Institutional Ownership Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
6,284
shares
|
$243,442
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
6,132
shares
|
$237,553
0.04% of portfolio
|
Q1 2025
Reduced 94.32%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
5,985
shares
|
$231,858
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
5,938
shares
|
$230,038
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
5,864
shares
|
$227,171
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
5,790
shares
|
$224,304
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
5,681
shares
|
$220,081
2.66% of portfolio
|
Q4 2023
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
5,627
shares
|
$217,989
0.04% of portfolio
|
Q1 2025
Reduced 95.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,500
shares
|
$213,070
0.0% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,423
shares
|
$210,087
0.01% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,363
shares
|
$207,762
0.0% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
4,900
shares
|
$189,826
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,211
shares
|
$163,134
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
3,544
shares
|
$137,294
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,992
shares
|
$115,910
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,526
shares
|
$97,857
0.02% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,128
shares
|
$82,438
0.0% of portfolio
|
Q1 2025
Added 83.45%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,037
shares
|
$78,913
0.01% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
2,000
shares
|
$77,480
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,598
shares
|
$61,906
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,590
shares
|
$61,596
0.0% of portfolio
|
Q4 2024
Reduced 63.86%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,500
shares
|
$58,110
0.0% of portfolio
|
Q2 2023
Reduced 5.3%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,148
shares
|
$44,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,138
shares
|
$44,086
0.0% of portfolio
|
Q1 2020
Reduced 84.18%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
762
shares
|
$29,519
0.0% of portfolio
|
Q1 2025
New holding
|