Who Owns WISDOMTREE (DEW)? -- Institutional Holders (2026-06-30)

48 institutions reported holding $71.8M of WISDOMTREE (DEW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Joseph Group Capital Management ($14.3M), LPL Financial LLC ($9.5M), Stonebridge Wealth Management, LLC ($6.3M), RAYMOND JAMES FINANCIAL INC ($5.0M), MORGAN STANLEY ($4.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Joseph Group Capital Management$14.3M207,600Trimmed
2LPL Financial LLC$9.5M138,300Added
3Stonebridge Wealth Management, LLC$6.3M92,101Added
4RAYMOND JAMES FINANCIAL INC$5.0M72,968Trimmed
5MORGAN STANLEY$4.7M68,090Trimmed
6AMERIPRISE FINANCIAL INC$4.1M59,415Trimmed
7Hudock, Inc.$3.7M53,588Added
8SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.3M48,443Trimmed
9BANK OF AMERICA CORP /DE/$2.6M38,200Added
10UBS Group AG$2.2M32,695Trimmed
11Asset Dedication, LLC$2.2M31,784Hold
12Bank of New York Mellon Corp$1.9M27,187Trimmed
13Cetera Investment Advisers$1.7M25,415Trimmed
14WADDELL & ASSOCIATES, LLC$1.4M20,468New
15Cambridge Investment Research Advisors, Inc.$1.4M20,134Trimmed
16Global Retirement Partners, LLC$784,05411,414Hold
17Kestra Advisory Services, LLC$643,3239,365Added
18WELLS FARGO & COMPANY/MN$607,7438,847Trimmed
19JONES FINANCIAL COMPANIES LLLP$484,2027,013Added
20DAYMARK WEALTH PARTNERS, LLC$400,3395,828New
21Vertex Planning Partners, LLC$364,0945,300Added
22E-Wealth Partners, LLC$353,9335,152Added
23Viaable, LLC$352,1365,143New
24&PARTNERS$327,5104,768Added
25IFG Advisory, LLC$281,0884,092New

Source: SEC Form 13F filings · as of 2026-06-30