Institutional Ownership Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL). We have compiled data on the 115 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 $452 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,342
shares
|
$3.54 Million
0.01% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
89,931
shares
|
$3.31 Million
1.3% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
86,740
shares
|
$3.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 36.22%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
86,426
shares
|
$3.18 Million
0.69% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
84,461
shares
|
$3.11 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
76,836
shares
|
$2.83 Million
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,084
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2024
Added 106.97%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
72,746
shares
|
$2.68 Million
0.05% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
72,099
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
67,813
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2023
Added 1.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
63,671
shares
|
$2.34 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
57,970
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
55,889
shares
|
$2.06 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
48,269
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
47,543
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
46,174
shares
|
$1.7 Million
1.3% of portfolio
|
Q1 2022
Reduced 47.13%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
43,801
shares
|
$1.61 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,839
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
37,005
shares
|
$1.36 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,102
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
31,719
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
31,714
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
Reduced 43.14%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
31,046
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
27,936
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 21.3%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
26,068
shares
|
$959,041
0.6% of portfolio
|
Q3 2024
Reduced 1.63%
|