Who Owns WISDOMTREE TR (DEW)? -- Institutional Holders (2026-03-31)

45 institutions reported holding $67.4M of WISDOMTREE TR (DEW) in SEC 13F filings for 2026-03-31. Largest institutional holders: Joseph Group Capital Management ($13.9M), LPL Financial LLC ($8.2M), Stonebridge Wealth Management, LLC ($6.0M), RAYMOND JAMES FINANCIAL INC ($4.9M), MORGAN STANLEY ($4.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Joseph Group Capital Management$13.9M209,165Trimmed
2LPL Financial LLC$8.2M123,927Added
3Stonebridge Wealth Management, LLC$6.0M91,036Added
4RAYMOND JAMES FINANCIAL INC$4.9M74,290Added
5MORGAN STANLEY$4.8M72,450Added
6AMERIPRISE FINANCIAL INC$4.1M61,619Added
7Hudock, Inc.$3.5M53,514Trimmed
8SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.3M49,781Trimmed
9Bank of New York Mellon Corp$2.5M37,144Added
10BANK OF AMERICA CORP /DE/$2.4M36,919Trimmed
11UBS Group AG$2.2M33,146Trimmed
12Asset Dedication, LLC$2.1M31,784Added
13Cetera Investment Advisers$1.7M26,305Trimmed
14Cambridge Investment Research Advisors, Inc.$1.6M24,382Added
15JANE STREET GROUP, LLC$688,96110,387Added
16WELLS FARGO & COMPANY/MN$590,8088,907Trimmed
17Kestra Advisory Services, LLC$570,3488,599Trimmed
18JONES FINANCIAL COMPANIES LLLP$424,5296,518Trimmed
19Gateway Wealth Partners, LLC$355,7705,364New
20Vertex Planning Partners, LLC$333,9255,034Hold
21&PARTNERS$312,7564,715Added
22HUNTINGTON NATIONAL BANK$259,8793,918New
23Rockefeller Capital Management L.P.$243,8003,675Trimmed
24Sanctuary Advisors, LLC$237,3953,579Added
25SBI Securities Co., Ltd.$229,9633,467Added

Source: SEC Form 13F filings · as of 2026-03-31