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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,985
shares
|
$241,255
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
5,938
shares
|
$239,360
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
5,925
shares
|
$238,836
0.01% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,925
shares
|
$238,836
0.0% of portfolio
|
Q2 2025
Added 98.03%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
5,790
shares
|
$233,394
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
5,681
shares
|
$229,001
2.66% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,675
shares
|
$228,759
0.0% of portfolio
|
Q2 2025
Reduced 83.2%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,328
shares
|
$214,771
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
5,227
shares
|
$210,700
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
4,900
shares
|
$197,519
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,211
shares
|
$169,745
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,075
shares
|
$123,953
0.0% of portfolio
|
Q2 2025
Reduced 44.09%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,001
shares
|
$120,970
0.0% of portfolio
|
Q2 2025
Added 41.02%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,905
shares
|
$117,100
0.01% of portfolio
|
Q2 2025
Added 42.61%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,526
shares
|
$101,823
0.02% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,723
shares
|
$69,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,598
shares
|
$64,415
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,590
shares
|
$64,092
0.0% of portfolio
|
Q4 2024
Reduced 63.86%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,500
shares
|
$60,465
0.0% of portfolio
|
Q2 2023
Reduced 5.3%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,500
shares
|
$60,465
0.05% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,149
shares
|
$46,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,148
shares
|
$46,275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,138
shares
|
$45,872
0.0% of portfolio
|
Q1 2020
Reduced 84.18%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
720
shares
|
$29,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
574
shares
|
$23,137
0.0% of portfolio
|
Q2 2025
Added 2.87%
|