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 9.93 Million shares, which have been reported (via 13F filing form) to have a value of $400 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
832,122
shares
|
$33.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
829,679
shares
|
$33.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
645,170
shares
|
$26 Million
0.01% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
619,338
shares
|
$25 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
538,627
shares
|
$21.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
532,161
shares
|
$21.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
500,720
shares
|
$20.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
475,884
shares
|
$19.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
446,112
shares
|
$18 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
432,721
shares
|
$17.4 Million
3.57% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
241,533
shares
|
$9.74 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
216,755
shares
|
$8.74 Million
3.97% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
210,791
shares
|
$8.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
206,366
shares
|
$8.32 Million
0.02% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
203,241
shares
|
$8.19 Million
2.97% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
185,907
shares
|
$7.49 Million
2.11% of portfolio
|
Q2 2025
Added 58.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
171,962
shares
|
$6.93 Million
0.06% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
171,660
shares
|
$6.92 Million
0.88% of portfolio
|
Q1 2023
Added 6.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
171,107
shares
|
$6.9 Million
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
113,752
shares
|
$4.59 Million
0.02% of portfolio
|
Q2 2025
Added 27.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
105,693
shares
|
$4.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 80.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,342
shares
|
$3.88 Million
0.01% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
95,375
shares
|
$3.84 Million
0.14% of portfolio
|
Q2 2025
Added 470.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
78,512
shares
|
$3.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
77,695
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2025
Added 1.01%
|