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Disclosery

DWM WISDOMTREE TR

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INTL EQUITY FD (fund)

125 managers (127 13F filers) reported a position in DWM shares at 2025-09-30, 5,265,273 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
125
13F filers
127
New
13
Added
41
Reduced
32
Sold out
7
Shares held by filers
5,265,273

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,006,721$66.7M<0.01%-19,06413F-HR/ATimelineGroup
LPL Financial LLC484,295$32.1M0.01%-42,43713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/387,961$25.7M<0.01%+20,80913F-HR/ATimelineGroup
LRI Investments, LLC386,546$25.6M2.1%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN336,610$22.3M<0.01%+10,52213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…305,383$20.3M0.03%-9,36813F-HRTimeline
Valmark Advisers, Inc.304,969$20.2M0.26%+3,85013F-HRTimeline
UBS Group AGin group UBS Group AG171,397$11.3M<0.01%+67813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding135,517$8.97M+13,499Timeline
MOLLER WEALTH PARTNERS103,207$6.83M1.43%-3,70713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC86,026$5.7M<0.01%+1,43313F-HRTimelineGroup
Cetera Investment Advisers80,921$5.36M0.01%+17,26913F-HRTimeline
JFS WEALTH ADVISORS, LLC74,250$4.92M0.29%+11413F-HRTimeline
NewSquare Capital LLC66,955$4.43M0.3%+63113F-HRTimeline
Smallwood Wealth Investment Management,…60,788$4.03M2.07%+2,37213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP58,465$3.87M0.08%-40213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.55,893$3.7M0.56%-1,58213F-HRTimeline
Key Financial Inc55,509$3.7M0.68%+1,90313F-HRTimeline
HBK Sorce Advisory LLC54,080$3.57M0.09%-68513F-HR/ATimeline
CIBC WORLD MARKET INC.51,015$3.38M0.01%+2,45213F-HRTimeline
Envision Financial LLC50,409$3.34M1.91%-2,63513F-HRTimeline
Merit Financial Group, LLC47,209$3.13M0.03%+29113F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,141$2.86M<0.01%-1,63813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO42,354$2.8M<0.01%-93213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,150$2.11M<0.01%-3713F-HRTimelineGroup
Janney Montgomery Scott LLC30,354$2.01M<0.01%013F-HRTimeline
Shakespeare Wealth Management, LLC28,675$1.9M0.43%-89513F-HRTimeline
Creative Planningin group Creative Planning27,354$1.81M<0.01%+7013F-HRTimelineGroup
COURIER CAPITAL LLC26,764$1.77M0.1%+11213F-HRTimeline
Geneos Wealth Management Inc.26,361$1.75M0.04%-23713F-HRTimeline
&PARTNERS24,249$1.61M0.01%-9313F-HRTimeline
PLIMOTH TRUST CO LLC23,657$1.57M0.35%+3513F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.23,258$1.54M0.07%+1,94613F-HRTimelineGroup
COMERICA BANK22,947$1.52M0.01%+56613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.20,752$1.37M0.16%-1,68913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding19,987$1.33M+15,113Timeline
Cambridge Investment Research Advisors,…19,451$1.29M<0.01%+70513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,555$1.16M<0.01%-2,11713F-HRTimelineGroup
Frazier Financial Advisors, LLC17,506$1.16M0.71%+1,12313F-HRTimeline
Kondo Wealth Advisors, Inc.17,323$1.15M0.46%+1913F-HRTimeline
FLOW TRADERS U.S. LLC17,031$1.13M0.05%-36,31413F-HRTimeline
Thrive Capital Management, LLC15,746$1.04M0.27%-1,56713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,617$1.03M<0.01%+70113F-HRTimeline
Octavia Wealth Advisors, LLC15,511$1.03M0.1%+51713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,475$1.02M<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC14,901$987K0.01%+48713F-HRTimeline
ProVise Management Group, LLC14,768$978K0.07%013F-HRTimeline
Robertson Stephens Wealth Management, L…14,509$961K0.03%-1,75113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,269$879K<0.01%-1,98113F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC12,944$857K0.06%+37713F-HRTimeline
OARSMAN CAPITAL, INC.12,757$845K0.12%-40013F-HRTimeline
Intrua Financial, LLC12,261$812K0.1%+37013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,055$798K<0.01%-2,08713F-HR/ATimelineGroup
Modera Wealth Management, LLC11,879$787K0.01%013F-HRTimeline
HighTower Advisors, LLC11,856$785K<0.01%-28313F-HRTimeline
Brightwater Advisory LLC11,666$773K0.53%-36613F-HRTimeline
Falcon Wealth Planning11,491$761K0.07%-15113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,915$657K<0.01%new13F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …9,542$632K0.08%+2,01113F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…9,405$623K<0.01%+10013F-HRTimeline
Kingsview Wealth Management, LLC9,228$611K0.01%013F-HRTimeline
BEACON FINANCIAL GROUP8,561$567K0.06%-1,17113F-HRTimeline
Litman Gregory Wealth Management LLC7,000$464K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,963$458K<0.01%+36913F-HRTimelineGroup
Allen Capital Group, LLC6,868$455K0.04%013F-HRTimeline
CAPE ANN SAVINGS BANK6,794$450K0.24%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,450$427K<0.01%013F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL5,968$395K0.12%+313F-HRTimeline
TCV Trust & Wealth Management, Inc.5,783$383K0.03%013F-HRTimeline
New World Advisors LLC5,661$375K0.07%+713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,615$372K0.17%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,993$345K0.05%-17313F-HRTimeline
Rockbridge Investment Management, LCC5,163$342K0.03%-5013F-HRTimeline
NewEdge Advisors, LLC5,092$337K<0.01%+5,02613F-HRTimeline
Arlington Financial Advisors, LLC4,887$324K0.05%013F-HRTimeline
McNamara Financial Services, Inc.4,843$321K0.06%013F-HRTimeline
REGIMEN WEALTH, LLC4,491$297K0.09%+2113F-HRTimeline
CWM, LLCin group CWM, LLC4,416$292K<0.01%+1013F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd4,226$280K0.02%013F-HRTimeline
New Perspectives, Inc4,175$276K0.12%013F-HRTimeline
Viewpoint Capital Management LLC4,100$271K0.12%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,931$260K<0.01%+18913F-HRTimelineGroup
Sanctuary Advisors, LLC3,902$258K<0.01%+3713F-HR/ATimeline
CULBERTSON A N & CO INC3,695$245K0.03%013F-HRTimeline
Private Advisor Group, LLC3,490$231K<0.01%new13F-HRTimeline
4WEALTH ADVISORS, INC.3,353$222K0.21%-9113F-HRTimeline
Duncan Williams Asset Management, LLC3,274$217K0.06%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,225$214K<0.01%013F-HRTimelineGroup
American Trust3,079$204K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.2,811$186K0.01%013F-HRTimeline
Independence Bank of Kentucky2,415$160K0.02%013F-HRTimeline
FMR LLCin group FMR LLC2,236$148K<0.01%-8713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,070$137K<0.01%+713F-HRTimeline
Aptus Capital Advisors, LLC1,650$109K<0.01%013F-HRTimeline
MAI Capital Management1,571$104K<0.01%013F-HRTimeline
Advisory Services Network, LLC1,200$79.5K<0.01%new13F-HRTimeline
WPG Advisers, LLC1,101$72.9K0.06%013F-HRTimeline
Integrated Wealth Concepts LLC1,013$67.1K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,000$66.2K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC822$54.4K<0.01%013F-HRTimeline
Westside Investment Management, Inc.816$54K0.01%013F-HRTimeline
Allworth Financial LP793$52.5K<0.01%013F-HRTimeline
Tidemark, LLC783$51.8K0.02%013F-HRTimeline
Creative Capital Management Investments…539$35.7K0.01%013F-HRTimeline
IFP Advisors, Inc510$33.8K<0.01%+213F-HR/ATimeline
AE Wealth Management LLC428$28.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA383$25.4K<0.01%013F-HRTimeline
Financial Freedom, LLC378$25K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…325$21.5K<0.01%013F-HRTimelineGroup
Lowe Wealth Advisors, LLC320$21.2K0.01%013F-HRTimeline
Wealthspire Advisors, LLC258$17.1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.154$10.2K<0.01%new13F-HRTimeline
Bogart Wealth, LLC133$8.8K<0.01%013F-HRTimeline
Root Financial Partners, LLC116$7.68K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC115$7.62K<0.01%013F-HRTimelineGroup
Abound Wealth Management113$7.48K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…91$6.02K<0.01%+113F-HRTimelineGroup
FINANCIAL CONSULATE, INC82$5.45K<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC79$5.23K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC66$4.37K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC61$4.04K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC35$2.32K<0.01%-20013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16$1.06K<0.01%-2,02513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$66<0.01%013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC1$37<0.01%013F-HRTimeline