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WisdomTree International Equity Fund (DWM) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for WisdomTree International Equity Fund (NYSEARCA:DWM)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$66.45M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$47.91M
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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
5/16/2024 Jane Street Group LLC80,454$4.41M0.0%+177.3%0.777%
5/16/2024 B. Riley Wealth Advisors Inc.66,687$3.65M0.1%+29.5%0.644%
5/15/2024 LRI Investments LLC398,926$22.20M3.0%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%
5/7/2024 Benedetti & 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%
4/23/2024 Raymond James Financial Services Advisors Inc.83,332$4.57M0.0%-2.2%0.805%
4/22/2024 New 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%
3/15/2024 B. Riley Wealth Advisors Inc.51,483$2.70M0.1%-22.8%0.444%
3/8/2024 ICA 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%
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%
2/6/2024 Merit 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%
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2/1/2024 NewSquare Capital LLC43,930$2.31M0.2%-15.4%0.379%
1/30/2024 Octavia Wealth Advisors LLC484,851$25.46M4.5%+3.1%4.180%
1/29/2024 Consolidated Portfolio Review Corp5,731$301K0.1%-33.7%0.049%
1/29/2024 Signature Estate & Investment Advisors LLC5,638$296K0.0%-13.9%0.049%
1/26/2024 Plimoth Trust Co. LLC25,739$1.35M0.4%+0.9%0.222%
1/26/2024 Geneos Wealth Management Inc.16,697$877K0.0%+17.3%0.144%
1/25/2024 HBK Sorce Advisory LLC80,137$4.21M0.2%-11.1%0.691%
1/25/2024 International Assets Investment Management LLC9,819$516K0.0%N/A0.085%
1/24/2024 Stratos Wealth Advisors LLC12,727$668K0.0%+7.3%0.110%
1/24/2024 International Assets Investment Management LLC9,819$516K0.0%N/A0.085%
1/23/2024 Smallwood Wealth Investment Management LLC46,931$2.46M2.0%+7.6%0.405%
1/23/2024 DAVENPORT & Co LLC19,960$1.05M0.0%-1.9%0.172%
1/18/2024 Well Done LLC4,119$216K0.0%N/A0.036%
1/16/2024 Raymond James Financial Services Advisors Inc.85,194$4.47M0.0%-9.3%0.734%
1/16/2024 Raymond James & Associates60,300$3.17M0.0%+0.5%0.520%
1/11/2024 Falcon Wealth Planning14,986$787K0.1%-79.1%0.129%
1/9/2024DB Wealth Management Group LLC92,035$4.83M2.7%+0.3%0.793%
1/8/2024 McLean Asset Management Corp15,893$826K0.3%-2.7%0.137%
12/1/2023 B. Riley Wealth Advisors Inc.66,687$3.22M0.1%+45.4%0.575%
11/30/2023 Modera Wealth Management LLC12,981$628K0.0%-13.4%0.112%
11/15/2023 Shakespeare Wealth Management Inc.405,635$19.61M6.9%+2.3%3.497%
11/13/2023 Mariner LLC17,997$870K0.0%-6.9%0.155%
11/13/2023 LPL Financial LLC763,232$36.90M0.0%+6.7%6.580%
11/13/2023 Pinnacle Financial Group LLC IL8,957$433K0.3%-10.0%0.077%
11/13/2023 Envestnet Asset Management Inc.84,481$4.09M0.0%-5.4%0.728%
11/13/2023 Kestra Advisory Services LLC5,161$250K0.0%-4.6%0.044%
11/9/2023DB Wealth Management Group LLC91,765$4.44M2.8%+5.3%0.791%
11/9/2023 UBS Group AG256,571$12.41M0.0%+1.4%2.212%
11/8/2023 HighTower Advisors LLC27,475$1.32M0.0%-9.7%0.237%
11/8/2023 ProVise Management Group LLC20,141$974K0.1%-1.5%0.174%
11/8/2023 Valmark Advisers Inc.122,316$5.91M0.1%-1.3%1.054%
11/8/2023 Pinnacle Wealth Planning Services Inc.42,588$2.06M0.3%-7.2%0.367%
11/7/2023 Merit Financial Group LLC27,854$1.35M0.0%+4.1%0.240%
11/6/2023 HBK Sorce Advisory LLC90,097$4.36M0.2%-33.8%0.777%
11/4/2023 NBC Securities Inc.3,396$164K0.0%N/A0.029%
11/3/2023 NewSquare Capital LLC51,940$2.51M0.3%+0.8%0.448%
11/3/2023 Tobias Financial Advisors Inc.85,078$4.11M1.1%-57.6%0.733%
11/3/2023 Private Advisor Group LLC6,458$312K0.0%-63.1%0.056%
11/3/2023 Advisor OS LLC25,056$1.21M0.2%-44.7%0.216%
11/2/2023 JFS Wealth Advisors LLC85,067$4.11M0.4%+29.2%0.733%
11/1/2023 Key Financial Inc35,302$1.71M0.6%+4.1%0.304%
10/31/2023 Smallwood Wealth Investment Management LLC43,605$2.11M1.9%+4.5%0.376%
10/30/2023 Octavia Wealth Advisors LLC470,186$22.73M4.6%+6.0%4.053%
10/24/2023 Bank of New York Mellon Corp5,336$258K0.0%N/A0.046%
10/24/2023 Stratos Wealth Advisors LLC11,865$574K0.0%+2.7%0.102%
10/24/2023 Raymond James Financial Services Advisors Inc.93,916$4.54M0.0%-0.9%0.810%
10/24/2023 Mission Wealth Management LP96,176$4.65M0.2%-5.6%0.829%
10/24/2023 Cambridge Investment Research Advisors Inc.21,238$1.03M0.0%+3.1%0.183%
10/20/2023 Plimoth Trust Co. LLC25,516$1.23M0.4%-0.9%0.220%
10/17/2023 DAVENPORT & Co LLC20,349$984K0.0%-5.5%0.175%
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10/17/2023 Flagship Harbor Advisors LLC46,505$2.25M0.2%+49.8%0.401%
10/16/2023 Beacon Financial Group20,241$1.01M0.1%-33.2%0.174%
10/11/2023 Geneos Wealth Management Inc.14,229$688K0.0%+8.2%0.123%
10/11/2023 AE Wealth Management LLC75,048$3.63M0.0%-2.7%0.647%
10/5/2023 Falcon Wealth Planning71,622$3.46M0.8%-63.5%0.617%
9/26/2023 M Holdings Securities Inc.343,625$17.19M3.5%-6.7%2.962%
8/24/2023 ProVise Management Group LLC20,454$1.02M0.1%-2.9%0.176%
8/23/2023 TNF LLC4,574$229K0.1%-5.5%0.039%
8/15/2023 Cadence Bank4,033$202K0.0%-11.0%0.035%
8/14/2023 Perennial Investment Advisors LLC27,431$1.37M0.2%-7.3%0.236%
(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, 119 institutional investors and hedge funds held shares of WisdomTree International Equity Fund. The most heavily invested institutionals were LPL Financial LLC ($36.90M), Octavia Wealth Advisors LLC ($25.46M), Shakespeare Wealth Management LLC ($24.00M), LRI Investments LLC ($22.20M), Wealth Enhancement Advisory Services LLC ($21.10M), Shakespeare Wealth Management Inc. ($19.61M), and Legacy Financial Advisors Inc. ($19.25M).Learn more on DWM's institutional investors.

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

Of the 91 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: LPL Financial LLC ($578.74K), LRI Investments LLC ($398.93K), M Holdings Securities Inc. ($380.02K), Octavia Wealth Advisors LLC ($340.67K), Wealth Enhancement Advisory Services LLC ($292.23K), Falcon Wealth Planning ($196.12K), and J.W. Cole Advisors Inc. ($165.05K).

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

Institutional investors have bought a total of 3,913,183 shares in the last 24 months. This purchase volume represents approximately $188.13M in transactions.

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

Of the 70 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 ($1.45M), OLD Mission Capital LLC ($222.12K), Falcon Wealth Planning ($181.14K), Pinnacle Wealth Planning Services Inc. ($162.49K), UBS Group AG ($154.74K), Tobias Financial Advisors Inc. ($127.47K), and Private Advisor Group LLC ($75.62K).

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

Institutional investors have sold a total of 2,896,811 shares in the last 24 months. This volume of shares sold represents approximately $137.30M in transactions.


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This page (NYSEARCA:DWM) was last updated on 5/19/2024 by MarketBeat.com Staff

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