Institutional Ownership Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $414 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
|
$33.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
852,049
shares
|
$33.4 Million
0.01% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
650,118
shares
|
$25.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
628,154
shares
|
$24.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.03%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
573,845
shares
|
$22.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
561,103
shares
|
$22 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
|
$21.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
504,363
shares
|
$19.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
475,884
shares
|
$18.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
457,525
shares
|
$18 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
432,721
shares
|
$17 Million
3.57% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
241,533
shares
|
$9.48 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
216,755
shares
|
$8.51 Million
3.97% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
210,791
shares
|
$8.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
203,822
shares
|
$8 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
203,241
shares
|
$7.98 Million
2.97% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
185,907
shares
|
$7.29 Million
2.11% of portfolio
|
Q2 2025
Added 58.06%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
171,660
shares
|
$6.74 Million
0.88% of portfolio
|
Q1 2023
Added 6.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
171,107
shares
|
$6.71 Million
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
168,595
shares
|
$6.62 Million
0.06% of portfolio
|
Q1 2025
Reduced 48.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
98,521
shares
|
$3.87 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
|
$3.78 Million
0.01% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
89,184
shares
|
$3.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
78,512
shares
|
$3.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
76,921
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2025
Added 2.62%
|