Institutional Ownership Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL). We have compiled data on the 112 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 $466 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
23,955
shares
|
$895,677
0.09% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
23,251
shares
|
$869,354
0.3% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
22,661
shares
|
$847,294
0.44% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
20,564
shares
|
$768,887
0.01% of portfolio
|
Q3 2024
Added 223.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
20,539
shares
|
$767,953
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,937
shares
|
$708,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
17,909
shares
|
$669,617
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
16,560
shares
|
$619,178
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
16,418
shares
|
$613,869
0.02% of portfolio
|
Q4 2024
Reduced 48.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,343
shares
|
$611,064
0.0% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
14,879
shares
|
$556,325
0.01% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,732
shares
|
$550,829
0.0% of portfolio
|
Q3 2024
Added 142.14%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
14,321
shares
|
$535,462
0.13% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
13,341
shares
|
$498,819
0.23% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
13,055
shares
|
$488,126
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
11,793
shares
|
$440,940
0.11% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
11,427
shares
|
$427,255
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
11,304
shares
|
$422,656
0.04% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,722
shares
|
$400,895
0.01% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
10,677
shares
|
$399,213
0.13% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
10,493
shares
|
$392,333
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,133
shares
|
$378,872
0.14% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
10,006
shares
|
$374,124
0.09% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
9,475
shares
|
$354,270
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,360
shares
|
$349,970
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|