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WisdomTree International Equity Fund (DWM) Institutional Ownership

WisdomTree International Equity Fund logo
$53.69 -0.11 (-0.20%)
(As of 01:00 PM ET)
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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)
$48.77M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$21.44M
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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
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%
11/8/2024 Darwin 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%
10/18/2024Stratos 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%
10/11/2024 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%
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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%
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%
7/16/2024 Great 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%
7/12/2024 McLean 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%
5/24/2024 Cetera Investment Advisers37,196$2.04M0.0%+84.3%0.359%
5/16/2024 Jane 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%
5/15/2024 LRI Investments LLC398,926$21.86M3.2%N/A3.854%
5/13/2024 Shakespeare Wealth Management LLC438,004$24.00M6.9%+3.0%4.232%
5/10/2024 Pinnacle Wealth Planning Services Inc.34,090$1.87M0.3%-10.1%0.329%
5/9/2024 ProVise Management Group LLC15,859$869K0.1%-21.2%0.153%
5/9/2024 HBK Sorce Advisory LLC66,493$3.64M0.1%-17.0%0.642%
5/7/2024 Sei Investments Co.50,021$2.74M0.0%-5.9%0.483%
5/7/2024Benedetti & Gucer Inc.4,755$260K0.1%-5.8%0.046%
5/4/2024 Geneos Wealth Management Inc.19,800$1.09M0.0%+18.6%0.191%
5/1/2024 Mission Wealth Management LP92,492$5.07M0.1%+0.7%0.894%
4/30/2024 Private 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%
4/18/2024 Plimoth Trust Co. LLC25,304$1.39M0.4%-1.7%0.218%
4/16/2024 Trust 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%
2/23/2024 Beacon Financial Group20,017$1.05M0.1%-1.1%0.173%
2/15/2024 Comerica Bank23,443$1.23M0.0%-1.9%0.202%
2/14/2024 Cullen Capital Management LLC18,600$977K0.0%N/A0.160%
2/13/2024 Pinnacle Financial Group LLC IL7,510$394K0.2%-16.2%0.065%
2/12/2024 Steward Partners Investment Advisory LLC9,361$492K0.0%-5.0%0.081%
2/9/2024 Advisory Services Network LLC3,571$188K0.0%-33.8%0.031%
2/9/2024 Frazier Financial Advisors LLC18,409$967K0.8%N/A0.159%
2/9/2024 Tidemark LLC783$41K0.0%N/A0.007%
2/9/2024 Wells Fargo & Company MN274,728$14.43M0.0%+3.2%2.368%
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2/9/2024 Gladstone Institutional Advisory LLC8,290$435K0.0%-6.0%0.071%
2/9/2024 UBS Group AG240,819$12.65M0.0%-6.1%2.076%
2/8/2024 Pinnacle Wealth Planning Services Inc.37,922$1.99M0.3%-11.0%0.327%
2/8/2024 Advisor OS LLC25,337$1.33M0.2%+1.1%0.218%
2/7/2024 JFS Wealth Advisors LLC82,283$4.32M0.4%-3.3%0.709%
2/6/2024 Private Advisor Group LLC10,216$536K0.0%+58.2%0.088%
2/6/2024 Legacy Financial Advisors Inc.366,592$19.25M3.7%+2.9%3.160%
2/6/2024Merit Financial Group LLC26,718$1.40M0.0%-4.1%0.230%
2/5/2024 Mission Wealth Management LP91,884$4.83M0.2%-4.5%0.792%
2/2/2024 Valmark Advisers Inc.122,931$6.46M0.1%+0.5%1.060%
(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, 113 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), Octavia Wealth Advisors LLC ($172.43K), Flow Traders U.S. LLC ($139.15K), 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 2,553,482 shares in the last 24 months. This purchase volume represents approximately $128.90M in transactions.

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

Of the 69 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 2,589,345 shares in the last 24 months. This volume of shares sold represents approximately $126.84M in transactions.


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This page (NYSEARCA:DWM) was last updated on 11/21/2024 by MarketBeat.com Staff
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