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 |
|---|---|---|---|---|---|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
32,093
shares
|
$1.17 Million
1.05% of portfolio
|
Q4 2024
Reduced 80.65%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
31,162
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
25,508
shares
|
$926,960
0.5% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
23,955
shares
|
$870,524
0.09% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
23,251
shares
|
$844,941
0.3% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
22,661
shares
|
$823,500
0.44% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
21,055
shares
|
$765,138
0.0% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
19,962
shares
|
$725,419
0.01% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
17,909
shares
|
$650,813
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
17,704
shares
|
$643,363
0.0% of portfolio
|
Q4 2024
Added 20.17%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
16,560
shares
|
$601,790
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
16,418
shares
|
$596,630
0.02% of portfolio
|
Q4 2024
Reduced 48.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,343
shares
|
$593,904
0.0% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
15,911
shares
|
$578,205
0.25% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
14,879
shares
|
$540,702
0.01% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
14,321
shares
|
$520,425
0.13% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
13,075
shares
|
$475,145
0.1% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
13,055
shares
|
$474,418
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
11,427
shares
|
$415,257
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
11,304
shares
|
$410,787
0.04% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,917
shares
|
$396,723
0.0% of portfolio
|
Q4 2024
Added 16.63%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
10,677
shares
|
$388,002
0.13% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
10,493
shares
|
$381,315
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,133
shares
|
$368,233
0.14% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
10,006
shares
|
$363,618
0.09% of portfolio
|
Q4 2024
Reduced 1.36%
|