DWMF Institutional Ownership
WisdomTree International Multifactor Fund
1W: -1.4%
1M: -2.5%
3M: -3.1%
YTD: +1.0%
1Y: +3.8%
3Y: +44.1%
5Y: +43.5%
$33.16
+0.32 (+0.98%)
Weekly Expected Move ±1.7%
$32
$33
$33
$34
$34
Overview
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Institutional Ownership — DWMF
27
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
12M
Total Invested
2
New Positions
8
Increased
11
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 103,694 | 3M | +8,443 | +8.9% | 17Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 67,575 | 2M | -7,543 | -10.0% | 6Q | SEC ↗ |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,272 | 1M | -1,762 | -4.9% | 9Q | SEC ↗ |
| 4 | Stratos Wealth Partners, LTD. | 23,207 | 770K | -541 | -2.3% | 8Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC | 22,982 | 762K | +4,309 | +23.1% | 3Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC | 15,175 | 503K | +1,018 | +7.2% | 32Q | SEC ↗ |
| 7 | Breakwater Capital Group | 14,953 | 496K | +1,629 | +12.2% | 6Q | SEC ↗ |
| 8 | FLOW TRADERS U.S. LLC | 12,093 | 401K | -66,523 | -84.6% | 5Q | SEC ↗ |
| 9 | Insight Wealth Strategies, LLC | 9,714 | 322K | +470 | +5.1% | 5Q | SEC ↗ |
| 10 | Retirement Planning Group, LLC | 8,878 | 294K | — | +0.0% | 2Q | SEC ↗ |
| 11 | Creative Planning | 7,344 | 244K | -3,389 | -31.6% | 5Q | SEC ↗ |
| 12 | SK Wealth Management, LLC | 6,637 | 220K | +111 | +1.7% | 6Q | SEC ↗ |
| 13 | Nova Wealth Management, Inc. | 6,480 | 215K | -405 | -5.9% | 6Q | SEC ↗ |
| 14 | Arkadios Wealth Advisors | 6,469 | 215K | -342 | -5.0% | 5Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors NEW | 6,430 | 213K | — | +0.0% | 1Q | SEC ↗ |
| 16 | EPG Wealth Management LLC | 3,389 | 112K | +57 | +1.7% | 16Q | SEC ↗ |
| 17 | CoreCap Advisors, LLC | 2,881 | 96K | +20 | +0.7% | 10Q | SEC ↗ |
| 18 | MORGAN STANLEY | 760 | 25K | — | +0.0% | 13Q | SEC ↗ |
| 19 | Breakwater Investment Management | 613 | 20K | -61 | -9.1% | 7Q | SEC ↗ |
| 20 | HARBOUR INVESTMENTS, INC. | 331 | 11K | — | +0.0% | 17Q | SEC ↗ |
| 21 | Sankala Group LLC | 135 | 4K | -196 | -59.2% | 3Q | SEC ↗ |
| 22 | LANARK FINANCIAL, INC. | 90 | 3K | — | +0.0% | 6Q | SEC ↗ |
| 23 | VANGUARD ADVISERS INC | 1 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 24 | FMR LLC NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Smartleaf Asset Management LLC | 1 | 0K | — | +0.0% | 11Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 0 | 0K | -8,447 | -100.0% | 1Q | SEC ↗ |
| 27 | TopTier Wealth Management, LLC | 0 | 0K | -5,015 | -100.0% | 2Q | SEC ↗ |
| 28 | UBS Group AG | 0 | 0K | -215 | -100.0% | 4Q | SEC ↗ |
| 29 | MERCER GLOBAL ADVISORS INC /ADV | 0 | 0K | -6,370 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Cambridge Investment Research Advis | 6,430 | 213K |
| FMR LLC | 1 | 0K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | 8,447 | 280K |
| MERCER GLOBAL ADVISORS INC /ADV | 6,370 | 211K |
| TopTier Wealth Management, LLC | 5,015 | 166K |
| UBS Group AG | 215 | 7K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +8,443 | +8.9% | 103,694 |
| CITADEL ADVISORS LLC | +4,309 | +23.1% | 22,982 |
| Breakwater Capital Group | +1,629 | +12.2% | 14,953 |
| JANE STREET GROUP, LLC | +1,018 | +7.2% | 15,175 |
| Insight Wealth Strategies, LLC | +470 | +5.1% | 9,714 |
| SK Wealth Management, LLC | +111 | +1.7% | 6,637 |
| EPG Wealth Management LLC | +57 | +1.7% | 3,389 |
| CoreCap Advisors, LLC | +20 | +0.7% | 2,881 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FLOW TRADERS U.S. LLC | -66,523 | -84.6% | 12,093 |
| Cetera Investment Advisers | -7,543 | -10.0% | 67,575 |
| Creative Planning | -3,389 | -31.6% | 7,344 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,762 | -4.9% | 34,272 |
| Stratos Wealth Partners, LTD. | -541 | -2.3% | 23,207 |
| Nova Wealth Management, Inc. | -405 | -5.9% | 6,480 |
| Arkadios Wealth Advisors | -342 | -5.0% | 6,469 |
| Sankala Group LLC | -196 | -59.2% | 135 |
| Breakwater Investment Management | -61 | -9.1% | 613 |