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WisdomTree International Equity Fund (DWM) Institutional Ownership

WisdomTree International Equity Fund logo
$61.04 +0.81 (+1.34%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree International Equity Fund (NYSEARCA:DWM)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$74.41M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$32.67M
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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
5/1/2025 Key Financial Inc54,300$3.16M0.7%+18.6%0.603%
5/1/2025 LRI Investments LLC389,546$22.65M1.9%-0.3%4.328%
5/1/2025 CWM LLC4,371$254K0.0%+82.5%0.049%
4/30/2025 Stratos Wealth Advisors LLC20,340$1.18M0.1%+16.3%0.226%
4/29/2025 Envestnet Asset Management Inc.48,785$2.84M0.0%-1.0%0.542%
4/25/2025 Smallwood Wealth Investment Management LLC56,137$3.27M2.1%+4.6%0.624%
4/25/2025 Essex LLC4,300$250K0.1%N/A0.048%
4/25/2025 Westside Investment Management Inc.816$47K0.0%N/A0.009%
4/24/2025 Falcon Wealth Planning11,527$670K0.1%-17.5%0.128%
4/23/2025 New World Advisors LLC4,951$288K0.1%+11.6%0.055%
4/23/2025 HBK Sorce Advisory LLC58,846$3.42M0.1%-1.9%0.654%
4/23/2025 Valmark Advisers Inc.301,644$17.54M0.3%+17.2%3.352%
4/22/2025 JFS Wealth Advisors LLC75,391$4.38M0.3%-3.2%0.838%
4/22/2025 Cambridge Investment Research Advisors Inc.17,770$1.03M0.0%+2.6%0.197%
4/22/2025 Envision Financial LLC52,470$3.05M2.3%-0.4%0.583%
4/17/2025 Robertson Stephens Wealth Management LLC22,796$1.33M0.0%-57.7%0.253%
4/17/2025 Mission Wealth Management LP61,181$3.56M0.1%-5.6%0.680%
4/16/2025 Wealth Enhancement Advisory Services LLC342,197$19.90M0.0%-26.5%3.802%
4/14/2025 Octavia Wealth Advisors LLC16,301$948K0.1%+3.2%0.181%
4/11/2025 McNamara Financial Services Inc.4,911$286K0.1%N/A0.055%
4/10/2025 Beacon Financial Group10,854$631K0.1%-26.2%0.121%
4/9/2025 Merit Financial Group LLC33,941$1.97M0.0%+22.1%0.377%
4/9/2025 NBC Securities Inc.3,208$186K0.0%+106,833.3%0.036%
4/9/2025 Moller Wealth Partners112,739$6.56M1.6%-3.7%1.253%
3/17/2025 Wealth 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%
2/13/2025 Envestnet 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%
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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%
2/6/2025 NewSquare Capital LLC63,350$3.34M0.3%+6.4%0.612%
2/6/2025 Mission 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%
2/4/2025 Bank of New York Mellon Corp9,341$492K0.0%N/A0.090%
1/31/2025 Key Financial Inc45,783$2.41M0.5%+5.2%0.442%
1/31/2025Sanctuary Advisors LLC3,859$214K0.0%N/A0.037%
1/31/2025 JFS Wealth Advisors LLC77,903$4.11M0.3%-1.6%0.753%
1/30/2025 Valmark Advisers Inc.257,308$13.56M0.2%+41.1%2.486%
1/29/2025 Beacon Financial Group14,706$775K0.1%-7.7%0.142%
1/28/2025 Arlington Financial Advisors LLC4,887$258K0.1%N/A0.047%
1/27/2025 Robertson Stephens Wealth Management LLC53,945$2.84M0.1%+87.6%0.521%
1/27/2025 Stratos Wealth Advisors LLC17,491$922K0.0%+3.0%0.169%
1/22/2025 Falcon Wealth Planning13,970$736K0.1%-1.3%0.135%
1/21/2025Geneos Wealth Management Inc.25,940$1.37M0.0%+14.4%0.251%
1/17/2025 Smallwood Wealth Investment Management LLC53,654$2.83M1.9%+3.8%0.518%
1/17/2025 Octavia Wealth Advisors LLC15,789$832K0.1%-6.6%0.153%
1/15/2025 Merit Financial Group LLC27,792$1.47M0.0%+0.7%0.269%
1/13/2025 Envision 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%
11/15/2024 LRI 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%
11/1/2024 Philip 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%
10/29/2024 Key Financial Inc43,519$2.51M0.6%+10.2%0.420%
10/28/2024Gladstone 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%
10/24/2024Modera 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%
10/18/2024 Stratos 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%
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10/16/2024Culbertson 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%
10/11/2024Creative 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%
10/8/2024Brightwater Advisory LLC28,820$1.66M1.2%-36.6%0.278%
10/7/2024 McLean Asset Management Corp15,775$895K0.3%-2.2%0.152%
9/10/2024Brightwater Advisory LLC45,461$2.44M1.7%N/A0.439%
8/22/2024Cetera 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%
(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, 112 institutional investors and hedge funds held shares of WisdomTree International Equity Fund. The most heavily invested institutionals were LPL Financial LLC ($37.54M), 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 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: 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 ($109.53K), Jane Street Group LLC ($71.01K), and Octavia Wealth Advisors LLC ($66.06K).

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

Institutional investors have bought a total of 2,283,279 shares in the last 24 months. This purchase volume represents approximately $120.11M in transactions.

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

Of the 61 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 ($434.59K), Falcon Wealth Planning ($184.20K), Wealth Enhancement Advisory Services LLC ($170.58K), Tobias Financial Advisors Inc. ($117.98K), B. Riley Wealth Advisors Inc. ($62.40K), Raymond James Financial Services Advisors Inc. ($52.80K), and Jane Street Group LLC ($47.26K).

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

Institutional investors have sold a total of 1,589,850 shares in the last 24 months. This volume of shares sold represents approximately $82.59M in transactions.


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This page (NYSEARCA:DWM) was last updated on 5/4/2025 by MarketBeat.com Staff
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