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 $493 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 12, 2024 Q2 2024 |
117,123
shares
|
$4.67 Million
0.97% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
93,012
shares
|
$3.71 Million
0.01% of portfolio
|
Q2 2024
Added 3.82%
|
|
Cerro Pacific Wealth Advisors LLC
|
Aug 09, 2024 Q2 2024 |
87,927
shares
|
$3.51 Million
1.32% of portfolio
|
Q2 2024
Added 79.38%
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
85,080
shares
|
$3.39 Million
2.19% of portfolio
|
Q2 2024
Added 61.88%
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 26, 2024 Q2 2024 |
81,522
shares
|
$3.25 Million
0.72% of portfolio
|
Q2 2024
Added 3.03%
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
76,836
shares
|
$3.06 Million
0.04% of portfolio
|
Q2 2021
New holding
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
74,376
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2024
Reduced 34.06%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
72,621
shares
|
$2.9 Million
0.06% of portfolio
|
Q2 2024
Added 3.93%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
67,813
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2023
Added 1.12%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
67,495
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2024
Added 75.59%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
64,410
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
63,899
shares
|
$2.55 Million
0.1% of portfolio
|
Q2 2024
Added 8.5%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
57,123
shares
|
$2.28 Million
1.12% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
55,780
shares
|
$2.23 Million
0.08% of portfolio
|
Q2 2024
Reduced 42.34%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
47,481
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
46,174
shares
|
$1.84 Million
1.3% of portfolio
|
Q1 2022
Reduced 47.13%
|
|
Well Done, LLC
|
Jul 18, 2024 Q2 2024 |
43,837
shares
|
$1.75 Million
0.36% of portfolio
|
Q2 2024
Added 6.46%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
42,524
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2024
Added 6.56%
|
|
Mainstay Capital Management LLC
|
Jul 30, 2024 Q2 2024 |
39,970
shares
|
$1.59 Million
0.3% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
Financial Strategies Group, Inc.
|
Jul 17, 2024 Q2 2024 |
38,016
shares
|
$1.52 Million
0.38% of portfolio
|
Q2 2024
Added 0.25%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
36,760
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
Added 2.49%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
34,783
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2024
Added 2953.82%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
30,965
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2024
Added 5.95%
|
|
Tectonic Advisors LLC
Plano, TX |
Aug 02, 2024 Q2 2024 |
30,926
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2024
Added 0.73%
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 02, 2024 Q2 2024 |
26,501
shares
|
$1.06 Million
0.82% of portfolio
|
Q2 2024
Added 0.42%
|