DWM WISDOMTREE TR: institutional ownership and insider trading

142 funds reported holding $405M of WISDOMTREE TR in their latest 13F filings; in Q2 2026 funds net sold $7.19M, with 10 new positions and 10 funds selling out.

Famous investors holding DWM

Largest institutional holders of DWM

  1. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $67.0M
  2. LPL Financial LLC — $34.4M
  3. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $28.4M
  4. LRI Investments, LLC — $28.3M
  5. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $27.5M
  6. Valmark Advisers, Inc. — $22.6M
  7. UBS Group AG (UBS) — $17.0M
  8. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $15.8M
  9. FLOW TRADERS U.S. LLC — $8.59M
  10. ENVESTNET ASSET MANAGEMENT INC — $8.20M

All DWM 13F holders