WISDOMTREE TR (DWM) is held by 50 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling DWM?

In Q1 2026, 31 institutions opened or increased positions in WISDOMTREE TR while 14 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on DWM?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold DWM?

50 institutional investors report holding WISDOMTREE TR (DWM) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into DWM?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 31 buyers versus 14 sellers — net inflows.

WISDOMTREE TR

DWM·97717W703·US·ETF·Unknown - Unknown

Holders

Avg rating(20 Elite)

$256.7M

Total Value

69% (51)

Fund Consensus

31 buying - 14 selling

No verdict yet — fewer than 2 funds hold DWM.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	950,131(-1.6%)	$66.4M	0.0%	+43.26%	0
LPL Financial LLC	Decreased	476,008(-0.1%)	$33.3M	0.0%	+73.15%	0
WELLS FARGO & COMPANY/MN	Increased	431,853(+7.2%)	$30.2M	0.0%	+41.73%	31
BANK OF AMERICA CORP /DE/	Decreased	385,118(-1.2%)	$26.9M	0.0%	+41.38%	0
UBS Group AG	Increased	220,766(+22.5%)	$15.4M	0.0%	+31.74%	34
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	208,173(-37.3%)	$14.7M	0.0%	+50.99%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	111,713(-14.5%)	$7.8M	0.0%	+25.89%	0
Kestra Advisory Services, LLC	Decreased	107,653(-16.4%)	$7.5M	0.0%	+29.26%	0
RAYMOND JAMES FINANCIAL INC	Increased	89,090(+1.7%)	$6.2M	0.0%	+41.62%	28
AMERIPRISE FINANCIAL INC	Increased	88,851(+9.9%)	$6.2M	0.0%	+6.89%	30
Cetera Investment Advisers	Increased	84,255(+6.0%)	$5.9M	0.0%	+35.51%	29
MML INVESTORS SERVICES, LLC	Decreased	63,806(-28.4%)	$4.5M	0.0%	+6.88%	0
MFMerit Financial Group, LLC	Increased	56,932(+20.0%)	$4M	0.0%	+44.13%	32
CIBC WORLD MARKET INC.	Increased	53,660(+3.0%)	$3.8M	0.0%	+69.82%	27
SEI INVESTMENTS CO	Decreased	41,319(-0.9%)	$2.9M	0.0%	+77.53%	0
OSAIC HOLDINGS, INC.	Decreased	31,723(-5.1%)	$2.2M	0.0%	+94.39%	0
Creative Planning	Decreased	27,454(-0.5%)	$1.9M	0.0%	+87.50%	0
&PARTNERS	Increased	24,254	$1.7M	0.0%	+56.92%	26
JANE STREET GROUP, LLC	Increased	17,894(+66.2%)	$1.3M	0.0%	+8.45%	37
FWFocus Partners Wealth	Increased	17,832(+12.2%)	$1.2M	0.0%	+18.59%	28