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 |
|---|---|---|---|---|---|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
23,408
shares
|
$861,180
0.34% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
22,668
shares
|
$833,955
0.1% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
20,648
shares
|
$759,639
0.43% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
20,564
shares
|
$756,549
0.01% of portfolio
|
Q3 2024
Added 223.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
20,539
shares
|
$755,629
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,937
shares
|
$696,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,902
shares
|
$658,614
0.0% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
16,723
shares
|
$615,239
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
16,560
shares
|
$609,242
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
14,879
shares
|
$547,398
0.01% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,732
shares
|
$541,990
0.0% of portfolio
|
Q3 2024
Added 142.14%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
14,116
shares
|
$519,327
0.15% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
13,341
shares
|
$490,815
0.23% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
13,198
shares
|
$485,554
0.06% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
12,722
shares
|
$468,042
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
12,369
shares
|
$455,055
0.17% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
11,793
shares
|
$433,864
0.11% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
11,420
shares
|
$420,141
0.0% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
10,675
shares
|
$392,733
0.04% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
10,583
shares
|
$389,348
0.01% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,200
shares
|
$375,258
0.0% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
10,144
shares
|
$373,197
0.1% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
10,095
shares
|
$371,395
0.16% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
9,475
shares
|
$348,585
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,360
shares
|
$344,354
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|