DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DWM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
135
Reporting holders
$405.0M
Reported value
0.0%
Calls
0.0%
Puts
+2
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $67.0M | 915,784 | 0.00% | 35q | -3.6%-$2.5M |
| LPL Financial LLC | $34.4M | 469,903 | 0.01% | 31q | -1.3%-$447.0K |
| WELLS FARGO & COMPANY/MN | $28.4M | 388,008 | 0.00% | 31q | -10.2%-$3.2M |
| LRI Investments, LLC | $28.3M | 386,413 | 2.27% | 10q | HELD |
| BANK OF AMERICA CORP /DE/ | $27.5M | 375,486 | 0.00% | 31q | -2.5%-$705.2K |
| Valmark Advisers, Inc. | $22.6M | 309,102 | 0.24% | 31q | HELD |
| UBS Group AG | $17.0M | 232,150 | 0.00% | 9q | +5.2%+$833.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.0M | 216,800 | 0.03% | 13q | +4.1%+$636.8K |
| FLOW TRADERS U.S. LLC | $8.6M | 117,263 | 0.35% | 7q | +23.0%+$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $8.2M | 111,986 | 0.00% | 31q | HELD |
| MOLLER WEALTH PARTNERS | $7.2M | 97,736 | 1.29% | 31q | -0.6%-$40.9K |
| AMERIPRISE FINANCIAL INC | $6.7M | 91,854 | 0.00% | 5q | +3.4%+$219.5K |
| RAYMOND JAMES FINANCIAL INC | $6.5M | 89,203 | 0.00% | 7q | HELD |
| Kestra Advisory Services, LLC | $6.0M | 82,122 | 0.02% | 9q | -23.7%-$1.9M |
| NewSquare Capital LLC | $5.8M | 79,206 | 0.43% | 25q | +3.7%+$207.7K |
| MML INVESTORS SERVICES, LLC | $5.4M | 74,145 | 0.01% | 3q | +16.2%+$757.0K |
| Cetera Investment Advisers | $5.1M | 69,779 | 0.00% | 31q | -17.2%-$1.1M |
| JFS WEALTH ADVISORS, LLC | $4.6M | 63,202 | 0.23% | 31q | -4.1%-$196.8K |
| Key Financial Inc | $4.6M | 62,725 | 0.75% | 23q | -1.7%-$79.3K |
| Merit Financial Group, LLC | $4.4M | 59,906 | 0.03% | 16q | +5.2%+$217.7K |
| Smallwood Wealth Investment Management, LLC | $4.3M | 59,018 | 1.89% | 19q | +2.4%+$103.2K |
| CIBC WORLD MARKET INC. | $4.3M | 58,714 | 0.01% | 31q | +9.4%+$370.0K |
| MISSION WEALTH MANAGEMENT, LP | $4.2M | 57,154 | 0.05% | 31q | HELD |
| HBK Sorce Advisory LLC | $4.0M | 52,749 | 0.08% | 18q | HELD |
| Falcon Wealth Planning | $3.0M | 40,548 | 0.19% | 23q | +248.2%+$2.1M |
| SEI INVESTMENTS CO | $2.9M | 40,093 | 0.00% | 24q | -3.0%-$89.8K |
| TOBIAS FINANCIAL ADVISORS, INC. | $2.8M | 38,077 | 0.35% | 18q | -2.7%-$77.8K |
| Envision Financial LLC | $2.6M | 35,344 | 1.19% | 7q | -11.9%-$349.2K |
| OSAIC HOLDINGS, INC. | $2.4M | 32,880 | 0.00% | 26q | +3.6%+$84.8K |
| Janney Montgomery Scott LLC | $2.3M | 31,153 | 0.00% | 31q | +2.6%+$58.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.1M | 29,001 | 0.03% | 2q | -3.0%-$65.9K |
| Geneos Wealth Management Inc. | $2.0M | 27,968 | 0.04% | 42q | +5.4%+$105.4K |
| Creative Planning | $2.0M | 27,456 | 0.00% | 31q | HELD |
| COURIER CAPITAL LLC | $2.0M | 27,091 | 0.10% | 31q | +0.9%+$16.9K |
| Shakespeare Wealth Management, LLC | $1.9M | 26,612 | 0.52% | 31q | -4.8%-$98.3K |
| TopTier Wealth Management, LLC | $1.9M | 26,593 | 1.18% | 3q | -17.5%-$412.7K |
| &PARTNERS | $1.8M | 24,727 | 0.01% | 16q | +2.0%+$34.6K |
| PLIMOTH TRUST CO LLC | $1.8M | 24,571 | 0.36% | 31q | -1.8%-$33.3K |
| Stratos Wealth Advisors, LLC | $1.5M | 21,038 | 0.08% | 16q | -13.8%-$247.3K |
| JANE STREET GROUP, LLC | $1.4M | 19,742 | 0.00% | 4q | +10.3%+$135.3K |
| ROYAL BANK OF CANADA | $1.3M | 17,934 | 0.00% | 31q | +4.4%+$55.4K |
| Focus Partners Wealth | $1.2M | 16,934 | 0.00% | 7q | -5.0%-$65.8K |
| Frazier Financial Advisors, LLC | $1.2M | 16,754 | 0.62% | 11q | -0.5%-$6.3K |
| Pinnacle Wealth Planning Services, Inc. | $1.2M | 15,793 | 0.11% | 34q | -8.6%-$108.8K |
| Kondo Wealth Advisors, Inc. | $1.1M | 15,412 | 0.38% | 7q | -1.6%-$17.8K |
| ProVise Management Group, LLC | $1.1M | 14,692 | 0.07% | 31q | HELD |
| HighTower Advisors, LLC | $1.0M | 14,088 | 0.00% | 22q | +9.3%+$87.9K |
| Cambridge Investment Research Advisors, Inc. | $1.0M | 14,048 | 0.00% | 31q | -5.2%-$56.6K |
| OneAscent Financial Services LLC | $1.0M | 13,935 | 0.05% | 6q | +1.0%+$10.2K |
| Octavia Wealth Advisors, LLC | $996.9K | 13,616 | 0.09% | 23q | -1.4%-$14.3K |
| DAVENPORT & Co LLC | $974.3K | 13,308 | 0.00% | 31q | -5.2%-$53.5K |
| CITADEL ADVISORS LLC | $935.0K | 12,771 | 0.00% | new | NEW |
| Intrua Financial, LLC | $935.0K | 12,771 | 0.09% | 14q | +1.1%+$9.9K |
| Thrive Capital Management, LLC | $904.0K | 12,348 | 0.17% | 5q | HELD |
| FIFTH THIRD BANCORP | $875.1K | 11,952 | 0.00% | 2q | HELD |
| Modera Wealth Management, LLC | $869.7K | 11,879 | 0.01% | 15q | HELD |
| STIFEL FINANCIAL CORP | $868.8K | 11,866 | 0.00% | 31q | HELD |
| JPMORGAN CHASE & CO | $868.2K | 11,929 | 0.00% | 17q | HELD |
| MCF Advisors LLC | $814.1K | 11,119 | 0.03% | new | NEW |
| Brightwater Advisory LLC | $791.7K | 10,814 | 0.50% | 10q | -4.2%-$34.3K |
| Robertson Stephens Wealth Management, LLC | $770.2K | 10,520 | 0.02% | 8q | -10.7%-$92.0K |
| Steward Partners Investment Advisory, LLC | $688.6K | 9,405 | 0.00% | 31q | HELD |
| Kingsview Wealth Management, LLC | $675.7K | 9,229 | 0.01% | 26q | HELD |
| OARSMAN CAPITAL, INC. | $650.7K | 8,887 | 0.07% | 25q | -6.3%-$43.9K |
| Beacon Pointe Advisors, LLC | $644.3K | 8,800 | 0.00% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $631.6K | 8,682 | 0.00% | 9q | +12.5%+$70.1K |
| Rockefeller Capital Management L.P. | $623.3K | 8,513 | 0.00% | 4q | HELD |
| Arax Advisory Partners | $518.1K | 7,076 | 0.00% | 2q | +131.5%+$294.2K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $517.8K | 7,072 | 0.08% | 3q | +2.0%+$10.0K |
| Allen Capital Group, LLC | $502.8K | 6,868 | 0.04% | 14q | HELD |
| CAPE ANN SAVINGS BANK | $497.4K | 6,794 | 0.23% | 28q | HELD |
| BEACON FINANCIAL GROUP | $488.8K | 6,677 | 0.04% | 31q | -12.9%-$72.7K |
| PNC Financial Services Group, Inc. | $472.2K | 6,450 | 0.00% | 31q | HELD |
| New World Advisors LLC | $465.0K | 6,352 | 0.08% | 9q | +19.9%+$77.1K |
| INSPIRION WEALTH ADVISORS, LLC | $463.8K | 6,344 | 0.05% | 19q | +1.5%+$6.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $441.2K | 6,026 | 0.00% | 5q | -32.0%-$208.1K |
| Private Advisor Group, LLC | $438.1K | 5,985 | 0.00% | 4q | +2.6%+$11.2K |
| Pinnacle Financial Group, LLC / IL | $437.9K | 5,981 | 0.11% | 19q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $424.4K | 5,797 | 0.00% | new | NEW |
| TCV Trust & Wealth Management, Inc. | $423.4K | 5,783 | 0.03% | 31q | HELD |
| Waverly Advisors, LLC | $418.1K | 5,711 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $412.9K | 5,639 | 0.00% | 7q | +1.3%+$5.1K |
| HOWARD WEALTH MANAGEMENT, LLC | $411.1K | 5,615 | 0.15% | 15q | HELD |
| Global Retirement Partners, LLC | $392.3K | 5,358 | 0.01% | 16q | HELD |
| Arlington Financial Advisors, LLC | $335.8K | 4,587 | 0.04% | 7q | -6.1%-$22.0K |
| McNamara Financial Services, Inc. | $329.4K | 4,499 | 0.06% | 6q | -1.0%-$3.4K |
| Rockbridge Investment Management, LCC | $323.3K | 4,416 | 0.03% | 19q | -3.2%-$10.7K |
| JTC Employer Solutions Trustee Ltd | $309.0K | 4,226 | 0.02% | 21q | HELD |
| New Perspectives, Inc | $305.7K | 4,175 | 0.09% | 10q | HELD |
| VALLEY NATIONAL ADVISERS INC | $293.9K | 4,014 | 0.03% | 3q | HELD |
| REGIMEN WEALTH, LLC | $293.0K | 4,002 | 0.08% | 14q | +1.5%+$4.2K |
| CAHILL FINANCIAL ADVISORS INC | $288.4K | 3,939 | 0.03% | 3q | +1.4%+$4.0K |
| Sanctuary Advisors, LLC | $283.7K | 3,875 | 0.00% | 7q | HELD |
| CULBERTSON A N & CO INC | $270.5K | 3,695 | 0.03% | 6q | HELD |
| ROTHSCHILD INVESTMENT LLC | $255.6K | 3,491 | 0.01% | 11q | +9874.3%+$253.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $238.9K | 3,263 | 0.00% | 14q | HELD |
| Pathstone Holdings, LLC | $236.1K | 3,225 | 0.00% | 5q | HELD |
| Vise Technologies, Inc. | $235.4K | 3,215 | 0.00% | new | NEW |
| 4WEALTH ADVISORS, INC. | $223.4K | 3,069 | 0.17% | 5q | HELD |
| FMR LLC | $217.2K | 2,966 | 0.00% | 25q | +36.2%+$57.8K |
Showing the largest 100 of 135 reported holders.
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 | 43 | $51.9M | 708,812 | 4 | 3 | 14 | 0.0% |
| Q2 2026 | 135 | $405.0M | 5,528,522 | 11 | 36 | 38 | 0.0% |
| Q1 2026 | 133 | $393.5M | 5,618,506 | 15 | 33 | 36 | 0.0% |
| Q4 2025 | 127 | $386.7M | 5,614,161 | 4 | 33 | 35 | 0.0% |
| Q3 2025 | 128 | $350.1M | 5,287,691 | 13 | 30 | 29 | 0.0% |
| Q2 2025 | 123 | $337.9M | 5,315,883 | 11 | 30 | 36 | 0.0% |
| Q1 2025 | 118 | $313.9M | 5,396,956 | 9 | 21 | 40 | 0.0% |
| Q4 2024 | 117 | $312.9M | 5,937,946 | 11 | 28 | 26 | 0.0% |
| Q3 2024 | 116 | $326.9M | 5,705,276 | 6 | 28 | 37 | 0.0% |
| Q2 2024 | 124 | $347.6M | 6,471,023 | 9 | 26 | 45 | 0.0% |
| Q1 2024 | 127 | $464.3M | 8,481,383 | 9 | 34 | 30 | 0.0% |
| Q4 2023 | 129 | $434.6M | 8,276,825 | 8 | 28 | 45 | 0.0% |
| Q3 2023 | 123 | $356.3M | 7,368,068 | 3 | 35 | 47 | 0.0% |
| Q2 2023 | 131 | $371.2M | 7,420,200 | 11 | 40 | 44 | 0.0% |
| Q1 2023 | 129 | $360.0M | 7,238,906 | 13 | 38 | 42 | 0.0% |
| Q4 2022 | 124 | $351.1M | 7,466,188 | 16 | 38 | 46 | 0.0% |
| Q3 2022 | 119 | $551.7M | 13,727,656 | 11 | 34 | 40 | 0.0% |
| Q2 2022 | 132 | $817.0M | 17,973,017 | 12 | 49 | 39 | 0.0% |
| Q1 2022 | 125 | $943.5M | 17,823,065 | 12 | 45 | 32 | 0.0% |
| Q4 2021 | 127 | $607.0M | 11,224,552 | 10 | 41 | 31 | 0.0% |
| Q3 2021 | 112 | $581.5M | 11,001,368 | 8 | 37 | 27 | 0.0% |
| Q2 2021 | 117 | $624.5M | 11,456,990 | 9 | 32 | 31 | 0.0% |
| Q1 2021 | 115 | $7.4B | 141,208,463 | 8 | 29 | 35 | 0.0% |
| Q4 2020 | 118 | $613.6M | 12,124,576 | 10 | 31 | 34 | 0.0% |
| Q3 2020 | 108 | $285.6M | 6,326,333 | 7 | 37 | 35 | 0.0% |
| Q2 2020 | 112 | $289.8M | 6,549,443 | 8 | 36 | 42 | 0.0% |
| Q1 2020 | 123 | $296.3M | 7,846,427 | 16 | 26 | 49 | 0.0% |
| Q4 2019 | 137 | $423.8M | 7,951,605 | 14 | 32 | 39 | 0.0% |
| Q3 2019 | 118 | $381.3M | 7,668,196 | 8 | 29 | 40 | 0.0% |
| Q2 2019 | 119 | $413.8M | 8,112,480 | 10 | 38 | 32 | 0.0% |
| Q1 2019 | 123 | $433.8M | 8,567,184 | 10 | 34 | 40 | 0.0% |
| Q4 2018 | 119 | $439.5M | 9,425,914 | 0 | 4 | 2 | 0.0% |