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 |
|---|---|---|---|---|---|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
24,588
shares
|
$991,142
0.4% of portfolio
|
Q2 2025
Added 32.5%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
24,008
shares
|
$967,762
0.06% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
23,721
shares
|
$956,193
0.46% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
22,407
shares
|
$903,226
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
22,042
shares
|
$888,513
0.31% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
20,943
shares
|
$844,212
0.0% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
17,959
shares
|
$723,927
0.04% of portfolio
|
Q2 2025
Added 39.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,940
shares
|
$723,161
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2025 Q2 2025 |
16,890
shares
|
$680,835
0.48% of portfolio
|
Q2 2025
Added 18.48%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
16,560
shares
|
$667,533
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
14,473
shares
|
$583,406
0.13% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
13,488
shares
|
$543,701
0.0% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
11,782
shares
|
$474,932
0.09% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,547
shares
|
$465,459
0.03% of portfolio
|
Q2 2025
Reduced 30.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,478
shares
|
$462,678
0.0% of portfolio
|
Q2 2025
Reduced 29.46%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
11,420
shares
|
$460,340
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
11,351
shares
|
$457,558
0.04% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
10,476
shares
|
$422,287
0.13% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,274
shares
|
$414,144
0.15% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
9,600
shares
|
$386,976
0.09% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
9,182
shares
|
$370,126
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,516
shares
|
$262,659
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
6,339
shares
|
$255,525
0.02% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
6,065
shares
|
$244,480
0.01% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
5,987
shares
|
$241,335
0.03% of portfolio
|
Q2 2025
Reduced 4.73%
|