Who owns WisdomTree International Equity Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DWM from SEC Form 13F filings across 134 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 134 institutions disclosed 5.5M shares of WisdomTree International Equity Fund worth $404.5M — about 62.7% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
134
13F holders
$404.5M
value, 2026 filers
62.7%
of shares outstanding (5.5M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DWM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 915,784 | $67.0M | 0.0% | 10.4% | -3.6% |
| 2 | LPL Financial LLC | 469,903 | $34.4M | 0.0% | 5.3% | -1.3% |
| 3 | WELLS FARGO & COMPANY/MN | 388,008 | $28.4M | 0.0% | 4.4% | -10.2% |
| 4 | LRI Investments, LLC | 386,413 | $28.3M | 2.3% | 4.4% | 0.0% |
| 5 | BANK OF AMERICA CORP /DE/ | 375,486 | $27.5M | 0.0% | 4.3% | -2.5% |
| 6 | Valmark Advisers, Inc. | 309,102 | $22.6M | 0.2% | 3.5% | -0.1% |
| 7 | UBS Group AG | 232,150 | $17.0M | 0.0% | 2.6% | +5.2% |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 216,800 | $16.0M | 0.0% | 2.5% | +4.1% |
| 9 | FLOW TRADERS U.S. LLC | 117,263 | $8.6M | 0.4% | 1.3% | +23.0% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 111,986 | $8.2M | 0.0% | 1.3% | +0.2% |
| 11 | MOLLER WEALTH PARTNERS | 97,736 | $7.2M | 1.3% | 1.1% | -0.6% |
| 12 | AMERIPRISE FINANCIAL INC | 91,854 | $6.7M | 0.0% | 1% | +3.4% |
| 13 | RAYMOND JAMES FINANCIAL INC | 89,203 | $6.5M | 0.0% | 1% | +0.1% |
| 14 | Kestra Advisory Services, LLC | 82,122 | $6.0M | 0.0% | 0.9% | -23.7% |
| 15 | NewSquare Capital LLC | 79,206 | $5.8M | 0.4% | 0.9% | +3.7% |
| 16 | MML INVESTORS SERVICES, LLC | 74,145 | $5.4M | 0.0% | 0.8% | +16.2% |
| 17 | Cetera Investment Advisers | 69,779 | $5.1M | 0.0% | 0.8% | -17.2% |
| 18 | JFS WEALTH ADVISORS, LLC | 63,202 | $4.6M | 0.2% | 0.7% | -4.1% |
| 19 | Key Financial Inc | 62,725 | $4.6M | 0.8% | 0.7% | -1.7% |
| 20 | Merit Financial Group, LLC | 59,906 | $4.4M | 0.0% | 0.7% | +5.2% |
| 21 | Smallwood Wealth Investment Management, LLC | 59,018 | $4.3M | 1.9% | 0.7% | +2.4% |
| 22 | CIBC WORLD MARKET INC. | 58,714 | $4.3M | 0.0% | 0.7% | +9.4% |
| 23 | MISSION WEALTH MANAGEMENT, LP | 57,154 | $4.2M | 0.1% | 0.6% | +0.1% |
| 24 | HBK Sorce Advisory LLC | 52,749 | $4.0M | 0.1% | 0.6% | 0.0% |
| 25 | Falcon Wealth Planning | 40,548 | $3.0M | 0.2% | 0.5% | +248.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.