Institutional Ownership Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $465 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
106,723
shares
|
$3.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
103,886
shares
|
$3.78 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,342
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
85,793
shares
|
$3.12 Million
1.88% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
84,530
shares
|
$3.07 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
76,836
shares
|
$2.79 Million
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,084
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Added 106.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
74,959
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
67,813
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2023
Added 1.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
66,964
shares
|
$2.43 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
66,164
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
62,978
shares
|
$2.29 Million
0.0% of portfolio
|
Q4 2024
Added 232.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
57,027
shares
|
$2.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
56,431
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 573.8%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
55,710
shares
|
$2.02 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
52,721
shares
|
$1.92 Million
0.03% of portfolio
|
Q4 2024
Added 88.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
49,763
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
49,220
shares
|
$1.79 Million
0.42% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
46,174
shares
|
$1.68 Million
1.3% of portfolio
|
Q1 2022
Reduced 47.13%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
45,189
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2024
Added 36.51%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
43,801
shares
|
$1.59 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
43,564
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
43,090
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
41,452
shares
|
$1.51 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
32,510
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 2.49%
|