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WisdomTree International Equity Fund (DWM) Institutional Ownership

WisdomTree International Equity Fund logo
$72.92 +0.84 (+1.17%)
Closing price 04:10 PM Eastern
Extended Trading
$72.87 -0.05 (-0.07%)
As of 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 Massive. 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)
65
Total
Institutional Inflows
(last 12 months)
$38.23M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$38.87M
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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
5/5/2026Geneos Wealth Management Inc.26,528$1.85M0.0%+0.7%0.293%
5/2/2026 Valmark 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%
5/1/2026 Fifth 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%
4/27/2026 Private Advisor Group LLC5,832$408K0.0%+12.0%0.063%
4/27/2026 New 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%
2/16/2026 Oarsman 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%
2/16/2026 MML 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%
2/12/2026TopTier 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%
2/12/2026 Brightwater 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%
2/11/2026 OneAscent 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%
2/5/2026Mission Wealth Management LP57,481$3.95M0.1%-1.7%0.625%
2/4/2026Rockbridge Investment Management LCC4,690$322K0.0%-9.2%0.051%
1/30/2026Kondo Wealth Advisors Inc.16,107$1.11M0.4%-7.0%0.175%
1/29/2026Comerica Bank12,532$862K0.0%-45.4%0.136%
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%
1/26/2026 Merit Financial Group LLC47,431$3.26M0.0%+0.5%0.516%
1/26/2026 Valmark Advisers Inc.307,500$21.14M0.3%+0.8%3.342%
1/23/2026 Octavia 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%
1/20/2026 Stratos 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%
1/12/2026 DAVENPORT & Co LLC14,180$975K0.0%-4.8%0.154%
1/9/2026 Inspirion Wealth Advisors LLC6,237$429K0.1%+4.1%0.068%
1/8/2026 Wealth Enhancement Advisory Services LLC331,892$23.24M0.0%+8.7%3.608%
1/8/2026 Moller Wealth Partners102,757$7.07M1.5%-0.4%1.117%
1/7/2026 Envision Financial LLC47,414$3.26M1.7%-5.9%0.515%
1/1/2026JPMorgan Chase & Co.12,055$798K0.0%-14.8%0.131%
11/21/2025 Oarsman Capital Inc.12,757$845K0.1%-3.0%0.139%
11/18/2025Advisory Services Network LLC1,200$79K0.0%N/A0.013%
11/17/2025 Kestra Private Wealth Services LLC4,773$316K0.0%+12.3%0.052%
11/17/2025NewEdge Advisors LLC5,092$337K0.0%+7,615.2%0.055%
11/17/2025 American Trust3,079$204K0.0%N/A0.033%
11/17/2025Integrated Wealth Concepts LLC1,013$67K0.0%N/A0.011%
11/17/2025Flow Traders U.S. LLC17,031$1.13M0.0%-68.1%0.185%
11/17/2025Focus Partners Wealth15,817$1.05M0.0%+224.5%0.172%
11/17/2025Bank of America Corp DE387,961$25.69M0.0%+5.7%4.217%
11/17/2025Ameriprise Financial Inc.3,931$260K0.0%+5.1%0.043%
11/14/2025Raymond James Financial Inc.86,026$5.70M0.0%+1.7%0.935%
11/14/2025Comerica Bank22,947$1.52M0.0%+2.5%0.249%
11/13/2025Sei Investments Co.42,354$2.81M0.0%-2.2%0.460%
11/13/2025UBS Group AG171,397$11.35M0.0%+0.4%1.863%
11/13/2025 Private Advisor Group LLC3,490$231K0.0%N/A0.038%
11/12/2025NewSquare Capital LLC66,955$4.43M0.3%+1.0%0.728%
11/12/2025Focus Partners Advisor Solutions LLC4,170$280K0.0%N/A0.045%
11/7/2025 Brightwater Advisory LLC11,666$773K0.5%-3.0%0.127%
11/7/2025JPMorgan Chase & Co.12,055$798K0.0%-14.8%0.131%
11/6/2025Cibc World Market Inc.51,015$3.38M0.0%+5.0%0.555%
11/6/2025 Stratos Wealth Advisors LLC23,258$1.54M0.1%+9.1%0.253%
11/5/2025 Key Financial Inc55,509$3.70M0.7%+3.5%0.603%
11/5/2025 Envestnet Asset Management Inc.43,141$2.86M0.0%-3.7%0.469%
11/4/2025 Shakespeare Wealth Management LLC28,675$1.90M0.4%-3.0%0.312%
11/4/2025Mission Wealth Management LP58,465$3.87M0.1%-0.7%0.635%
11/4/2025Jones Financial Companies Lllp6,963$458K0.0%+5.6%0.076%
11/3/2025Tobias Financial Advisors Inc.55,893$3.70M0.6%-2.8%0.608%
10/31/2025 OneAscent Financial Services LLC9,542$632K0.1%+26.7%0.104%
10/31/2025Frazier Financial Advisors LLC17,506$1.16M0.7%+6.9%0.190%
10/29/2025 Wealth Enhancement Advisory Services LLC305,383$20.29M0.0%-3.0%3.356%
10/29/2025 Intrua Financial LLC12,261$812K0.1%+3.1%0.135%
10/28/2025 Octavia Wealth Advisors LLC15,511$1.03M0.1%+3.4%0.170%
10/24/2025 Valmark Advisers Inc.304,969$20.19M0.3%+1.3%3.370%
10/22/2025Geneos Wealth Management Inc.26,361$1.75M0.0%-0.9%0.291%
10/20/2025 Merit Financial Group LLC47,209$3.13M0.0%+0.6%0.513%
10/17/2025 Smallwood Wealth Investment Management LLC60,788$4.03M2.1%+4.1%0.672%
10/16/2025HBK Sorce Advisory LLC54,080$3.57M0.1%-1.3%0.598%


DWM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DWM shares?

During the previous two years, 121 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 ($25.69M), 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.

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 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: LRI Investments LLC ($398.93K), Raymond James Financial Inc. ($192.46K), Valmark Advisers Inc. ($188.72K), Wealth Enhancement Advisory Services LLC ($154.34K), Wells Fargo & Company MN ($107.82K), MML Investors Services LLC ($89.14K), and Kestra Advisory Services LLC ($76.88K).

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

Institutional investors have bought a total of 579,972 shares in the last 24 months. This purchase volume represents approximately $38.23M in transactions.

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

Of the 46 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 ($214.46K), Flow Traders U.S. LLC ($151.97K), Morgan Stanley ($40.92K), Wealth Enhancement Advisory Services LLC ($36.81K), Jane Street Group LLC ($29.73K), Kestra Advisory Services LLC ($23.09K), and Shakespeare Wealth Management LLC ($13.58K).

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

Institutional investors have sold a total of 630,269 shares in the last 24 months. This volume of shares sold represents approximately $38.87M in transactions.


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This page (NYSEARCA:DWM) was last updated on 5/5/2026 by MarketBeat.com Staff.
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