DWM · WisdomTree International Equity Fund ETF
$76.57
-0.08 (-0.11%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $3,722,581
Total Shares: 50,848
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2025Top Holder
74.9%
−25.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,238
Highly concentrated−3,762
Quarterly Activity
vs Mar 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+1
Institutional value:
+222.8%
Shares held:
+156.4%
Top New Positions
vs Mar 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small TOBIAS FINANCIAL ADVISORS, INC. | 38,077 | $2,787,617 | |
| Mega CITADEL ADVISORS LLC | 12,771 | $934,964 |
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid B. Riley Wealth Advisors, Inc. | 19,832 | $1,153,230 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small TOBIAS FINANCIAL ADVISORS, INC. DWM | $2,787,617 | 74.88% | 38,077 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC DWM | $934,964 | 25.12% | 12,771 | Shares | 2026-09-02 |