WISDOMTREE INTERNATIONAL EQU (DWM) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $383.34M 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 $71.57M, representing an estimated gain of +7.78% 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
128
Total Reported Value
$383.34M
Largest Holder
Morgan Stanley
Largest Position
$66.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
146
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 | $71,574,603 | +$5,169,317 | +7.78% | |
| Lpl Financial Llc | 0.01% | 476,008 | $33,268,504 | $35,858,301 | +$2,589,797 | +7.78% | |
| Wells Fargo & Company/Mn | 0.01% | 431,853 | $30,182,497 | $32,532,048 | +$2,349,551 | +7.78% | |
| Lri Investments, Llc | 2.27% | 386,413 | $28,290,957 | $29,108,994 | +$818,037 | +2.89% | |
| Bank Of America Corp | 0.00% | 385,118 | $26,916,046 | $29,011,440 | +$2,095,394 | +7.78% | |
| Valmark Advisers, Inc. | 0.26% | 309,543 | $21,634,143 | $23,318,277 | +$1,684,134 | +7.78% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 216,800 | $16,002,165 | $16,331,826 | +$329,661 | +2.06% | |
| Ubs Group Ag | 0.00% | 220,766 | $15,429,556 | $16,630,590 | +$1,201,034 | +7.78% | |
| Envestnet Asset Management Inc | 0.00% | 111,986 | $8,198,980 | $8,436,051 | +$237,071 | +2.89% | |
| Moller Wealth Partners | 1.29% | 97,736 | $7,155,673 | $7,362,580 | +$206,907 | +2.89% | |
| Raymond James Financial Inc | 0.00% | 89,090 | $6,226,605 | $6,711,266 | +$484,661 | +7.78% | |
| Ameriprise Financial Inc | 0.00% | 88,851 | $6,209,844 | $6,693,261 | +$483,417 | +7.78% | |
| Kestra Advisory Services, Llc | 0.02% | 82,122 | $6,012,484 | $6,186,357 | +$173,873 | +2.89% | |
| Cetera Investment Advisers | 0.01% | 84,255 | $5,888,601 | $6,347,039 | +$458,438 | +7.79% | |
| Newsquare Capital Llc | 0.43% | 79,206 | $5,799,012 | $5,966,691 | +$167,679 | +2.89% | |
| Jfs Wealth Advisors, Llc | 0.23% | 63,202 | $4,627,285 | $4,761,089 | +$133,804 | +2.89% | |
| Key Financial Inc | 0.75% | 62,725 | $4,592,367 | $4,725,156 | +$132,789 | +2.89% | |
| Mml Investors Services, Llc | 0.01% | 63,806 | $4,459,419 | $4,806,589 | +$347,170 | +7.79% | |
| Merit Financial Group, Llc | 0.03% | 59,906 | $4,385,965 | $4,512,797 | +$126,832 | +2.89% | |
| Smallwood Wealth Investment Management, Llc | 1.89% | 59,018 | $4,320,968 | $4,445,903 | +$124,935 | +2.89% | |
| Mission Wealth Management, Lp | 0.05% | 57,154 | $4,184,490 | $4,305,485 | +$120,995 | +2.89% | |
| Hbk Sorce Advisory Llc | 0.08% | 52,749 | $3,916,956 | $3,973,651 | +$56,695 | +1.45% | |
| Cibc World Market Inc. | 0.01% | 53,660 | $3,750,297 | $4,042,278 | +$291,981 | +7.79% | |
| Falcon Wealth Planning | 0.19% | 40,548 | $2,968,699 | $3,054,534 | +$85,835 | +2.89% | |
| Sei Investments Co | 0.00% | 41,319 | $2,887,760 | $3,112,614 | +$224,854 | +7.79% | |
| Tobias Financial Advisors, Inc. | 0.38% | 39,140 | $2,735,538 | $2,948,467 | +$212,929 | +7.78% | |
| Envision Financial Llc | 1.19% | 35,344 | $2,587,708 | $2,662,509 | +$74,801 | +2.89% | |
| Osaic Holdings, Inc. | 0.00% | 31,723 | $2,218,745 | $2,389,735 | +$170,990 | +7.71% | |
| Ferguson Wellman Capital Management, Inc | 0.03% | 29,001 | $2,123,288 | $2,184,683 | +$61,395 | +2.89% | |
| Courier Capital Llc | 0.10% | 27,091 | $1,983,460 | $2,040,800 | +$57,340 | +2.89% | |
| Shakespeare Wealth Management, Llc | 0.52% | 26,612 | $1,948,379 | $2,004,717 | +$56,338 | +2.89% | |
| Toptier Wealth Management, Llc | 1.18% | 26,593 | $1,947,001 | $2,003,285 | +$56,284 | +2.89% | |
| Creative Planning | 0.00% | 27,454 | $1,918,745 | $2,068,146 | +$149,401 | +7.79% | |
| Geneos Wealth Management Inc. | 0.04% | 26,528 | $1,854,042 | $1,998,389 | +$144,347 | +7.79% | |
| Plimoth Trust Co Llc | 0.36% | 24,571 | $1,798,948 | $1,850,965 | +$52,017 | +2.89% | |
| Stratos Wealth Advisors, Llc | 0.10% | 24,416 | $1,706,514 | $1,839,289 | +$132,775 | +7.78% | |
| &Partners | 0.01% | 24,254 | $1,695,857 | $1,827,085 | +$131,228 | +7.74% | |
| Jane Street Group, Llc | 0.00% | 17,894 | $1,250,622 | $1,347,978 | +$97,356 | +7.78% | |
| Focus Partners Wealth | 0.00% | 17,832 | $1,246,323 | $1,343,308 | +$96,985 | +7.78% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 17,438 | $1,218,759 | $1,313,627 | +$94,868 | +7.78% | |
| Pinnacle Wealth Planning Services, Inc. | 0.12% | 17,279 | $1,207,669 | $1,301,650 | +$93,981 | +7.78% | |
| Royal Bank Of Canada | 0.00% | 17,177 | $1,200,000 | $1,293,966 | +$93,966 | +7.83% | |
| Frazier Financial Advisors, Llc | 0.65% | 16,840 | $1,176,964 | $1,268,579 | +$91,615 | +7.78% | |
| Kondo Wealth Advisors, Inc. | 0.38% | 15,412 | $1,128,440 | $1,161,006 | +$32,566 | +2.89% | |
| Provise Management Group, Llc | 0.07% | 14,692 | $1,026,833 | $1,106,767 | +$79,934 | +7.78% | |
| Octavia Wealth Advisors, Llc | 0.09% | 13,616 | $996,859 | $1,025,711 | +$28,852 | +2.89% | |
| Davenport & Co Llc | 0.00% | 13,308 | $974,336 | $1,002,509 | +$28,173 | +2.89% | |
| Oneascent Financial Services Llc | 0.05% | 13,796 | $964,185 | $1,039,271 | +$75,086 | +7.79% | |
| Intrua Financial, Llc | 0.09% | 12,771 | $935,020 | $962,056 | +$27,036 | +2.89% | |
| Hightower Advisors, Llc | 0.00% | 12,888 | $900,816 | $970,870 | +$70,054 | +7.78% |
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.