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WisdomTree International Equity Fund (DWM) Institutional Ownership

WisdomTree International Equity Fund logo
$53.37 +0.24 (+0.45%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree International Equity Fund (NYSEARCA:DWM)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$50.79M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$18.18M
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DWM Institutional Buying and Selling by Quarter

WisdomTree International Equity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Smallwood Wealth Investment Management LLC53,654$2.83M1.9%+3.8%0.518%
1/17/2025 Octavia Wealth Advisors LLC15,789$832K0.1%-6.6%0.153%
1/15/2025 Merit Financial Group LLC27,792$1.47M0.0%+0.7%0.269%
1/13/2025 Envision Financial LLC52,680$2.78M2.2%N/A0.509%
12/26/2024JPMorgan Chase & Co.18,255$1.05M0.0%+56.3%0.176%
12/13/2024B. Riley Wealth Advisors Inc.45,120$2.57M0.1%-8.1%0.436%
11/15/2024LRI Investments LLC390,651$21.01M1.8%-1.6%3.774%
11/15/2024Jane Street Group LLC25,091$1.44M0.0%-65.3%0.242%
11/15/2024HighTower Advisors LLC13,589$784K0.0%-9.3%0.131%
11/14/2024CreativeOne Wealth LLC13,178$758K0.0%N/A0.127%
11/13/2024FMR LLC2,519$145K0.0%+18.3%0.024%
11/8/2024Darwin Wealth Management LLC762$44K0.0%N/A0.007%
11/6/2024Frazier Financial Advisors LLC17,065$982K0.8%-3.8%0.165%
11/1/2024Philip James Wealth Mangement LLC4,319$249K0.0%N/A0.042%
10/30/2024Tobias Financial Advisors Inc.64,379$3.71M0.7%-1.0%0.622%
10/29/2024Key Financial Inc43,519$2.51M0.6%+10.2%0.420%
10/28/2024Gladstone Institutional Advisory LLC4,899$282K0.0%-29.0%0.047%
10/25/2024Valmark Advisers Inc.182,325$10.49M0.2%+46.1%1.762%
10/24/2024New World Advisors LLC4,454$256K0.1%+6.8%0.043%
10/24/2024Modera Wealth Management LLC11,879$684K0.0%-4.5%0.115%
10/24/2024 Wealth Enhancement Advisory Services LLC378,891$21.81M0.0%-11.1%3.661%
10/22/2024 Courier Capital LLC26,256$1.51M0.1%-2.1%0.254%
10/21/2024Plimoth Trust Co. LLC24,277$1.40M0.4%-2.8%0.235%
10/18/2024Stratos Wealth Advisors LLC16,985$978K0.0%+10.0%0.164%
10/16/2024 Smallwood Wealth Investment Management LLC51,697$2.98M2.1%+4.0%0.499%
10/16/2024 Culbertson A N & Co. Inc.3,695$213K0.0%N/A0.036%
10/16/2024 Sentinel Pension Advisors Inc.3,827$220K0.0%-7.9%0.037%
10/11/2024Creative Planning27,284$1.57M0.0%+8.6%0.264%
10/10/2024 Octavia Wealth Advisors LLC16,904$973K0.1%-18.2%0.163%
10/9/2024 Moller Wealth Partners117,079$6.74M1.7%-2.8%1.131%
10/8/2024Brightwater Advisory LLC28,820$1.66M1.2%-36.6%0.278%
10/7/2024McLean Asset Management Corp15,775$895K0.3%-2.2%0.152%
9/10/2024Brightwater Advisory LLC45,461$2.44M1.7%N/A0.439%
8/22/2024Cetera Investment Advisers45,032$2.42M0.0%+21.1%0.435%
8/19/2024B. Riley Wealth Advisors Inc.49,082$2.64M0.1%-26.4%0.474%
8/16/2024Northwestern Mutual Wealth Management Co.2,124$114K0.0%+164.2%0.021%
8/16/2024Creative Planning25,134$1.35M0.0%-12.5%0.243%
8/13/2024Legacy Financial Advisors Inc.376,577$20.23M3.6%-5.2%3.638%
8/13/2024Sei Investments Co.49,085$2.64M0.0%-1.9%0.474%
8/10/2024Perennial Investment Advisors LLC17,607$946K0.1%-21.8%0.170%
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8/8/2024Envestnet Asset Management Inc.81,747$4.39M0.0%-2.6%0.790%
8/8/2024HBK Sorce Advisory LLC60,243$3.24M0.1%-9.4%0.582%
8/8/2024LPL Financial LLC794,338$42.67M0.0%+0.7%7.675%
8/6/2024Advisor OS LLC33,294$1.79M0.2%+11.8%0.322%
8/5/2024Private Advisor Group LLC9,296$499K0.0%-2.8%0.090%
8/2/2024New World Advisors LLC4,171$224K0.1%N/A0.040%
8/2/2024 Octavia Wealth Advisors LLC20,667$1.11M0.2%-23.5%0.200%
8/1/2024Valmark Advisers Inc.124,763$6.70M0.1%+2.8%1.205%
7/30/2024Key Financial Inc39,484$2.12M0.5%+7.3%0.381%
7/29/2024Modera Wealth Management LLC12,444$668K0.0%-4.1%0.120%
7/26/2024 Smallwood Wealth Investment Management LLC49,688$2.67M2.1%+3.8%0.480%
7/26/2024Cambridge Investment Research Advisors Inc.20,250$1.09M0.0%-3.0%0.196%
7/26/2024Signature Estate & Investment Advisors LLC4,933$265K0.0%-6.9%0.048%
7/26/2024Trust Co. of Virginia VA5,783$311K0.0%-4.7%0.056%
7/24/2024LRI Investments LLC396,966$21.33M2.4%-0.5%3.835%
7/24/2024&PARTNERS23,021$1.24M0.1%+210.0%0.222%
7/23/2024Plimoth Trust Co. LLC24,979$1.34M0.4%-1.3%0.241%
7/23/2024NewSquare Capital LLC59,280$3.19M0.3%+1.6%0.573%
7/19/2024Raymond James & Associates29,585$1.59M0.0%-46.5%0.286%
7/16/2024Falcon Wealth Planning14,002$752K0.1%-3.0%0.135%
7/16/2024Great Valley Advisor Group Inc.4,812$258K0.0%N/A0.046%
7/16/2024 Wealth Enhancement Advisory Services LLC426,075$22.89M0.1%+10.7%4.117%
7/12/2024McLean Asset Management Corp16,130$889K0.3%+1.3%0.156%
7/1/2024 Moller Wealth Partners120,438$6.47M1.7%-0.6%1.164%
5/24/2024Cetera Advisors LLC8,358$458K0.0%N/A0.081%
5/24/2024Cetera Investment Advisers37,196$2.04M0.0%+84.3%0.359%
5/16/2024Jane Street Group LLC80,454$4.41M0.0%+177.3%0.777%
5/16/2024B. Riley Wealth Advisors Inc.66,687$3.65M0.1%+29.5%0.644%
5/15/2024LRI Investments LLC398,926$21.86M3.2%N/A3.854%
5/13/2024Shakespeare Wealth Management LLC438,004$24.00M6.9%+3.0%4.232%
5/10/2024Pinnacle Wealth Planning Services Inc.34,090$1.87M0.3%-10.1%0.329%
5/9/2024ProVise Management Group LLC15,859$869K0.1%-21.2%0.153%
5/9/2024HBK Sorce Advisory LLC66,493$3.64M0.1%-17.0%0.642%
5/7/2024Sei Investments Co.50,021$2.74M0.0%-5.9%0.483%
5/7/2024Benedetti & Gucer Inc.4,755$260K0.1%-5.8%0.046%
5/4/2024Geneos Wealth Management Inc.19,800$1.09M0.0%+18.6%0.191%
5/1/2024Mission Wealth Management LP92,492$5.07M0.1%+0.7%0.894%
4/30/2024Private Advisor Group LLC9,560$524K0.0%-6.4%0.092%
4/30/2024 Culbertson A N & Co. Inc.3,695$202K0.0%N/A0.036%
4/25/2024 Smallwood Wealth Investment Management LLC47,854$2.62M2.0%+2.0%0.462%
4/23/2024Raymond James Financial Services Advisors Inc.83,332$4.57M0.0%-2.2%0.805%
4/22/2024New Perspectives Inc4,175$229K0.1%N/A0.040%
4/18/2024Plimoth Trust Co. LLC25,304$1.39M0.4%-1.7%0.218%
4/16/2024Trust Co. of Virginia VA6,067$332K0.0%-3.4%0.052%
4/16/2024 Wealth Enhancement Advisory Services LLC384,947$21.10M0.1%+5.8%3.319%
3/15/2024B. Riley Wealth Advisors Inc.51,483$2.70M0.1%-22.8%0.444%
3/8/2024ICA Group Wealth Management LLC1,354$71K0.0%N/A0.012%
2/23/2024Beacon Financial Group20,017$1.05M0.1%-1.1%0.173%
2/15/2024Comerica Bank23,443$1.23M0.0%-1.9%0.202%
2/14/2024Cullen Capital Management LLC18,600$977K0.0%N/A0.160%
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2/13/2024Pinnacle Financial Group LLC IL7,510$394K0.2%-16.2%0.065%
2/12/2024Steward Partners Investment Advisory LLC9,361$492K0.0%-5.0%0.081%
2/9/2024Advisory Services Network LLC3,571$188K0.0%-33.8%0.031%
2/9/2024Frazier Financial Advisors LLC18,409$967K0.8%N/A0.159%
2/9/2024Tidemark LLC783$41K0.0%N/A0.007%
2/9/2024Wells Fargo & Company MN274,728$14.43M0.0%+3.2%2.368%
2/9/2024Gladstone Institutional Advisory LLC8,290$435K0.0%-6.0%0.071%
2/9/2024UBS Group AG240,819$12.65M0.0%-6.1%2.076%
2/8/2024Pinnacle Wealth Planning Services Inc.37,922$1.99M0.3%-11.0%0.327%
2/8/2024Advisor OS LLC25,337$1.33M0.2%+1.1%0.218%
(Data available from 1/1/2016 forward)

DWM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DWM shares?

During the previous two years, 111 institutional investors and hedge funds held shares of WisdomTree International Equity Fund. The most heavily invested institutionals were LPL Financial LLC ($42.67M), Shakespeare Wealth Management LLC ($24.00M), Wealth Enhancement Advisory Services LLC ($21.81M), LRI Investments LLC ($21.01M), Legacy Financial Advisors Inc. ($20.23M), Shakespeare Wealth Management Inc. ($19.61M), and M Holdings Securities Inc. ($17.19M).Learn more on DWM's institutional investors.

Which institutional investors have been buying WisdomTree International Equity Fund stock?

Of the 85 institutional investors that purchased WisdomTree International Equity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LRI Investments LLC ($398.93K), Wealth Enhancement Advisory Services LLC ($333.36K), LPL Financial LLC ($332.23K), Flow Traders U.S. LLC ($139.15K), Octavia Wealth Advisors LLC ($126.58K), Valmark Advisers Inc. ($95.33K), and DB Wealth Management Group LLC ($94.38K).

How much institutional buying is happening at WisdomTree International Equity Fund?

Institutional investors have bought a total of 2,494,215 shares in the last 24 months. This purchase volume represents approximately $126.81M in transactions.

Which WisdomTree International Equity Fund major shareholders have been selling company stock?

Of the 66 institutional investors that sold WisdomTree International Equity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HBK Sorce Advisory LLC ($1.42M), Falcon Wealth Planning ($181.57K), Tobias Financial Advisors Inc. ($116.24K), UBS Group AG ($95.58K), Pinnacle Wealth Planning Services Inc. ($92.51K), Mission Wealth Management LP ($54.41K), and Raymond James Financial Services Advisors Inc. ($52.80K).

How much institutional selling is happening at WisdomTree International Equity Fund?

Institutional investors have sold a total of 2,529,146 shares in the last 24 months. This volume of shares sold represents approximately $124.05M in transactions.


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This page (NYSEARCA:DWM) was last updated on 1/21/2025 by MarketBeat.com Staff
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