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 |
|---|---|---|---|---|---|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
7,555
shares
|
$274,548
0.01% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,987
shares
|
$253,907
0.01% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,977
shares
|
$253,544
0.0% of portfolio
|
Q4 2024
Added 47.44%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
6,944
shares
|
$252,344
0.04% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
6,544
shares
|
$237,808
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
6,250
shares
|
$227,125
0.0% of portfolio
|
Q4 2024
Reduced 38.73%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,985
shares
|
$217,494
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,864
shares
|
$213,097
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
5,790
shares
|
$210,408
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
5,760
shares
|
$209,318
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
5,681
shares
|
$206,447
2.66% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,346
shares
|
$194,273
0.01% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
4,900
shares
|
$178,066
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,213
shares
|
$153,100
0.0% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,992
shares
|
$108,729
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,526
shares
|
$91,794
0.02% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,201
shares
|
$79,984
0.01% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
2,000
shares
|
$72,680
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,598
shares
|
$58,071
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,590
shares
|
$57,780
0.01% of portfolio
|
Q4 2024
Reduced 63.86%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,590
shares
|
$57,780
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,500
shares
|
$54,510
0.0% of portfolio
|
Q2 2023
Reduced 5.3%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,151
shares
|
$41,827
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,148
shares
|
$41,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,138
shares
|
$41,354
0.0% of portfolio
|
Q1 2020
Reduced 84.18%
|