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WisdomTree International Equity Fund (DWM) Institutional Ownership

WisdomTree International Equity Fund logo
$74.11 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$74.13 +0.02 (+0.03%)
As of 07/2/2026 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.

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)
63
Total
Institutional Inflows
(last 12 months)
$35.91M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$17.92M
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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
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%
5/12/2026Phillip 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%
5/1/2026Ferguson Wellman Capital Management Inc.29,901$2.09M0.0%N/A0.330%
5/1/2026Fifth Third Bancorp12,006$839K0.0%N/A0.133%
4/30/2026Beacon Financial Group7,670$536K0.1%-7.3%0.085%
4/30/2026Kestra Advisory Services LLC107,653$7.52M0.0%-16.4%1.190%
4/27/2026Plimoth Trust Co. LLC25,026$1.75M0.4%+5.3%0.272%
4/27/20264WEALTH 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%
4/24/2026Key Financial Inc63,808$4.46M0.8%+5.8%0.694%
4/21/2026Laurel Oak Wealth Management LLC6,936$485K0.1%+68.9%0.075%
4/20/2026Kestra 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%
2/13/2026Kestra 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%
2/12/2026Laurel 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%
2/12/2026Commonwealth Equity Services LLC14,729$1.01M0.0%-5.7%0.160%
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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%
2/9/2026Key Financial Inc60,293$4.15M0.8%+8.6%0.655%
2/6/2026Global Retirement Partners LLC5,338$367K0.0%+7,987.9%0.058%
2/6/2026Shakespeare 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%
2/5/2026Intrua 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%
1/29/2026Kestra Private Wealth Services LLC7,159$492K0.0%+50.0%0.078%
1/29/2026UBS Group AG180,277$12.40M0.0%+5.2%1.960%
1/29/2026NBC 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%
1/23/2026Valley National Advisers Inc.4,014$276K0.0%N/A0.044%
1/23/2026Smallwood 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%
1/14/2026JFS Wealth Advisors LLC71,739$4.93M0.3%-3.4%0.780%
1/12/2026DAVENPORT & Co LLC14,180$975K0.0%-4.8%0.154%
1/9/2026Inspirion Wealth Advisors LLC6,237$429K0.1%+4.1%0.068%
1/8/2026Wealth Enhancement Advisory Services LLC331,892$23.24M0.0%+8.7%3.608%
1/8/2026Moller Wealth Partners102,757$7.07M1.5%-0.4%1.117%
1/7/2026Envision Financial LLC47,414$3.26M1.7%-5.9%0.515%
1/1/2026JPMorgan Chase & Co.12,055$798K0.0%-14.8%0.131%
11/21/2025Oarsman Capital Inc.12,757$845K0.1%-3.0%0.139%
11/18/2025Advisory Services Network LLC1,200$79K0.0%N/A0.013%
11/17/2025Kestra Private Wealth Services LLC4,773$316K0.0%+12.3%0.052%
11/17/2025NewEdge Advisors LLC5,092$337K0.0%+7,615.2%0.055%
11/17/2025American 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%
11/13/2025Private 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%
11/7/2025Brightwater Advisory LLC11,666$773K0.5%-3.0%0.127%
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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%
11/6/2025Stratos Wealth Advisors LLC23,258$1.54M0.1%+9.1%0.253%
11/5/2025Key Financial Inc55,509$3.70M0.7%+3.5%0.603%
11/5/2025Envestnet Asset Management Inc.43,141$2.86M0.0%-3.7%0.469%
11/4/2025Shakespeare 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%
10/31/2025OneAscent Financial Services LLC9,542$632K0.1%+26.7%0.104%


DWM Institutional Ownership - Frequently Asked Questions

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 ($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. ($188.72K), Wealth Enhancement Advisory Services LLC ($154.34K), 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 530,347 shares in the last 24 months. This purchase volume represents approximately $35.91M in transactions.

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: Morgan Stanley ($40.92K), Wealth Enhancement Advisory Services LLC ($36.81K), Flow Traders U.S. LLC ($36.31K), Kestra Advisory Services LLC ($23.09K), Shakespeare Wealth Management LLC ($13.58K), Comerica Bank ($10.42K), and Moller Wealth Partners ($9.98K).

Institutional investors have sold a total of 268,773 shares in the last 24 months. This volume of shares sold represents approximately $17.92M in transactions.



This page (NYSEARCA:DWM) was last updated on 7/5/2026 by MarketBeat.com Staff.
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