Who Owns WISDOMTREE TR (DWM)? -- Institutional Holders (2026-06-30)
145 institutions reported holding $404.6M of WISDOMTREE TR (DWM) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($67.0M), LPL Financial LLC ($34.4M), WELLS FARGO & COMPANY/MN ($28.4M), LRI Investments, LLC ($28.3M), BANK OF AMERICA CORP /DE/ ($27.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $67.0M | 915,784 | Trimmed |
| 2 | LPL Financial LLC | $34.4M | 469,903 | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $28.4M | 388,008 | Trimmed |
| 4 | LRI Investments, LLC | $28.3M | 386,413 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $27.5M | 375,486 | Trimmed |
| 6 | Valmark Advisers, Inc. | $22.6M | 309,102 | Trimmed |
| 7 | UBS Group AG | $17.0M | 232,150 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.0M | 216,800 | Added |
| 9 | FLOW TRADERS U.S. LLC | $8.6M | 117,263 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $8.2M | 111,986 | Added |
| 11 | MOLLER WEALTH PARTNERS | $7.2M | 97,736 | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $6.7M | 91,854 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $6.5M | 89,203 | Added |
| 14 | Kestra Advisory Services, LLC | $6.0M | 82,122 | Trimmed |
| 15 | NewSquare Capital LLC | $5.8M | 79,206 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $5.4M | 74,145 | Added |
| 17 | Cetera Investment Advisers | $5.1M | 69,779 | Trimmed |
| 18 | JFS WEALTH ADVISORS, LLC | $4.6M | 63,202 | Trimmed |
| 19 | Key Financial Inc | $4.6M | 62,725 | Trimmed |
| 20 | Merit Financial Group, LLC | $4.4M | 59,906 | Added |
| 21 | Smallwood Wealth Investment Management, LLC | $4.3M | 59,018 | Added |
| 22 | CIBC WORLD MARKET INC. | $4.3M | 58,714 | Added |
| 23 | MISSION WEALTH MANAGEMENT, LP | $4.2M | 57,154 | Added |
| 24 | HBK Sorce Advisory LLC | $4.0M | 52,749 | Hold |
| 25 | Falcon Wealth Planning | $3.0M | 40,548 | Added |
Source: SEC Form 13F filings · as of 2026-06-30