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WisdomTree International Equity Fund (DWM) Institutional Ownership

WisdomTree International Equity Fund logo
$74.92 +1.94 (+2.66%)
Closing price 04:10 PM Eastern
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$74.93 +0.01 (+0.02%)
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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)
60
Total
Institutional Inflows
(last 12 months)
$34.10M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$12.88M
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DWM Institutional Buying and Selling by Quarter

WisdomTree International Equity Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2026 Kestra Advisory Services LLC83,623$6.16M0.0%+1.8%0.940%
10/31/2026 Smallwood Wealth Investment Management LLC59,874$4.41M1.9%+1.5%0.673%
10/28/2026 Shakespeare Wealth Management LLC25,008$1.84M0.4%-6.0%0.281%
10/28/2026 Pinnacle Wealth Planning Services Inc.15,272$1.13M0.1%-3.3%0.172%
10/22/2026 Curry Webb Wealth Management LLC961$71K0.0%N/A0.011%
10/21/2026 Axxcess Wealth Management LLC3,020$222K0.0%N/A0.034%
10/20/2026 Arlington Financial Advisors LLC4,010$295K0.0%-12.6%0.045%
10/17/2026 Robertson Stephens Wealth Management LLC10,200$751K0.0%-3.0%0.115%
10/16/2026 TD Waterhouse Canada Inc.7,772$611K0.0%+15,444.0%0.087%
10/16/2026 TopTier Wealth Management LLC26,423$1.95M1.2%-0.6%0.297%
10/15/2026 Moller Wealth Partners96,512$7.11M1.3%-1.3%1.084%
10/15/2026 Mather Group LLC.1,695$125K0.0%N/A0.019%
10/5/2026 Ferguson Wellman Capital Management Inc.27,896$2.05M0.0%-18.4%0.313%
9/23/2026Envestnet Asset Management Inc.111,986$8.20M0.0%+0.2%1.258%
9/9/2026 MCF Advisors LLC11,119$814K0.0%N/A0.123%
9/9/2026 Plimoth Trust Co. LLC24,571$1.80M0.4%-1.8%0.272%
9/9/2026Integrated Wealth Concepts LLC1,410$103K0.0%N/A0.016%
9/8/2026Allworth Financial LP1,228$90K0.0%+48.3%0.014%
9/2/2026Citadel Advisors LLC12,771$935K0.0%N/A0.141%
8/26/2026HighTower Advisors LLC14,088$1.03M0.0%+9.3%0.156%
8/25/2026Tobias Financial Advisors Inc.38,077$2.79M0.3%-2.7%0.421%
8/21/2026 Smallwood Wealth Investment Management LLC59,018$4.32M1.9%+2.4%0.652%
8/21/2026 Independence Bank of Kentucky2,080$152K0.0%-13.9%0.023%
8/20/2026 JNBA Financial Advisors4,806$357K0.0%N/A0.053%
8/20/2026Oarsman Capital Inc.8,887$651K0.0%-6.3%0.098%
8/20/2026Camelot Portfolios LLC4,686$343K0.2%N/A0.052%
8/20/2026Susquehanna International Group LLP5,797$424K0.0%N/A0.064%
8/20/2026Northwestern Mutual Wealth Management Co.512$37K0.0%-66.9%0.006%
8/7/2026Oarsman Capital Inc.8,887$651K0.1%-6.3%0.098%
8/6/2026Global Retirement Partners LLC5,358$392K0.0%N/A0.059%
8/5/2026HighTower Advisors LLC14,088$1.03M0.0%+9.3%0.156%
8/5/2026Janney Montgomery Scott LLC31,153$2.28M0.0%+2.6%0.344%
7/10/2026 Envision Financial LLC35,344$2.59M1.2%-11.9%0.391%
7/10/2026 JFS Wealth Advisors LLC63,202$4.63M0.2%-4.1%0.698%
6/3/2026NewEdge Advisors LLC5,569$389K0.0%+8.7%0.062%
5/19/2026Bank of America Corp DE385,118$26.92M0.0%-1.2%4.255%
5/18/2026Royal Bank of Canada17,177$1.20M0.0%+0.8%0.190%
5/15/2026Waverly Advisors LLC5,711$399K0.0%N/A0.063%
5/14/2026Sei Investments Co.41,319$2.89M0.0%-0.9%0.457%
5/13/2026Cetera Investment Advisers84,255$5.89M0.0%+5.9%0.931%
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5/12/2026 Phillip James Consulting Co.37,269$2.61M1.9%N/A0.412%
5/7/2026Regimen Wealth LLC3,944$276K0.1%-12.8%0.044%
5/6/2026Frazier Financial Advisors LLC16,840$1.18M0.7%-3.2%0.186%
5/5/2026Geneos Wealth Management Inc.26,528$1.85M0.0%+0.7%0.293%
5/2/2026Valmark Advisers Inc.309,543$21.63M0.3%+0.7%3.420%
5/1/2026 Ferguson Wellman Capital Management Inc.29,901$2.09M0.0%N/A0.330%
5/1/2026Fifth Third Bancorp12,006$839K0.0%N/A0.133%
4/30/2026 Beacon Financial Group7,670$536K0.1%-7.3%0.085%
4/30/2026 Kestra Advisory Services LLC107,653$7.52M0.0%-16.4%1.190%
4/27/2026 Plimoth Trust Co. LLC25,026$1.75M0.4%+5.3%0.272%
4/27/2026 4WEALTH Advisors Inc.3,080$209K0.2%-8.2%0.033%
4/27/2026Private Advisor Group LLC5,832$408K0.0%+12.0%0.063%
4/27/2026New World Advisors LLC5,299$370K0.1%-7.1%0.058%
4/24/2026 Key Financial Inc63,808$4.46M0.8%+5.8%0.694%
4/21/2026 Laurel Oak Wealth Management LLC6,936$485K0.1%+68.9%0.075%
4/20/2026 Kestra Private Wealth Services LLC8,868$620K0.0%+23.9%0.096%
3/17/2026Rockefeller Capital Management L.P.8,485$583K0.0%-14.4%0.092%
2/18/2026Empowered Funds LLC487$33K0.0%N/A0.005%
2/18/2026Cahill Financial Advisors Inc.3,731$257K0.0%N/A0.041%
2/17/2026Cetera Investment Advisers79,524$5.47M0.0%-1.7%0.864%
2/17/2026Osaic Holdings Inc.33,427$2.30M0.0%+4.0%0.363%
2/17/2026Royal Bank of Canada17,036$1.17M0.0%-3.0%0.185%
2/16/2026Oarsman Capital Inc.11,392$783K0.1%-10.7%0.124%
2/16/2026Tobias Financial Advisors Inc.52,794$3.63M0.5%-5.5%0.574%
2/16/2026MML Investors Services LLC89,135$6.13M0.0%N/A0.969%
2/13/2026 Kestra Advisory Services LLC128,785$8.86M0.0%-1.5%1.400%
2/13/2026Stifel Financial Corp13,705$942K0.0%+3.3%0.149%
2/13/2026Morgan Stanley965,799$66.41M0.0%-4.1%10.498%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,397$234K0.0%N/A0.037%
2/13/2026Wells Fargo & Company MN402,918$27.71M0.0%+19.7%4.380%
2/12/2026 Laurel Oak Wealth Management LLC4,107$282K0.0%N/A0.045%
2/12/2026Jane Street Group LLC10,766$740K0.0%-30.4%0.117%
2/12/2026 TopTier Wealth Management LLC32,232$2.22M1.5%N/A0.350%
2/12/2026 Commonwealth Equity Services LLC14,729$1.01M0.0%-5.7%0.160%
2/12/2026Brightwater Advisory LLC11,473$789K0.5%-1.7%0.125%
2/11/2026Empowered Funds LLC487$33K0.0%N/A0.005%
2/11/2026LPL Financial LLC476,596$32.77M0.0%-1.6%5.180%
2/11/2026OneAscent Financial Services LLC12,816$881K0.1%+34.3%0.139%
2/10/2026Cibc World Market Inc.52,074$3.58M0.0%+2.1%0.566%
2/9/2026Huntington National Bank1,794$123K0.0%-32.0%0.020%
2/9/2026 Key Financial Inc60,293$4.15M0.8%+8.6%0.655%
2/6/2026Global Retirement Partners LLC5,338$367K0.0%+7,987.9%0.058%
2/6/2026 Shakespeare Wealth Management LLC28,430$1.96M0.4%-0.9%0.309%
2/6/2026HighTower Advisors LLC12,715$874K0.0%+7.2%0.138%
2/5/2026Duncan Williams Asset Management LLC3,717$271K0.1%+13.5%0.040%
2/5/2026 Intrua Financial LLC12,636$869K0.1%+3.1%0.137%
2/5/2026 Mission Wealth Management LP57,481$3.95M0.1%-1.7%0.625%
2/4/2026Rockbridge Investment Management LCC4,690$322K0.0%-9.2%0.051%
1/30/2026 Kondo Wealth Advisors Inc.16,107$1.11M0.4%-7.0%0.175%
1/29/2026Comerica Bank12,532$862K0.0%-45.4%0.136%
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1/29/2026 Kestra Private Wealth Services LLC7,159$492K0.0%+50.0%0.078%
1/29/2026UBS Group AG180,277$12.40M0.0%+5.2%1.960%
1/29/2026 NBC Securities Inc.2,975$205K0.0%+5.8%0.032%
1/26/2026Merit Financial Group LLC47,431$3.26M0.0%+0.5%0.516%
1/26/2026Valmark Advisers Inc.307,500$21.14M0.3%+0.8%3.342%
1/23/2026Octavia Wealth Advisors LLC13,816$950K0.1%-10.9%0.150%
1/23/2026 Valley National Advisers Inc.4,014$276K0.0%N/A0.044%
1/23/2026 Smallwood Wealth Investment Management LLC57,383$3.95M2.1%-5.6%0.624%
1/20/2026Stratos Wealth Advisors LLC21,221$1.46M0.1%-8.8%0.231%
1/14/2026 JFS Wealth Advisors LLC71,739$4.93M0.3%-3.4%0.780%


DWM Institutional Ownership - Frequently Asked Questions

During the previous two years, 117 institutional investors and hedge funds held shares of WisdomTree International Equity Fund. The most heavily invested institutionals were Morgan Stanley ($66.41M), LPL Financial LLC ($32.77M), Wells Fargo & Company MN ($27.71M), Bank of America Corp DE ($26.92M), LRI Investments LLC ($24.57M), Wealth Enhancement Advisory Services LLC ($23.24M), and Valmark Advisers Inc. ($21.63M).Learn more on WisdomTree International Equity Fund's institutional investors.

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

Of the 95 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: Raymond James Financial Inc. ($192.46K), Valmark Advisers Inc. ($127.74K), Wealth Enhancement Advisory Services LLC ($113.22K), Wells Fargo & Company MN ($107.82K), MML Investors Services LLC ($89.14K), Kestra Advisory Services LLC ($78.39K), and Envision Financial LLC ($53.25K).

Institutional investors have bought a total of 492,014 shares in the last 24 months. This purchase volume represents approximately $34.10M in transactions.

Of the 42 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: Morgan Stanley ($40.92K), Flow Traders U.S. LLC ($36.31K), Kestra Advisory Services LLC ($23.09K), Comerica Bank ($10.42K), Envision Financial LLC ($7.76K), LPL Financial LLC ($7.70K), and Ferguson Wellman Capital Management Inc. ($6.30K).

Institutional investors have sold a total of 186,905 shares in the last 24 months. This volume of shares sold represents approximately $12.88M in transactions.



Institutional ownership data for NYSEARCA:DWM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/2/2026. New 13F filings are added each quarter as they're published.
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