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Disclosery

DWM WISDOMTREE TR

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INTL EQUITY FD (fund)

118 managers (118 13F filers) reported a position in DWM shares at 2025-03-31, 5,394,348 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
118
13F filers
118
New
8
Added
27
Reduced
43
Sold out
6
Shares held by filers
5,394,348

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,045,650$60.8M<0.01%-22,24113F-HRTimelineGroup
LPL Financial LLC505,679$29.4M0.01%-206,76213F-HRTimeline
LRI Investments, LLC389,546$22.7M2.19%-1,10513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/365,278$21.2M<0.01%+15,17513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…342,197$19.9M0.04%-123,40013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN322,504$18.8M<0.01%+9,72313F-HRTimelineGroup
Valmark Advisers, Inc.301,644$17.5M0.26%+44,33613F-HRTimeline
UBS Group AGin group UBS Group AG256,676$14.9M<0.01%-15,58213F-HRTimelineGroup
MOLLER WEALTH PARTNERS112,739$6.56M1.62%-4,34013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC105,075$6.11M0.03%+76,88413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,525$4.86M<0.01%-11,45413F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC75,391$4.38M0.3%-2,51213F-HRTimeline
NewSquare Capital LLC63,448$3.69M0.3%+9813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP61,181$3.56M0.09%-3,64113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.61,091$3.55M0.69%-1,55613F-HRTimeline
HBK Sorce Advisory LLC58,846$3.42M0.1%-1,11013F-HRTimeline
Smallwood Wealth Investment Management,…56,137$3.26M2.06%+2,48313F-HRTimeline
Geneos Wealth Management Inc.55,049$3.2M0.05%+29,10913F-HRTimeline
Key Financial Inc54,300$3.16M0.69%+8,51713F-HRTimeline
Envision Financial LLC52,470$3.05M2.3%-21013F-HRTimeline
Cetera Investment Advisers48,842$2.84M0.01%+1,12613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,785$2.84M<0.01%-47813F-HRTimelineGroup
CIBC WORLD MARKET INC.47,219$2.75M0.01%+92713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO44,869$2.61M<0.01%-70213F-HR/ATimelineGroup
Shakespeare Wealth Management, LLC42,006$2.44M0.65%-2,81113F-HRTimeline
Merit Financial Group, LLC33,941$1.97M0.03%+6,14913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,605$1.9M<0.01%-2,08713F-HRTimelineGroup
Janney Montgomery Scott LLC30,099$1.75M<0.01%-13613F-HRTimeline
Creative Planningin group Creative Planning27,284$1.59M<0.01%013F-HRTimelineGroup
COURIER CAPITAL LLC26,256$1.53M0.1%013F-HRTimeline
&PARTNERS24,330$1.42M0.02%-84913F-HRTimeline
PLIMOTH TRUST CO LLC24,362$1.42M0.37%+8513F-HRTimeline
COMERICA BANK23,108$1.34M0.01%-31113F-HRTimeline
Robertson Stephens Wealth Management, L…22,796$1.33M0.05%-31,14913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.22,023$1.28M0.19%-5,15013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.20,340$1.18M0.06%+2,84913F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.19,832$1.15M0.04%+33713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,704$1.15M<0.01%-1,05613F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,641$1.14M<0.01%-25,02013F-HR/ATimelineGroup
Kondo Wealth Advisors, Inc.18,170$1.06M0.52%+17613F-HRTimeline
Cambridge Investment Research Advisors,…17,770$1.03M<0.01%+44513F-HRTimeline
FLOW TRADERS U.S. LLC16,715$972K0.04%-115,65113F-HRTimeline
Frazier Financial Advisors, LLC16,347$951K0.73%-22313F-HRTimeline
Octavia Wealth Advisors, LLC16,301$948K0.12%+51213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,641$910K<0.01%-8,48213F-HRTimelineGroup
ProVise Management Group, LLC15,461$899K0.08%013F-HRTimeline
DAVENPORT & Co LLC15,231$886K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,159$882K<0.01%+4,64013F-HRTimeline
OARSMAN CAPITAL, INC.15,034$874K0.16%-1,05613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,013$873K<0.01%-3,49413F-HRTimelineGroup
Brightwater Advisory LLC12,913$751K0.59%-1,95813F-HR/ATimeline
Intrua Financial, LLC11,891$692K0.11%-14513F-HRTimeline
Modera Wealth Management, LLC11,879$691K0.01%013F-HRTimeline
HighTower Advisors, LLC11,769$684K<0.01%-95713F-HRTimeline
Falcon Wealth Planning11,527$670K0.07%-2,44313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,378$662K0.05%+4813F-HRTimeline
BEACON FINANCIAL GROUP10,854$631K0.07%-3,85213F-HRTimeline
Steward Partners Investment Advisory, L…9,305$541K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC9,245$538K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,462$434K<0.01%-18,97613F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …7,441$433K0.03%new13F-HRTimelineGroup
Litman Gregory Wealth Management LLC7,000$407K0.03%013F-HRTimeline
Allen Capital Group, LLC6,868$399K0.05%013F-HRTimeline
CAPE ANN SAVINGS BANK6,794$395K0.25%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,594$385K<0.01%+2,35113F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,450$375K<0.01%013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC6,061$352K0.05%+2313F-HRTimeline
Pinnacle Financial Group, LLC / IL5,956$346K0.13%-49813F-HRTimeline
TCV Trust & Wealth Management, Inc.5,783$336K0.03%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,615$327K0.18%013F-HRTimeline
HOWE & RUSLING INC5,337$310K0.03%new13F-HRTimeline
Rockbridge Investment Management, LCC5,303$308K0.04%-9913F-HRTimeline
New World Advisors LLC4,951$288K0.07%+51413F-HRTimeline
McNamara Financial Services, Inc.4,911$286K0.06%new13F-HRTimeline
Arlington Financial Advisors, LLC4,887$284K0.05%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,874$283K<0.01%-3713F-HR/ATimelineGroup
REGIMEN WEALTH, LLC4,393$255K0.08%-11013F-HRTimeline
CWM, LLCin group CWM, LLC4,371$254K<0.01%+1,97613F-HRTimelineGroup
Essex LLC4,300$250K0.05%new13F-HRTimeline
WEDBUSH SECURITIES INC4,268$248K0.01%-31813F-HRTimeline
JTC Employer Solutions Trustee Ltd4,226$246K0.02%013F-HRTimeline
New Perspectives, Inc4,175$243K0.13%013F-HRTimeline
Viewpoint Capital Management LLC4,100$238K0.13%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,014$233K0.04%013F-HRTimeline
Sanctuary Advisors, LLC3,860$224K<0.01%+113F-HRTimeline
CULBERTSON A N & CO INC3,695$215K0.03%new13F-HRTimeline
LANARK FINANCIAL, INC.3,208$186K0.02%+3,20513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,038$177K<0.01%-2413F-HRTimelineGroup
FMR LLCin group FMR LLC2,422$141K<0.01%-10413F-HRTimelineGroup
Independence Bank of Kentucky2,415$140K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,035$118K<0.01%+1,91513F-HRTimeline
Aptus Capital Advisors, LLC1,650$96K<0.01%013F-HRTimeline
MAI Capital Management1,571$91.4K<0.01%013F-HRTimeline
WPG Advisers, LLC1,112$64.7K0.06%013F-HRTimeline
SIGNATUREFD, LLC1,072$62.3K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,000$58.2K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management975$56.7K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC822$47.8K<0.01%-10313F-HRTimeline
Westside Investment Management, Inc.816$47.5K0.01%new13F-HRTimeline
Tidemark, LLC783$45.5K0.02%013F-HRTimeline
Creative Capital Management Investments…539$31.3K0.01%013F-HRTimeline
Beacon Capital Management, LLC388$22.6K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA383$22.3K<0.01%-4613F-HRTimeline
Financial Freedom, LLC378$22K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…325$18.9K<0.01%013F-HRTimelineGroup
Lowe Wealth Advisors, LLC320$18.6K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …246$14.3K<0.01%13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC235$13.7K<0.01%013F-HRTimeline
AE Wealth Management LLC178$10.4K<0.01%013F-HRTimeline
Bogart Wealth, LLC133$7.73K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.115$6.69K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC123$6.48K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC115$6.06K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC66$3.84K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC63$3.66K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC61$3.55K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$58<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.