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Disclosery

DWM WISDOMTREE TR

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INTL EQUITY FD (fund)

130 managers (132 13F filers) reported a position in DWM shares at 2026-03-31, 5,616,712 shares in all. 15 filers opened a position and 6 filers sold out during the quarter.

Managers
130
13F filers
132
New
15
Added
43
Reduced
39
Sold out
6
Shares held by filers
5,616,712

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY950,131$66.4M<0.01%-15,66813F-HRTimelineGroup
LPL Financial LLC476,008$33.3M0.01%-58813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN431,853$30.2M0.01%+28,93513F-HR/ATimelineGroup
LRI Investments, LLC386,546$27M2.39%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/385,118$26.9M<0.01%-4,72213F-HRTimelineGroup
Valmark Advisers, Inc.309,543$21.6M0.26%+2,04313F-HRTimeline
UBS Group AGgroup of 2 filers holding238,204$16.6M+54,530Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…208,173$14.7M0.03%-123,71913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding116,521$8.14M-19,423Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC111,713$7.81M<0.01%-18,97613F-HRTimelineGroup
MOLLER WEALTH PARTNERS98,295$6.87M1.36%-4,46213F-HRTimeline
FLOW TRADERS U.S. LLC95,342$6.66M0.21%+61,81713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC89,090$6.23M<0.01%+1,45813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC88,851$6.21M<0.01%+7,98713F-HR/ATimelineGroup
Cetera Investment Advisers84,255$5.89M0.01%+4,73113F-HRTimeline
NewSquare Capital LLC76,369$5.34M0.46%+2,70013F-HRTimeline
JFS WEALTH ADVISORS, LLC65,890$4.61M0.26%-5,84913F-HRTimeline
Key Financial Inc63,808$4.46M0.79%+3,51513F-HRTimeline
MML INVESTORS SERVICES, LLC63,806$4.46M0.01%-25,32913F-HRTimeline
Smallwood Wealth Investment Management,…57,609$4.03M2.12%+22613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP57,071$3.99M0.08%-41013F-HRTimeline
Merit Financial Group, LLC56,932$3.98M0.03%+9,50113F-HRTimeline
HBK Sorce Advisory LLC52,749$3.92M0.08%-1,32113F-HRTimeline
CIBC WORLD MARKET INC.53,660$3.75M0.01%+1,58613F-HRTimeline
Phillip James Consulting Co.37,269$3.04M2.3%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO41,319$2.89M<0.01%-38313F-HRTimelineGroup
Envision Financial LLC40,113$2.8M1.51%-7,30113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.39,140$2.74M0.38%-13,65413F-HRTimeline
TopTier Wealth Management, LLC32,230$2.25M1.38%-213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,723$2.22M<0.01%-1,70413F-HRTimelineGroup
Janney Montgomery Scott LLC30,354$2.12M0.01%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC29,901$2.09M0.03%new13F-HRTimeline
Shakespeare Wealth Management, LLC27,955$1.95M0.46%-47513F-HRTimeline
Creative Planningin group Creative Planning27,454$1.92M<0.01%-14913F-HRTimelineGroup
COURIER CAPITAL LLC26,860$1.88M0.1%+5713F-HR/ATimeline
Geneos Wealth Management Inc.26,528$1.85M0.04%+18413F-HRTimeline
PLIMOTH TRUST CO LLC25,026$1.75M0.39%+1,25913F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.24,416$1.71M0.1%+3,19513F-HRTimelineGroup
&PARTNERS24,254$1.7M0.01%+113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,894$1.25M<0.01%+7,12813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth17,832$1.25M<0.01%+1,94513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.17,279$1.21M0.12%-2,03313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,177$1.2M<0.01%+14113F-HRTimelineGroup
Frazier Financial Advisors, LLC16,840$1.18M0.65%-55713F-HRTimeline
Kondo Wealth Advisors, Inc.15,655$1.09M0.41%-45213F-HRTimeline
Cambridge Investment Research Advisors,…14,822$1.04M<0.01%-22913F-HRTimeline
ProVise Management Group, LLC14,692$1.03M0.07%013F-HRTimeline
DAVENPORT & Co LLC14,039$981K0.01%-14113F-HRTimeline
Octavia Wealth Advisors, LLC13,812$965K0.09%-413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …13,796$964K0.05%+98013F-HRTimelineGroup
HighTower Advisors, LLC12,888$901K<0.01%+17313F-HRTimeline
Intrua Financial, LLC12,636$883K0.09%013F-HRTimeline
Thrive Capital Management, LLC12,292$859K0.19%-56913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,006$839K<0.01%new13F-HRTimelineGroup
Modera Wealth Management, LLC11,879$830K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,837$827K<0.01%-1,86813F-HRTimelineGroup
Robertson Stephens Wealth Management, L…11,777$823K0.02%-2,73413F-HRTimeline
Falcon Wealth Planning11,646$814K0.06%+4513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,951$812K<0.01%+42713F-HR/ATimelineGroup
Brightwater Advisory LLC11,283$789K0.52%-19013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,747$681K0.05%-3,28413F-HRTimeline
OARSMAN CAPITAL, INC.9,487$663K0.08%-1,90513F-HRTimeline
Steward Partners Investment Advisory, L…9,405$657K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC9,228$645K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC8,800$615K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,489$593K<0.01%+413F-HRTimelineGroup
BEACON FINANCIAL GROUP7,670$536K0.05%-60113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,719$523K<0.01%+55013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC6,936$485K0.08%+2,82913F-HRTimeline
Allen Capital Group, LLC6,868$480K0.04%013F-HRTimeline
CAPE ANN SAVINGS BANK6,794$475K0.24%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,450$451K<0.01%013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC6,252$437K0.05%+1513F-HRTimeline
Pinnacle Financial Group, LLC / IL5,973$417K0.11%+213F-HRTimeline
Private Advisor Group, LLC5,832$408K<0.01%+62413F-HRTimeline
TCV Trust & Wealth Management, Inc.5,783$404K0.03%013F-HRTimeline
Waverly Advisors, LLC5,711$399K<0.01%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,615$392K0.17%013F-HRTimeline
NewEdge Advisors, LLC5,569$389K<0.01%+44513F-HR/ATimeline
New World Advisors LLC5,299$370K0.07%-40713F-HR/ATimeline
Arlington Financial Advisors, LLC4,887$342K0.05%013F-HRTimeline
Rockbridge Investment Management, LCC4,562$319K0.03%-12813F-HRTimeline
McNamara Financial Services, Inc.4,545$318K0.06%-17513F-HRTimeline
CWM, LLCin group CWM, LLC4,435$310K<0.01%+513F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd4,226$295K0.02%013F-HRTimeline
New Perspectives, Inc4,175$292K0.1%013F-HRTimeline
Viewpoint Capital Management LLC4,100$287K0.13%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,014$280K0.04%013F-HRTimeline
REGIMEN WEALTH, LLC3,944$276K0.08%-57713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,885$272K0.03%+15413F-HRTimeline
Sanctuary Advisors, LLC3,870$270K<0.01%+113F-HRTimeline
CULBERTSON A N & CO INC3,695$258K0.03%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,248$227K<0.01%-11,48113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,225$225K<0.01%013F-HRTimelineGroup
American Trust3,174$222K0.02%+3713F-HRTimeline
Arax Advisory Partners3,057$214K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,001$210K<0.01%new13F-HRTimelineGroup
4WEALTH ADVISORS, INC.3,080$209K0.18%-27413F-HRTimeline
Independence Bank of Kentucky2,415$169K0.02%013F-HRTimeline
Hickory Point Bank & Trust2,266$158K0.1%new13F-HRTimeline
FMR LLCin group FMR LLC2,177$152K<0.01%+21113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,085$146K<0.01%+413F-HRTimeline
MAI Capital Management1,743$122K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,650$115K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,548$108K<0.01%+1,51413F-HRTimelineGroup
Founders Financial Alliance, LLC1,502$105K0.02%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.1,425$104K0.06%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,272$88.9K<0.01%+45013F-HRTimeline
WPG Advisers, LLC1,086$75.9K0.06%-1513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,000$69.9K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC950$66.4K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.906$63.3K0.06%013F-HRTimeline
AE Wealth Management LLC877$61.3K<0.01%+44913F-HRTimeline
Allworth Financial LP828$57.9K<0.01%+3513F-HRTimeline
Westside Investment Management, Inc.816$57K0.01%013F-HRTimeline
Creative Capital Management Investments…539$37.7K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC510$35.6K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.490$34.2K<0.01%-2,48513F-HRTimeline
PRIVATE TRUST CO NA338$23.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…325$22.7K<0.01%013F-HR/ATimelineGroup
Farther Finance Advisors, LLC245$17.4K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC215$15K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.154$10.8K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…132$9.23K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC116$8.11K<0.01%013F-HRTimeline
Abound Wealth Management113$7.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC61$4.26K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC35$2.45K<0.01%013F-HRTimeline
SHP Wealth Management30$2.1K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1$39<0.01%013F-HRTimeline