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Disclosery

DWM WISDOMTREE TR

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INTL EQUITY FD (fund)

132 managers (133 13F filers) reported a position in DWM shares at 2026-06-30, 5,519,517 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.

Managers
132
13F filers
133
New
10
Added
46
Reduced
43
Sold out
10
Shares held by filers
5,519,517

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY915,784$67M<0.01%-34,34713F-HRTimelineGroup
LPL Financial LLC469,903$34.4M0.01%-6,10513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN388,008$28.4M<0.01%-43,84513F-HRTimelineGroup
LRI Investments, LLC386,413$28.3M2.28%-13313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/375,486$27.5M<0.01%-9,63213F-HRTimelineGroup
Valmark Advisers, Inc.309,102$22.6M0.24%-44113F-HRTimeline
UBS Group AGgroup of 2 filers holding232,150$17M-6,054Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…216,800$16M0.03%+8,62713F-HRTimeline
FLOW TRADERS U.S. LLC117,263$8.59M0.35%+21,92113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC111,986$8.2M<0.01%+27313F-HR/ATimelineGroup
MOLLER WEALTH PARTNERS97,736$7.16M1.29%-55913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC91,854$6.71M<0.01%+3,00313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC89,203$6.53M<0.01%+11313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding88,148$6.45M-28,373Timeline
NewSquare Capital LLC79,206$5.8M0.43%+2,83713F-HRTimeline
MML INVESTORS SERVICES, LLC74,145$5.43M0.01%+10,33913F-HRTimeline
Cetera Investment Advisers69,779$5.11M<0.01%-14,47613F-HRTimeline
JFS WEALTH ADVISORS, LLC63,202$4.63M0.23%-2,68813F-HRTimeline
Key Financial Inc62,725$4.59M0.75%-1,08313F-HRTimeline
Merit Financial Group, LLC59,906$4.39M0.03%+2,97413F-HR/ATimeline
Smallwood Wealth Investment Management,…59,018$4.32M1.89%+1,40913F-HRTimeline
CIBC WORLD MARKET INC.58,714$4.3M0.01%+5,05413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP57,154$4.18M0.05%+8313F-HRTimeline
HBK Sorce Advisory LLC52,749$4.03M0.08%013F-HRTimeline
Falcon Wealth Planning40,548$2.97M0.19%+28,90213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO40,093$2.94M<0.01%-1,22613F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.38,077$2.79M0.35%-1,06313F-HR/ATimeline
Envision Financial LLC35,344$2.59M1.19%-4,76913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,880$2.41M<0.01%+1,15713F-HRTimelineGroup
Janney Montgomery Scott LLC31,153$2.28M<0.01%+79913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC29,001$2.12M0.03%-90013F-HRTimeline
Geneos Wealth Management Inc.27,968$2.05M0.04%+1,44013F-HRTimeline
Creative Planningin group Creative Planning27,456$2.01M<0.01%+213F-HRTimelineGroup
COURIER CAPITAL LLC27,091$1.98M0.1%+23113F-HRTimeline
Shakespeare Wealth Management, LLC26,612$1.95M0.52%-1,34313F-HRTimeline
TopTier Wealth Management, LLC26,593$1.95M1.18%-5,63713F-HRTimeline
&PARTNERS24,727$1.81M0.01%+47313F-HRTimeline
PLIMOTH TRUST CO LLC24,571$1.8M0.36%-45513F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.21,038$1.54M0.08%-3,37813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,742$1.45M<0.01%+1,84813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,934$1.31M<0.01%+75713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth16,934$1.24M<0.01%-89813F-HRTimelineGroup
Frazier Financial Advisors, LLC16,754$1.23M0.62%-8613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.15,793$1.16M0.11%-1,48613F-HRTimeline
Kondo Wealth Advisors, Inc.15,412$1.13M0.38%-24313F-HRTimeline
ProVise Management Group, LLC14,692$1.08M0.07%013F-HRTimeline
HighTower Advisors, LLC14,088$1.03M<0.01%+1,20013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …13,935$1.02M0.05%+13913F-HRTimelineGroup
Octavia Wealth Advisors, LLC13,616$997K0.09%-19613F-HRTimeline
DAVENPORT & Co LLC13,308$974K<0.01%-73113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,771$935K<0.01%new13F-HR/ATimelineGroup
Intrua Financial, LLC12,771$935K0.09%+13513F-HRTimeline
Thrive Capital Management, LLC12,348$904K0.17%+5613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,952$875K<0.01%-5413F-HRTimelineGroup
Modera Wealth Management, LLC11,879$870K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,866$869K<0.01%+2913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,929$868K<0.01%-2213F-HRTimelineGroup
MCF Advisors LLC11,119$814K0.03%new13F-HRTimeline
Brightwater Advisory LLC10,814$792K0.5%-46913F-HRTimeline
Robertson Stephens Wealth Management, L…10,520$770K0.02%-1,25713F-HRTimeline
Steward Partners Investment Advisory, L…9,405$689K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC9,229$676K0.01%+113F-HRTimeline
OARSMAN CAPITAL, INC.8,887$651K0.07%-60013F-HRTimeline
Beacon Pointe Advisors, LLC8,800$644K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,682$632K<0.01%+96313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,513$623K<0.01%+2413F-HRTimelineGroup
Arax Advisory Partners7,076$518K<0.01%+4,01913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC7,072$518K0.08%+13613F-HRTimeline
Cambridge Investment Research Advisors,…7,024$514K<0.01%-7,79813F-HR/ATimeline
Allen Capital Group, LLC6,868$503K0.04%013F-HRTimeline
CAPE ANN SAVINGS BANK6,794$497K0.23%013F-HRTimeline
BEACON FINANCIAL GROUP6,677$489K0.04%-99313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,450$472K<0.01%013F-HRTimelineGroup
New World Advisors LLC6,352$465K0.08%+1,05313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC6,344$464K0.05%+9213F-HRTimeline
Private Advisor Group, LLC5,985$438K<0.01%+15313F-HRTimeline
Pinnacle Financial Group, LLC / IL5,981$438K0.11%+813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,797$424K<0.01%new13F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.5,783$423K0.03%013F-HRTimeline
Waverly Advisors, LLC5,711$418K<0.01%013F-HRTimeline
NewEdge Advisors, LLC5,639$413K<0.01%+7013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,615$411K0.15%013F-HRTimeline
Global Retirement Partners, LLC5,358$392K0.01%13F-HRTimeline
Arlington Financial Advisors, LLC4,587$336K0.04%-30013F-HRTimeline
McNamara Financial Services, Inc.4,499$329K0.06%-4613F-HRTimeline
Rockbridge Investment Management, LCC4,416$323K0.03%-14613F-HRTimeline
JTC Employer Solutions Trustee Ltd4,226$309K0.02%013F-HRTimeline
New Perspectives, Inc4,175$306K0.09%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,014$294K0.03%013F-HRTimeline
REGIMEN WEALTH, LLC4,002$293K0.08%+5813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,939$288K0.03%+5413F-HRTimeline
Sanctuary Advisors, LLC3,875$284K<0.01%+513F-HRTimeline
CULBERTSON A N & CO INC3,695$271K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,491$256K0.01%+3,45613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,263$239K<0.01%+1513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,225$236K<0.01%013F-HRTimelineGroup
Vise Technologies, Inc.3,215$235K<0.01%new13F-HRTimeline
4WEALTH ADVISORS, INC.3,069$223K0.17%-1113F-HRTimeline
FMR LLCin group FMR LLC2,966$217K<0.01%+78913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,930$215K<0.01%-7113F-HRTimelineGroup
Hickory Point Bank & Trust2,266$166K0.1%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,109$154K<0.01%+2413F-HRTimeline
Viewpoint Capital Management LLC2,100$154K0.08%-2,00013F-HRTimeline
Independence Bank of Kentucky2,080$152K0.02%-33513F-HRTimeline
IMA Advisory Services, Inc.1,719$126K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,650$121K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,516$111K0.01%+1413F-HRTimeline
Institute for Wealth Management, LLC.1,350$98.8K0.01%new13F-HRTimeline
Allworth Financial LP1,228$89.9K<0.01%+40013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,160$84.9K<0.01%-11213F-HRTimeline
WPG Advisers, LLC1,086$79.5K0.05%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,000$73.2K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC877$64.2K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.855$62.6K0.06%-5113F-HRTimeline
Westside Investment Management, Inc.816$59.7K0.01%013F-HRTimeline
IFG Advisory, LLC774$56.7K<0.01%new13F-HRTimeline
Creative Capital Management Investments…539$39.5K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…512$37.5K<0.01%-1,03613F-HRTimelineGroup
LANARK FINANCIAL, INC.490$35.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA338$24.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…325$23.8K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC248$18.2K<0.01%+313F-HRTimeline
Ashton Thomas Private Wealth, LLC215$15.7K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC191$14K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.154$11.3K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…132$9.66K<0.01%013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC128$9.37K<0.01%13F-HRTimeline
Abound Wealth Management113$8.27K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…73$5.32K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.50$3.65K<0.01%new13F-HRTimeline
SHP Wealth Management30$2.2K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1$40<0.01%013F-HRTimeline