WISDOMTREE INTERNATIONAL EQU (DWM) Top Institutional Shareholders
WISDOMTREE INTERNATIONAL EQU (DWM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $403.56M in DWM holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of DWM tracked by InsiderSet, reporting ownership valued at approximately $66.41M in its March 31, 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 $70.96M, representing an estimated gain of +6.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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
130
Total Reported Value
$403.56M
Largest Holder
Morgan Stanley
Largest Position
$66.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
142
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% | 950,131 | $66,405,286 | $70,955,783 | +$4,550,497 | +6.85% | |
| Lpl Financial Llc | 0.01% | 476,008 | $33,268,504 | $35,548,277 | +$2,279,773 | +6.85% | |
| Wells Fargo & Company/Mn | 0.01% | 431,853 | $30,182,497 | $32,250,782 | +$2,068,285 | +6.85% | |
| Lri Investments, Llc | 2.39% | 386,546 | $27,015,932 | $28,867,255 | +$1,851,323 | +6.85% | |
| Bank Of America Corp | 0.00% | 385,118 | $26,916,046 | $28,760,612 | +$1,844,566 | +6.85% | |
| Independent Financial Group, Llc | 0.28% | 466,148 | $22,543,650 | $34,811,933 | +$12,268,283 | +54.42% | |
| Valmark Advisers, Inc. | 0.26% | 309,543 | $21,634,143 | $23,116,671 | +$1,482,528 | +6.85% | |
| Ubs Group Ag | 0.00% | 220,766 | $15,429,556 | $16,486,805 | +$1,057,249 | +6.85% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 208,173 | $14,699,129 | $15,546,360 | +$847,231 | +5.76% | |
| Envestnet Asset Management Inc | 0.00% | 111,713 | $7,807,714 | $8,342,727 | +$535,013 | +6.85% | |
| Kestra Advisory Services, Llc | 0.03% | 107,653 | $7,523,915 | $8,039,526 | +$515,611 | +6.85% | |
| Moller Wealth Partners | 1.36% | 98,295 | $6,869,897 | $7,340,671 | +$470,774 | +6.85% | |
| Raymond James Financial Inc | 0.00% | 89,090 | $6,226,605 | $6,653,241 | +$426,636 | +6.85% | |
| Ameriprise Financial Inc | 0.00% | 88,851 | $6,209,844 | $6,635,393 | +$425,549 | +6.85% | |
| Cetera Investment Advisers | 0.01% | 84,255 | $5,888,601 | $6,292,163 | +$403,562 | +6.85% | |
| Newsquare Capital Llc | 0.46% | 76,369 | $5,337,475 | $5,703,237 | +$365,762 | +6.85% | |
| Jfs Wealth Advisors, Llc | 0.26% | 65,890 | $4,605,058 | $4,920,665 | +$315,607 | +6.85% | |
| Key Financial Inc | 0.79% | 63,808 | $4,459,579 | $4,765,181 | +$305,602 | +6.85% | |
| Mml Investors Services, Llc | 0.01% | 63,806 | $4,459,419 | $4,765,032 | +$305,613 | +6.85% | |
| Smallwood Wealth Investment Management, Llc | 2.12% | 57,609 | $4,026,367 | $4,302,240 | +$275,873 | +6.85% | |
| Mission Wealth Management, Lp | 0.08% | 57,071 | $3,988,721 | $4,262,062 | +$273,341 | +6.85% | |
| Merit Financial Group, Llc | 0.03% | 56,932 | $3,979,022 | $4,251,682 | +$272,660 | +6.85% | |
| Hbk Sorce Advisory Llc | 0.08% | 52,749 | $3,916,956 | $3,939,295 | +$22,339 | +0.57% | |
| Cibc World Market Inc. | 0.01% | 53,660 | $3,750,297 | $4,007,329 | +$257,032 | +6.85% | |
| Phillip James Consulting Co. | 2.30% | 37,269 | $3,037,000 | $2,783,249 | -$253,751 | -8.36% | |
| Sei Investments Co | 0.00% | 41,319 | $2,887,760 | $3,085,703 | +$197,943 | +6.85% | |
| Envision Financial Llc | 1.51% | 40,113 | $2,803,516 | $2,995,639 | +$192,123 | +6.85% | |
| Tobias Financial Advisors, Inc. | 0.38% | 39,140 | $2,735,538 | $2,922,975 | +$187,437 | +6.85% | |
| Toptier Wealth Management, Llc | 1.38% | 32,230 | $2,252,540 | $2,406,936 | +$154,396 | +6.85% | |
| Osaic Holdings, Inc. | 0.00% | 31,723 | $2,218,745 | $2,369,074 | +$150,329 | +6.78% | |
| Ferguson Wellman Capital Management, Inc | 0.03% | 29,901 | $2,089,799 | $2,233,007 | +$143,208 | +6.85% | |
| Shakespeare Wealth Management, Llc | 0.46% | 27,955 | $1,953,792 | $2,087,679 | +$133,887 | +6.85% | |
| Creative Planning | 0.00% | 27,454 | $1,918,745 | $2,050,265 | +$131,520 | +6.85% | |
| Courier Capital Llc | 0.10% | 26,860 | $1,877,246 | $2,005,905 | +$128,659 | +6.85% | |
| Geneos Wealth Management Inc. | 0.04% | 26,528 | $1,854,042 | $1,981,111 | +$127,069 | +6.85% | |
| Plimoth Trust Co Llc | 0.39% | 25,026 | $1,749,082 | $1,868,942 | +$119,860 | +6.85% | |
| Stratos Wealth Advisors, Llc | 0.10% | 24,416 | $1,706,514 | $1,823,387 | +$116,873 | +6.85% | |
| &Partners | 0.01% | 24,254 | $1,695,857 | $1,811,289 | +$115,432 | +6.81% | |
| Jane Street Group, Llc | 0.00% | 17,894 | $1,250,622 | $1,336,324 | +$85,702 | +6.85% | |
| Focus Partners Wealth | 0.00% | 17,832 | $1,246,323 | $1,331,694 | +$85,371 | +6.85% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 17,438 | $1,218,759 | $1,302,270 | +$83,511 | +6.85% | |
| Pinnacle Wealth Planning Services, Inc. | 0.12% | 17,279 | $1,207,669 | $1,290,396 | +$82,727 | +6.85% | |
| Royal Bank Of Canada | 0.00% | 17,177 | $1,200,000 | $1,282,778 | +$82,778 | +6.90% | |
| Frazier Financial Advisors, Llc | 0.65% | 16,840 | $1,176,964 | $1,257,611 | +$80,647 | +6.85% | |
| Kondo Wealth Advisors, Inc. | 0.41% | 15,655 | $1,094,195 | $1,169,115 | +$74,920 | +6.85% | |
| Provise Management Group, Llc | 0.07% | 14,692 | $1,026,833 | $1,097,199 | +$70,366 | +6.85% | |
| Davenport & Co Llc | 0.01% | 14,039 | $981,194 | $1,048,433 | +$67,239 | +6.85% | |
| Octavia Wealth Advisors, Llc | 0.09% | 13,812 | $965,307 | $1,031,480 | +$66,173 | +6.86% | |
| Oneascent Financial Services Llc | 0.05% | 13,796 | $964,185 | $1,030,285 | +$66,100 | +6.86% | |
| Hightower Advisors, Llc | 0.00% | 12,888 | $900,816 | $962,476 | +$61,660 | +6.84% |
Frequently asked questions about DWM
Who owns the most DWM stock?
The largest holders of DWM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE INTERNATIONAL EQU (DWM).
Is DWM widely held by superinvestors?
Many widely followed stocks like DWM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DWM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.