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 $466 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
103,886
shares
|
$3.88 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,342
shares
|
$3.6 Million
0.01% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
86,740
shares
|
$3.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 36.22%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
84,530
shares
|
$3.16 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
84,461
shares
|
$3.16 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
76,836
shares
|
$2.87 Million
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,084
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2024
Added 106.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
72,099
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
67,813
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2023
Added 1.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
66,964
shares
|
$2.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
63,671
shares
|
$2.38 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
57,970
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
55,889
shares
|
$2.09 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
52,721
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2024
Added 88.72%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
49,220
shares
|
$1.84 Million
0.42% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
48,269
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
47,543
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
46,174
shares
|
$1.73 Million
1.3% of portfolio
|
Q1 2022
Reduced 47.13%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
43,801
shares
|
$1.64 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
43,090
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,102
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
32,093
shares
|
$1.2 Million
1.05% of portfolio
|
Q4 2024
Reduced 80.65%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
31,719
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
31,162
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
25,508
shares
|
$953,744
0.5% of portfolio
|
Q4 2024
Reduced 2.15%
|