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WisdomTree International Equity Fund (DWM) Institutional Ownership

WisdomTree International Equity Fund logo
$66.46 -0.06 (-0.09%)
Closing price 09/18/2025 04:10 PM Eastern
Extended Trading
$66.46 0.00 (-0.01%)
As of 09/18/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
58
Total
Institutional Inflows
(last 12 months)
$51.26M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$52.88M
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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
9/4/2025 Osaic Holdings Inc.32,187$2.05M0.0%-1.3%0.356%
8/19/2025 B. Riley Wealth Advisors Inc.17,593$1.12M0.1%N/A0.194%
8/15/2025 Bank of America Corp DE367,152$23.34M0.0%+0.5%4.057%
8/15/2025 Ameriprise Financial Inc.3,742$238K0.0%N/A0.041%
8/14/2025 Raymond James Financial Inc.84,593$5.38M0.0%+1.3%0.935%
8/14/2025 Sei Investments Co.43,286$2.75M0.0%-3.5%0.478%
8/13/2025 Flow Traders U.S. LLC53,345$3.39M0.1%+219.1%0.589%
8/13/2025 Twin Peaks Wealth Advisors LLC2,180$143K0.0%N/A0.024%
8/13/2025 Tobias Financial Advisors Inc.57,475$3.65M0.6%-5.9%0.635%
8/13/2025 Northwestern Mutual Wealth Management Co.2,041$130K0.0%-32.8%0.023%
8/12/2025 Shakespeare Wealth Management LLC29,570$1.88M0.5%-29.6%0.327%
8/12/2025 New World Advisors LLC5,654$359K0.1%+14.2%0.062%
8/12/2025 JPMorgan Chase & Co.14,142$899K0.0%-5.8%0.156%
8/11/2025 Pinnacle Wealth Planning Services Inc.22,441$1.43M0.2%+1.9%0.248%
8/8/2025 Cetera Investment Advisers63,652$4.05M0.0%+30.3%0.703%
8/7/2025 Allworth Financial LP793$50K0.0%N/A0.009%
8/6/2025 AE Wealth Management LLC428$27K0.0%+140.4%0.005%
8/6/2025 Wedbush Securities Inc.4,015$255K0.0%-5.9%0.044%
8/5/2025 NewSquare Capital LLC66,324$4.22M0.3%+4.5%0.733%
8/5/2025 Key Financial Inc53,606$3.41M0.7%-1.3%0.592%
8/5/2025 Mission Wealth Management LP58,867$3.74M0.1%-3.8%0.650%
8/4/2025 4WEALTH Advisors Inc.3,444$219K0.2%N/A0.038%
8/4/2025 HBK Sorce Advisory LLC54,765$3.48M0.1%-6.9%0.605%
8/1/2025 Oarsman Capital Inc.13,157$836K0.1%-12.5%0.145%
8/1/2025 Envestnet Asset Management Inc.44,779$2.85M0.0%-8.2%0.495%
7/29/2025 Kondo Wealth Advisors Inc.17,304$1.10M0.5%-4.8%0.191%
7/29/2025 Stratos Wealth Advisors LLC21,312$1.36M0.1%+4.8%0.235%
7/28/2025 Courier Capital LLC26,652$1.69M0.1%+1.5%0.294%
7/25/2025 LRI Investments LLC386,546$24.57M1.9%-0.8%4.271%
7/24/2025 JFS Wealth Advisors LLC74,136$4.71M0.3%-1.7%0.819%
7/24/2025 Robertson Stephens Wealth Management LLC16,260$1.03M0.0%-28.7%0.180%
7/24/2025 IFP Advisors Inc508$32K0.0%N/A0.006%
7/23/2025 Valmark Advisers Inc.301,119$19.14M0.3%-0.2%3.346%
7/22/2025 Duncan Williams Asset Management LLC3,274$208K0.0%N/A0.036%
7/22/2025 Plimoth Trust Co. LLC23,622$1.50M0.4%-3.0%0.262%
7/22/2025 DAVENPORT & Co LLC14,414$916K0.0%-5.4%0.160%
7/17/2025 Janney Montgomery Scott LLC30,354$1.93M0.0%+0.8%0.337%
7/16/2025 Octavia Wealth Advisors LLC14,994$953K0.1%-8.0%0.167%
7/10/2025 Envision Financial LLC53,044$3.37M2.2%+1.1%0.589%
7/10/2025 Wealth Enhancement Advisory Services LLC314,751$20.07M0.0%-8.0%3.497%
7/10/2025 Moller Wealth Partners106,914$6.80M1.5%-5.2%1.188%
7/10/2025 KMG Fiduciary Partners LLC12,567$799K0.1%+10.4%0.140%
7/9/2025 Beacon Financial Group9,732$619K0.1%-10.3%0.108%
6/17/2025 Howe & Rusling Inc.5,337$310K0.0%N/A0.059%
6/11/2025 Kondo 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%
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%
(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 ($29.41M), LRI Investments LLC ($24.57M), Bank of America Corp DE ($23.34M), Wealth Enhancement Advisory Services LLC ($20.07M), Shakespeare Wealth Management Inc. ($19.61M), Valmark Advisers Inc. ($19.14M), 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 85 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: LRI Investments LLC ($398.93K), Raymond James Financial Inc. ($191.03K), Valmark Advisers Inc. ($180.91K), Wealth Enhancement Advisory Services LLC ($148.82K), Kestra Advisory Services LLC ($76.88K), Jane Street Group LLC ($71.01K), and LPL Financial LLC ($53.62K).

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

Institutional investors have bought a total of 925,295 shares in the last 24 months. This purchase volume represents approximately $51.26M 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 ($198.03K), Flow Traders U.S. LLC ($115.65K), Jane Street Group LLC ($72.28K), Envestnet Asset Management Inc. ($38.45K), Robertson Stephens Wealth Management LLC ($37.69K), and Brightwater Advisory LLC ($30.59K).

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

Institutional investors have sold a total of 918,032 shares in the last 24 months. This volume of shares sold represents approximately $52.88M in transactions.


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This page (NYSEARCA:DWM) was last updated on 9/19/2025 by MarketBeat.com Staff
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