DWM Institutional Ownership
WisdomTree International Equity Fund
1W: -1.3%
1M: -3.1%
3M: -1.7%
YTD: +5.9%
1Y: +10.4%
3Y: +63.8%
5Y: +59.3%
$73.48
+0.65 (+0.89%)
Weekly Expected Move ±1.8%
$71
$72
$73
$75
$76
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DWM
147
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
402M
Total Invested
14
New Positions
47
Increased
54
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (154 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 915,784 | $67M | -34,347 | -3.6% | 60Q | SEC ↗ |
| 2 | LPL Financial LLC | 469,903 | $35M | -6,105 | -1.3% | 61Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 388,008 | $29M | -43,845 | -10.2% | 79Q | SEC ↗ |
| 4 | LRI Investments, LLC | 386,413 | $28M | -133 | -0.0% | 10Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 375,486 | $28M | -9,632 | -2.5% | 15Q | SEC ↗ |
| 6 | Valmark Advisers, Inc. | 309,102 | $23M | -441 | -0.1% | 44Q | SEC ↗ |
| 7 | UBS Group AG | 232,150 | $17M | +11,384 | +5.2% | 9Q | SEC ↗ |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 216,800 | $16M | +8,627 | +4.1% | 13Q | SEC ↗ |
| 9 | FLOW TRADERS U.S. LLC | 117,263 | $9M | +21,921 | +23.0% | 7Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 111,986 | $8M | +273 | +0.2% | 72Q | SEC ↗ |
| 11 | MOLLER WEALTH PARTNERS | 97,736 | $7M | -559 | -0.6% | 67Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 91,854 | $7M | +3,003 | +3.4% | 5Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 89,203 | $7M | +113 | +0.1% | 7Q | SEC ↗ |
| 14 | Kestra Advisory Services, LLC | 82,122 | $6M | -25,531 | -23.7% | 9Q | SEC ↗ |
| 15 | NewSquare Capital LLC | 79,206 | $6M | +2,837 | +3.7% | 25Q | SEC ↗ |
| 16 | MML INVESTORS SERVICES, LLC | 74,145 | $5M | +10,339 | +16.2% | 3Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 69,779 | $5M | -14,476 | -17.2% | 33Q | SEC ↗ |
| 18 | JFS WEALTH ADVISORS, LLC | 63,202 | $5M | -2,688 | -4.1% | 35Q | SEC ↗ |
| 19 | Key Financial Inc | 62,725 | $5M | -1,083 | -1.7% | 23Q | SEC ↗ |
| 20 | Merit Financial Group, LLC | 59,906 | $4M | +2,974 | +5.2% | 16Q | SEC ↗ |
| 21 | Smallwood Wealth Investment Management | 59,018 | $4M | +1,409 | +2.4% | 19Q | SEC ↗ |
| 22 | CIBC WORLD MARKET INC. | 58,714 | $4M | +5,054 | +9.4% | 34Q | SEC ↗ |
| 23 | MISSION WEALTH MANAGEMENT, LP | 57,154 | $4M | +83 | +0.1% | 45Q | SEC ↗ |
| 24 | HBK Sorce Advisory LLC | 52,749 | $4M | — | +0.0% | 18Q | SEC ↗ |
| 25 | Falcon Wealth Planning | 40,548 | $3M | +28,902 | +248.2% | 23Q | SEC ↗ |
| 26 | SEI INVESTMENTS CO | 40,093 | $3M | -1,226 | -3.0% | 15Q | SEC ↗ |
| 27 | TOBIAS FINANCIAL ADVISORS, INC. | 38,077 | $3M | -1,063 | -2.7% | 18Q | SEC ↗ |
| 28 | Envision Financial LLC | 35,344 | $3M | -4,769 | -11.9% | 7Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 32,880 | $2M | +1,157 | +3.6% | 26Q | SEC ↗ |
| 30 | Janney Montgomery Scott LLC | 31,153 | $2M | +799 | +2.6% | 43Q | SEC ↗ |
| 31 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 29,001 | $2M | -900 | -3.0% | 2Q | SEC ↗ |
| 32 | Geneos Wealth Management Inc. | 27,968 | $2M | +1,440 | +5.4% | 42Q | SEC ↗ |
| 33 | Creative Planning | 27,456 | $2M | +2 | +0.0% | 44Q | SEC ↗ |
| 34 | COURIER CAPITAL LLC | 27,091 | $2M | +231 | +0.9% | 69Q | SEC ↗ |
| 35 | Shakespeare Wealth Management, LLC | 26,612 | $2M | -1,343 | -4.8% | 35Q | SEC ↗ |
| 36 | TopTier Wealth Management, LLC | 26,593 | $2M | -5,637 | -17.5% | 3Q | SEC ↗ |
| 37 | &PARTNERS | 24,727 | $2M | +473 | +2.0% | 15Q | SEC ↗ |
| 38 | PLIMOTH TRUST CO LLC | 24,571 | $2M | -455 | -1.8% | 35Q | SEC ↗ |
| 39 | Stratos Wealth Advisors, LLC | 21,038 | $2M | -3,378 | -13.8% | 16Q | SEC ↗ |
| 40 | JANE STREET GROUP, LLC | 19,742 | $1M | +1,848 | +10.3% | 4Q | SEC ↗ |
| 41 | ROYAL BANK OF CANADA | 17,934 | $1M | +757 | +4.4% | 70Q | SEC ↗ |
| 42 | Focus Partners Wealth | 16,934 | $1M | -898 | -5.0% | 7Q | SEC ↗ |
| 43 | Frazier Financial Advisors, LLC | 16,754 | $1M | -86 | -0.5% | 11Q | SEC ↗ |
| 44 | Pinnacle Wealth Planning Services, Inc | 15,793 | $1M | -1,486 | -8.6% | 35Q | SEC ↗ |
| 45 | Kondo Wealth Advisors, Inc. | 15,412 | $1M | -243 | -1.6% | 7Q | SEC ↗ |
| 46 | ProVise Management Group, LLC | 14,692 | $1M | — | +0.0% | 44Q | SEC ↗ |
| 47 | HighTower Advisors, LLC | 14,088 | $1M | +1,200 | +9.3% | 22Q | SEC ↗ |
| 48 | OneAscent Financial Services LLC | 13,935 | $1M | +139 | +1.0% | 6Q | SEC ↗ |
| 49 | Octavia Wealth Advisors, LLC | 13,616 | $1M | -196 | -1.4% | 23Q | SEC ↗ |
| 50 | DAVENPORT & Co LLC | 13,308 | $978K | -731 | -5.2% | 15Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 12,771 | $938K |
| MCF Advisors LLC | 11,119 | $817K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,797 | $426K |
| Global Retirement Partners, LLC | 5,358 | $394K |
| Vise Technologies, Inc. | 3,215 | $236K |
| IMA Advisory Services, Inc. | 1,719 | $126K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,501 | $110K |
| Integrated Wealth Concepts LLC | 1,410 | $104K |
| Institute for Wealth Management, LL | 1,350 | $99K |
| IFG Advisory, LLC | 774 | $57K |
| VANGUARD ADVISERS INC | 191 | $14K |
| COMPASS FINANCIAL MANAGEMENT LLC | 128 | $9K |
| Ameritas Advisory Services, LLC | 73 | $5K |
| TD Waterhouse Canada Inc. | 50 | $4K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Phillip James Consulting Co. | 37,269 | $3M |
| UBS AM, a distinct business unit of | 17,438 | $1M |
| KMG FIDUCIARY PARTNERS, LLC | 9,747 | $716K |
| Duncan Williams Asset Management, L | 3,717 | $273K |
| American Trust | 3,174 | $233K |
| MAI Capital Management | 1,743 | $128K |
| WELLINGTON-ALTUS USA INC. | 1,425 | $105K |
| Advisory Services Network, LLC | 950 | $70K |
| Tidemark, LLC | 783 | $58K |
| IFP Advisors, Inc | 510 | $37K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 510 | $37K |
| Empowered Funds, LLC | 487 | $36K |
| Financial Freedom, LLC | 378 | $28K |
| Western Wealth Management, LLC | 322 | $24K |
| Root Financial Partners, LLC | 116 | $9K |
| Medallion Wealth Advisors, LLC | 61 | $4K |
| IFC & Insurance Marketing, Inc. | 35 | $3K |
| Tower Research Capital LLC (TRC) | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Falcon Wealth Planning | +28,902 | +248.2% | 40,548 |
| FLOW TRADERS U.S. LLC | +21,921 | +23.0% | 117,263 |
| UBS Group AG | +11,384 | +5.2% | 232,150 |
| MML INVESTORS SERVICES, LLC | +10,339 | +16.2% | 74,145 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +8,627 | +4.1% | 216,800 |
| CIBC WORLD MARKET INC. | +5,054 | +9.4% | 58,714 |
| Arax Advisory Partners | +4,019 | +131.5% | 7,076 |
| ROTHSCHILD INVESTMENT LLC | +3,456 | +9874.3% | 3,491 |
| AMERIPRISE FINANCIAL INC | +3,003 | +3.4% | 91,854 |
| Merit Financial Group, LLC | +2,974 | +5.2% | 59,906 |
| NewSquare Capital LLC | +2,837 | +3.7% | 79,206 |
| JANE STREET GROUP, LLC | +1,848 | +10.3% | 19,742 |
| Geneos Wealth Management Inc. | +1,440 | +5.4% | 27,968 |
| Smallwood Wealth Investment Managem | +1,409 | +2.4% | 59,018 |
| HighTower Advisors, LLC | +1,200 | +9.3% | 14,088 |
| OSAIC HOLDINGS, INC. | +1,157 | +3.6% | 32,880 |
| New World Advisors LLC | +1,053 | +19.9% | 6,352 |
| JONES FINANCIAL COMPANIES LLLP | +963 | +12.5% | 8,682 |
| Janney Montgomery Scott LLC | +799 | +2.6% | 31,153 |
| FMR LLC | +789 | +36.2% | 2,966 |