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 | Reduced | 95,251 | 3,208 | 0.0% | 0.0% | 1 | -3,301 | -3.35% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 78,616 | 2,648 | 0.08% | 0.07% | 2 | +14,781 | 23.16% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 75,118 | 2,530 | 0.0% | 0.0% | 3 | +9,671 | 14.78% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,034 | 1,213 | 0.0% | 0.0% | 4 | +365 | 1.02% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 23,748 | 799 | 0.01% | 0.01% | 5 | -912 | -3.7% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 18,673 | 629 | 0.0% | 0.0% | 6 | -2,124 | -10.21% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 14,157 | 476 | 0.0% | 0.0% | 7 | +1,100 | 8.42% | Q1 2026 | May 12, 2026 |
| Breakwater Capital Group | History | Reduced | 13,324 | 448 | 0.06% | 0.07% | 8 | -1,555 | -10.45% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Reduced | 10,733 | 361 | 0.0% | 0.0% | 9 | -2,012 | -15.79% | Q1 2026 | May 12, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 9,244 | 311 | 0.03% | 0.03% | 10 | +1,209 | 15.05% | Q1 2026 | Apr 10, 2026 |
| Retirement Planning Group, LLC | History | New | 8,878 | 299 | 0.01% | — | 11 | +8,878 | New | Q1 2026 | May 04, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 6,885 | 231 | 0.15% | 0.21% | 12 | -2,713 | -28.27% | Q1 2026 | Apr 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,811 | 229 | 0.0% | 0.0% | 13 | +20 | 0.29% | Q1 2026 | May 18, 2026 |
| SK Wealth Management, LLC | History | Reduced | 6,526 | 223 | 0.06% | 0.06% | 14 | -17 | -0.26% | Q1 2026 | May 06, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 5,015 | 168 | 0.1% | 0.22% | 15 | -5,026 | -50.05% | Q1 2026 | May 05, 2026 |
| EPG Wealth Management LLC | History | Added to | 3,332 | 112 | 0.03% | 0.03% | 16 | +10 | 0.3% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,861 | 96 | 0.0% | 0.0% | 17 | +3 | 0.1% | Q1 2026 | Apr 07, 2026 |
| MORGAN STANLEY | History | No change | 760 | 25 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | Added to | 674 | 22 | 0.01% | 0.01% | 19 | +17 | 2.59% | Q1 2026 | May 14, 2026 |
| Sankala Group LLC | History | Added to | 331 | 11 | 0.01% | 0.0% | 21 | +163 | 97.02% | Q1 2026 | Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 331 | 11 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 215 | 7 | 0.0% | 0.0% | 22 | -481 | -69.11% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 90 | 3 | 0.0% | 0.0% | 23 | -7 | -7.22% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,447 | -100.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -6,370 | -100.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |