Who Owns WISDOMTREE TR (DWMF)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $12.0M of WISDOMTREE TR (DWMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($3.5M), Cetera Investment Advisers ($2.3M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.2M), Stratos Wealth Partners, LTD. ($787,866), CITADEL ADVISORS LLC ($780,227). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $3.5M | 103,694 | Added |
| 2 | Cetera Investment Advisers | $2.3M | 67,575 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 34,272 | Trimmed |
| 4 | Stratos Wealth Partners, LTD. | $787,866 | 23,207 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $780,227 | 22,982 | Added |
| 6 | JANE STREET GROUP, LLC | $515,184 | 15,175 | Added |
| 7 | Breakwater Capital Group | $507,647 | 14,953 | Added |
| 8 | FLOW TRADERS U.S. LLC | $411,000 | 12,093 | Trimmed |
| 9 | Insight Wealth Strategies, LLC | $327,536 | 9,714 | Added |
| 10 | Retirement Planning Group, LLC | $301,404 | 8,878 | Hold |
| 11 | Creative Planning | $249,325 | 7,344 | Trimmed |
| 12 | SK Wealth Management, LLC | $227,413 | 6,637 | Added |
| 13 | Nova Wealth Management, Inc. | $219,993 | 6,480 | Trimmed |
| 14 | Arkadios Wealth Advisors | $219,605 | 6,469 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $218,000 | 6,430 | New |
| 16 | EPG Wealth Management LLC | $115,058 | 3,389 | Added |
| 17 | CoreCap Advisors, LLC | $97,813 | 2,881 | Added |
| 18 | MORGAN STANLEY | $25,802 | 760 | Hold |
| 19 | Breakwater Investment Management | $20,812 | 613 | Trimmed |
| 20 | HARBOUR INVESTMENTS, INC. | $11,237 | 331 | Hold |
| 21 | Sankala Group LLC | $4,606 | 135 | Trimmed |
| 22 | NBC SECURITIES, INC. | $3,055 | 90 | Hold |
| 23 | Smartleaf Asset Management LLC | $51 | 1 | Hold |
| 24 | VANGUARD GROUP INC | $34 | 1 | Hold |
| 25 | FMR LLC | $34 | 1 | New |
Source: SEC Form 13F filings · as of 2026-06-30