DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DWMF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
25
Reporting holders
$12.2M
Reported value
0.0%
Calls
0.0%
Puts
+0
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $3.5M | 103,694 | 0.00% | 17q | +8.9%+$286.6K |
| Cetera Investment Advisers | $2.3M | 67,575 | 0.00% | 6q | -10.0%-$256.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 34,272 | 0.00% | 9q | -4.9%-$59.8K |
| Stratos Wealth Partners, LTD. | $787.9K | 23,207 | 0.01% | 8q | -2.3%-$18.4K |
| CITADEL ADVISORS LLC | $780.2K | 22,982 | 0.00% | 3q | +23.1%+$146.3K |
| JANE STREET GROUP, LLC | $515.2K | 15,175 | 0.00% | 31q | +7.2%+$34.6K |
| Breakwater Capital Group | $507.6K | 14,953 | 0.06% | 6q | +12.2%+$55.3K |
| Cambridge Investment Research Advisors, Inc. | $436.0K | 12,860 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $411.0K | 12,093 | 0.02% | 5q | -84.6%-$2.3M |
| Insight Wealth Strategies, LLC | $327.5K | 9,714 | 0.03% | 5q | +5.1%+$15.8K |
| Retirement Planning Group, LLC | $301.4K | 8,878 | 0.01% | 2q | HELD |
| Creative Planning | $249.3K | 7,344 | 0.00% | 5q | -31.6%-$115.1K |
| SK Wealth Management, LLC | $227.4K | 6,637 | 0.05% | 6q | +1.7%+$3.8K |
| Nova Wealth Management, Inc. | $220.0K | 6,480 | 0.12% | 6q | -5.9%-$13.7K |
| Arkadios Wealth Advisors | $219.6K | 6,469 | 0.00% | 5q | -5.0%-$11.6K |
| EPG Wealth Management LLC | $115.1K | 3,389 | 0.03% | 16q | +1.7%+$1.9K |
| CoreCap Advisors, LLC | $97.8K | 2,881 | 0.00% | 10q | +0.7% |
| MORGAN STANLEY | $25.8K | 760 | 0.00% | 13q | HELD |
| Breakwater Investment Management | $20.8K | 613 | 0.01% | 7q | -9.1%-$2.1K |
| HARBOUR INVESTMENTS, INC. | $11.2K | 331 | 0.00% | 21q | HELD |
| Sankala Group LLC | $4.6K | 135 | 0.00% | 3q | -59.2%-$6.7K |
| LANARK FINANCIAL, INC. | $3.1K | 90 | 0.00% | 6q | HELD |
| Smartleaf Asset Management LLC | $51 | 1 | 0.00% | 11q | HELD |
| FMR LLC | $34 | 1 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $34 | 1 | 0.00% | 2q | 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 | $1.3M | 39,144 | 0 | 2 | 2 | 0.0% |
| Q2 2026 | 25 | $12.2M | 360,535 | 2 | 8 | 9 | 0.0% |
| Q1 2026 | 25 | $14.1M | 417,609 | 1 | 7 | 9 | 0.0% |
| Q4 2025 | 25 | $13.5M | 414,356 | 3 | 6 | 8 | 0.0% |
| Q3 2025 | 21 | $14.7M | 460,350 | 1 | 8 | 7 | 0.0% |
| Q2 2025 | 23 | $14.8M | 470,565 | 5 | 5 | 8 | 0.0% |
| Q1 2025 | 18 | $11.0M | 377,273 | 6 | 3 | 6 | 0.0% |
| Q4 2024 | 15 | $10.6M | 395,190 | 2 | 4 | 5 | 0.0% |
| Q3 2024 | 18 | $12.1M | 429,735 | 2 | 2 | 9 | 0.0% |
| Q2 2024 | 23 | $19.3M | 730,412 | 4 | 10 | 9 | 0.0% |
| Q1 2024 | 21 | $27.5M | 1,034,881 | 2 | 13 | 4 | 0.0% |
| Q4 2023 | 21 | $32.1M | 1,269,483 | 5 | 10 | 5 | 0.0% |
| Q3 2023 | 17 | $25.8M | 1,050,402 | 1 | 7 | 5 | 0.0% |
| Q2 2023 | 20 | $28.8M | 1,145,420 | 2 | 6 | 11 | 0.0% |
| Q1 2023 | 20 | $31.1M | 1,240,997 | 2 | 8 | 8 | 0.0% |
| Q4 2022 | 21 | $32.6M | 1,371,126 | 6 | 6 | 8 | 0.0% |
| Q3 2022 | 16 | $23.4M | 1,076,804 | 3 | 7 | 3 | 0.0% |
| Q2 2022 | 19 | $24.5M | 1,039,969 | 1 | 3 | 10 | 0.0% |
| Q1 2022 | 18 | $26.9M | 1,070,784 | 4 | 5 | 5 | 0.0% |
| Q4 2021 | 17 | $31.5M | 1,186,717 | 2 | 3 | 8 | 0.0% |
| Q3 2021 | 14 | $31.6M | 1,220,607 | 0 | 9 | 5 | 0.0% |
| Q2 2021 | 15 | $31.4M | 1,199,756 | 1 | 7 | 4 | 0.0% |
| Q1 2021 | 19 | $34.5M | 1,325,908 | 5 | 6 | 7 | 0.0% |
| Q4 2020 | 14 | $34.9M | 1,399,948 | 3 | 5 | 6 | 0.0% |
| Q3 2020 | 12 | $44.5M | 1,860,876 | 1 | 6 | 4 | 0.0% |
| Q2 2020 | 12 | $40.8M | 1,753,026 | 2 | 6 | 3 | 0.0% |
| Q1 2020 | 11 | $29.3M | 1,399,503 | 2 | 4 | 4 | 0.0% |
| Q4 2019 | 12 | $26.1M | 1,020,601 | 3 | 3 | 2 | 0.0% |
| Q3 2019 | 7 | $23.5M | 943,165 | 1 | 2 | 0 | 0.0% |
| Q2 2019 | 6 | $21.3M | 857,629 | 2 | 1 | 3 | 0.0% |
| Q1 2019 | 5 | $17.4M | 700,016 | 2 | 1 | 1 | 0.0% |
| Q4 2018 | 3 | $10.9M | 478,654 | 0 | 0 | 0 | 0.0% |