Who Owns DWM?
WisdomTree International Equity Fund — Institutional Ownership & 13F Holdings
$73.05
+1.51 (+2.12%)
Market Cap
$700.4M
Shares Outstanding
8,678,158
Institutional Holders
115
Total Inst. Value
$443.2M
% of Float Held
—
QoQ Holder Change
+27
Institutional data as of Q1 2025
New Positions
25
Closed Positions
12
Increased
22
Decreased
39
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $176.7M | 3,038 |
| 2 | MORGAN STANLEY | $60.8M | 1,045,650 |
| 3 | LRI Investments, LLC | $22.7M | 389,546 |
| 4 | BANK OF AMERICA CORP /DE/ | $21.2M | 365,278 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.9M | 342,197 |
| 6 | WELLS FARGO & COMPANY/MN | $18.8M | 322,504 |
| 7 | Valmark Advisers, Inc. | $17.5M | 301,644 |
| 8 | UBS Group AG | $14.9M | 256,676 |
| 9 | MOLLER WEALTH PARTNERSNew | $6.6M | 112,739 |
| 10 | RAYMOND JAMES FINANCIAL INC | $4.9M | 83,525 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +15K | $21.2M |
| WELLS FARGO & COMPANY/MN | +10K | $18.8M |
| Valmark Advisers, Inc. | +44K | $17.5M |
| MOLLER WEALTH PARTNERSNew | +113K | $6.6M |
| NewSquare Capital LLC | +98 | $3.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -207K | $29K |
| FLOW TRADERS U.S. LLC | -116K | $972K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -37K | $19.9M |
| Robertson Stephens Wealth Management, LLC | -31K | $1.3M |
| JANE STREET GROUP, LLC | -25K | $1.1M |
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Frequently Asked Questions
How many institutional investors hold DWM?
As of Q1 2025, 115 institutional investors report holding DWM (WisdomTree International Equity Fund) in their 13F filings.
Which hedge fund owns the most DWM?
The largest institutional holder of DWM is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $176.7M in shares.
Are institutions buying or selling DWM?
This quarter, 25 institutions opened new positions in DWM and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.