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

27 institutions reported holding $12.0M of WISDOMTREE (DWMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($3.5M), Cetera Investment Advisers ($2.3M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.2M), Stratos Wealth Partners, LTD. ($787,866), CITADEL ADVISORS LLC ($780,227). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$3.5M	103,694	Added
2	Cetera Investment Advisers	$2.3M	67,575	Trimmed
3	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.2M	34,272	Trimmed
4	Stratos Wealth Partners, LTD.	$787,866	23,207	Trimmed
5	CITADEL ADVISORS LLC	$780,227	22,982	Added
6	JANE STREET GROUP, LLC	$515,184	15,175	Added
7	Breakwater Capital Group	$507,647	14,953	Added
8	FLOW TRADERS U.S. LLC	$411,000	12,093	Trimmed
9	Insight Wealth Strategies, LLC	$327,536	9,714	Added
10	Retirement Planning Group, LLC	$301,404	8,878	Hold
11	Creative Planning	$249,325	7,344	Trimmed
12	SK Wealth Management, LLC	$227,413	6,637	Added
13	Nova Wealth Management, Inc.	$219,993	6,480	Trimmed
14	Arkadios Wealth Advisors	$219,605	6,469	Trimmed
15	Cambridge Investment Research Advisors, Inc.	$218,000	6,430	New
16	EPG Wealth Management LLC	$115,058	3,389	Added
17	CoreCap Advisors, LLC	$97,813	2,881	Added
18	MORGAN STANLEY	$25,802	760	Hold
19	Breakwater Investment Management	$20,812	613	Trimmed
20	HARBOUR INVESTMENTS, INC.	$11,237	331	Hold
21	Sankala Group LLC	$4,606	135	Trimmed
22	NBC SECURITIES, INC.	$3,055	90	Hold
23	Smartleaf Asset Management LLC	$51	1	Hold
24	VANGUARD GROUP INC	$34	1	Hold
25	FMR LLC	$34	1	New

来源：SEC 13F 申报文件 · 截至 2026-06-30