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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
72,307
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
72,242
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
72,074
shares
|
$2.94 Million
1.2% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
67,813
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2023
Added 1.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
63,368
shares
|
$2.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
55,958
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
53,940
shares
|
$2.2 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
52,148
shares
|
$2.13 Million
0.89% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
48,857
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
47,301
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 15.72%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
46,174
shares
|
$1.88 Million
1.3% of portfolio
|
Q1 2022
Reduced 47.13%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
46,156
shares
|
$1.88 Million
0.28% of portfolio
|
Q3 2025
Reduced 22.7%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
44,925
shares
|
$1.83 Million
0.32% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
44,415
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 23.68%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
42,908
shares
|
$1.75 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
36,929
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
32,740
shares
|
$1.34 Million
0.23% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
29,063
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
27,516
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 49.08%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
25,413
shares
|
$1.04 Million
0.47% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
24,008
shares
|
$979,766
0.06% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
22,901
shares
|
$934,589
0.4% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
22,042
shares
|
$899,534
0.31% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
19,363
shares
|
$790,204
0.36% of portfolio
|
Q3 2025
Reduced 24.03%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
18,328
shares
|
$747,965
0.4% of portfolio
|
Q3 2025
Reduced 68.35%
|
|