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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
927
shares
|
$34,057
0.0% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
500
shares
|
$18,370
0.0% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
440
shares
|
$16,165
0.01% of portfolio
|
Q1 2023
Added 2650.0%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
433
shares
|
$15,908
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
397
shares
|
$14,585
0.0% of portfolio
|
Q3 2024
Reduced 98.86%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
292
shares
|
$10,728
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
290
shares
|
$10,654
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
280
shares
|
$10,287
0.0% of portfolio
|
Q2 2024
Reduced 73.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
207
shares
|
$7,605
0.0% of portfolio
|
Q3 2024
Reduced 54.41%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
148
shares
|
$5,437
0.0% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
120
shares
|
$4,408
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
115
shares
|
$4,225
0.0% of portfolio
|
Q4 2023
Reduced 33.14%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
112
shares
|
$4,114
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
59
shares
|
$2,167
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
20
shares
|
$734
0.0% of portfolio
|
Q2 2023
New holding
|