DWM Institutional Ownership & Shareholders
WISDOMTREE INTERNATIONAL EQU (DWM) is currently held by 133 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $403.49M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of DWM tracked by InsiderSet, reporting ownership valued at approximately $67.05M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $67.10M, representing an estimated gain of +0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed DWM value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in WISDOMTREE INTERNATIONAL EQU (DWM).
This page ranks the largest institutional DWM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
133
Total Reported Value
$403.49M
Largest Holder
Morgan Stanley
Largest Position
$67.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 915,784 | $67,048,515 | $67,099,494 | +$50,979 | +0.08% | |
| Lpl Financial Llc | 0.01% | 469,903 | $34,403,590 | $34,429,793 | +$26,203 | +0.08% | |
| Wells Fargo & Company/Mn | 0.00% | 388,008 | $28,407,716 | $28,429,346 | +$21,630 | +0.08% | |
| Lri Investments, Llc | 2.27% | 386,413 | $28,290,957 | $28,312,481 | +$21,524 | +0.08% | |
| Bank Of America Corp | 0.00% | 375,486 | $27,490,818 | $27,511,859 | +$21,041 | +0.08% | |
| Valmark Advisers, Inc. | 0.24% | 309,102 | $22,630,682 | $22,647,904 | +$17,222 | +0.08% | |
| Ubs Group Ag | 0.00% | 232,150 | $16,996,630 | $17,009,631 | +$13,001 | +0.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 218,510 | $15,782,986 | $16,010,228 | +$227,242 | +1.44% | |
| Flow Traders U.S. Llc | 0.35% | 117,263 | $8,585,000 | $8,591,860 | +$6,860 | +0.08% | |
| Envestnet Asset Management Inc | 0.00% | 111,986 | $8,198,980 | $8,205,214 | +$6,234 | +0.08% | |
| Moller Wealth Partners | 1.30% | 96,512 | $7,107,578 | $7,071,434 | -$36,144 | -0.51% | |
| Ameriprise Financial Inc | 0.00% | 91,854 | $6,712,553 | $6,730,143 | +$17,590 | +0.26% | |
| Raymond James Financial Inc | 0.00% | 89,203 | $6,530,905 | $6,535,904 | +$4,999 | +0.08% | |
| Kestra Advisory Services, Llc | 0.02% | 83,623 | $6,158,377 | $6,127,057 | -$31,320 | -0.51% | |
| Newsquare Capital Llc | 0.43% | 79,206 | $5,799,012 | $5,803,424 | +$4,412 | +0.08% | |
| Mml Investors Services, Llc | 0.01% | 74,145 | $5,428,484 | $5,432,604 | +$4,120 | +0.08% | |
| Cetera Investment Advisers | 0.00% | 69,779 | $5,108,839 | $5,112,707 | +$3,868 | +0.08% | |
| Jfs Wealth Advisors, Llc | 0.23% | 61,523 | $4,530,847 | $4,507,790 | -$23,057 | -0.51% | |
| Key Financial Inc | 0.72% | 60,034 | $4,421,174 | $4,398,691 | -$22,483 | -0.51% | |
| Smallwood Wealth Investment Management, Llc | 1.86% | 59,874 | $4,409,408 | $4,386,968 | -$22,440 | -0.51% | |
| Merit Financial Group, Llc | 0.03% | 59,906 | $4,385,965 | $4,389,313 | +$3,348 | +0.08% | |
| Cibc World Market Inc. | 0.01% | 58,714 | $4,298,704 | $4,301,975 | +$3,271 | +0.08% | |
| Hbk Sorce Advisory Llc | 0.08% | 52,749 | $4,028,705 | $3,864,919 | -$163,786 | -4.07% | |
| Mission Wealth Management, Lp | 0.06% | 54,416 | $4,007,425 | $3,987,060 | -$20,365 | -0.51% | |
| Falcon Wealth Planning | 0.19% | 40,548 | $2,968,699 | $2,970,952 | +$2,253 | +0.08% | |
| Sei Investments Co | 0.00% | 40,093 | $2,935,440 | $2,937,614 | +$2,174 | +0.07% | |
| Tobias Financial Advisors, Inc. | 0.35% | 38,077 | $2,787,762 | $2,789,902 | +$2,140 | +0.08% | |
| Osaic Holdings, Inc. | 0.00% | 32,880 | $2,408,815 | $2,409,118 | +$303 | +0.01% | |
| Janney Montgomery Scott Llc | 0.00% | 31,153 | $2,281,000 | $2,282,580 | +$1,580 | +0.07% | |
| Envision Financial Llc | 0.94% | 28,827 | $2,122,966 | $2,112,154 | -$10,812 | -0.51% | |
| Creative Planning | 0.00% | 28,047 | $2,065,488 | $2,055,004 | -$10,484 | -0.51% | |
| Ferguson Wellman Capital Management, Inc | 0.02% | 27,896 | $2,054,387 | $2,043,940 | -$10,447 | -0.51% | |
| Geneos Wealth Management Inc. | 0.04% | 27,968 | $2,047,537 | $2,049,215 | +$1,678 | +0.08% | |
| Toptier Wealth Management, Llc | 1.14% | 26,423 | $1,945,921 | $1,936,013 | -$9,908 | -0.51% | |
| Shakespeare Wealth Management, Llc | 0.36% | 25,008 | $1,841,702 | $1,832,336 | -$9,366 | -0.51% | |
| &Partners | 0.01% | 24,727 | $1,810,358 | $1,811,747 | +$1,389 | +0.08% | |
| Plimoth Trust Co Llc | 0.34% | 24,521 | $1,805,837 | $1,796,654 | -$9,183 | -0.51% | |
| Stratos Wealth Advisors, Llc | 0.08% | 21,038 | $1,540,292 | $1,541,454 | +$1,162 | +0.08% | |
| Jane Street Group, Llc | 0.00% | 19,742 | $1,445,397 | $1,446,496 | +$1,099 | +0.08% | |
| Royal Bank Of Canada | 0.00% | 17,934 | $1,313,000 | $1,314,024 | +$1,024 | +0.08% | |
| Focus Partners Wealth | 0.00% | 16,934 | $1,239,910 | $1,240,754 | +$844 | +0.07% | |
| Frazier Financial Advisors, Llc | 0.62% | 16,754 | $1,226,632 | $1,227,566 | +$934 | +0.08% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 17,438 | $1,218,759 | $1,277,682 | +$58,923 | +4.83% | |
| Kondo Wealth Advisors, Inc. | 0.38% | 15,373 | $1,132,179 | $1,126,380 | -$5,799 | -0.51% | |
| Courier Capital Llc | 0.06% | 15,330 | $1,129,002 | $1,123,229 | -$5,773 | -0.51% | |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | 15,272 | $1,124,707 | $1,118,979 | -$5,728 | -0.51% | |
| Provise Management Group, Llc | 0.07% | 14,692 | $1,026,833 | $1,076,483 | +$49,650 | +4.84% | |
| Oneascent Financial Services Llc | 0.05% | 13,935 | $1,020,247 | $1,021,017 | +$770 | +0.08% | |
| Octavia Wealth Advisors, Llc | 0.09% | 13,616 | $996,859 | $997,644 | +$785 | +0.08% | |
| Davenport & Co Llc | 0.01% | 13,253 | $976,011 | $971,047 | -$4,964 | -0.51% |
Frequently asked questions about DWM
Who are the largest institutional holders of DWM?
The largest institutional holders of DWM reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, Lri Investments, Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported DWM position.
What is DWM institutional ownership?
This page tracks DWM positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE INTERNATIONAL EQU (DWM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DWM?
InsiderSet currently tracks 133 institutional managers reporting DWM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DWM shareholders.
How much DWM stock do institutions own?
Institutional investment managers disclosed approximately $403.49M in DWM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DWM institutional ownership last updated?
The latest DWM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DWM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DWM position after the reporting date.
Are institutions buying or selling DWM?
Institutional buying and selling can be analyzed by comparing DWM positions across consecutive 13F reporting periods. InsiderSet's DWM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DWM ownership changes.
How has DWM institutional ownership changed over time?
InsiderSet tracks DWM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.