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 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $484 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,114,419
shares
|
$42.3 Million
0.0% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,003,448
shares
|
$38.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
811,440
shares
|
$30.8 Million
0.01% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
785,504
shares
|
$29.8 Million
0.01% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
755,487
shares
|
$28.7 Million
0.11% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
632,259
shares
|
$24 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
584,461
shares
|
$22.2 Million
0.0% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
563,747
shares
|
$21.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
554,112
shares
|
$21 Million
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
468,627
shares
|
$17.8 Million
0.02% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
435,694
shares
|
$16.5 Million
3.62% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
425,313
shares
|
$16.1 Million
0.53% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
325,393
shares
|
$12.3 Million
0.12% of portfolio
|
Q4 2024
Added 20.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
278,326
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Added 29.31%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
275,754
shares
|
$10.5 Million
4.89% of portfolio
|
Q4 2024
Added 30.51%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
255,694
shares
|
$9.7 Million
0.62% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
213,344
shares
|
$8.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
206,105
shares
|
$7.82 Million
0.02% of portfolio
|
Q4 2024
Added 11.3%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
203,241
shares
|
$7.71 Million
2.97% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
171,660
shares
|
$6.51 Million
0.88% of portfolio
|
Q1 2023
Added 6.38%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
128,014
shares
|
$4.86 Million
0.88% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
126,878
shares
|
$4.81 Million
1.53% of portfolio
|
Q4 2024
Added 41.08%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
124,609
shares
|
$4.73 Million
0.99% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
111,616
shares
|
$4.23 Million
0.02% of portfolio
|
Q4 2024
Added 28.68%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
108,047
shares
|
$4.1 Million
0.76% of portfolio
|
Q4 2024
Reduced 17.07%
|