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 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $503 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
996,328
shares
|
$39.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
861,434
shares
|
$34.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
781,276
shares
|
$31.2 Million
0.01% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
760,368
shares
|
$30.3 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
731,994
shares
|
$29.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 14.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
725,997
shares
|
$29 Million
0.01% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
698,160
shares
|
$27.8 Million
0.01% of portfolio
|
Q2 2024
Added 17.76%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
685,824
shares
|
$27.4 Million
0.18% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
538,588
shares
|
$21.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
481,554
shares
|
$19.2 Million
3.72% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
437,113
shares
|
$17.4 Million
4.15% of portfolio
|
Q2 2024
Added 8.1%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
432,606
shares
|
$17.3 Million
0.03% of portfolio
|
Q2 2024
Added 6.14%
|
|
|
360 Financial, Inc.
|
Aug 09, 2024 Q2 2024 |
411,235
shares
|
$16.4 Million
6.08% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
285,479
shares
|
$11.4 Million
0.12% of portfolio
|
Q2 2024
Added 64.48%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
228,858
shares
|
$9.13 Million
0.73% of portfolio
|
Q2 2024
Reduced 16.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
187,930
shares
|
$7.5 Million
0.0% of portfolio
|
Q2 2024
Added 63.43%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 24, 2024 Q2 2024 |
186,113
shares
|
$7.42 Million
3.89% of portfolio
|
Q2 2024
Added 63.11%
|
|
|
Cedrus LLC
Littleton, CO |
Jul 24, 2024 Q2 2024 |
185,171
shares
|
$7.39 Million
3.62% of portfolio
|
Q2 2024
Added 5.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
184,893
shares
|
$7.38 Million
0.02% of portfolio
|
Q2 2024
Added 4.85%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
171,660
shares
|
$6.85 Million
0.88% of portfolio
|
Q1 2023
Added 6.38%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 10, 2024 Q2 2024 |
161,346
shares
|
$6.44 Million
6.3% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
149,563
shares
|
$5.97 Million
0.01% of portfolio
|
Q2 2024
Added 10.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
144,282
shares
|
$5.76 Million
0.01% of portfolio
|
Q2 2024
Added 2.16%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
136,003
shares
|
$5.43 Million
0.03% of portfolio
|
Q2 2024
Added 12.56%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
122,279
shares
|
$4.88 Million
1.24% of portfolio
|
Q2 2024
Added 90.43%
|