WisdomTree Trust - DWM

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

Latest / Compare

Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$386.6M

QoQ value delta ($000)

+$40.25M (+11.62%)

Implied price effect (QoQ)

+4.03%

Total shares

5,613,194

QoQ shares delta

+381,517 (+7.29%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	66,408	965,799	0.0%
LPL Financial LLC	32,770	476,596	0.01%
WELLS FARGO & COMPANY/MN	27,704	402,918	0.01%
BANK OF AMERICA CORP /DE/	26,805	389,840	0.0%
LRI Investments, LLC	26,578	386,546	2.15%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23,239	331,892	0.03%
Valmark Advisers, Inc.	21,143	307,500	0.26%
UBS Group AG	12,395	180,277	0.0%
ENVESTNET ASSET MANAGEMENT INC	8,986	130,689	0.0%
Kestra Advisory Services, LLC	8,855	128,785	0.04%
MOLLER WEALTH PARTNERS	7,065	102,757	1.48%
MML INVESTORS SERVICES, LLC	6,128	89,135	0.01%
RAYMOND JAMES FINANCIAL INC	6,025	87,632	0.0%
AMERIPRISE FINANCIAL INC	5,560	80,864	0.0%
Cetera Investment Advisers	5,468	79,524	0.01%
NewSquare Capital LLC	5,065	73,669	0.45%
JFS WEALTH ADVISORS, LLC	4,932	71,739	0.28%
Key FInancial Inc	4,145	60,293	0.76%
HBK Sorce Advisory LLC	3,969	54,070	0.09%
MISSION WEALTH MANAGEMENT, LP	3,952	57,481	0.08%
Smallwood Wealth Investment Management, LLC	3,945	57,383	2.07%
TOBIAS FINANCIAL ADVISORS, INC.	3,630	52,794	0.51%
CIBC WORLD MARKET INC.	3,580	52,074	0.01%
Merit Financial Group, LLC	3,261	47,431	0.03%
Envision Financial LLC	3,260	47,414	1.72%