WisdomTree Trust - DWMF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 103,694 | 3,520 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 67,575 | 2,294 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 34,272 | 1,163 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 23,207 | 787 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 22,982 | 780 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,175 | 515 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | Reduced | 14,681 | 487 | 0.06% | 0.06% | 7 | -272 | -1.82% | Q3 2026 | Oct 08, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 12,093 | 411 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 10,779 | 357 | 0.01% | 0.01% | 9 | +1,901 | 21.41% | Q3 2026 | Oct 19, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 10,258 | 340 | 0.03% | 0.03% | 10 | +544 | 5.6% | Q3 2026 | Oct 09, 2026 |
| SK Wealth Management, LLC | History | No change | 6,637 | 227 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 6,469 | 219 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova Wealth Management, Inc. | History | No change | 6,480 | 219 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 3,401 | 112 | 0.03% | 0.03% | 14 | +12 | 0.35% | Q3 2026 | Nov 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,885 | 95 | 0.0% | 0.0% | 15 | +4 | 0.14% | Q3 2026 | Oct 08, 2026 |
| MORGAN STANLEY | History | No change | 760 | 25 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Investment Management | History | Reduced | 451 | 14 | 0.0% | 0.01% | 17 | -162 | -26.43% | Q3 2026 | Oct 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 331 | 11 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sankala Group LLC | History | No change | 135 | 4 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 90 | 2 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -7,344 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,430 | -100.0% | Q3 2026 | Nov 02, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |