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WisdomTree International Equity Fund (DWM) Institutional Ownership

WisdomTree International Equity Fund logo
$76.38 -0.37 (-0.48%)
As of 09:37 AM Eastern
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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)
55
Total
Institutional Inflows
(last 12 months)
$31.82M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$13.51M
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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
8/26/2026 HighTower Advisors LLC14,088$1.03M0.0%+9.3%0.156%
8/25/2026 Tobias 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%
8/20/2026 Oarsman Capital Inc.8,887$651K0.0%-6.3%0.098%
8/20/2026 Camelot Portfolios LLC4,686$343K0.2%N/A0.052%
8/20/2026 Susquehanna International Group LLP5,797$424K0.0%N/A0.064%
8/20/2026 Northwestern Mutual Wealth Management Co.512$37K0.0%-66.9%0.006%
8/7/2026 Oarsman Capital Inc.8,887$651K0.1%-6.3%0.098%
8/6/2026 Global Retirement Partners LLC5,358$392K0.0%N/A0.059%
8/5/2026 HighTower Advisors LLC14,088$1.03M0.0%+9.3%0.156%
8/5/2026 Janney 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%
6/3/2026 NewEdge Advisors LLC5,569$389K0.0%+8.7%0.062%
5/19/2026 Bank of America Corp DE385,118$26.92M0.0%-1.2%4.255%
5/18/2026 Royal Bank of Canada17,177$1.20M0.0%+0.8%0.190%
5/15/2026 Waverly Advisors LLC5,711$399K0.0%N/A0.063%
5/14/2026 Sei Investments Co.41,319$2.89M0.0%-0.9%0.457%
5/13/2026 Cetera Investment Advisers84,255$5.89M0.0%+5.9%0.931%
5/12/2026 Phillip James Consulting Co.37,269$2.61M1.9%N/A0.412%
5/7/2026 Regimen Wealth LLC3,944$276K0.1%-12.8%0.044%
5/6/2026 Frazier Financial Advisors LLC16,840$1.18M0.7%-3.2%0.186%
5/5/2026 Geneos 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%
3/17/2026 Rockefeller Capital Management L.P.8,485$583K0.0%-14.4%0.092%
2/18/2026 Empowered Funds LLC487$33K0.0%N/A0.005%
2/18/2026 Cahill Financial Advisors Inc.3,731$257K0.0%N/A0.041%
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2/17/2026 Cetera Investment Advisers79,524$5.47M0.0%-1.7%0.864%
2/17/2026 Osaic Holdings Inc.33,427$2.30M0.0%+4.0%0.363%
2/17/2026 Royal 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%
2/16/2026 Tobias 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%
2/13/2026 Stifel Financial Corp13,705$942K0.0%+3.3%0.149%
2/13/2026 Morgan Stanley965,799$66.41M0.0%-4.1%10.498%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,397$234K0.0%N/A0.037%
2/13/2026 Wells 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%
2/12/2026 Jane 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%
2/12/2026 Brightwater Advisory LLC11,473$789K0.5%-1.7%0.125%
2/11/2026 Empowered Funds LLC487$33K0.0%N/A0.005%
2/11/2026 LPL Financial LLC476,596$32.77M0.0%-1.6%5.180%
2/11/2026 OneAscent Financial Services LLC12,816$881K0.1%+34.3%0.139%
2/10/2026 Cibc World Market Inc.52,074$3.58M0.0%+2.1%0.566%
2/9/2026 Huntington National Bank1,794$123K0.0%-32.0%0.020%
2/9/2026 Key Financial Inc60,293$4.15M0.8%+8.6%0.655%
2/6/2026 Global 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%
2/6/2026 HighTower Advisors LLC12,715$874K0.0%+7.2%0.138%
2/5/2026 Duncan 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%
2/4/2026 Rockbridge 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%
1/29/2026 Kestra Private Wealth Services LLC7,159$492K0.0%+50.0%0.078%
1/29/2026 UBS 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%
1/1/2026 JPMorgan Chase & Co.12,055$798K0.0%-14.8%0.131%
11/21/2025 Oarsman Capital Inc.12,757$845K0.1%-3.0%0.139%
11/18/2025 Advisory Services Network LLC1,200$79K0.0%N/A0.013%
11/17/2025 Kestra Private Wealth Services LLC4,773$316K0.0%+12.3%0.052%
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11/17/2025 NewEdge Advisors LLC5,092$337K0.0%+7,615.2%0.055%
11/17/2025 American Trust3,079$204K0.0%N/A0.033%
11/17/2025 Integrated Wealth Concepts LLC1,013$67K0.0%N/A0.011%
11/17/2025 Flow Traders U.S. LLC17,031$1.13M0.0%-68.1%0.185%
11/17/2025 Focus Partners Wealth15,817$1.05M0.0%+224.5%0.172%
11/17/2025 Bank of America Corp DE387,961$25.69M0.0%+5.7%4.217%
11/17/2025 Ameriprise Financial Inc.3,931$260K0.0%+5.1%0.043%
11/14/2025 Raymond James Financial Inc.86,026$5.70M0.0%+1.7%0.935%
11/14/2025Comerica Bank22,947$1.52M0.0%+2.5%0.249%
11/13/2025 Sei Investments Co.42,354$2.81M0.0%-2.2%0.460%


DWM Institutional Ownership - Frequently Asked Questions

During the previous two years, 118 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 92 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. ($185.31K), Wealth Enhancement Advisory Services LLC ($113.22K), Wells Fargo & Company MN ($107.82K), MML Investors Services LLC ($89.14K), Kestra Advisory Services LLC ($76.88K), and Envision Financial LLC ($53.25K).

Institutional investors have bought a total of 462,053 shares in the last 24 months. This purchase volume represents approximately $31.82M in transactions.

Of the 41 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 ($10.40K), Wealth Enhancement Advisory Services LLC ($9.37K), and LPL Financial LLC ($7.70K).

Institutional investors have sold a total of 197,697 shares in the last 24 months. This volume of shares sold represents approximately $13.51M in transactions.


Related Companies

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 8/26/2026. New 13F filings are added each quarter as they're published.
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