Institutional Ownership Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 9.63 Million shares, which have been reported (via 13F filing form) to have a value of $393 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
846,584
shares
|
$34.5 Million
0.01% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
826,841
shares
|
$33.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
636,557
shares
|
$26 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
614,412
shares
|
$25.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
569,010
shares
|
$23.2 Million
0.0% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
496,040
shares
|
$20.2 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
495,192
shares
|
$20.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
459,635
shares
|
$18.8 Million
0.0% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
452,732
shares
|
$18.5 Million
3.47% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
441,130
shares
|
$18 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
243,296
shares
|
$9.93 Million
0.36% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
214,840
shares
|
$8.77 Million
0.02% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
204,989
shares
|
$8.37 Million
2.31% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
203,241
shares
|
$8.29 Million
2.97% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
187,906
shares
|
$7.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
187,319
shares
|
$7.64 Million
0.31% of portfolio
|
Q3 2025
Added 96.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
184,108
shares
|
$7.51 Million
0.0% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
171,660
shares
|
$7.01 Million
0.88% of portfolio
|
Q1 2023
Added 6.38%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
162,488
shares
|
$6.63 Million
2.78% of portfolio
|
Q3 2025
Reduced 25.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
124,253
shares
|
$5.07 Million
0.0% of portfolio
|
Q3 2025
Added 17.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
112,293
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2025
Added 43.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,342
shares
|
$3.93 Million
0.01% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
90,027
shares
|
$3.67 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.86%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
76,836
shares
|
$3.14 Million
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,084
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Added 106.97%
|
|