Who owns DWM?
WisdomTree International Equity Fund · WisdomTree
134 institutions reported holding DWM, worth $405.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DWM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $67.0M | 915,784 | −34,347 shares |
| LPL Financial LLC | Fort Mill, SC | $34.4M | 469,903 | −6,105 shares |
| Wells Fargo & Company | San Francisco, CA | $28.4M | 388,008 | −43,845 shares |
| LRI Investments, LLC | Palm Beach Gardens, FL | $28.3M | 386,413 | −133 shares |
| Bank of America Corp. | Charlotte, NC | $27.5M | 375,486 | −9,632 shares |
| Valmark Advisers, Inc. | Akron, OH | $22.6M | 309,102 | −441 shares |
| UBS Group AG | Zurich, Switzerland | $17.0M | 232,150 | +11,384 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $16.0M | 216,800 | +8,627 shares |
| Flow Traders U.S. LLC | New York, NY | $8.6M | 117,263 | +21,921 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $8.2M | 111,986 | +273 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DWM?
134 institutional managers reported holding DWM in Form 13F filings for June 30, 2026, worth $405.0M in total. The largest reported position was held by Morgan Stanley, at $67.0M.
Did institutions buy or sell DWM last quarter?
Reported 13F value rose 3.2% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DWM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.