Wisdomtree International EquDWMETF

13F holders, Q3 2024 (September 30)
115holders −8
6new positions
12sold out
1famous investor
$57.29avg. 13F price*

At the end of Q3 2024, 115 institutions reported holding Wisdomtree International Equ (DWM) in their 13F filings, down 8 from Q2 2024. 6 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($62.0M), LPL Financial LLC ($42.7M) and Wealth Enhancement Advisory Services, LLC ($21.8M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions6$2.9M
Exits12$8.5M

All 13F filers, Q2 2024 → Q3 2024: 213,507 shares bought and 981,296 shares sold, net −767,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 115 holders

Morgan Stanley 0.00% Add +4.5% 1,077,769 $62.0M
LPL Financial LLC 0.02% Reduce -6.7% 741,262 $42.7M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -11.1% 378,891 $21.8M
LRI Investments, LLC 2.04% Reduce -1.6% 390,651 $21.0M
Bank of America Corp. 0.00% Add +3.4% 345,165 $19.9M
Wells Fargo & Company 0.00% Reduce -4.9% 271,274 $15.6M
UBS Group AG 0.00% Add +4.7% 262,107 $15.1M
Valmark Advisers, Inc. 0.16% Add +46.1% 182,325 $10.5M
Moller Wealth Partners 1.68% Reduce -2.8% 117,079 $6.7M
Legacy Financial Advisors, Inc. 0.92% Reduce -74.8% 94,793 $5.5M
Envestnet Asset Management Inc. 0.00% Add +1.8% 83,230 $4.8M
JFS Wealth Advisors, LLC 0.30% Reduce -0.1% 79,160 $4.6M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -2.5% 78,509 $4.5M
Mission Wealth Management, LP 0.11% Reduce -6.2% 77,717 $4.5M
Tobias Financial Advisors, Inc. 0.74% Reduce -1.0% 64,379 $3.7M
HBK Sorce Advisory LLC 0.11% Reduce -0.2% 60,098 $3.5M
NewSquare Capital LLC 0.27% Add +0.4% 59,534 $3.4M
Susquehanna International Group, LLP 0.01% Reduce -3.2% 53,229 $3.1M
Shakespeare Wealth Management, LLC 0.79% Reduce -85.5% 52,749 $3.0M
Smallwood Wealth Investment Management, LLC 2.12% Add +4.0% 51,697 $3.0M
Sei Investments Co. 0.00% Reduce -2.8% 47,734 $2.7M
Cibc World Market Inc. 0.01% Add +2.2% 45,549 $2.6M
Cetera Investment Advisers 0.01% Add +0.6% 45,320 $2.6M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -8.1% 45,120 $2.6M
Key Financial Inc 0.55% Add +10.2% 43,519 $2.5M
Advisor OS, LLC 0.21% Add +11.4% 37,087 $2.1M
Thrive Capital Management, LLC 0.97% Reduce -10.0% 35,840 $2.1M
Osaic Holdings, Inc. 0.00% Add +10.1% 32,732 $1.9M
Pinnacle Wealth Planning Services, Inc. 0.24% Reduce -3.3% 31,231 $1.8M
Janney Montgomery Scott LLC 0.00% Reduce -0.1% 30,099 $1.7M
Raymond James & Associates 0.00% Add +0.4% 29,702 $1.7M
Brightwater Advisory LLC 1.22% Reduce -36.6% 28,820 $1.7M
Robertson Stephens Wealth Management, LLC 0.06% New 28,759 $1.7M
Kestra Advisory Services, LLC 0.01% Add +10.6% 28,577 $1.6M
Merit Financial Group, LLC 0.04% Add +0.5% 27,599 $1.6M
Creative Planning 0.00% Add +8.6% 27,284 $1.6M
Courier Capital LLC 0.10% Reduce -2.1% 26,256 $1.5M
Jane Street Group, LLC 0.00% Reduce -65.3% 25,091 $1.4M
&partners 0.03% Add +7.2% 24,670 $1.4M
Plimoth Trust Co. LLC 0.35% Reduce -2.8% 24,277 $1.4M
Comerica Bank 0.01% Add +0.2% 23,316 $1.3M
Geneos Wealth Management Inc. 0.05% Add +2.5% 22,672 $1.3M
Royal Bank of Canada 0.00% Add +4.3% 20,820 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.4% 20,528 $1.2M
JPMorgan Chase & Co. 0.00% Add +56.3% 18,255 $1.1M
Frazier Financial Advisors, LLC 0.76% Reduce -3.8% 17,065 $982K
Oarsman Capital, Inc. 0.18% Reduce -9.8% 17,007 $979K
Stratos Wealth Advisors, LLC 0.04% Add +10.0% 16,985 $978K
Octavia Wealth Advisors, LLC 0.12% Reduce -18.2% 16,904 $973K
Beacon Financial Group 0.10% Reduce -2.9% 15,937 $917K
Stifel Financial Corp. 0.00% Add +0.4% 15,741 $906K
McLean Asset Management Corp 0.27% Reduce -2.2% 15,775 $895K
ProVise Management Group, LLC 0.07% Reduce -1.6% 15,461 $890K
DAVENPORT & Co LLC 0.01% Reduce -2.3% 15,281 $880K
Falcon Wealth Planning 0.10% Add +1.1% 14,157 $815K
HighTower Advisors, LLC 0.00% Reduce -9.3% 13,589 $784K
CreativeOne Wealth, LLC 0.03% New 13,178 $758K
Intrua Financial, LLC 0.11% No change 12,036 $693K
Modera Wealth Management, LLC 0.01% Reduce -4.5% 11,879 $684K
KMG Fiduciary Partners, LLC 0.06% Add +0.5% 11,257 $648K
Commonwealth Equity Services, LLC 0.00% Reduce -23.4% 10,178 $586K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.3% 9,305 $536K
Kingsview Wealth Management, LLC 0.01% No change 9,245 $532K
Pinnacle Financial Group, LLC / IL 0.17% Add +0.0% 7,525 $433K
Litman Gregory Wealth Management LLC 0.03% No change 7,000 $403K
Allen Capital Group, LLC 0.05% No change 6,868 $395K
Cape Ann Savings Bank 0.23% No change 6,794 $391K
PNC Financial Services Group, Inc. 0.00% No change 6,450 $371K
Inspirion Wealth Advisors, LLC 0.05% No change 5,993 $345K
TCV Trust & Wealth Management, Inc. 0.03% No change 5,783 $333K
Howard Wealth Management, LLC 0.19% No change 5,615 $323K
Rockbridge Investment Management, LCC 0.04% Reduce -1.1% 5,401 $311K
McNamara Financial Services, Inc. 0.06% Reduce -0.1% 5,179 $298K
Gladstone Institutional Advisory LLC 0.01% Reduce -29.0% 4,899 $282K
GYL Financial Synergies, LLC 0.02% Add +3.1% 4,703 $271K
New World Advisors LLC 0.07% Add +6.8% 4,454 $256K
Philip James Wealth Mangement, LLC 0.03% New 4,319 $249K
Regimen Wealth, LLC 0.08% Add +0.5% 4,228 $243K
JTC Employer Solutions Trustee Ltd 0.02% No change 4,226 $243K
New Perspectives, Inc 0.13% No change 4,175 $240K
Citadel Advisors 0.00% Reduce -49.7% 4,162 $240K
Viewpoint Capital Management LLC 0.13% No change 4,100 $237K
Valley National Advisers Inc. 0.04% No change 4,014 $231K
Sentinel Pension Advisors, LLC 0.04% Reduce -7.9% 3,827 $220K
Independent Financial Group, LLC 0.01% Reduce -10.7% 3,716 $214K
Culbertson A N & Co. Inc. 0.03% New 3,695 $213K
Lanark Financial, Inc. 0.02% Add +0.1% 3,252 $187K
Northwestern Mutual Wealth Management Co. 0.00% Add +28.1% 2,722 $157K
FMR LLC 0.00% Add +18.3% 2,519 $145K
Independence Bank of Kentucky 0.03% No change 2,415 $139K
Jones Financial Companies LLLP 0.00% Add +500.0% 2,100 $122K
Aptus Capital Advisors, LLC 0.00% No change 1,650 $95K
Signaturefd, LLC 0.00% No change 1,072 $62K
Ancora Advisors LLC 0.00% Reduce -6.1% 1,000 $58K
Spire Wealth Management 0.00% No change 975 $56K
Tidemark, LLC 0.02% No change 783 $45K
Darwin Wealth Management, LLC 0.01% New 762 $44K
O'shaughnessy Asset Management, LLC 0.00% No change 687 $39K
Creative Capital Management Investments LLC 0.01% No change 539 $31K
McIlrath & Eck, LLC 0.00% Add +0.6% 497 $29K

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

Show all 115 holders