DWMWISDOMTREE TR
CUSIP 97717W703 · Yahoo Finance ↗ · Google Finance ↗
Wisdomtree Tr (DWM) has 131 institutional holders in Filings Flow’s 13F database, together reporting 5.63M shares worth $383M as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Wells Fargo & Company/Mn.
Institutional Holders
131
Q1 2026
Reported Value
$383M
Ticker
DWM
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LRI Investments, LLC$1.1B AUM | 2.39% | $27M | 386.5K | Q1 2026 |
| Phillip James Consulting Co.$132M AUM | 2.30% | $3M | 37.3K | Q1 2026 |
| Smallwood Wealth Investment Management, LLC$190M AUM | 2.12% | $4M | 57.6K | Q1 2026 |
| Envision Financial LLC$186M AUM | 1.51% | $3M | 40.1K | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 1.38% | $2M | 32.2K | Q1 2026 |
| MOLLER WEALTH PARTNERS$507M AUM | 1.36% | $7M | 98.3K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.79% | $4M | 63.8K | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.65% | $1M | 16.8K | Q1 2026 |
| Brightwater Advisory LLC$151M AUM | 0.52% | $788,543 | 11.3K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.46% | $5M | 76.4K | Q1 2026 |
| Shakespeare Wealth Management, LLC$422M AUM | 0.46% | $2M | 28.0K | Q1 2026 |
| Kondo Wealth Advisors, Inc.$266M AUM | 0.41% | $1M | 15.7K | Q1 2026 |
| PLIMOTH TRUST CO LLC$447M AUM | 0.39% | $2M | 25.0K | Q1 2026 |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.38% | $3M | 39.1K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.26% | $5M | 65.9K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.26% | $22M | 309.5K | Q1 2026 |
| CAPE ANN SAVINGS BANK$199M AUM | 0.24% | $474,837 | 6.8K | Q1 2026 |
| Thrive Capital Management, LLC$456M AUM | 0.19% | $859,085 | 12.3K | Q1 2026 |
| 4WEALTH ADVISORS, INC.$130M AUM | 0.18% | $209,240 | 3.1K | Q1 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.17% | $392,436 | 5.6K | Q1 2026 |
| Viewpoint Capital Management LLC$214M AUM | 0.13% | $286,551 | 4.1K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.12% | $1M | 17.3K | Q1 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.11% | $417,428 | 6.0K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.10% | $2M | 26.9K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.10% | $2M | 24.4K | Q1 2026 |
| Hickory Point Bank & Trust$152M AUM | 0.10% | $158,372 | 2.3K | Q1 2026 |
| New Perspectives, Inc$289M AUM | 0.10% | $291,793 | 4.2K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.09% | $965,307 | 13.8K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.09% | $883,138 | 12.6K | Q1 2026 |
| OARSMAN CAPITAL, INC.$806M AUM | 0.08% | $663,052 | 9.5K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.08% | $4M | 57.1K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.08% | $484,761 | 6.9K | Q1 2026 |
| REGIMEN WEALTH, LLC$342M AUM | 0.08% | $275,649 | 3.9K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.08% | $4M | 52.7K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.07% | $1M | 14.7K | Q1 2026 |
| Duncan Williams Asset Management, LLC$361M AUM | 0.07% | $271,110 | 3.7K | Q4 2025OLDER |
| New World Advisors LLC$569M AUM | 0.07% | $370,355 | 5.3K | Q1 2026 |
| McNamara Financial Services, Inc.$528M AUM | 0.06% | $317,653 | 4.5K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.06% | $75,901 | 1.1K | Q1 2026 |
| Falcon Wealth Planning$1.5B AUM | 0.06% | $813,913 | 11.6K | Q1 2026 |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.05% | $436,953 | 6.3K | Q1 2026 |
| Essex LLC$566M AUM | 0.05% | $273,308 | 4.3K | Q2 2025OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.05% | $536,031 | 7.7K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.05% | $1M | 17.6K | Q2 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.05% | $964,185 | 13.8K | Q1 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.05% | $681,236 | 9.7K | Q1 2026 |
| Arlington Financial Advisors, LLC$702M AUM | 0.05% | $341,555 | 4.9K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 26.5K | Q1 2026 |
| Allen Capital Group, LLC$1.1B AUM | 0.04% | $480,009 | 6.9K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.04% | $481,320 | 7.0K | Q4 2025OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.03% | $404,177 | 5.8K | Q1 2026 |
| CULBERTSON A N & CO INC$771M AUM | 0.03% | $258,246 | 3.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $15M | 208.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 56.9K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.03% | $271,505 | 3.9K | Q1 2026 |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.03% | $318,820 | 4.6K | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.03% | $2M | 29.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $8M | 107.7K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $823,102 | 11.8K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.02% | $168,786 | 2.4K | Q1 2026 |
| American Trust$1.1B AUM | 0.02% | $221,797 | 3.2K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.02% | $104,995 | 1.5K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.02% | $53,839 | 783 | Q4 2025OLDER |
| Financial Freedom, LLC$201M AUM | 0.01% | $25,990 | 378 | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 63.8K | Q1 2026 |
| Creative Capital Management Investments LLC$348M AUM | 0.01% | $37,671 | 539 | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $830,231 | 11.9K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $35,644 | 510 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $33M | 476.0K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $644,984 | 9.2K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $57,031 | 816 | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 24.3K | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.01% | $21,190 | 320 | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $619,807 | 8.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $367,041 | 5.3K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 84.3K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $4M | 53.7K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.01% | $213,656 | 3.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $30M | 431.9K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $981,194 | 14.0K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $66M | 965.8K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $861,666 | 12.5K | Q4 2025OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $25,113 | 395 | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $657,321 | 9.4K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $615,038 | 8.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 31.7K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $279,517 | 4.2K | Q3 2025OLDER |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $15,636 | 246 | Q2 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $399,145 | 5.7K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $3M | 41.3K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $34,246 | 490 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 220.8K | Q1 2026 |
| Kiker Wealth Management, LLC$209M AUM | 0.00% | $4,004 | 63 | Q2 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $6,481 | 123 | Q2 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $5,231 | 79 | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $23,623 | 338 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 111.7K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $2,000 | 35 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $27M | 385.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 89.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $407,592 | 5.8K | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $7,898 | 113 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $839,107 | 12.0K | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $69,891 | 1.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $270,477 | 3.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $6M | 88.9K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $4,263 | 61 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 17.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 27.5K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $352,311 | 5.1K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $593,328 | 8.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $900,816 | 12.9K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $115,319 | 1.6K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $225,397 | 3.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $66,417 | 950 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $33,771 | 510 | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $22,505 | 322 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $309,959 | 4.4K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $5,445 | 82 | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $827,332 | 11.8K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $22,714 | 325 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $125,384 | 1.8K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $121,820 | 1.7K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $67,094 | 1.0K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $88,901 | 1.3K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $145,737 | 2.1K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $6,020 | 91 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $8,107 | 116 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $8,801 | 133 | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $15,026 | 215 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $61,295 | 877 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $226,980 | 3.2K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $450,796 | 6.5K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 17.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $523,117 | 7.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $57,870 | 828 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 17.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $10,763 | 154 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $17,372 | 245 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 17.9K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $2,097 | 30 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,446 | 35 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $7,615 | 115 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $209,742 | 3.0K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $17,085 | 258 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $108,191 | 1.5K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $811,992 | 12.0K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $9,226 | 132 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $152,181 | 2.2K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.00% | $39 | 1 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $69 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.