Who Owns WISDOM INTL EQ ETF (DWM)? -- Institutional Holders (2026-06-30)

145 institutions reported holding $404.5M of WISDOM INTL EQ ETF (DWM) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($67.0M), LPL Financial LLC ($34.4M), WELLS FARGO & COMPANY/MN ($28.4M), LRI Investments, LLC ($28.3M), BANK OF AMERICA CORP /DE/ ($27.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$67.0M915,784Trimmed
2LPL Financial LLC$34.4M469,903Trimmed
3WELLS FARGO & COMPANY/MN$28.4M388,008Trimmed
4LRI Investments, LLC$28.3M386,413Trimmed
5BANK OF AMERICA CORP /DE/$27.5M375,486Trimmed
6Valmark Advisers, Inc.$22.6M309,102Trimmed
7UBS Group AG$17.0M232,150Added
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$16.0M216,800Added
9FLOW TRADERS U.S. LLC$8.6M117,263Added
10ENVESTNET ASSET MANAGEMENT INC$8.2M111,986Added
11MOLLER WEALTH PARTNERS$7.2M97,736Trimmed
12AMERIPRISE FINANCIAL INC$6.7M91,854Added
13RAYMOND JAMES FINANCIAL INC$6.5M89,203Added
14Kestra Advisory Services, LLC$6.0M82,122Trimmed
15NewSquare Capital LLC$5.8M79,206Added
16MML INVESTORS SERVICES, LLC$5.4M74,145Added
17Cetera Investment Advisers$5.1M69,779Trimmed
18JFS WEALTH ADVISORS, LLC$4.6M63,202Trimmed
19Key Financial Inc$4.6M62,725Trimmed
20Merit Financial Group, LLC$4.4M59,906Added
21Smallwood Wealth Investment Management, LLC$4.3M59,018Added
22CIBC WORLD MARKET INC.$4.3M58,714Added
23MISSION WEALTH MANAGEMENT, LP$4.2M57,154Added
24HBK Sorce Advisory LLC$4.0M52,749Hold
25Falcon Wealth Planning$3.0M40,548Added

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