Stock Ownership/DWM

WISDOMTREE TR (DWM): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in DWM. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
3
13F filers
Aggregate Value
$1.6M
Across holders
Last Price
$76.61
2026-08-24
Sector
—
GICS
Quarterly fund activity2 increased0 reduced0 exited
Institutional Holders of DWM
↗
3 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund13K$935K57.3%0.0%Added—Q2 2026
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund9K$623K38.2%0.0%Added+$2KQ2 2026
Ancora Advisors, LLC
CIK 0001446114
Hedge Fund1K$73K4.5%0.0%Unchanged+$0Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$935K· 57.3% of total· 0.0% port· 13K sh· — QoQ· Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$623K· 38.2% of total· 0.0% port· 9K sh· +$2K QoQ· Q2 2026
Ancora Advisors, LLCUnchanged
Hedge Fund
$73K· 4.5% of total· 0.0% port· 1K sh· +$0 QoQ· Q2 2026
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