27 institutions reported holding $14.1M of WISDOMTREE TR (DWMF) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($3.2M), FLOW TRADERS U.S. LLC ($2.6M), Cetera Investment Advisers ($2.5M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.2M), Stratos Wealth Partners, LTD. ($799,989). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $3.2M | 95,251 | Trimmed |
| 2 | FLOW TRADERS U.S. LLC | $2.6M | 78,616 | Added |
| 3 | Cetera Investment Advisers | $2.5M | 75,118 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 36,034 | Added |
| 5 | Stratos Wealth Partners, LTD. | $799,989 | 23,748 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $629,030 | 18,673 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $476,901 | 14,157 | Added |
| 8 | Breakwater Capital Group | $448,840 | 13,324 | Trimmed |
| 9 | Creative Planning | $361,558 | 10,733 | Trimmed |
| 10 | Insight Wealth Strategies, LLC | $311,414 | 9,244 | Added |
| 11 | Retirement Planning Group, LLC | $299,070 | 8,878 | New |
| 12 | Nova Wealth Management, Inc. | $231,932 | 6,885 | Trimmed |
| 13 | Arkadios Wealth Advisors | $229,453 | 6,811 | Added |
| 14 | SK Wealth Management, LLC | $223,268 | 6,526 | Trimmed |
| 15 | TopTier Wealth Management, LLC | $168,940 | 5,015 | Trimmed |
| 16 | EPG Wealth Management LLC | $112,257 | 3,332 | Added |
| 17 | CoreCap Advisors, LLC | $96,394 | 2,861 | Added |
| 18 | MORGAN STANLEY | $25,602 | 760 | Hold |
| 19 | Breakwater Investment Management | $22,705 | 674 | Added |
| 20 | Sankala Group LLC | $11,352 | 331 | Added |
| 21 | HARBOUR INVESTMENTS, INC. | $11,150 | 331 | Hold |
| 22 | UBS Group AG | $7,243 | 215 | Trimmed |
| 23 | NBC SECURITIES, INC. | $3,031 | 90 | Trimmed |
| 24 | Smartleaf Asset Management LLC | $50 | 1 | Hold |
| 25 | VANGUARD ADVISERS INC | $34 | 1 | New |
Source: SEC Form 13F filings · as of 2026-03-31