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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
662
shares
|
$24,752
0.0% of portfolio
|
Q4 2024
Added 136.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
500
shares
|
$18,695
0.0% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
440
shares
|
$16,451
0.01% of portfolio
|
Q1 2023
Added 2650.0%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
433
shares
|
$16,189
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
397
shares
|
$14,843
0.0% of portfolio
|
Q3 2024
Reduced 98.86%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
290
shares
|
$10,843
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
207
shares
|
$7,739
0.0% of portfolio
|
Q3 2024
Reduced 54.41%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
148
shares
|
$5,533
0.0% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
120
shares
|
$4,486
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
115
shares
|
$4,299
0.0% of portfolio
|
Q4 2023
Reduced 33.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
59
shares
|
$2,206
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
20
shares
|
$747
0.0% of portfolio
|
Q2 2023
New holding
|