Who Owns WisdomTree International Equity Fund (DWM)?Hedge Fund & Institutional Holders

$69.29-0.89 (-1.28%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$52.06$58.04$64.02$70.00$75.98Sep 24Jun 25Mar 26

DWM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
LRI Investments, LLCNew Position+387K+$26.6B
BANK OF AMERICA CORP /DE/Increased+2K+$25.0B
Valmark Advisers, Inc.New Position+308K+$21.1B
AMERIPRISE FINANCIAL INCIncreased+77K+$4.7B
WELLS FARGO & COMPANY/MNIncreased+66K+$3.7B
COURIER CAPITAL LLCNew Position+27K+$1.8B
Geneos Wealth Management Inc.New Position+26K+$1.8B
PLIMOTH TRUST CO LLCNew Position+24K+$1.6B
Stratos Wealth Advisors, LLCNew Position+21K+$1.5B
Frazier Financial Advisors, LLCNew Position+17K+$1.2B
Kondo Wealth Advisors, Inc.New Position+16K+$1.1B
UBS Group AGIncreased+9K+$1.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+15K+$1.0B
Octavia Wealth Advisors, LLCNew Position+14K+$949.0M
Thrive Capital Management, LLCNew Position+13K+$884.0M

DWM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-8K-$32.0B
Cetera Investment AdvisersDecreased-1K-$5.4B
HBK Sorce Advisory LLCDecreased-10-$3.6B
JANE STREET GROUP, LLCDecreased-5K-$1.0B
SEI INVESTMENTS CODecreased-652-$804.6M
JPMORGAN CHASE & CODecreased-531-$797.0M
COMERICA BANKDecreased-10K-$658.5M
Rockefeller Capital Management L.P.Decreased-1K-$656.6M
HUNTINGTON NATIONAL BANKDecreased-844-$174.7M
ROYAL BANK OF CANADADecreased-519-$162.0M
Advisory Services Network, LLCClosed Position-1K-$79.5M
Envision Financial LLCDecreased-3K-$78.0M
Integrated Wealth Concepts LLCClosed Position-1K-$67.1M
IFP Advisors, IncDecreased-1-$33.8M
Rockbridge Investment Management, LCCDecreased-473-$19.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LRI Investments, LLC386,546$26.6B2.15%Share
2Valmark Advisers, Inc.307,500$21.1B0.26%Share
3BANK OF AMERICA CORP /DE/274,880$18.0B0.00%Share
4WELLS FARGO & COMPANY/MN223,055$15.0B0.00%Share
5UBS Group AG180,277$12.4B0.00%Share
6MOLLER WEALTH PARTNERS102,757$7.1B1.48%Share
7BANK OF AMERICA CORP /DE/114,960$7.0B0.00%Share
8WELLS FARGO & COMPANY/MN92,256$6.0B0.00%Share
9NewSquare Capital LLC73,669$5.1B0.45%Share
10AMERIPRISE FINANCIAL INC80,389$5.0B0.00%Share
11JFS WEALTH ADVISORS, LLC71,739$4.9B0.28%Share
12RAYMOND JAMES FINANCIAL INC61,389$4.0B0.00%Share
13Smallwood Wealth Investment Management, LLC57,383$3.9B2.06%Share
14Envision Financial LLC47,414$3.3B1.72%Share
15CIBC WORLD MARKET INC.52,074$3.0B0.00%Share
16WELLS FARGO & COMPANY/MN48,652$3.0B0.00%Share
17SEI INVESTMENTS CO41,702$2.0B0.00%Share
18OSAIC HOLDINGS, INC.33,427$2.0B0.00%Share
19WELLS FARGO & COMPANY/MN38,955$2.0B0.00%Share
20COURIER CAPITAL LLC26,803$1.8B0.10%Share
21Geneos Wealth Management Inc.26,344$1.8B0.04%Share
22PLIMOTH TRUST CO LLC23,642$1.6B0.36%Share
23Stratos Wealth Advisors, LLC21,221$1.5B0.07%Share
24Frazier Financial Advisors, LLC17,397$1.2B0.71%Share
25Kondo Wealth Advisors, Inc.16,107$1.1B0.42%Share
26ProVise Management Group, LLC14,692$1.0B0.07%Share
27Focus Partners Wealth15,887$1.0B0.00%Share
28RAYMOND JAMES FINANCIAL INC26,243$1.0B0.00%Share
29ROYAL BANK OF CANADA16,917$1.0B0.00%Share
30COMMONWEALTH EQUITY SERVICES, LLC14,729$1.0B0.00%Share
31Octavia Wealth Advisors, LLC13,816$949.0M0.09%Share
32KMG FIDUCIARY PARTNERS, LLC13,031$896.0M0.06%Share
33Thrive Capital Management, LLC12,861$884.0M0.20%Share
34Intrua Financial, LLC12,636$868.0M0.09%Share
35COMERICA BANK12,532$861.0M0.00%Share
36Falcon Wealth Planning11,601$797.0M0.07%Share
37Brightwater Advisory LLC11,473$788.0M0.53%Share
38CAPE ANN SAVINGS BANK6,794$467.0M0.24%Share
39Pinnacle Financial Group, LLC / IL5,971$410.0M0.12%Share
40HOWARD WEALTH MANAGEMENT, LLC5,615$386.0M0.17%Share
41Rockbridge Investment Management, LCC4,690$322.0M0.03%Share
42REGIMEN WEALTH, LLC4,521$310.0M0.09%Share
43New Perspectives, Inc4,175$287.0M0.10%Share
44Viewpoint Capital Management LLC4,100$281.0M0.12%Share
45Duncan Williams Asset Management, LLC3,717$271.0M0.07%Share
46WPG Advisers, LLC1,101$75.0M0.06%Share
47MORGAN STANLEY965,798$66.0M0.00%Share
48Westside Investment Management, Inc.816$56.0M0.01%Share
49Tidemark, LLC783$53.0M0.02%Share
50Creative Capital Management Investments LLC539$37.0M0.01%Share

DWM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025124$174.7B+45
Q3 202579$132.8B-32
Q2 2025111$231.8B-4
Q1 2025115$288.5B+12
Q4 2024103$3.5T+16
Q3 202487$54.6T-6
Q2 202493$12.4T+4
Q1 202489$384.7T—

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As of Q4 2025, 50 institutional investors hold DWM (WisdomTree International Equity Fund). The largest holder is LRI Investments, LLC with $26.6B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DWM?

As of Q4 2025, 50 institutional investors report holding DWM (WisdomTree International Equity Fund) in their 13F filings.

Who is the largest institutional holder of DWM?

The largest institutional holder of DWM is LRI Investments, LLC with $26.6B in shares.

Is institutional ownership of DWM increasing or decreasing?

This quarter, 11 institutions opened new positions in DWM and 2 closed their positions.