Institutional Ownership Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,008,225
shares
|
$37.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
916,003
shares
|
$34 Million
0.0% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
786,172
shares
|
$29.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
754,008
shares
|
$28 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
738,006
shares
|
$27.4 Million
0.01% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
681,938
shares
|
$25.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
674,630
shares
|
$25.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
562,853
shares
|
$20.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
553,880
shares
|
$20.6 Million
0.0% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
449,593
shares
|
$16.7 Million
0.03% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
435,694
shares
|
$16.2 Million
3.62% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
417,918
shares
|
$15.5 Million
6.2% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
275,754
shares
|
$10.2 Million
4.89% of portfolio
|
Q4 2024
Added 30.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
269,172
shares
|
$10 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
245,462
shares
|
$9.12 Million
0.66% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
229,347
shares
|
$8.52 Million
0.0% of portfolio
|
Q3 2024
Added 208.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
215,234
shares
|
$8 Million
0.0% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
203,241
shares
|
$7.55 Million
2.97% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
185,180
shares
|
$6.88 Million
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
171,660
shares
|
$6.38 Million
0.88% of portfolio
|
Q1 2023
Added 6.38%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
141,410
shares
|
$5.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
130,288
shares
|
$4.84 Million
1.0% of portfolio
|
Q3 2024
Reduced 72.94%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
128,014
shares
|
$4.76 Million
0.88% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
126,878
shares
|
$4.71 Million
1.53% of portfolio
|
Q4 2024
Added 41.08%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
119,202
shares
|
$4.43 Million
1.12% of portfolio
|
Q3 2024
Reduced 2.52%
|