DWM institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding134
Shares held5,527,951
Reported value$405.0m
Quarter flows13 new, 46 added, 43 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY915,784$67.0m0.0%
LPL Financial LLC469,903$34.4m0.0%
WELLS FARGO & COMPANY/MN388,008$28.4m0.0%
LRI Investments, LLC386,413$28.3m2.1%
BANK OF AMERICA CORP /DE/375,486$27.5m0.0%
Valmark Advisers, Inc.309,102$22.6m0.2%
UBS Group AG232,150$17.0m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC216,800$16.0m0.0%
FLOW TRADERS U.S. LLC117,263$8.6m0.4%
ENVESTNET ASSET MANAGEMENT INC111,986$8.2m0.0%
MOLLER WEALTH PARTNERS97,736$7.2m1.3%
AMERIPRISE FINANCIAL INC91,854$6.7m0.0%
RAYMOND JAMES FINANCIAL INC89,203$6.5m0.0%
Kestra Advisory Services, LLC82,122$6.0m0.0%
NewSquare Capital LLC79,206$5.8m0.4%
MML INVESTORS SERVICES, LLC74,145$5.4m0.0%
Cetera Investment Advisers69,779$5.1m0.0%
JFS WEALTH ADVISORS, LLC63,202$4.6m0.2%
Key Financial Inc62,725$4.6m0.8%
Merit Financial Group, LLC59,906$4.4m0.0%
Smallwood Wealth Investment Management, LLC59,018$4.3m1.9%
CIBC WORLD MARKET INC.58,714$4.3m0.0%
MISSION WEALTH MANAGEMENT, LP57,154$4.2m0.1%
HBK Sorce Advisory LLC52,749$4.0m0.1%
Falcon Wealth Planning40,548$3.0m0.2%

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

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