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Disclosery

DWM WISDOMTREE TR

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INTL EQUITY FD (fund)

124 managers (126 13F filers) reported a position in DWM shares at 2025-12-31, 5,612,367 shares in all. 4 filers opened a position and 9 filers sold out during the quarter.

Managers
124
13F filers
126
New
4
Added
43
Reduced
37
Sold out
9
Shares held by filers
5,612,367

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY965,799$66.4M<0.01%-40,92213F-HR/ATimelineGroup
LPL Financial LLC476,596$32.8M0.01%-7,69913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN402,918$27.7M0.01%+66,30813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/389,840$26.8M<0.01%+1,87913F-HRTimelineGroup
LRI Investments, LLC386,546$26.6M2.15%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…331,892$23.2M0.03%+26,50913F-HRTimeline
Valmark Advisers, Inc.307,500$21.1M0.26%+2,53113F-HRTimeline
UBS Group AGgroup of 2 filers holding183,674$12.6M+12,277Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding135,944$9.35M+427Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC130,689$8.99M<0.01%+87,54813F-HRTimelineGroup
MOLLER WEALTH PARTNERS102,757$7.07M1.48%-45013F-HRTimeline
MML INVESTORS SERVICES, LLC89,135$6.13M0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC87,632$6.03M<0.01%+1,60613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC80,864$5.56M<0.01%+76,93313F-HRTimelineGroup
Cetera Investment Advisers79,524$5.47M0.01%-1,39713F-HRTimeline
NewSquare Capital LLC73,669$5.07M0.45%+6,71413F-HRTimeline
JFS WEALTH ADVISORS, LLC71,739$4.93M0.28%-2,51113F-HRTimeline
Key Financial Inc60,293$4.15M0.76%+4,78413F-HRTimeline
HBK Sorce Advisory LLC54,070$3.97M0.09%-1013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP57,481$3.95M0.08%-98413F-HRTimeline
Smallwood Wealth Investment Management,…57,383$3.95M2.07%-3,40513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.52,794$3.63M0.51%-3,09913F-HRTimeline
CIBC WORLD MARKET INC.52,074$3.58M0.01%+1,05913F-HRTimeline
Merit Financial Group, LLC47,431$3.26M0.03%+22213F-HRTimeline
Envision Financial LLC47,414$3.26M1.72%-2,99513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO41,702$2.87M<0.01%-65213F-HRTimelineGroup
FLOW TRADERS U.S. LLC33,525$2.31M0.08%+16,49413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,427$2.3M<0.01%+1,27713F-HRTimelineGroup
TopTier Wealth Management, LLC32,232$2.22M1.5%13F-HRTimeline
Janney Montgomery Scott LLC30,354$2.09M<0.01%013F-HRTimeline
Shakespeare Wealth Management, LLC28,430$1.95M0.43%-24513F-HRTimeline
Creative Planningin group Creative Planning27,603$1.9M<0.01%+24913F-HRTimelineGroup
COURIER CAPITAL LLC26,803$1.84M0.1%+3913F-HRTimeline
Geneos Wealth Management Inc.26,344$1.81M0.04%-1713F-HRTimeline
&PARTNERS24,253$1.67M0.01%+413F-HRTimeline
PLIMOTH TRUST CO LLC23,767$1.63M0.36%+11013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.21,221$1.46M0.07%-2,03713F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.19,312$1.33M0.14%-1,44013F-HRTimeline
Frazier Financial Advisors, LLC17,397$1.2M0.71%-10913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,036$1.17M<0.01%-51913F-HRTimelineGroup
Kondo Wealth Advisors, Inc.16,107$1.11M0.42%-1,21613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding15,887$1.09M-4,100Timeline
Cambridge Investment Research Advisors,…15,051$1.03M<0.01%-4,40013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,729$1.01M<0.01%-88813F-HRTimeline
ProVise Management Group, LLC14,692$1.01M0.07%-7613F-HRTimeline
Robertson Stephens Wealth Management, L…14,511$998K0.03%+213F-HRTimeline
DAVENPORT & Co LLC14,180$975K0.01%-72113F-HRTimeline
Octavia Wealth Advisors, LLC13,816$950K0.09%-1,69513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,705$942K<0.01%+43613F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC13,031$896K0.06%+8713F-HRTimeline
Thrive Capital Management, LLC12,861$884K0.2%-2,88513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …12,816$881K0.08%+3,27413F-HRTimelineGroup
HighTower Advisors, LLC12,715$874K<0.01%+85913F-HRTimeline
Intrua Financial, LLC12,636$869K0.1%+37513F-HRTimeline
COMERICA BANK12,532$862K<0.01%-10,41513F-HRTimeline
Modera Wealth Management, LLC11,879$817K0.01%013F-HRTimeline
Falcon Wealth Planning11,601$798K0.07%+11013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,524$792K<0.01%-53113F-HRTimelineGroup
Brightwater Advisory LLC11,473$789K0.53%-19313F-HRTimeline
OARSMAN CAPITAL, INC.11,392$783K0.1%-1,36513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,766$740K<0.01%-4,70913F-HRTimelineGroup
Steward Partners Investment Advisory, L…9,405$647K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC9,228$635K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,485$583K<0.01%-1,43013F-HR/ATimelineGroup
BEACON FINANCIAL GROUP8,271$569K0.06%-29013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,169$493K<0.01%+20613F-HRTimelineGroup
Litman Gregory Wealth Management LLC7,000$481K0.04%013F-HRTimeline
Allen Capital Group, LLC6,868$472K0.04%013F-HRTimeline
CAPE ANN SAVINGS BANK6,794$467K0.24%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,450$444K<0.01%013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC6,237$429K0.05%+24413F-HRTimeline
Pinnacle Financial Group, LLC / IL5,971$411K0.12%+313F-HRTimeline
TCV Trust & Wealth Management, Inc.5,783$398K0.03%013F-HRTimeline
New World Advisors LLC5,706$392K0.07%+4513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,615$386K0.17%013F-HRTimeline
Global Retirement Partners, LLC5,338$367K0.01%+5,27213F-HRTimeline
Private Advisor Group, LLC5,208$358K<0.01%+1,71813F-HRTimeline
NewEdge Advisors, LLC5,124$352K<0.01%+3213F-HRTimeline
Arlington Financial Advisors, LLC4,887$336K0.05%013F-HRTimeline
McNamara Financial Services, Inc.4,720$325K0.06%-12313F-HRTimeline
Rockbridge Investment Management, LCC4,690$322K0.03%-47313F-HRTimeline
REGIMEN WEALTH, LLC4,521$311K0.09%+3013F-HRTimeline
CWM, LLCin group CWM, LLC4,430$305K<0.01%+1413F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd4,226$291K0.02%013F-HRTimeline
New Perspectives, Inc4,175$287K0.1%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC4,107$282K0.05%13F-HRTimeline
Viewpoint Capital Management LLC4,100$282K0.12%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,014$276K0.04%new13F-HRTimeline
Duncan Williams Asset Management, LLC3,717$271K0.07%+44313F-HRTimeline
Sanctuary Advisors, LLC3,869$266K<0.01%-3313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,731$257K0.03%new13F-HRTimeline
CULBERTSON A N & CO INC3,695$254K0.03%013F-HRTimeline
4WEALTH ADVISORS, INC.3,354$231K0.2%+113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,225$222K<0.01%013F-HRTimelineGroup
American Trust3,137$216K0.02%+5813F-HRTimeline
LANARK FINANCIAL, INC.2,975$205K0.02%+16413F-HRTimeline
Independence Bank of Kentucky2,415$166K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,081$143K<0.01%+1113F-HRTimeline
FMR LLCin group FMR LLC1,966$135K<0.01%-27013F-HRTimelineGroup
MAI Capital Management1,743$120K<0.01%+17213F-HRTimeline
Aptus Capital Advisors, LLC1,650$113K<0.01%013F-HRTimeline
WPG Advisers, LLC1,101$75.7K0.06%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,000$68.8K<0.01%013F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.906$65.3K0.06%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC822$56.5K<0.01%013F-HRTimeline
Westside Investment Management, Inc.816$56.1K0.01%013F-HRTimeline
Allworth Financial LP793$54.5K<0.01%013F-HRTimeline
Tidemark, LLC783$53.8K0.02%013F-HRTimeline
Creative Capital Management Investments…539$37.1K0.01%013F-HRTimeline
IFP Advisors, Inc510$35.1K<0.01%013F-HRTimeline
AE Wealth Management LLC428$29.4K<0.01%013F-HRTimeline
Financial Freedom, LLC378$26K0.01%013F-HRTimeline
PRIVATE TRUST CO NA338$23.2K<0.01%-4513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…325$22.3K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.154$10.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC116$7.98K<0.01%013F-HRTimeline
Abound Wealth Management113$7.77K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC61$4.19K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC35$2.41K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…34$2.34K<0.01%+1813F-HR/ATimelineGroup
SHP Wealth Management30$2.06K<0.01%13F-HRTimeline
IFC & Insurance Marketing, Inc.35$2K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$69<0.01%013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC1$38<0.01%013F-HRTimeline