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Disclosery

DWM WISDOMTREE TR

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INTL EQUITY FD (fund)

117 managers (117 13F filers) reported a position in DWM shares at 2024-12-31, 5,930,427 shares in all. 11 filers opened a position and 12 filers sold out during the quarter.

Managers
117
13F filers
117
New
11
Added
33
Reduced
29
Sold out
12
Shares held by filers
5,930,427

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY1,067,891$56.3M<0.01%-9,87813F-HR/ATimelineGroup
LPL Financial LLC712,441$37.5M0.02%-28,82113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…465,597$24.5M0.05%+86,70613F-HR/ATimeline
LRI Investments, LLC390,651$20.6M1.98%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/350,103$18.4M<0.01%+4,93813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN312,781$16.5M<0.01%+41,50713F-HRTimelineGroup
UBS Group AGin group UBS Group AG272,258$14.3M<0.01%+10,15113F-HRTimelineGroup
Valmark Advisers, Inc.257,308$13.6M0.21%+74,98313F-HRTimeline
FLOW TRADERS U.S. LLC132,366$6.97M0.28%new13F-HRTimeline
MOLLER WEALTH PARTNERS117,079$6.17M1.62%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC94,979$5M<0.01%13F-HR/ATimelineGroup
Legacy Financial Advisors, Inc.79,337$4.18M0.69%-15,45613F-HRTimeline
JFS WEALTH ADVISORS, LLC77,903$4.11M0.28%-1,25713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP64,822$3.42M0.08%-12,89513F-HRTimeline
NewSquare Capital LLC63,350$3.34M0.27%+3,81613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.62,647$3.3M0.66%-1,73213F-HRTimeline
HBK Sorce Advisory LLC59,956$3.16M0.1%-14213F-HRTimeline
Robertson Stephens Wealth Management, L…53,945$2.84M0.1%+25,18613F-HRTimeline
Smallwood Wealth Investment Management,…53,654$2.83M1.95%+1,95713F-HRTimeline
Envision Financial LLC52,680$2.78M2.23%13F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC49,263$2.6M<0.01%-33,96713F-HRTimelineGroup
Cetera Investment Advisers47,716$2.51M0.01%+2,39613F-HRTimeline
CIBC WORLD MARKET INC.46,292$2.44M0.01%+74313F-HRTimeline
Key Financial Inc45,783$2.41M0.55%+2,26413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO45,571$2.4M<0.01%-2,16313F-HRTimelineGroup
Shakespeare Wealth Management, LLC44,817$2.36M0.64%-7,93213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC44,661$2.35M<0.01%+19,57013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,692$1.83M<0.01%+1,96013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,839$1.73M<0.01%+28,67713F-HRTimelineGroup
Janney Montgomery Scott LLC30,235$1.59M<0.01%+13613F-HRTimeline
Thrive Capital Management, LLC28,279$1.49M0.68%-7,56113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,191$1.49M0.01%-38613F-HRTimelineGroup
Merit Financial Group, LLC27,792$1.46M0.03%+19313F-HRTimeline
Creative Planningin group Creative Planning27,284$1.44M<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.27,173$1.43M0.22%-4,05813F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,438$1.39M<0.01%-26,79113F-HRTimelineGroup
COURIER CAPITAL LLC26,256$1.38M0.1%013F-HRTimeline
Geneos Wealth Management Inc.25,940$1.37M0.05%+3,26813F-HRTimeline
&PARTNERS25,179$1.33M0.02%+50913F-HRTimeline
PLIMOTH TRUST CO LLC24,277$1.28M0.33%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,123$1.27M<0.01%+8,38213F-HRTimelineGroup
COMERICA BANK23,419$1.23M<0.01%+10313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,760$1.09M<0.01%-6013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.19,495$1.03M0.03%-25,62513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,507$975K<0.01%+25213F-HRTimelineGroup
Kondo Wealth Advisors, Inc.17,994$948K0.48%13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.17,491$922K0.04%+50613F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,325$913K<0.01%-3,20313F-HRTimeline
Frazier Financial Advisors, LLC16,570$875K0.69%-49513F-HRTimeline
OARSMAN CAPITAL, INC.16,090$848K0.15%-91713F-HRTimeline
Octavia Wealth Advisors, LLC15,789$832K0.1%-1,11513F-HRTimeline
ProVise Management Group, LLC15,461$815K0.07%013F-HRTimeline
DAVENPORT & Co LLC15,231$803K<0.01%-5013F-HRTimeline
Brightwater Advisory LLC14,871$784K0.61%-13,94913F-HRTimeline
BEACON FINANCIAL GROUP14,706$775K0.08%-1,23113F-HRTimeline
Falcon Wealth Planning13,970$736K0.08%-18713F-HRTimeline
HighTower Advisors, LLC12,726$671K<0.01%-86313F-HRTimeline
Intrua Financial, LLC12,036$634K0.1%013F-HRTimeline
Modera Wealth Management, LLC11,879$626K0.01%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,330$597K0.05%+7313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,519$554K<0.01%+34113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,341$492K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…9,305$490K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC9,245$487K0.01%013F-HRTimeline
Litman Gregory Wealth Management LLC7,000$369K0.03%013F-HRTimeline
Allen Capital Group, LLC6,868$362K0.04%013F-HRTimeline
CAPE ANN SAVINGS BANK6,794$358K0.21%013F-HRTimeline
Pinnacle Financial Group, LLC / IL6,454$340K0.13%-1,07113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,450$340K<0.01%013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC6,038$321K0.04%+4513F-HRTimeline
TCV Trust & Wealth Management, Inc.5,783$305K0.03%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,615$296K0.16%013F-HRTimeline
Rockbridge Investment Management, LCC5,402$285K0.04%+113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,911$259K<0.01%new13F-HR/ATimelineGroup
Arlington Financial Advisors, LLC4,887$258K0.05%new13F-HRTimeline
WEDBUSH SECURITIES INC4,586$242K0.01%new13F-HRTimeline
REGIMEN WEALTH, LLC4,503$237K0.08%+27513F-HRTimeline
New World Advisors LLC4,437$234K0.06%-1713F-HRTimeline
Philip James Wealth Mangement, LLC4,319$228K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,243$224K<0.01%+2,14313F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd4,226$223K0.02%013F-HRTimeline
New Perspectives, Inc4,175$220K0.12%013F-HRTimeline
Viewpoint Capital Management LLC4,100$216K0.11%013F-HRTimeline
Sanctuary Advisors, LLC3,859$214K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,014$211K0.04%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,062$161K<0.01%+34013F-HRTimelineGroup
FMR LLCin group FMR LLC2,526$133K<0.01%+713F-HRTimelineGroup
Independence Bank of Kentucky2,415$127K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC2,395$126K<0.01%+2,30513F-HRTimelineGroup
Aptus Capital Advisors, LLC1,650$87K<0.01%013F-HRTimeline
MAI Capital Management1,571$82.8K<0.01%new13F-HRTimeline
WPG Advisers, LLC1,112$58.6K0.05%13F-HRTimeline
SIGNATUREFD, LLC1,072$56.5K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,000$52.7K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management975$51.4K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC925$48.7K<0.01%+23813F-HRTimeline
Tidemark, LLC783$41.3K0.02%013F-HRTimeline
Creative Capital Management Investments…539$28.4K0.01%013F-HRTimeline
PRIVATE TRUST CO NA429$22.6K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC387$20.4K<0.01%+313F-HRTimeline
Financial Freedom, LLC378$19.9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…325$17.1K<0.01%013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …246$13K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC235$12.4K<0.01%013F-HRTimeline
AE Wealth Management LLC178$9.38K<0.01%new13F-HRTimeline
IFP Advisors, Inc148$7.8K<0.01%013F-HRTimeline
Bogart Wealth, LLC133$7K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC123$6.48K<0.01%-63913F-HR/ATimeline
BLAIR WILLIAM & CO/IL120$6.32K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC115$6.06K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.115$6.06K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC61$3.55K<0.01%13F-HRTimeline
NewEdge Advisors, LLC66$3.48K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC66$3.48K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3$1710.02%-3,24913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$53<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.