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Disclosery

DWM WISDOMTREE TR

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INTL EQUITY FD (fund)

122 managers (123 13F filers) reported a position in DWM shares at 2025-06-30, 5,293,573 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
122
13F filers
123
New
11
Added
32
Reduced
39
Sold out
7
Shares held by filers
5,293,573

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY1,025,785$65.2M<0.01%-19,86513F-HRTimelineGroup
LPL Financial LLC526,732$33.5M0.01%+21,05313F-HRTimeline
LRI Investments, LLC386,546$24.6M2.09%-3,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/367,152$23.3M<0.01%+1,87413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN326,088$20.7M<0.01%+3,58413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…314,751$20.1M0.03%-27,44613F-HRTimeline
Valmark Advisers, Inc.301,119$19.1M0.27%-52513F-HRTimeline
UBS Group AGin group UBS Group AG170,719$10.9M<0.01%-85,95713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding122,018$7.76M+16,943Timeline
MOLLER WEALTH PARTNERS106,914$6.8M1.5%-5,82513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,593$5.38M<0.01%+1,06813F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC74,136$4.71M0.3%-1,25513F-HRTimeline
NewSquare Capital LLC66,324$4.22M0.31%+2,87613F-HRTimeline
Cetera Investment Advisers63,652$4.05M0.01%+14,81013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP58,867$3.74M0.08%-2,31413F-HRTimeline
Smallwood Wealth Investment Management,…58,416$3.71M2.12%+2,27913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.57,475$3.65M0.63%-3,61613F-HRTimeline
HBK Sorce Advisory LLC54,765$3.48M0.09%-4,08113F-HRTimeline
Key Financial Inc53,606$3.41M0.69%-69413F-HRTimeline
FLOW TRADERS U.S. LLC53,345$3.39M0.13%+36,63013F-HRTimeline
Envision Financial LLC53,044$3.37M2.25%+57413F-HRTimeline
CIBC WORLD MARKET INC.48,563$3.09M0.01%+1,34413F-HRTimeline
Merit Financial Group, LLC46,918$2.98M0.03%+12,97713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,779$2.85M<0.01%-4,00613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO43,286$2.75M<0.01%-1,58313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,187$2.05M<0.01%-41813F-HR/ATimelineGroup
Janney Montgomery Scott LLC30,354$1.93M0.01%+25513F-HRTimeline
Shakespeare Wealth Management, LLC29,570$1.88M0.5%-12,43613F-HRTimeline
Creative Planningin group Creative Planning27,284$1.73M<0.01%013F-HRTimelineGroup
COURIER CAPITAL LLC26,652$1.69M0.1%+39613F-HRTimeline
Geneos Wealth Management Inc.26,598$1.69M0.04%-28,45113F-HRTimeline
&PARTNERS24,342$1.55M0.01%+1213F-HRTimeline
PLIMOTH TRUST CO LLC23,622$1.5M0.36%-74013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.22,441$1.43M0.19%+41813F-HRTimeline
COMERICA BANK22,381$1.42M0.01%-72713F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.21,312$1.35M0.07%+97213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,672$1.25M<0.01%-3213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…18,746$1.19M<0.01%+97613F-HRTimeline
B. Riley Wealth Advisors, Inc.17,593$1.12M0.05%-2,23913F-HRTimeline
Thrive Capital Management, LLC17,313$1.1M0.34%new13F-HRTimeline
Kondo Wealth Advisors, Inc.17,304$1.1M0.49%-86613F-HRTimeline
Frazier Financial Advisors, LLC16,383$1.04M0.73%+3613F-HRTimeline
Robertson Stephens Wealth Management, L…16,260$1.03M0.04%-6,53613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,250$969K<0.01%-39113F-HRTimelineGroup
Octavia Wealth Advisors, LLC14,994$953K0.11%-1,30713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,916$948K<0.01%-24313F-HRTimeline
ProVise Management Group, LLC14,768$939K0.07%-69313F-HRTimeline
DAVENPORT & Co LLC14,414$916K0.01%-81713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,142$899K<0.01%-87113F-HRTimelineGroup
OARSMAN CAPITAL, INC.13,157$836K0.13%-1,87713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC12,567$799K0.06%+1,18913F-HRTimeline
HighTower Advisors, LLC12,139$772K<0.01%+37013F-HRTimeline
Brightwater Advisory LLC12,032$765K0.55%-88113F-HR/ATimeline
Intrua Financial, LLC11,891$756K0.11%013F-HRTimeline
Modera Wealth Management, LLC11,879$755K0.01%013F-HRTimeline
Falcon Wealth Planning11,642$740K0.07%+11513F-HRTimeline
BEACON FINANCIAL GROUP9,732$619K0.06%-1,12213F-HRTimeline
Steward Partners Investment Advisory, L…9,305$591K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC9,228$587K0.01%-1713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …7,531$479K0.03%+9013F-HRTimelineGroup
Litman Gregory Wealth Management LLC7,000$445K0.03%013F-HRTimeline
Allen Capital Group, LLC6,868$437K0.05%013F-HRTimeline
CAPE ANN SAVINGS BANK6,794$432K0.26%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,594$418K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,450$410K<0.01%013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC6,166$392K0.05%+10513F-HRTimeline
Pinnacle Financial Group, LLC / IL5,965$379K0.13%+913F-HRTimeline
TCV Trust & Wealth Management, Inc.5,783$368K0.03%013F-HRTimeline
New World Advisors LLC5,654$359K0.08%+70313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,615$357K0.18%013F-HRTimeline
Rockbridge Investment Management, LCC5,213$331K0.04%-9013F-HRTimeline
Arlington Financial Advisors, LLC4,887$311K0.05%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,874$310K<0.01%013F-HRTimelineGroup
McNamara Financial Services, Inc.4,843$308K0.06%-6813F-HRTimeline
REGIMEN WEALTH, LLC4,470$284K0.09%+7713F-HRTimeline
CWM, LLCin group CWM, LLC4,406$280K<0.01%+3513F-HRTimelineGroup
Essex LLC4,300$273K0.05%013F-HRTimeline
JTC Employer Solutions Trustee Ltd4,226$268K0.03%013F-HRTimeline
New Perspectives, Inc4,175$265K0.13%013F-HRTimeline
Viewpoint Capital Management LLC4,100$261K0.13%013F-HRTimeline
WEDBUSH SECURITIES INC4,015$255K0.01%-25313F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,014$255K0.04%013F-HRTimeline
Sanctuary Advisors, LLC3,865$246K<0.01%+513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,742$238K<0.01%new13F-HRTimelineGroup
CULBERTSON A N & CO INC3,695$235K0.04%013F-HRTimeline
4WEALTH ADVISORS, INC.3,444$219K0.23%new13F-HRTimeline
Duncan Williams Asset Management, LLC3,274$208K0.07%new13F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,225$205K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.2,811$178K0.01%-39713F-HRTimeline
Independence Bank of Kentucky2,415$153K0.02%013F-HRTimeline
FMR LLCin group FMR LLC2,323$148K<0.01%-9913F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC2,180$143K0.05%new13F-HRTimeline
BLAIR WILLIAM & CO/IL2,063$131K<0.01%+2813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,041$130K<0.01%-99713F-HRTimelineGroup
Aptus Capital Advisors, LLC1,650$105K<0.01%013F-HRTimeline
MAI Capital Management1,571$99.9K<0.01%013F-HRTimeline
WPG Advisers, LLC1,101$70K0.06%-1113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,000$63.6K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC822$52.2K<0.01%013F-HRTimeline
Westside Investment Management, Inc.816$51.9K0.01%013F-HRTimeline
Allworth Financial LP793$50.4K<0.01%new13F-HRTimeline
Tidemark, LLC783$49.8K0.02%013F-HRTimeline
Creative Capital Management Investments…539$34.3K0.01%013F-HRTimeline
IFP Advisors, Inc508$32.3K<0.01%new13F-HRTimeline
AE Wealth Management LLC428$27.2K<0.01%+25013F-HRTimeline
Beacon Capital Management, LLC395$25.1K<0.01%+713F-HRTimeline
PRIVATE TRUST CO NA383$24.3K<0.01%013F-HRTimeline
Financial Freedom, LLC378$24K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…325$20.7K<0.01%013F-HRTimelineGroup
Lowe Wealth Advisors, LLC320$20.3K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …246$15.6K<0.01%13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC235$14.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC133$8.45K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC115$7.31K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…90$5.75K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC66$4.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC66$4.2K<0.01%13F-HRTimeline
Kiker Wealth Management, LLC63$4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC61$3.88K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$64<0.01%013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC1$35<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.