DWM — Wisdomtree Tr Institutional Holders · Q3 2026
Who owns Wisdomtree Tr (DWM)? 4 institutions reported holding $2.71M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($2.1M), Inspirion Wealth Advisors, LLC ($469,073), Hickory Point Bank & Trust ($166,878).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.1M | 27,896 | Trimmed |
| 2 | INSPIRION WEALTH ADVISORS, LLC | $469,073 | 6,369 | Added |
| 3 | Hickory Point Bank & Trust | $166,878 | 2,266 | Hold |
| 4 | Farther Finance Advisors, LLC | $16,881 | 229 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30