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WisdomTree International Equity Fund (DWM) Institutional Ownership

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$54.03
+0.55 (+1.03%)
(As of 04/23/2024 ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree International Equity Fund (NYSEARCA:DWM)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$50.71M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$50.52M
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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
4/23/2024Raymond James Financial Services Advisors Inc.83,332$4.57M0.0%-2.2%0.805%
4/22/2024New Perspectives Inc4,175$229K0.1%N/A0.040%
4/18/2024Plimoth Trust Co. LLC25,304$1.39M0.4%-1.7%0.218%
4/16/2024Trust Co. of Virginia VA6,067$332K0.0%-3.4%0.052%
4/16/2024Wealth Enhancement Advisory Services LLC384,947$21.10M0.1%+5.8%3.319%
3/15/2024B. Riley Wealth Advisors Inc.51,483$2.70M0.1%-22.8%0.444%
3/8/2024ICA Group Wealth Management LLC1,354$71K0.0%N/A0.012%
2/23/2024Beacon Financial Group20,017$1.05M0.1%-1.1%0.173%
2/15/2024Comerica Bank23,443$1.23M0.0%-1.9%0.202%
2/14/2024Cullen Capital Management LLC18,600$977K0.0%N/A0.160%
2/13/2024Pinnacle Financial Group LLC IL7,510$394K0.2%-16.2%0.065%
2/12/2024Steward Partners Investment Advisory LLC9,361$492K0.0%-5.0%0.081%
2/9/2024Advisory Services Network LLC3,571$188K0.0%-33.8%0.031%
2/9/2024Frazier Financial Advisors LLC18,409$967K0.8%N/A0.159%
2/9/2024Tidemark LLC783$41K0.0%N/A0.007%
2/9/2024Wells Fargo & Company MN274,728$14.43M0.0%+3.2%2.368%
2/9/2024Gladstone Institutional Advisory LLC8,290$435K0.0%-6.0%0.071%
2/9/2024UBS Group AG240,819$12.65M0.0%-6.1%2.076%
2/8/2024Pinnacle Wealth Planning Services Inc.37,922$1.99M0.3%-11.0%0.327%
2/8/2024Advisor OS LLC25,337$1.33M0.2%+1.1%0.218%
2/7/2024JFS Wealth Advisors LLC82,283$4.32M0.4%-3.3%0.709%
2/6/2024Private Advisor Group LLC10,216$536K0.0%+58.2%0.088%
2/6/2024Legacy Financial Advisors Inc.366,592$19.25M3.7%+2.9%3.160%
2/6/2024Merit Financial Group LLC26,718$1.40M0.0%-4.1%0.230%
2/5/2024Mission Wealth Management LP91,884$4.83M0.2%-4.5%0.792%
2/2/2024Valmark Advisers Inc.122,931$6.46M0.1%+0.5%1.060%
2/1/2024NewSquare Capital LLC43,930$2.31M0.2%-15.4%0.379%
1/30/2024Octavia Wealth Advisors LLC484,851$25.46M4.5%+3.1%4.180%
1/29/2024Consolidated Portfolio Review Corp5,731$301K0.1%-33.7%0.049%
1/29/2024Signature Estate & Investment Advisors LLC5,638$296K0.0%-13.9%0.049%
1/26/2024Plimoth Trust Co. LLC25,739$1.35M0.4%+0.9%0.222%
1/26/2024Geneos Wealth Management Inc.16,697$877K0.0%+17.3%0.144%
1/25/2024HBK Sorce Advisory LLC80,137$4.21M0.2%-11.1%0.691%
1/25/2024 International Assets Investment Management LLC9,819$516K0.0%N/A0.085%
1/24/2024Stratos Wealth Advisors LLC12,727$668K0.0%+7.3%0.110%
1/24/2024 International Assets Investment Management LLC9,819$516K0.0%N/A0.085%
1/23/2024Smallwood Wealth Investment Management LLC46,931$2.46M2.0%+7.6%0.405%
1/23/2024DAVENPORT & Co LLC19,960$1.05M0.0%-1.9%0.172%
1/18/2024Well Done LLC4,119$216K0.0%N/A0.036%
1/16/2024Raymond James Financial Services Advisors Inc.85,194$4.47M0.0%-9.3%0.734%
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1/16/2024Raymond James & Associates60,300$3.17M0.0%+0.5%0.520%
1/11/2024Falcon Wealth Planning14,986$787K0.1%-79.1%0.129%
1/9/2024DB Wealth Management Group LLC92,035$4.83M2.7%+0.3%0.793%
1/8/2024 McLean Asset Management Corp15,893$826K0.3%-2.7%0.137%
12/1/2023B. Riley Wealth Advisors Inc.66,687$3.22M0.1%+45.4%0.575%
11/30/2023Modera Wealth Management LLC12,981$628K0.0%-13.4%0.112%
11/15/2023Shakespeare Wealth Management Inc.405,635$19.61M6.9%+2.3%3.497%
11/13/2023Mariner LLC17,997$870K0.0%-6.9%0.155%
11/13/2023LPL Financial LLC763,232$36.90M0.0%+6.7%6.580%
11/13/2023Pinnacle Financial Group LLC IL8,957$433K0.3%-10.0%0.077%
11/13/2023Envestnet Asset Management Inc.84,481$4.09M0.0%-5.4%0.728%
11/13/2023Kestra Advisory Services LLC5,161$250K0.0%-4.6%0.044%
11/9/2023DB Wealth Management Group LLC91,765$4.44M2.8%+5.3%0.791%
11/9/2023UBS Group AG256,571$12.41M0.0%+1.4%2.212%
11/8/2023HighTower Advisors LLC27,475$1.32M0.0%-9.7%0.237%
11/8/2023ProVise Management Group LLC20,141$974K0.1%-1.5%0.174%
11/8/2023Valmark Advisers Inc.122,316$5.91M0.1%-1.3%1.054%
11/8/2023Pinnacle Wealth Planning Services Inc.42,588$2.06M0.3%-7.2%0.367%
11/7/2023Merit Financial Group LLC27,854$1.35M0.0%+4.1%0.240%
11/6/2023HBK Sorce Advisory LLC90,097$4.36M0.2%-33.8%0.777%
11/4/2023 NBC Securities Inc.3,396$164K0.0%N/A0.029%
11/3/2023NewSquare Capital LLC51,940$2.51M0.3%+0.8%0.448%
11/3/2023Tobias Financial Advisors Inc.85,078$4.11M1.1%-57.6%0.733%
11/3/2023Private Advisor Group LLC6,458$312K0.0%-63.1%0.056%
11/3/2023Advisor OS LLC25,056$1.21M0.2%-44.7%0.216%
11/2/2023JFS Wealth Advisors LLC85,067$4.11M0.4%+29.2%0.733%
11/1/2023Key Financial Inc35,302$1.71M0.6%+4.1%0.304%
10/31/2023Smallwood Wealth Investment Management LLC43,605$2.11M1.9%+4.5%0.376%
10/30/2023Octavia Wealth Advisors LLC470,186$22.73M4.6%+6.0%4.053%
10/24/2023Bank of New York Mellon Corp5,336$258K0.0%N/A0.046%
10/24/2023Stratos Wealth Advisors LLC11,865$574K0.0%+2.7%0.102%
10/24/2023Raymond James Financial Services Advisors Inc.93,916$4.54M0.0%-0.9%0.810%
10/24/2023Mission Wealth Management LP96,176$4.65M0.2%-5.6%0.829%
10/24/2023Cambridge Investment Research Advisors Inc.21,238$1.03M0.0%+3.1%0.183%
10/20/2023Plimoth Trust Co. LLC25,516$1.23M0.4%-0.9%0.220%
10/17/2023DAVENPORT & Co LLC20,349$984K0.0%-5.5%0.175%
10/17/2023Flagship Harbor Advisors LLC46,505$2.25M0.2%+49.8%0.401%
10/16/2023Beacon Financial Group20,241$1.01M0.1%-33.2%0.174%
10/11/2023Geneos Wealth Management Inc.14,229$688K0.0%+8.2%0.123%
10/11/2023AE Wealth Management LLC75,048$3.63M0.0%-2.7%0.647%
10/5/2023Falcon Wealth Planning71,622$3.46M0.8%-63.5%0.617%
9/26/2023M Holdings Securities Inc.343,625$17.19M3.5%-6.7%2.962%
8/24/2023ProVise Management Group LLC20,454$1.02M0.1%-2.9%0.176%
8/23/2023TNF LLC4,574$229K0.1%-5.5%0.039%
8/15/2023Cadence Bank4,033$202K0.0%-11.0%0.035%
8/14/2023Perennial Investment Advisors LLC27,431$1.37M0.2%-7.3%0.236%
8/11/2023Cibc World Market Inc.42,797$2.14M0.0%+4.6%0.369%
8/11/2023Shakespeare Wealth Management Inc.396,440$19.83M6.8%+0.5%3.418%
8/10/2023Osaic Holdings Inc.127,786$3.53M0.0%+77.4%1.102%
8/10/2023Oarsman Capital Inc.20,251$1.01M0.4%-5.0%0.175%
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8/10/2023Private Advisor Group LLC17,522$877K0.0%-12.2%0.151%
8/10/2023Cetera Investment Advisers21,503$1.08M0.0%-24.6%0.185%
8/9/2023Flow Traders U.S. LLC40,609$2.03M0.1%N/A0.350%
8/8/2023Geneos Wealth Management Inc.13,151$658K0.0%+41.8%0.113%
8/8/2023Advisor OS LLC45,339$2.27M0.4%+7.6%0.391%
8/7/2023Modera Wealth Management LLC14,990$750K0.0%+123.6%0.129%
8/7/2023JFS Wealth Advisors LLC65,835$3.29M0.3%-5.8%0.568%
8/7/2023Pinnacle Wealth Planning Services Inc.45,879$2.30M0.4%-22.2%0.396%
8/4/2023HBK Sorce Advisory LLC136,180$6.81M0.3%-68.1%1.174%
8/4/2023Envestnet Asset Management Inc.89,304$4.47M0.0%+5.2%0.770%
(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, 120 institutional investors and hedge funds held shares of WisdomTree International Equity Fund. The most heavily invested institutionals were LPL Financial LLC ($36.90M), Octavia Wealth Advisors LLC ($25.46M), Wealth Enhancement Advisory Services LLC ($21.10M), Shakespeare Wealth Management Inc. ($19.61M), Legacy Financial Advisors Inc. ($19.25M), M Holdings Securities Inc. ($17.19M), and Wells Fargo & Company MN ($14.43M).Learn more on DWM's institutional investors.

Which institutional investors have been buying WisdomTree International Equity Fund stock?

Of the 95 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: LPL Financial LLC ($578.74K), M Holdings Securities Inc. ($380.02K), Octavia Wealth Advisors LLC ($340.67K), Wealth Enhancement Advisory Services LLC ($292.23K), Tobias Financial Advisors Inc. ($212.55K), Falcon Wealth Planning ($196.12K), and J.W. Cole Advisors Inc. ($165.05K).

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

Institutional investors have bought a total of 3,659,958 shares in the last 24 months. This purchase volume represents approximately $173.77M in transactions.

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

Of the 72 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 ($1.43M), OLD Mission Capital LLC ($222.12K), Falcon Wealth Planning ($181.14K), Pinnacle Wealth Planning Services Inc. ($158.66K), UBS Group AG ($154.74K), Tobias Financial Advisors Inc. ($127.47K), and Mission Wealth Management LP ($76.02K).

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

Institutional investors have sold a total of 2,915,072 shares in the last 24 months. This volume of shares sold represents approximately $138.21M in transactions.


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This page (NYSEARCA:DWM) was last updated on 4/23/2024 by MarketBeat.com Staff

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