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WisdomTree International Equity Fund (DWM) Institutional Ownership

WisdomTree International Equity Fund logo
$56.62 -0.34 (-0.60%)
As of 02/21/2025 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)
46
Total
Institutional Inflows
(last 12 months)
$66.87M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$21.95M
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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
2/18/2025 Pinnacle Financial Group LLC IL6,454$340K0.1%-14.2%0.062%
2/17/2025 Focus Partners Wealth4,911$259K0.0%N/A0.047%
2/17/2025 Cetera Investment Advisers47,716$2.51M0.0%+5.3%0.461%
2/17/2025 Bank of America Corp DE350,103$18.45M0.0%+1.4%3.383%
2/14/2025 Jane Street Group LLC44,661$2.35M0.0%+78.0%0.432%
2/14/2025 Stifel Financial Corp24,123$1.27M0.0%+53.2%0.233%
2/13/2025 Tobias Financial Advisors Inc.62,647$3.30M0.7%-2.7%0.605%
2/13/2025 Legacy Financial Advisors Inc.79,337$4.18M0.7%-16.3%0.767%
2/13/2025 Raymond James Financial Inc.94,979$5.01M0.0%N/A0.918%
2/13/2025 Shakespeare Wealth Management LLC44,817$2.36M0.6%-15.0%0.433%
2/13/2025 Envestnet Asset Management Inc.49,263$2.60M0.0%-40.8%0.476%
2/13/2025 Wedbush Securities Inc.4,586$242K0.0%N/A0.044%
2/13/2025 Oarsman Capital Inc.16,090$848K0.1%-5.4%0.155%
2/13/2025 Wells Fargo & Company MN312,781$16.48M0.0%+15.3%3.022%
2/12/2025 O Shaughnessy Asset Management LLC925$49K0.0%+34.6%0.009%
2/12/2025 Frazier Financial Advisors LLC16,570$875K0.7%-2.9%0.160%
2/12/2025 JPMorgan Chase & Co.18,507$975K0.0%+1.4%0.179%
2/11/2025 LPL Financial LLC712,441$37.54M0.0%-3.9%6.883%
2/11/2025 Sei Investments Co.45,571$2.40M0.0%-4.5%0.440%
2/10/2025 Commonwealth Equity Services LLC10,519$554K0.0%+3.4%0.102%
2/7/2025 HighTower Advisors LLC12,726$671K0.0%-6.4%0.123%
2/6/2025 Pinnacle Wealth Planning Services Inc.27,173$1.43M0.0%-13.0%0.263%
2/6/2025 Raymond James Financial Inc.94,979$5.01M0.0%N/A0.918%
2/6/2025 NewSquare Capital LLC63,350$3.34M0.3%+6.4%0.612%
2/6/2025 Mission Wealth Management LP64,822$3.42M0.1%-16.6%0.626%
2/6/2025 Jones Financial Companies Lllp4,243$224K0.0%+102.0%0.041%
2/5/2025 Brightwater Advisory LLC14,871$784K0.6%-48.4%0.144%
2/4/2025 Bank of New York Mellon Corp9,341$492K0.0%N/A0.090%
1/31/2025 Key Financial Inc45,783$2.41M0.5%+5.2%0.442%
1/31/2025 Sanctuary Advisors LLC3,859$214K0.0%N/A0.037%
1/31/2025 JFS Wealth Advisors LLC77,903$4.11M0.3%-1.6%0.753%
1/30/2025 Valmark Advisers Inc.257,308$13.56M0.2%+41.1%2.486%
1/29/2025 Beacon Financial Group14,706$775K0.1%-7.7%0.142%
1/28/2025 Arlington Financial Advisors LLC4,887$258K0.1%N/A0.047%
1/27/2025 Robertson Stephens Wealth Management LLC53,945$2.84M0.1%+87.6%0.521%
1/27/2025 Stratos Wealth Advisors LLC17,491$922K0.0%+3.0%0.169%
1/22/2025 Falcon Wealth Planning13,970$736K0.1%-1.3%0.135%
1/21/2025 Geneos Wealth Management Inc.25,940$1.37M0.0%+14.4%0.251%
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%
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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%
12/26/2024 JPMorgan 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%
11/15/2024 LRI Investments LLC390,651$21.01M1.8%-1.6%3.774%
11/15/2024 Jane Street Group LLC25,091$1.44M0.0%-65.3%0.242%
11/15/2024 HighTower Advisors LLC13,589$784K0.0%-9.3%0.131%
11/14/2024 CreativeOne Wealth LLC13,178$758K0.0%N/A0.127%
11/13/2024 FMR LLC2,519$145K0.0%+18.3%0.024%
11/8/2024Darwin Wealth Management LLC762$44K0.0%N/A0.007%
11/6/2024 Frazier Financial Advisors LLC17,065$982K0.8%-3.8%0.165%
11/1/2024 Philip James Wealth Mangement LLC4,319$249K0.0%N/A0.042%
10/30/2024 Tobias Financial Advisors Inc.64,379$3.71M0.7%-1.0%0.622%
10/29/2024 Key Financial Inc43,519$2.51M0.6%+10.2%0.420%
10/28/2024 Gladstone Institutional Advisory LLC4,899$282K0.0%-29.0%0.047%
10/25/2024 Valmark Advisers Inc.182,325$10.49M0.2%+46.1%1.762%
10/24/2024 New World Advisors LLC4,454$256K0.1%+6.8%0.043%
10/24/2024 Modera 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%
10/21/2024 Plimoth Trust Co. LLC24,277$1.40M0.4%-2.8%0.235%
10/18/2024 Stratos 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%
10/11/2024 Creative 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%
10/8/2024 Brightwater Advisory LLC28,820$1.66M1.2%-36.6%0.278%
10/7/2024 McLean Asset Management Corp15,775$895K0.3%-2.2%0.152%
9/10/2024 Brightwater Advisory LLC45,461$2.44M1.7%N/A0.439%
8/22/2024 Cetera 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%
8/16/2024 Northwestern Mutual Wealth Management Co.2,124$114K0.0%+164.2%0.021%
8/16/2024 Creative Planning25,134$1.35M0.0%-12.5%0.243%
8/13/2024 Legacy Financial Advisors Inc.376,577$20.23M3.6%-5.2%3.638%
8/13/2024 Sei Investments Co.49,085$2.64M0.0%-1.9%0.474%
8/10/2024 Perennial Investment Advisors LLC17,607$946K0.1%-21.8%0.170%
8/8/2024 Envestnet Asset Management Inc.81,747$4.39M0.0%-2.6%0.790%
8/8/2024 HBK Sorce Advisory LLC60,243$3.24M0.1%-9.4%0.582%
8/8/2024 LPL Financial LLC794,338$42.67M0.0%+0.7%7.675%
8/6/2024 Advisor OS LLC33,294$1.79M0.2%+11.8%0.322%
8/5/2024 Private Advisor Group LLC9,296$499K0.0%-2.8%0.090%
8/2/2024 New World Advisors LLC4,171$224K0.1%N/A0.040%
8/2/2024 Octavia Wealth Advisors LLC20,667$1.11M0.2%-23.5%0.200%
8/1/2024 Valmark Advisers Inc.124,763$6.70M0.1%+2.8%1.205%
7/30/2024 Key Financial Inc39,484$2.12M0.5%+7.3%0.381%
7/29/2024 Modera 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%
7/26/2024 Cambridge Investment Research Advisors Inc.20,250$1.09M0.0%-3.0%0.196%
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7/26/2024 Signature Estate & Investment Advisors LLC4,933$265K0.0%-6.9%0.048%
7/26/2024 Trust Co. of Virginia VA5,783$311K0.0%-4.7%0.056%
7/24/2024 LRI Investments LLC396,966$21.33M2.4%-0.5%3.835%
7/24/2024 &PARTNERS23,021$1.24M0.1%+210.0%0.222%
7/23/2024 Plimoth Trust Co. LLC24,979$1.34M0.4%-1.3%0.241%
7/23/2024 NewSquare Capital LLC59,280$3.19M0.3%+1.6%0.573%
7/19/2024Raymond James & Associates29,585$1.59M0.0%-46.5%0.286%
7/16/2024 Falcon 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%
(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, 114 institutional investors and hedge funds held shares of WisdomTree International Equity Fund. The most heavily invested institutionals were LPL Financial LLC ($37.54M), Wealth Enhancement Advisory Services LLC ($21.81M), LRI Investments LLC ($21.01M), Shakespeare Wealth Management Inc. ($19.61M), Bank of America Corp DE ($18.45M), M Holdings Securities Inc. ($17.19M), and Wells Fargo & Company MN ($16.48M).Learn more on DWM's institutional investors.

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

Of the 87 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), Raymond James Financial Inc. ($189.96K), Valmark Advisers Inc. ($163.25K), Octavia Wealth Advisors LLC ($126.58K), LPL Financial LLC ($109.53K), and Jane Street Group LLC ($71.01K).

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

Institutional investors have bought a total of 2,334,633 shares in the last 24 months. This purchase volume represents approximately $121.60M in transactions.

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

Of the 63 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 ($433.48K), Falcon Wealth Planning ($181.75K), Tobias Financial Advisors Inc. ($117.98K), Raymond James Financial Services Advisors Inc. ($52.80K), Jane Street Group LLC ($47.26K), Wealth Enhancement Advisory Services LLC ($47.18K), and Mission Wealth Management LP ($41.46K).

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

Institutional investors have sold a total of 1,424,960 shares in the last 24 months. This volume of shares sold represents approximately $72.83M in transactions.


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This page (NYSEARCA:DWM) was last updated on 2/22/2025 by MarketBeat.com Staff
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