DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DEW)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
45
Reporting holders
$73.2M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Joseph Group Capital Management | $14.3M | 207,600 | 3.00% | 17q | -0.7%-$107.5K |
| LPL Financial LLC | $9.5M | 138,300 | 0.00% | 31q | +11.6%+$987.3K |
| Stonebridge Wealth Management, LLC | $6.3M | 92,101 | 5.66% | 5q | +1.2%+$73.2K |
| RAYMOND JAMES FINANCIAL INC | $5.0M | 72,968 | 0.00% | 7q | -1.8%-$90.8K |
| MORGAN STANLEY | $4.7M | 68,090 | 0.00% | 35q | -6.0%-$299.5K |
| AMERIPRISE FINANCIAL INC | $4.1M | 59,415 | 0.00% | 31q | -3.6%-$151.4K |
| Hudock, Inc. | $3.7M | 53,588 | 0.47% | 14q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 48,443 | 0.00% | 10q | -2.7%-$91.9K |
| Cambridge Investment Research Advisors, Inc. | $2.8M | 40,268 | 0.00% | 22q | +65.2%+$1.1M |
| BANK OF AMERICA CORP /DE/ | $2.6M | 38,200 | 0.00% | 31q | +3.5%+$88.0K |
| UBS Group AG | $2.2M | 32,695 | 0.00% | 31q | -1.4%-$31.0K |
| Asset Dedication, LLC | $2.2M | 31,784 | 0.14% | 21q | HELD |
| Bank of New York Mellon Corp | $1.9M | 27,187 | 0.00% | 7q | -26.8%-$684.0K |
| Cetera Investment Advisers | $1.7M | 25,415 | 0.00% | 11q | -3.4%-$61.1K |
| WADDELL & ASSOCIATES, LLC | $1.4M | 20,468 | 0.07% | new | NEW |
| Global Retirement Partners, LLC | $784.1K | 11,414 | 0.01% | 4q | HELD |
| Kestra Advisory Services, LLC | $643.3K | 9,365 | 0.00% | 12q | +8.9%+$52.6K |
| WELLS FARGO & COMPANY/MN | $607.7K | 8,847 | 0.00% | 31q | -0.7%-$4.1K |
| JONES FINANCIAL COMPANIES LLLP | $484.2K | 7,013 | 0.00% | 9q | +7.6%+$34.2K |
| DAYMARK WEALTH PARTNERS, LLC | $400.3K | 5,828 | 0.01% | new | NEW |
| Vertex Planning Partners, LLC | $364.1K | 5,300 | 0.05% | 15q | +5.3%+$18.3K |
| E-Wealth Partners, LLC | $353.9K | 5,152 | 0.26% | 3q | +1.3%+$4.5K |
| Viaable, LLC | $352.1K | 5,143 | 0.29% | new | FIRST |
| &PARTNERS | $327.5K | 4,768 | 0.00% | 6q | +1.1%+$3.6K |
| IFG Advisory, LLC | $281.1K | 4,092 | 0.01% | new | NEW |
| HUNTINGTON NATIONAL BANK | $272.6K | 3,969 | 0.00% | 2q | +1.3%+$3.5K |
| SBI Securities Co., Ltd. | $260.1K | 3,786 | 0.01% | 7q | +9.2%+$21.9K |
| Farther Finance Advisors, LLC | $242.0K | 3,523 | 0.00% | 4q | +40.1%+$69.2K |
| Sanctuary Advisors, LLC | $240.6K | 3,502 | 0.00% | 6q | -2.2%-$5.3K |
| Rockefeller Capital Management L.P. | $239.0K | 3,478 | 0.00% | 4q | -5.4%-$13.5K |
| WESTCO ADVISORY SERVICES INC /ADV | $226.0K | 3,290 | 0.14% | 3q | HELD |
| JANE STREET GROUP, LLC | $222.9K | 3,245 | 0.00% | 16q | -68.8%-$490.6K |
| ROYAL BANK OF CANADA | $198.0K | 2,883 | 0.00% | 31q | -2.3%-$4.6K |
| BlackRock, Inc. | $187.2K | 2,725 | 0.00% | 2q | HELD |
| Key Financial Inc | $167.1K | 2,433 | 0.03% | 14q | HELD |
| OSAIC HOLDINGS, INC. | $123.4K | 1,796 | 0.00% | 26q | +5.9%+$6.9K |
| Parallel Advisors, LLC | $113.5K | 1,652 | 0.00% | 28q | HELD |
| Clearstead Advisors, LLC | $97.1K | 1,414 | 0.00% | 9q | +1.1%+$1.0K |
| FIFTH THIRD BANCORP | $89.4K | 1,302 | 0.00% | 2q | -4.0%-$3.7K |
| BANK OF MONTREAL /CAN/ | $82.4K | 1,200 | 0.00% | 2q | HELD |
| FMR LLC | $77.0K | 1,121 | 0.00% | 9q | -1.9%-$1.5K |
| Institute for Wealth Management, LLC. | $41.3K | 601 | 0.00% | new | NEW |
| Godfrey Financial Associates, Inc. | $10.7K | 156 | 0.01% | 3q | +1.3% |
| Ameritas Advisory Services, LLC | $9.8K | 142 | 0.00% | new | NEW |
| AE Wealth Management LLC | $5.5K | 80 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $11.0M | 158,951 | 1 | 2 | 2 | 0.0% |
| Q2 2026 | 45 | $73.2M | 1,065,742 | 5 | 15 | 15 | 0.0% |
| Q1 2026 | 42 | $67.8M | 1,021,716 | 5 | 14 | 12 | 0.0% |
| Q4 2025 | 41 | $62.8M | 1,018,927 | 1 | 12 | 12 | 0.0% |
| Q3 2025 | 40 | $63.0M | 1,048,145 | 3 | 14 | 12 | 0.0% |
| Q2 2025 | 40 | $60.2M | 1,054,292 | 6 | 10 | 14 | 0.0% |
| Q1 2025 | 37 | $58.7M | 1,046,022 | 7 | 16 | 8 | 0.0% |
| Q4 2024 | 30 | $55.4M | 1,059,505 | 1 | 11 | 8 | 0.0% |
| Q3 2024 | 33 | $56.6M | 1,032,301 | 2 | 15 | 9 | 0.0% |
| Q2 2024 | 35 | $50.1M | 1,001,148 | 4 | 10 | 11 | 0.0% |
| Q1 2024 | 41 | $75.7M | 1,488,512 | 7 | 11 | 12 | 0.0% |
| Q4 2023 | 37 | $70.2M | 1,437,889 | 8 | 9 | 9 | 0.0% |
| Q3 2023 | 33 | $61.0M | 1,345,112 | 6 | 12 | 8 | 0.0% |
| Q2 2023 | 33 | $70.1M | 1,506,728 | 3 | 16 | 6 | 0.0% |
| Q1 2023 | 34 | $85.8M | 1,832,895 | 11 | 9 | 6 | 0.0% |
| Q4 2022 | 30 | $85.1M | 1,817,416 | 5 | 9 | 7 | 0.0% |
| Q3 2022 | 28 | $322.9M | 7,852,418 | 3 | 8 | 7 | 0.0% |
| Q2 2022 | 28 | $377.0M | 8,193,699 | 3 | 9 | 6 | 0.0% |
| Q1 2022 | 30 | $402.6M | 7,872,141 | 4 | 5 | 9 | 0.0% |
| Q4 2021 | 29 | $357.5M | 7,146,592 | 3 | 10 | 7 | 0.0% |
| Q3 2021 | 27 | $306.5M | 6,545,474 | 3 | 8 | 8 | 0.0% |
| Q2 2021 | 28 | $35.5M | 736,342 | 2 | 12 | 8 | 0.0% |
| Q1 2021 | 29 | $236.9M | 5,055,536 | 2 | 6 | 11 | 0.0% |
| Q4 2020 | 29 | $232.0M | 5,421,443 | 2 | 7 | 12 | 0.0% |
| Q3 2020 | 29 | $25.1M | 664,285 | 3 | 2 | 15 | 0.0% |
| Q2 2020 | 32 | $42.0M | 1,093,778 | 3 | 10 | 8 | 0.0% |
| Q1 2020 | 38 | $27.7M | 809,796 | 6 | 9 | 13 | 0.0% |
| Q4 2019 | 38 | $37.6M | 777,866 | 7 | 9 | 7 | 0.0% |
| Q3 2019 | 33 | $40.2M | 873,001 | 5 | 7 | 11 | 0.0% |
| Q2 2019 | 34 | $44.2M | 952,973 | 4 | 7 | 10 | 0.0% |
| Q1 2019 | 32 | $46.4M | 1,006,259 | 2 | 6 | 16 | 0.0% |
| Q4 2018 | 34 | $44.3M | 1,042,207 | 1 | 2 | 1 | 0.0% |