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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,940
shares
|
$732,131
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
17,889
shares
|
$730,050
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
17,889
shares
|
$730,050
0.0% of portfolio
|
Q3 2025
Reduced 51.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
17,333
shares
|
$707,359
0.0% of portfolio
|
Q3 2025
Reduced 17.24%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
16,897
shares
|
$689,566
0.44% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
16,560
shares
|
$675,813
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
16,224
shares
|
$662,101
0.0% of portfolio
|
Q3 2025
Reduced 79.12%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
15,621
shares
|
$637,493
0.14% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
14,860
shares
|
$606,436
0.18% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
12,642
shares
|
$515,920
0.17% of portfolio
|
Q3 2025
Added 20.68%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,588
shares
|
$513,716
0.0% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
11,789
shares
|
$481,109
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
11,420
shares
|
$466,050
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,415
shares
|
$465,846
0.0% of portfolio
|
Q3 2025
Reduced 93.36%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
10,650
shares
|
$434,626
0.1% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
10,317
shares
|
$421,036
0.13% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
10,080
shares
|
$411,364
0.0% of portfolio
|
Q3 2025
Reduced 12.18%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
9,523
shares
|
$388,633
0.0% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
8,242
shares
|
$336,356
0.03% of portfolio
|
Q3 2025
Reduced 27.39%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
6,281
shares
|
$256,327
0.02% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
6,179
shares
|
$252,164
0.01% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,985
shares
|
$244,247
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
5,938
shares
|
$242,329
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
5,925
shares
|
$241,799
0.01% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,920
shares
|
$241,595
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|