15 institutions reported holding $18.3M of WISDOMTREE TR (DEW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Stonebridge Wealth Management, LLC ($6.3M), Hudock, Inc. ($3.7M), Cambridge Investment Research Advisors, Inc. ($2.8M), Asset Dedication, LLC ($2.2M), WADDELL & ASSOCIATES, LLC ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebridge Wealth Management, LLC | $6.3M | 92,101 | Added |
| 2 | Hudock, Inc. | $3.7M | 53,588 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.8M | 40,268 | Added |
| 4 | Asset Dedication, LLC | $2.2M | 31,784 | Hold |
| 5 | WADDELL & ASSOCIATES, LLC | $1.4M | 20,468 | New |
| 6 | Kestra Advisory Services, LLC | $643,323 | 9,365 | Added |
| 7 | DAYMARK WEALTH PARTNERS, LLC | $400,339 | 5,828 | New |
| 8 | SBI Securities Co., Ltd. | $260,069 | 3,786 | Added |
| 9 | Farther Finance Advisors, LLC | $242,029 | 3,523 | Added |
| 10 | WESTCO ADVISORY SERVICES INC /ADV | $225,998 | 3,290 | Hold |
| 11 | Key Financial Inc | $167,128 | 2,433 | Hold |
| 12 | Institute for Wealth Management, LLC. | $41,285 | 601 | New |
| 13 | AE Wealth Management LLC | $5,495 | 80 | Hold |
| 14 | ASSETMARK, INC | $0 | 0 | Exited |
| 15 | Gateway Wealth Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30