Institutional Ownership Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
857,140
shares
|
$33.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
852,049
shares
|
$33 Million
0.01% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
650,118
shares
|
$25.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
628,154
shares
|
$24.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.03%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
573,845
shares
|
$22.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
561,103
shares
|
$21.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
536,472
shares
|
$20.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
504,363
shares
|
$19.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
491,071
shares
|
$19 Million
0.02% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
457,525
shares
|
$17.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
433,198
shares
|
$16.8 Million
3.41% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
249,995
shares
|
$9.68 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
210,791
shares
|
$8.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.26%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
206,127
shares
|
$7.99 Million
3.84% of portfolio
|
Q1 2025
Reduced 25.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
203,822
shares
|
$7.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
203,241
shares
|
$7.87 Million
2.97% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
171,660
shares
|
$6.65 Million
0.88% of portfolio
|
Q1 2023
Added 6.38%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
168,595
shares
|
$6.53 Million
0.06% of portfolio
|
Q1 2025
Reduced 48.19%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
168,296
shares
|
$6.52 Million
0.0% of portfolio
|
Q1 2025
Added 1441.6%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
129,691
shares
|
$5.02 Million
0.89% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
117,618
shares
|
$4.56 Million
1.44% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
98,521
shares
|
$3.82 Million
0.0% of portfolio
|
Q1 2025
Added 74.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,342
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
89,995
shares
|
$3.49 Million
1.94% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
89,184
shares
|
$3.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.1%
|