov 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,249 | 86 | 0.0% | 0.0% | 39 | -53 | -4.07% | Q3 2026 | Nov 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,200 | 82 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| FMR LLC | History | No change | 1,121 | 77 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 142 | 9 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 80 | 5 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | New | 34 | 2 | 0.0% | — | 44 | +34 | New | Q3 2026 | Oct 21, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -601 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Godfrey Financial Associates, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -156 | -100.0% | Q3 2026 | Nov 09, 2026 |