WisdomTree Trust - DWM

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$404.8M

QoQ value delta ($000)

+$11.37M (+2.89%)

Implied price effect (QoQ)

+4.62%

Total shares

5,525,758

QoQ shares delta

-92,748 (-1.65%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q2 2026 data: 134 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	67,048	915,784	0.0%
LPL Financial LLC	34,403	469,903	0.01%
WELLS FARGO & COMPANY/MN	28,407	388,008	0.0%
LRI Investments, LLC	28,290	386,413	2.27%
BANK OF AMERICA CORP /DE/	27,490	375,486	0.0%
Valmark Advisers, Inc.	22,630	309,102	0.24%
UBS Group AG	16,996	232,150	0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16,002	216,800	0.03%
FLOW TRADERS U.S. LLC	8,585	117,263	0.35%
ENVESTNET ASSET MANAGEMENT INC	8,198	111,986	0.0%
MOLLER WEALTH PARTNERS	7,155	97,736	1.29%
AMERIPRISE FINANCIAL INC	6,712	91,854	0.0%
RAYMOND JAMES FINANCIAL INC	6,530	89,203	0.0%
Kestra Advisory Services, LLC	6,012	82,122	0.02%
NewSquare Capital LLC	5,799	79,206	0.43%
MML INVESTORS SERVICES, LLC	5,428	74,145	0.01%
Cetera Investment Advisers	5,108	69,779	0.0%
JFS WEALTH ADVISORS, LLC	4,627	63,202	0.23%
Key FInancial Inc	4,592	62,725	0.75%
Merit Financial Group, LLC	4,385	59,906	0.03%
Smallwood Wealth Investment Management, LLC	4,320	59,018	1.89%
CIBC WORLD MARKET INC.	4,298	58,714	0.01%
MISSION WEALTH MANAGEMENT, LP	4,184	57,154	0.05%
HBK Sorce Advisory LLC	4,028	52,749	0.08%
Falcon Wealth Planning	2,968	40,548	0.19%