WisdomTree Trust - DWM

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$395M

QoQ value delta ($000)

+$8.355M (+2.16%)

Implied price effect (QoQ)

+1.65%

Total shares

5,641,367

QoQ shares delta

+28,112 (+0.5%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 132 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	66,405	950,131	0.0%
LPL Financial LLC	33,268	476,008	0.01%
WELLS FARGO & COMPANY/MN	30,182	431,853	0.01%
LRI Investments, LLC	27,015	386,546	2.39%
BANK OF AMERICA CORP /DE/	26,916	385,118	0.0%
Valmark Advisers, Inc.	21,634	309,543	0.26%
UBS Group AG	15,429	220,766	0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	14,699	208,173	0.03%
ENVESTNET ASSET MANAGEMENT INC	7,807	111,713	0.0%
Kestra Advisory Services, LLC	7,523	107,653	0.03%
MOLLER WEALTH PARTNERS	6,869	98,295	1.36%
FLOW TRADERS U.S. LLC	6,664	95,342	0.21%
RAYMOND JAMES FINANCIAL INC	6,226	89,090	0.0%
AMERIPRISE FINANCIAL INC	6,209	88,851	0.0%
Cetera Investment Advisers	5,888	84,255	0.01%
NewSquare Capital LLC	5,337	76,369	0.46%
JFS WEALTH ADVISORS, LLC	4,605	65,890	0.26%
MML INVESTORS SERVICES, LLC	4,459	63,806	0.01%
Key FInancial Inc	4,459	63,808	0.79%
Smallwood Wealth Investment Management, LLC	4,026	57,609	2.12%
MISSION WEALTH MANAGEMENT, LP	3,988	57,071	0.08%
Merit Financial Group, LLC	3,979	56,932	0.03%
HBK Sorce Advisory LLC	3,916	52,749	0.08%
CIBC WORLD MARKET INC.	3,750	53,660	0.01%
Phillip James Consulting Co.	3,037	37,269	2.3%