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 |
|---|---|---|---|---|---|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
5,864
shares
|
$239,309
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
5,681
shares
|
$231,841
2.66% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
5,394
shares
|
$220,129
0.0% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,348
shares
|
$218,251
0.0% of portfolio
|
Q3 2025
Added 78.21%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,298
shares
|
$216,211
0.0% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
5,227
shares
|
$213,313
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
4,991
shares
|
$203,682
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
4,900
shares
|
$199,969
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,985
shares
|
$162,627
0.0% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,475
shares
|
$141,814
0.0% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,905
shares
|
$118,553
0.01% of portfolio
|
Q2 2025
Added 42.61%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,526
shares
|
$103,086
0.02% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,598
shares
|
$65,214
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,590
shares
|
$64,887
0.0% of portfolio
|
Q4 2024
Reduced 63.86%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
1,500
shares
|
$61,215
0.05% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,500
shares
|
$61,215
0.0% of portfolio
|
Q2 2023
Reduced 5.3%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,267
shares
|
$51,706
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
1,149
shares
|
$46,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,138
shares
|
$46,441
0.0% of portfolio
|
Q1 2020
Reduced 84.18%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
788
shares
|
$32,158
0.0% of portfolio
|
Q3 2025
Reduced 31.36%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
720
shares
|
$29,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
687
shares
|
$28,036
0.0% of portfolio
|
Q3 2025
Reduced 94.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
603
shares
|
$24,608
0.0% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
440
shares
|
$17,956
0.01% of portfolio
|
Q1 2023
Added 2650.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
426
shares
|
$17,385
0.0% of portfolio
|
Q2 2025
New holding
|
|