WISDOMTREE TR (DWM) is held by 51 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q2 2026.

Are institutions buying or selling DWM?

In Q2 2026, 29 institutions opened or increased positions in WISDOMTREE TR while 16 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on DWM?

HoldingsIntel scores WISDOMTREE TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for DWM. In Q2 2026, the institutional leg showed net inflows: 29 buying versus 16 selling.

How many hedge funds hold DWM?

51 institutional investors report holding WISDOMTREE TR (DWM) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into DWM?

As of Q2 2026, tracked institutions in WISDOMTREE TR show 29 buyers versus 16 sellers — net inflows.

WISDOMTREE TR

DWM·97717W703·US·ETF

Holders

(10 Elite)

$262.4M

Total Value

64% (45)

Consensus

29 buying - 16 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 51 funds

10 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DWM.

Checking access…

	Action
MORGAN STANLEY	Decreased	915,784(-3.6%)	$67M	0.0%	+45.37%	0
LPL Financial LLC	Decreased	469,903(-1.3%)	$34.4M	0.0%	+76.17%	0
WELLS FARGO & COMPANY/MN	Decreased	388,008(-10.2%)	$28.4M	0.0%	+50.75%	0
BANK OF AMERICA CORP /DE/	Decreased	375,486(-2.5%)	$27.5M	0.0%	+66.01%	0
UBS Group AG	Increased	232,150(+5.2%)	$17M	0.0%	+32.39%	30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	216,800(+4.1%)	$16M	0.0%	+48.67%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	111,986(+0.2%)	$8.2M	0.0%	+28.14%	27
AMERIPRISE FINANCIAL INC	Increased	91,854(+3.4%)	$6.7M	0.0%	+8.83%	28
RAYMOND JAMES FINANCIAL INC	Increased	89,203(+0.1%)	$6.5M	0.0%	+43.89%	27
Kestra Advisory Services, LLC	Decreased	82,122(-23.7%)	$6M	0.0%	+31.37%	0
MML INVESTORS SERVICES, LLC	Increased	74,145(+16.2%)	$5.4M	0.0%	+7.66%	31
Cetera Investment Advisers	Decreased	69,779(-17.2%)	$5.1M	0.0%	+37.61%	0
MFMerit Financial Group, LLC	Increased	59,906(+5.2%)	$4.4M	0.0%	+44.03%	28
CIBC WORLD MARKET INC.	Increased	58,714(+9.4%)	$4.3M	0.0%	+62.51%	29
SEI INVESTMENTS CO	Decreased	40,093(-3.0%)	$2.9M	0.0%	+80.20%	0
OSAIC HOLDINGS, INC.	Increased	32,880(+3.6%)	$2.4M	0.0%	+91.37%	27
Creative Planning	Increased	27,456(+0.0%)	$2M	0.0%	+91.08%	26
&PARTNERS	Increased	24,727(+1.9%)	$1.8M	0.0%	+57.68%	26
JANE STREET GROUP, LLC	Increased	19,742(+10.3%)	$1.4M	0.0%	+9.90%	28
ROYAL BANK OF CANADA	Increased	17,934(+4.4%)	$1.3M	0.0%	+75.23%	27

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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