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WisdomTree International Equity Fund (DWM) Institutional Ownership

WisdomTree International Equity Fund logo
$63.56 +0.11 (+0.17%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree International Equity Fund (NYSEARCA:DWM)

Current
Institutional Ownership
Percentage
67.46%
Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$52.76M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$52.67M
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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
6/17/2025Howe & Rusling Inc.5,337$310K0.0%N/A0.059%
6/11/2025Kondo Wealth Advisors Inc.18,170$1.06M0.5%+1.0%0.202%
5/21/2025Geneos Wealth Management Inc.26,595$1.55M0.1%+2.5%0.296%
5/19/2025Jane Street Group LLC19,641$1.14M0.0%-56.0%0.218%
5/16/2025Jones Financial Companies Lllp14,960$870K0.0%+252.6%0.166%
5/15/2025Royal Bank of Canada19,704$1.15M0.0%-5.1%0.219%
5/15/2025Pinnacle Wealth Planning Services Inc.22,023$1.28M0.2%-19.0%0.245%
5/15/2025WPG Advisers LLC1,112$65K0.1%N/A0.012%
5/15/2025Oarsman Capital Inc.15,034$874K0.2%-6.6%0.167%
5/14/2025Comerica Bank23,108$1.34M0.0%-1.3%0.257%
5/14/2025Kestra Advisory Services LLC105,075$6.11M0.0%+272.7%1.168%
5/14/2025Flow Traders U.S. LLC16,715$972K0.0%-87.4%0.186%
5/13/2025Raymond James Financial Inc.83,525$4.86M0.0%-12.1%0.928%
5/13/2025HighTower Advisors LLC11,769$684K0.0%-7.5%0.131%
5/9/2025Blair William & Co. IL2,035$118K0.0%+1,595.8%0.023%
5/7/2025LPL Financial LLC505,679$29.41M0.0%-29.0%5.619%
5/6/2025Cetera Investment Advisers48,842$2.84M0.0%+2.4%0.543%
5/6/2025Wedbush Securities Inc.4,268$248K0.0%-6.9%0.047%
5/5/2025OneAscent Financial Services LLC7,441$433K0.0%N/A0.083%
5/1/2025Key Financial Inc54,300$3.16M0.7%+18.6%0.603%
5/1/2025LRI Investments LLC389,546$22.65M1.9%-0.3%4.328%
5/1/2025CWM LLC4,371$254K0.0%+82.5%0.049%
4/30/2025Stratos Wealth Advisors LLC20,340$1.18M0.1%+16.3%0.226%
4/29/2025Envestnet Asset Management Inc.48,785$2.84M0.0%-1.0%0.542%
4/25/2025Smallwood Wealth Investment Management LLC56,137$3.27M2.1%+4.6%0.624%
4/25/2025Essex LLC4,300$250K0.1%N/A0.048%
4/25/2025Westside Investment Management Inc.816$47K0.0%N/A0.009%
4/24/2025Falcon Wealth Planning11,527$670K0.1%-17.5%0.128%
4/23/2025New World Advisors LLC4,951$288K0.1%+11.6%0.055%
4/23/2025HBK Sorce Advisory LLC58,846$3.42M0.1%-1.9%0.654%
4/23/2025Valmark Advisers Inc.301,644$17.54M0.3%+17.2%3.352%
4/22/2025JFS Wealth Advisors LLC75,391$4.38M0.3%-3.2%0.838%
4/22/2025Cambridge Investment Research Advisors Inc.17,770$1.03M0.0%+2.6%0.197%
4/22/2025Envision Financial LLC52,470$3.05M2.3%-0.4%0.583%
4/17/2025Robertson Stephens Wealth Management LLC22,796$1.33M0.0%-57.7%0.253%
4/17/2025Mission Wealth Management LP61,181$3.56M0.1%-5.6%0.680%
4/16/2025Wealth Enhancement Advisory Services LLC342,197$19.90M0.0%-26.5%3.802%
4/14/2025Octavia Wealth Advisors LLC16,301$948K0.1%+3.2%0.181%
4/11/2025McNamara Financial Services Inc.4,911$286K0.1%N/A0.055%
4/10/2025Beacon Financial Group10,854$631K0.1%-26.2%0.121%
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4/9/2025Merit Financial Group LLC33,941$1.97M0.0%+22.1%0.377%
4/9/2025NBC Securities Inc.3,208$186K0.0%+106,833.3%0.036%
4/9/2025Moller Wealth Partners112,739$6.56M1.6%-3.7%1.253%
3/17/2025Wealth Enhancement Advisory Services LLC465,597$24.54M0.0%+22.9%5.173%
2/27/2025Pinnacle Wealth Planning Services Inc.27,173$1.43M0.2%-13.0%0.263%
2/25/2025B. Riley Wealth Advisors Inc.19,495$1.03M0.0%-56.8%0.188%
2/18/2025Pinnacle Financial Group LLC IL6,454$340K0.1%-14.2%0.062%
2/17/2025Focus Partners Wealth4,911$259K0.0%N/A0.047%
2/17/2025Cetera Investment Advisers47,716$2.51M0.0%+5.3%0.461%
2/17/2025Bank of America Corp DE350,103$18.45M0.0%+1.4%3.383%
2/14/2025Jane Street Group LLC44,661$2.35M0.0%+78.0%0.432%
2/14/2025Stifel Financial Corp24,123$1.27M0.0%+53.2%0.233%
2/13/2025Tobias Financial Advisors Inc.62,647$3.30M0.7%-2.7%0.605%
2/13/2025Legacy Financial Advisors Inc.79,337$4.18M0.7%-16.3%0.767%
2/13/2025Raymond James Financial Inc.94,979$5.01M0.0%N/A0.918%
2/13/2025Shakespeare Wealth Management LLC44,817$2.36M0.6%-15.0%0.433%
2/13/2025Envestnet Asset Management Inc.49,263$2.60M0.0%-40.8%0.476%
2/13/2025Wedbush Securities Inc.4,586$242K0.0%N/A0.044%
2/13/2025Oarsman Capital Inc.16,090$848K0.1%-5.4%0.155%
2/13/2025Wells Fargo & Company MN312,781$16.48M0.0%+15.3%3.022%
2/12/2025O Shaughnessy Asset Management LLC925$49K0.0%+34.6%0.009%
2/12/2025Frazier Financial Advisors LLC16,570$875K0.7%-2.9%0.160%
2/12/2025JPMorgan Chase & Co.18,507$975K0.0%+1.4%0.179%
2/11/2025LPL Financial LLC712,441$37.54M0.0%-3.9%6.883%
2/11/2025Sei Investments Co.45,571$2.40M0.0%-4.5%0.440%
2/10/2025Commonwealth Equity Services LLC10,519$554K0.0%+3.4%0.102%
2/7/2025HighTower Advisors LLC12,726$671K0.0%-6.4%0.123%
2/6/2025Pinnacle Wealth Planning Services Inc.27,173$1.43M0.0%-13.0%0.263%
2/6/2025Raymond James Financial Inc.94,979$5.01M0.0%N/A0.918%
2/6/2025NewSquare Capital LLC63,350$3.34M0.3%+6.4%0.612%
2/6/2025Mission Wealth Management LP64,822$3.42M0.1%-16.6%0.626%
2/6/2025Jones Financial Companies Lllp4,243$224K0.0%+102.0%0.041%
2/5/2025Brightwater Advisory LLC14,871$784K0.6%-48.4%0.144%
2/4/2025Bank of New York Mellon Corp9,341$492K0.0%N/A0.090%
1/31/2025Key Financial Inc45,783$2.41M0.5%+5.2%0.442%
1/31/2025Sanctuary Advisors LLC3,859$214K0.0%N/A0.037%
1/31/2025JFS Wealth Advisors LLC77,903$4.11M0.3%-1.6%0.753%
1/30/2025Valmark Advisers Inc.257,308$13.56M0.2%+41.1%2.486%
1/29/2025Beacon Financial Group14,706$775K0.1%-7.7%0.142%
1/28/2025Arlington Financial Advisors LLC4,887$258K0.1%N/A0.047%
1/27/2025Robertson Stephens Wealth Management LLC53,945$2.84M0.1%+87.6%0.521%
1/27/2025Stratos Wealth Advisors LLC17,491$922K0.0%+3.0%0.169%
1/22/2025Falcon Wealth Planning13,970$736K0.1%-1.3%0.135%
1/21/2025Geneos Wealth Management Inc.25,940$1.37M0.0%+14.4%0.251%
1/17/2025Smallwood Wealth Investment Management LLC53,654$2.83M1.9%+3.8%0.518%
1/17/2025Octavia Wealth Advisors LLC15,789$832K0.1%-6.6%0.153%
1/15/2025Merit Financial Group LLC27,792$1.47M0.0%+0.7%0.269%
1/13/2025Envision 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%
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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%
(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, 115 institutional investors and hedge funds held shares of WisdomTree International Equity Fund. The most heavily invested institutionals were LPL Financial LLC ($29.41M), LRI Investments LLC ($22.65M), Wealth Enhancement Advisory Services LLC ($19.90M), Shakespeare Wealth Management Inc. ($19.61M), Bank of America Corp DE ($18.45M), Valmark Advisers Inc. ($17.54M), and M Holdings Securities Inc. ($17.19M).Learn more on WisdomTree International Equity Fund's institutional investors.

What percentage of WisdomTree International Equity Fund's stock is owned by institutional investors?

67.46% of WisdomTree International Equity Fund's stock is owned by institutional investors. Learn more on DWM's institutional investor holdings.

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

Of the 86 institutional investors that purchased WisdomTree International Equity Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($420.06K), LRI Investments LLC ($398.93K), Valmark Advisers Inc. ($203.59K), Raymond James Financial Inc. ($189.96K), LPL Financial LLC ($77.32K), Kestra Advisory Services LLC ($76.88K), 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 970,396 shares in the last 24 months. This purchase volume represents approximately $52.76M in transactions.

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

Of the 43 institutional investors that sold WisdomTree International Equity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($235.58K), Wealth Enhancement Advisory Services LLC ($170.58K), Flow Traders U.S. LLC ($115.65K), Jane Street Group LLC ($72.28K), B. Riley Wealth Advisors Inc. ($47.19K), Envestnet Asset Management Inc. ($36.59K), and Legacy Financial Advisors Inc. ($36.19K).

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

Institutional investors have sold a total of 929,197 shares in the last 24 months. This volume of shares sold represents approximately $52.67M in transactions.


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This page (NYSEARCA:DWM) was last updated on 6/30/2025 by MarketBeat.com Staff
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