WisdomTree Trust - DWMF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 98,552 | 3,207 | 0.0% | 0.0% | 1 | -35,999 | -26.75% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 65,447 | 2,129 | 0.0% | 0.0% | 2 | +2,685 | 4.28% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 63,835 | 2,077 | 0.07% | 0.08% | 3 | -1,665 | -2.54% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 35,669 | 1,160 | 0.0% | 0.0% | 4 | +2,064 | 6.14% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 24,660 | 802 | 0.01% | 0.01% | 5 | +663 | 2.76% | Q4 2025 | Jan 20, 2026 |
| CITADEL ADVISORS LLC | History | New | 20,797 | 676 | 0.0% | — | 6 | +20,797 | New | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | Added to | 14,879 | 484 | 0.07% | 0.07% | 7 | +25 | 0.17% | Q4 2025 | Jan 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,057 | 424 | 0.0% | 0.0% | 8 | -9,363 | -41.76% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 12,745 | 414 | 0.0% | 0.0% | 9 | -7,834 | -38.07% | Q4 2025 | Feb 17, 2026 |
| TopTier Wealth Management, LLC | History | New | 10,041 | 326 | 0.22% | — | 10 | +10,041 | New | Q4 2025 | Feb 12, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 9,598 | 312 | 0.21% | 0.22% | 11 | -114 | -1.17% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 8,447 | 274 | 0.0% | — | 12 | +8,447 | New | Q4 2025 | Feb 17, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 8,035 | 261 | 0.03% | 0.03% | 13 | +430 | 5.65% | Q4 2025 | Jan 02, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,791 | 221 | 0.0% | 0.01% | 14 | +36 | 0.53% | Q4 2025 | Feb 13, 2026 |
| SK Wealth Management, LLC | History | Reduced | 6,543 | 220 | 0.06% | 0.49% | 15 | -35,022 | -84.26% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,370 | 207 | 0.0% | — | 16 | +6,370 | New | Q4 2025 | Feb 18, 2026 |
| EPG Wealth Management LLC | History | Added to | 3,322 | 108 | 0.03% | 0.03% | 17 | +19 | 0.58% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,858 | 93 | 0.0% | 0.0% | 18 | -24 | -0.83% | Q4 2025 | Jan 13, 2026 |
| MORGAN STANLEY | History | No change | 760 | 24 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 696 | 22 | 0.0% | 0.0% | 20 | -7,717 | -91.73% | Q4 2025 | Jan 29, 2026 |
| Breakwater Investment Management | History | No change | 657 | 21 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 331 | 10 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sankala Group LLC | History | New | 168 | 5 | 0.0% | — | 23 | +168 | New | Q4 2025 | Mar 02, 2026 |
| NBC SECURITIES, INC. | History | No change | 97 | 3 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Smartleaf Asset Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |