Who Owns WISDOMTREE (DWMF)? -- Institutional Holders (2026-06-30)

27 institutions reported holding $12.0M of WISDOMTREE (DWMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($3.5M), Cetera Investment Advisers ($2.3M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.2M), Stratos Wealth Partners, LTD. ($787,866), CITADEL ADVISORS LLC ($780,227). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$3.5M103,694Added
2Cetera Investment Advisers$2.3M67,575Trimmed
3SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M34,272Trimmed
4Stratos Wealth Partners, LTD.$787,86623,207Trimmed
5CITADEL ADVISORS LLC$780,22722,982Added
6JANE STREET GROUP, LLC$515,18415,175Added
7Breakwater Capital Group$507,64714,953Added
8FLOW TRADERS U.S. LLC$411,00012,093Trimmed
9Insight Wealth Strategies, LLC$327,5369,714Added
10Retirement Planning Group, LLC$301,4048,878Hold
11Creative Planning$249,3257,344Trimmed
12SK Wealth Management, LLC$227,4136,637Added
13Nova Wealth Management, Inc.$219,9936,480Trimmed
14Arkadios Wealth Advisors$219,6056,469Trimmed
15Cambridge Investment Research Advisors, Inc.$218,0006,430New
16EPG Wealth Management LLC$115,0583,389Added
17CoreCap Advisors, LLC$97,8132,881Added
18MORGAN STANLEY$25,802760Hold
19Breakwater Investment Management$20,812613Trimmed
20HARBOUR INVESTMENTS, INC.$11,237331Hold
21Sankala Group LLC$4,606135Trimmed
22NBC SECURITIES, INC.$3,05590Hold
23Smartleaf Asset Management LLC$511Hold
24VANGUARD GROUP INC$341Hold
25FMR LLC$341New

Source: SEC Form 13F filings · as of 2026-06-30