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WisdomTree International Equity Fund (DWM) Institutional Ownership

WisdomTree International Equity Fund logo
$74.14 +0.13 (+0.18%)
Closing price 07/28/2026 04:10 PM Eastern
Extended Trading
$74.18 +0.03 (+0.05%)
As of 07/28/2026 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.
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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)
59
Total
Institutional Inflows
(last 12 months)
$35.46M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$15.32M
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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
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%
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%
5/1/2026 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%
4/30/2026Kestra 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%
4/27/2026 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%
4/27/2026New 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%
4/20/2026Kestra 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%
2/12/2026 Laurel Oak Wealth Management LLC4,107$282K0.0%N/A0.045%
2/12/2026Jane Street Group LLC10,766$740K0.0%-30.4%0.117%
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2/12/2026 TopTier Wealth Management LLC32,232$2.22M1.5%N/A0.350%
2/12/2026Commonwealth 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%
2/5/2026 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%
2/4/2026Rockbridge 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%
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%
1/29/2026 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%
1/26/2026Valmark 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%
1/23/2026Valley 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%
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%
11/21/2025Oarsman 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%
11/13/2025 Private Advisor Group LLC3,490$231K0.0%N/A0.038%
11/12/2025NewSquare Capital LLC66,955$4.43M0.3%+1.0%0.728%
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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%
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%
11/5/2025 Key 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%
11/4/2025 Shakespeare Wealth Management LLC28,675$1.90M0.4%-3.0%0.312%
11/4/2025 Mission Wealth Management LP58,465$3.87M0.1%-0.7%0.635%
11/4/2025Jones Financial Companies Lllp6,963$458K0.0%+5.6%0.076%


DWM Institutional Ownership - Frequently Asked Questions

During the previous two years, 116 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. ($188.72K), 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 524,151 shares in the last 24 months. This purchase volume represents approximately $35.52M 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), Shakespeare Wealth Management LLC ($13.58K), Comerica Bank ($10.42K), Envision Financial LLC ($10.40K), and Wealth Enhancement Advisory Services LLC ($9.37K).

Institutional investors have sold a total of 227,657 shares in the last 24 months. This volume of shares sold represents approximately $15.38M in transactions.


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This page (NYSEARCA:DWM) was last updated on 7/29/2026 by MarketBeat.com Staff.
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