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DWMF WISDOMTREE TR

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ETF (fund)

16 managers (16 13F filers) reported a position in DWMF shares at 2024-12-31, 395,190 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
16
13F filers
16
New
2
Added
6
Reduced
5
Sold out
5
Shares held by filers
395,190

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC154,920$4.17M<0.01%+5,67613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,796$1.83M<0.01%+3,70613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.59,432$1.6M0.01%-10,66013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,913$1.29M<0.01%-2,98913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,761$559K0.01%+10,17213F-HRTimelineGroup
Insight Advisors, LLC/ PA16,277$438K0.08%-5,94413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,680$395K<0.01%+2813F-HRTimelineGroup
EPG Wealth Management LLC6,612$178K0.05%+4013F-HRTimeline
CoreCap Advisors, LLC3,422$92.1K<0.01%-1,72313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,198$32.3K<0.01%+213F-HRTimeline
UBS Group AGin group UBS Group AG1,140$30.7K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY760$20.5K<0.01%013F-HR/ATimelineGroup
Breakwater Investment Management260$7K<0.01%new13F-HR/ATimeline
Smartleaf Asset Management LLC18$500<0.01%-6413F-HRTimeline
FMR LLCin group FMR LLC1$27<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.