Wisdomtree Tr (DEW) institutional ownership

WISDOMTREE TR · 13F, 2026Q2

Managers holding44
Shares held1,061,773
Reported value$72.9m
Quarter flows7 new, 16 added, 15 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Joseph Group Capital Management207,600$14.3m3.0%
LPL Financial LLC138,300$9.5m0.0%
Stonebridge Wealth Management, LLC92,101$6.3m5.7%
RAYMOND JAMES FINANCIAL INC72,968$5.0m0.0%
MORGAN STANLEY68,090$4.7m0.0%
AMERIPRISE FINANCIAL INC59,415$4.1m0.0%
Hudock, Inc.53,588$3.7m0.5%
SUSQUEHANNA INTERNATIONAL GROUP, LLP48,443$3.3m0.0%
Cambridge Investment Research Advisors, Inc.40,268$2.8m0.0%
BANK OF AMERICA CORP /DE/38,200$2.6m0.0%
UBS Group AG32,695$2.2m0.0%
Asset Dedication, LLC31,784$2.2m0.1%
Bank of New York Mellon Corp27,187$1.9m0.0%
Cetera Investment Advisers25,415$1.7m0.0%
WADDELL & ASSOCIATES, LLC20,468$1.4m0.1%
Global Retirement Partners, LLC11,414$784,0540.0%
Kestra Advisory Services, LLC9,365$643,3230.0%
WELLS FARGO & COMPANY/MN8,847$607,7430.0%
JONES FINANCIAL COMPANIES LLLP7,013$484,2020.0%
DAYMARK WEALTH PARTNERS, LLC5,828$400,3390.0%
Vertex Planning Partners, LLC5,300$364,0940.1%
E-Wealth Partners, LLC5,152$353,9330.3%
Viaable, LLC5,143$352,1360.3%
&PARTNERS4,768$327,5100.0%
IFG Advisory, LLC4,092$281,0880.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DEW"). DEW price history · All 13F data

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