Wisdomtree International EquDWMETF

13F holders, Q1 2025 (March 31)
117holders +1
8new positions
6sold out
$58.16avg. 13F price*

At the end of Q1 2025, 117 institutions reported holding Wisdomtree International Equ (DWM) in their 13F filings, up 1 from Q4 2024. 8 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($60.8M), LPL Financial LLC ($29.4M) and LRI Investments, LLC ($22.7M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions8$1.6M
Exits6$8.1M

All 13F filers, Q4 2024 → Q1 2025: 208,829 shares bought and 776,501 shares sold, net −567,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 117 holders

Morgan Stanley 0.00% Reduce -2.1% 1,045,650 $60.8M
LPL Financial LLC 0.01% Reduce -29.0% 505,679 $29.4M
LRI Investments, LLC 2.19% Reduce -0.3% 389,546 $22.7M
Bank of America Corp. 0.00% Add +4.3% 365,278 $21.2M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -26.5% 342,197 $19.9M
Wells Fargo & Company 0.00% Add +3.1% 322,504 $18.8M
Valmark Advisers, Inc. 0.27% Add +17.2% 301,644 $17.5M
UBS Group AG 0.00% Reduce -5.7% 256,676 $14.9M
Moller Wealth Partners 1.62% Reduce -3.7% 112,739 $6.6M
Kestra Advisory Services, LLC 0.03% Add +272.7% 105,075 $6.1M
Raymond James Financial Inc. 0.00% Reduce -12.1% 83,525 $4.9M
JFS Wealth Advisors, LLC 0.30% Reduce -3.2% 75,391 $4.4M
NewSquare Capital LLC 0.30% Add +0.1% 63,448 $3.7M
Mission Wealth Management, LP 0.09% Reduce -5.6% 61,181 $3.6M
Tobias Financial Advisors, Inc. 0.69% Reduce -2.5% 61,091 $3.6M
HBK Sorce Advisory LLC 0.10% Reduce -1.9% 58,846 $3.4M
Smallwood Wealth Investment Management, LLC 2.06% Add +4.6% 56,137 $3.3M
Key Financial Inc 0.69% Add +18.6% 54,300 $3.2M
Envision Financial LLC 2.30% Reduce -0.4% 52,470 $3.1M
Cetera Investment Advisers 0.01% Add +2.4% 48,842 $2.8M
Envestnet Asset Management Inc. 0.00% Reduce -1.0% 48,785 $2.8M
Cibc World Market Inc. 0.01% Add +2.0% 47,219 $2.7M
Sei Investments Co. 0.00% Reduce -1.5% 44,869 $2.6M
Shakespeare Wealth Management, LLC 0.65% Reduce -6.3% 42,006 $2.4M
Merit Financial Group, LLC 0.03% Add +22.1% 33,941 $2.0M
Osaic Holdings, Inc. 0.00% Reduce -6.0% 32,605 $1.9M
Janney Montgomery Scott LLC 0.01% Reduce -0.5% 30,099 $1.8M
Creative Planning 0.00% No change 27,284 $1.6M
Geneos Wealth Management Inc. 0.05% Add +2.5% 26,595 $1.5M
Courier Capital LLC 0.10% No change 26,256 $1.5M
&partners 0.02% Reduce -3.4% 24,330 $1.4M
Plimoth Trust Co. LLC 0.37% Add +0.3% 24,362 $1.4M
Comerica Bank 0.01% Reduce -1.3% 23,108 $1.3M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -57.7% 22,796 $1.3M
Pinnacle Wealth Planning Services, Inc. 0.19% Reduce -18.9% 22,023 $1.3M
Stratos Wealth Advisors, LLC 0.06% Add +16.3% 20,340 $1.2M
B. Riley Wealth Advisors, Inc. 0.04% Add +1.7% 19,832 $1.2M
Royal Bank of Canada 0.00% Reduce -5.1% 19,704 $1.1M
Jane Street Group, LLC 0.00% Reduce -56.0% 19,641 $1.1M
Kondo Wealth Advisors, Inc. 0.52% Add +1.0% 18,170 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.6% 17,770 $1.0M
Flow Traders U.S. LLC 0.04% Reduce -87.4% 16,715 $972K
Frazier Financial Advisors, LLC 0.73% Reduce -1.4% 16,347 $951K
Octavia Wealth Advisors, LLC 0.12% Add +3.2% 16,301 $948K
Stifel Financial Corp. 0.00% Reduce -35.2% 15,641 $910K
ProVise Management Group, LLC 0.08% No change 15,461 $899K
DAVENPORT & Co LLC 0.01% No change 15,231 $886K
Commonwealth Equity Services, LLC 0.00% Add +44.1% 15,159 $882K
Oarsman Capital, Inc. 0.16% Reduce -6.6% 15,034 $874K
JPMorgan Chase & Co. 0.00% Reduce -18.9% 15,013 $873K
Brightwater Advisory LLC 0.59% Reduce -13.2% 12,913 $751K
Intrua Financial, LLC 0.11% Reduce -1.2% 11,891 $692K
Modera Wealth Management, LLC 0.01% No change 11,879 $691K
HighTower Advisors, LLC 0.00% Reduce -7.5% 11,769 $684K
Falcon Wealth Planning 0.07% Reduce -17.5% 11,527 $670K
KMG Fiduciary Partners, LLC 0.06% Add +0.4% 11,378 $662K
Beacon Financial Group 0.07% Reduce -26.2% 10,854 $631K
Steward Partners Investment Advisory, LLC 0.00% No change 9,305 $541K
Kingsview Wealth Management, LLC 0.01% No change 9,245 $538K
Susquehanna International Group, LLP 0.00% Reduce -71.8% 7,462 $434K
OneAscent Financial Services LLC 0.03% New 7,441 $433K
Litman Gregory Wealth Management LLC 0.03% No change 7,000 $407K
Allen Capital Group, LLC 0.05% No change 6,868 $399K
Cape Ann Savings Bank 0.25% No change 6,794 $395K
Jones Financial Companies LLLP 0.00% Add +55.4% 6,594 $385K
PNC Financial Services Group, Inc. 0.00% No change 6,450 $375K
Inspirion Wealth Advisors, LLC 0.05% Add +0.4% 6,061 $352K
Pinnacle Financial Group, LLC / IL 0.13% Reduce -7.7% 5,956 $346K
TCV Trust & Wealth Management, Inc. 0.03% No change 5,783 $336K
Howard Wealth Management, LLC 0.18% No change 5,615 $327K
Howe & Rusling Inc. 0.03% New 5,337 $310K
Rockbridge Investment Management, LCC 0.04% Reduce -1.8% 5,303 $308K
New World Advisors LLC 0.07% Add +11.6% 4,951 $288K
McNamara Financial Services, Inc. 0.06% New 4,911 $286K
Arlington Financial Advisors, LLC 0.05% No change 4,887 $284K
Focus Partners Wealth 0.00% Reduce -0.8% 4,874 $283K
Regimen Wealth, LLC 0.08% Reduce -2.4% 4,393 $255K
Cwm, LLC 0.00% Add +82.5% 4,371 $254K
Essex LLC 0.05% New 4,300 $250K
Wedbush Securities Inc. 0.01% Reduce -6.9% 4,268 $248K
JTC Employer Solutions Trustee Ltd 0.02% No change 4,226 $246K
New Perspectives, Inc 0.13% No change 4,175 $243K
Viewpoint Capital Management LLC 0.13% No change 4,100 $238K
Valley National Advisers Inc. 0.04% No change 4,014 $233K
Sanctuary Advisors, LLC 0.00% Add +0.0% 3,860 $224K
Culbertson A N & Co. Inc. 0.03% New 3,695 $215K
Lanark Financial, Inc. 0.02% — 3,208 $186K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.8% 3,038 $177K
FMR LLC 0.00% Reduce -4.1% 2,422 $141K
Independence Bank of Kentucky 0.02% No change 2,415 $140K
Blair William & Co. 0.00% Add +1595.8% 2,035 $118K
Aptus Capital Advisors, LLC 0.00% No change 1,650 $96K
MAI Capital Management 0.00% No change 1,571 $91K
WPG Advisers, LLC 0.06% No change 1,112 $65K
Signaturefd, LLC 0.00% No change 1,072 $62K
Ancora Advisors LLC 0.00% No change 1,000 $58K
Spire Wealth Management 0.00% No change 975 $57K
O'shaughnessy Asset Management, LLC 0.00% Reduce -11.1% 822 $48K
Westside Investment Management, Inc. 0.01% New 816 $47K
Tidemark, LLC 0.02% No change 783 $46K
Creative Capital Management Investments LLC 0.01% No change 539 $31K
Beacon Capital Management, LLC 0.00% Add +0.3% 388 $23K
Private Trust Co. NA 0.00% Reduce -10.7% 383 $22K
Financial Freedom, LLC 0.01% No change 378 $22K
EverSource Wealth Advisors, LLC 0.00% No change 325 $19K
Lowe Wealth Advisors, LLC 0.01% New 320 $19K
Financial Gravity Asset Management, Inc. 0.00% — 246 $14K
Rothschild Investment LLC 0.00% No change 235 $14K
AE Wealth Management LLC 0.00% No change 178 $10K
Bogart Wealth, LLC 0.00% No change 133 $8K
Harbour Investments, Inc. 0.00% No change 115 $7K
Darwin Wealth Management, LLC 0.00% No change 123 $6K
Principal Securities, Inc. 0.00% No change 115 $6K
NewEdge Advisors, LLC 0.00% No change 66 $4K
Kiker Wealth Management, LLC 0.00% New 63 $4K
Medallion Wealth Advisors, LLC 0.00% No change 61 $4K
Tower Research Capital LLC (TRC) 0.00% No change 1 $58

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