DWM · Insider trading · 13F holders · Congress trades
Wisdomtree Tr (DWM)
Who is buying and selling DWM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 15
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DWM at a glance
- No open-market insider purchases or sales of DWM were filed in the last 90 days.
- 15 13F filers hold DWM among their 50 largest positions, worth $68.5M combined. The biggest bets by portfolio weight are LRI Investments, LLC (2.3%), Smallwood Wealth Investment Management, LLC (1.9%) and Moller Wealth Partners (1.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in DWM.
DWM insider trading
No open-market insider purchases or sales of DWM were filed in the last 90 days.
Who owns DWM? Hedge funds and superinvestors
15 13F filers hold DWM among their 50 largest positions, worth $68.5M combined. The biggest bets by portfolio weight are LRI Investments, LLC (2.3%), Smallwood Wealth Investment Management, LLC (1.9%) and Moller Wealth Partners (1.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| LRI Investments, LLCWealth manager | 2.3% | $28.3M | 386,413 | -0.0% shares | Q2 2026 |
| Flow Traders U.s. LLCInvestment manager | 0.4% | $8.6M | 117,263 | — | Q2 2026 |
| Moller Wealth PartnersWealth manager | 1.3% | $7.1M | 96,512 | -1.3% shares | Q3 2026 |
| Key Financial IncWealth manager | 0.8% | $4.6M | 62,725 | -1.7% shares | Q2 2026 |
| Smallwood Wealth Investment Management, LLCWealth manager | 1.9% | $4.3M | 59,018 | +2.4% shares | Q2 2026 |
| Falcon Wealth PlanningWealth manager | 0.2% | $3.0M | 40,548 | — | Q2 2026 |
| Tobias Financial Advisors, Inc.Wealth manager | 0.4% | $2.8M | 38,077 | -2.7% shares | Q2 2026 |
| Envision Financial LLCWealth manager | 0.9% | $2.1M | 28,827 | -18.4% shares | Q3 2026 |
| TopTier Wealth Management, LLCWealth manager | 1.1% | $1.9M | 26,423 | -0.6% shares | Q3 2026 |
| Shakespeare Wealth Management, LLCWealth manager | 0.4% | $1.8M | 25,008 | -6.0% shares | Q3 2026 |
| Frazier Financial Advisors, LLCWealth manager | 0.6% | $1.2M | 16,754 | -0.5% shares | Q2 2026 |
| Kondo Wealth Advisors, Inc.Wealth manager | 0.4% | $1.1M | 15,373 | -0.3% shares | Q3 2026 |
| Brightwater Advisory LLCWealth manager | 0.5% | $792K | 10,814 | -4.2% shares | Q2 2026 |
| New World Advisors LLCWealth manager | 0.1% | $465K | 6,352 | +19.9% shares | Q2 2026 |
| New Perspectives, IncWealth manager | 0.1% | $307K | 4,175 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 9). Screen DWM in the grand portfolio →
DWM stock trades by members of Congress
No member of Congress has disclosed a trade in DWM.
DWM questions and answers
Are insiders buying DWM stock?
No open-market insider purchases or sales of DWM were filed in the last 90 days.
Which hedge funds own DWM?
15 13F filers hold DWM among their 50 largest positions, worth $68.5M combined. The biggest bets by portfolio weight are LRI Investments, LLC (2.3%), Smallwood Wealth Investment Management, LLC (1.9%) and Moller Wealth Partners (1.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded DWM?
No member of Congress has disclosed a trade in DWM.
Who is the largest holder of DWM?
Among 13F filers, LRI Investments, LLC reports the largest DWM position, $28.3M (386,413 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is LRI Investments, LLC's: 2.3% of its portfolio.
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