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

050100150 Q1 2024: 124Q1 2024Q2 2024: 123Q2 2024Q3 2024: 115Q3 2024Q4 2024: 116Q4 2024Q1 2025: 117Q1 2025Q2 2025: 122Q2 2025Q3 2025: 127Q3 2025Q4 2025: 126Q4 2025Q1 2026: 132Q1 2026Q2 2026: 133Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$3.7M
Exits10$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
Creative Capital Management Investments LLC 0.02% No change 539 $30K
McIlrath & Eck, LLC 0.00% New 485 $27K
FMR LLC 0.00% Add +114.3% 480 $26K
Beacon Capital Management, LLC 0.00% No change 384 $21K
Financial Freedom, LLC 0.01% No change 378 $21K
GPS Wealth Strategies Group, LLC 0.00% New 365 $20K
EverSource Wealth Advisors, LLC 0.00% No change 325 $17K
Financial Gravity Asset Management, Inc. 0.00% No change 260 $14K
Rothschild Investment LLC 0.00% No change 235 $13K
Creative Financial Designs Inc. 0.00% No change 203 $11K
Bank of Montreal 0.00% Add +811.1% 164 $9K
TD Waterhouse Canada Inc. 0.00% New 113 $8K
IFP Advisors, Inc 0.00% No change 148 $8K
Bogart Wealth, LLC 0.00% No change 133 $7K
Blair William & Co. 0.00% Reduce -7.0% 120 $7K
Principal Securities, Inc. 0.00% No change 115 $6K
Harbour Investments, Inc. 0.00% No change 115 $6K
Global Retirement Partners, LLC 0.00% No change 66 $4K
Qube Research & Technologies Ltd 0.00% No change 66 $4K
FRG Family Wealth Advisors LLC 0.00% New 40 $2K
Carolinas Wealth Consulting LLC 0.00% No change 27 $1K
Game Plan Financial Advisors, LLC 0.00% No change 25 $1K
Opal Wealth Advisors, LLC 0.00% New 17 $932
Tower Research Capital LLC (TRC) 0.00% No change 3 $164

"% of holder's portfolio" is DWM's weight in each manager's 13F, not the share of Wisdomtree International Equ the manager owns.