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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
304
shares
|
$12,406
0.0% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
290
shares
|
$11,834
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
215
shares
|
$8,774
0.0% of portfolio
|
Q1 2025
Reduced 57.0%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
148
shares
|
$6,039
0.0% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
125
shares
|
$5,101
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
112
shares
|
$4,570
0.0% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
59
shares
|
$2,407
0.0% of portfolio
|
Q1 2025
Reduced 51.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
21
shares
|
$857
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|