Wisdomtree International EquDWMETF
13F holders, Q1 2024 (March 31)124holders
1famous investor
$54.73avg. 13F price*
At the end of Q1 2024, 124 institutions reported holding Wisdomtree International Equ (DWM) in their 13F filings. The largest holders were Morgan Stanley ($56.5M), LPL Financial LLC ($43.2M) and Shakespeare Wealth Management, LLC ($24.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree International Equ
- CUSIP
- 97717W703
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.7M |
| Exits | 10 | $44.2M |
Ownership 124 holders
| Morgan Stanley | 0.00% | Reduce -2.7% | 1,030,114 | $56.5M |
| LPL Financial LLC | 0.02% | Add +0.1% | 788,591 | $43.2M |
| Shakespeare Wealth Management, LLC | 6.96% | Add +3.0% | 438,004 | $24.0M |
| LRI Investments, LLC | 5.52% | — | 398,926 | $21.9M |
| Legacy Financial Advisors, Inc. | 3.90% | Add +8.4% | 397,313 | $21.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +5.8% | 384,947 | $21.1M |
| Bank of America Corp. | 0.00% | Add +2.7% | 323,610 | $17.7M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 275,298 | $15.1M |
| Valmark Advisers, Inc. | 0.12% | Reduce -1.3% | 121,348 | $6.6M |
| Moller Wealth Partners | 1.80% | No change | 121,216 | $6.6M |
| Mission Wealth Management, LP | 0.14% | Add +0.7% | 92,492 | $5.1M |
| Citadel Advisors | 0.00% | Add +2.1% | 90,485 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 83,890 | $4.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.2% | 83,332 | $4.6M |
| Jane Street Group, LLC | 0.01% | Add +177.3% | 80,454 | $4.4M |
| JFS Wealth Advisors, LLC | 0.34% | Reduce -3.7% | 79,268 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +1.9% | 75,082 | $4.1M |
| Tobias Financial Advisors, Inc. | 0.86% | Reduce -7.2% | 68,897 | $3.8M |
| HBK Sorce Advisory LLC | 0.13% | Reduce -17.0% | 66,493 | $3.6M |
| Brightwater Advisory LLC | 2.75% | New | 62,487 | $3.4M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +29.5% | 66,687 | $3.2M |
| NewSquare Capital LLC | 0.28% | Add +32.8% | 58,325 | $3.2M |
| Raymond James & Associates | 0.00% | Reduce -8.4% | 55,259 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +31.8% | 52,341 | $2.9M |
| Sei Investments Co. | 0.00% | Reduce -5.9% | 50,021 | $2.7M |
| Smallwood Wealth Investment Management, LLC | 2.03% | Add +2.0% | 47,854 | $2.6M |
| Old Mission Capital LLC | 0.06% | Reduce -7.1% | 44,694 | $2.4M |
| Cibc World Market Inc. | 0.01% | Add +1.9% | 44,099 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +84.3% | 37,196 | $2.0M |
| Key Financial Inc | 0.51% | Add +4.0% | 36,813 | $2.0M |
| Flow Traders U.S. LLC | 0.10% | Add +77.0% | 35,419 | $1.9M |
| Pinnacle Wealth Planning Services, Inc. | 0.27% | Reduce -10.1% | 34,090 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | No change | 30,173 | $1.7M |
| Advisor OS, LLC | 0.19% | Add +17.6% | 29,793 | $1.6M |
| Creative Planning | 0.00% | No change | 28,711 | $1.6M |
| Octavia Wealth Advisors, LLC | 0.22% | Reduce -94.4% | 27,017 | $1.5M |
| Courier Capital LLC | 0.11% | No change | 26,816 | $1.5M |
| Merit Financial Group, LLC | 0.04% | Add +0.9% | 26,947 | $1.5M |
| Plimoth Trust Co. LLC | 0.37% | Reduce -1.7% | 25,304 | $1.4M |
| Comerica Bank | 0.01% | Reduce -0.1% | 23,413 | $1.3M |
| Perennial Investment Advisors, LLC | 0.19% | Reduce -5.0% | 22,516 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -24.5% | 21,015 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.1% | 20,879 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +1.0% | 20,159 | $1.1M |
| Oarsman Capital, Inc. | 0.26% | Add +3.4% | 19,875 | $1.1M |
| Geneos Wealth Management Inc. | 0.05% | Add +18.6% | 19,800 | $1.1M |
| Beacon Financial Group | 0.11% | Reduce -8.8% | 18,253 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -2.4% | 17,915 | $982K |
| Frazier Financial Advisors, LLC | 0.80% | Reduce -3.0% | 17,861 | $979K |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.0% | 17,692 | $970K |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 17,078 | $936K |
| McLean Asset Management Corp | 0.30% | Add +0.2% | 15,927 | $871K |
| ProVise Management Group, LLC | 0.08% | Reduce -21.2% | 15,859 | $869K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +17.7% | 14,982 | $821K |
| HighTower Advisors, LLC | 0.00% | Reduce -39.0% | 14,780 | $809K |
| Falcon Wealth Planning | 0.13% | Reduce -3.7% | 14,429 | $791K |
| IHT Wealth Management, LLC | 0.03% | Add +8.0% | 13,919 | $763K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 13,271 | $727K |
| Modera Wealth Management, LLC | 0.01% | No change | 12,981 | $711K |
| Intrua Financial, LLC | 0.10% | No change | 12,036 | $660K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +0.6% | 11,011 | $603K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.4% | 9,560 | $524K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.3% | 9,335 | $512K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 9,245 | $507K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -8.8% | 7,564 | $414K |
| Pinnacle Financial Group, LLC / IL | 0.18% | Add +0.0% | 7,513 | $412K |
| &partners | 0.06% | No change | 7,425 | $407K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 7,000 | $384K |
| Allen Capital Group, LLC | 0.05% | No change | 6,868 | $376K |
| Cape Ann Savings Bank | 0.23% | No change | 6,794 | $372K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,450 | $353K |
| TCV Trust & Wealth Management, Inc. | 0.03% | Reduce -3.4% | 6,067 | $332K |
| Inspirion Wealth Advisors, LLC | 0.05% | No change | 5,993 | $328K |
| Howard Wealth Management, LLC | 0.25% | No change | 5,615 | $308K |
| Rockbridge Investment Management, LCC | 0.04% | Reduce -1.9% | 5,483 | $300K |
| Regimen Wealth, LLC | 0.10% | Add +3.5% | 5,358 | $294K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -6.0% | 5,299 | $290K |
| McNamara Financial Services, Inc. | 0.06% | Reduce -0.1% | 5,010 | $275K |
| Up Strategic Wealth Investment Advisors LLC | 0.45% | No change | 4,998 | $274K |
| Benedetti & Gucer, Inc. | 0.13% | Reduce -5.8% | 4,755 | $260K |
| GYL Financial Synergies, LLC | 0.02% | No change | 4,563 | $250K |
| Independent Financial Group, LLC | 0.01% | Reduce -35.4% | 4,360 | $239K |
| Sentinel Pension Advisors, LLC | 0.05% | Reduce -1.8% | 4,327 | $237K |
| Greylin Investment Management, Inc | 0.04% | No change | 4,319 | $237K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 4,226 | $232K |
| New Perspectives, Inc | 0.13% | — | 4,175 | $229K |
| Well Done, LLC | 0.04% | Reduce -0.2% | 4,112 | $225K |
| Viewpoint Capital Management LLC | 0.14% | No change | 4,100 | $225K |
| Valley National Advisers Inc. | 0.03% | No change | 4,014 | $219K |
| Culbertson A N & Co. Inc. | 0.04% | New | 3,695 | $202K |
| Lanark Financial, Inc. | 0.02% | Add +1.5% | 3,451 | $189K |
| Independence Bank of Kentucky | 0.04% | No change | 2,415 | $132K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,650 | $90K |
| ICA Group Wealth Management, LLC | 0.02% | Add +15.6% | 1,565 | $86K |
| Signaturefd, LLC | 0.00% | No change | 1,072 | $59K |
| Ancora Advisors LLC | 0.00% | No change | 1,065 | $58K |
| Spire Wealth Management | 0.00% | No change | 975 | $53K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +38.6% | 804 | $44K |
| Tidemark, LLC | 0.02% | No change | 783 | $43K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 687 | $38K |
"% of holder's portfolio" is DWM's weight in each manager's 13F, not the share of Wisdomtree International Equ the manager owns.