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 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $420 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
23,812
shares
|
$956,289
0.05% of portfolio
|
Q1 2025
Reduced 23.59%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
22,951
shares
|
$921,712
0.45% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
22,042
shares
|
$885,206
0.31% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
21,805
shares
|
$875,688
0.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
18,557
shares
|
$745,249
0.29% of portfolio
|
Q1 2025
Added 16.63%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,920
shares
|
$719,667
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
16,704
shares
|
$670,832
0.03% of portfolio
|
Q1 2025
Reduced 63.04%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
16,560
shares
|
$665,049
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
16,272
shares
|
$653,483
0.0% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
15,933
shares
|
$639,869
0.01% of portfolio
|
Q1 2025
Reduced 20.18%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
14,256
shares
|
$572,520
0.38% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,718
shares
|
$550,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
13,540
shares
|
$543,766
0.12% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
13,296
shares
|
$533,967
0.1% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
12,839
shares
|
$515,614
0.03% of portfolio
|
Q1 2025
Added 22.36%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,547
shares
|
$463,727
0.03% of portfolio
|
Q2 2025
Reduced 30.19%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
11,427
shares
|
$458,908
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
11,271
shares
|
$452,643
0.04% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
10,684
shares
|
$429,069
0.12% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,274
shares
|
$412,603
0.15% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
9,600
shares
|
$385,535
0.09% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
7,007
shares
|
$281,401
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
6,339
shares
|
$254,574
0.02% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
6,308
shares
|
$253,329
0.03% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
6,284
shares
|
$252,365
0.03% of portfolio
|
Q1 2025
New holding
|