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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
440
shares
|
$17,705
0.01% of portfolio
|
Q1 2023
Added 2650.0%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
433
shares
|
$17,423
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
377
shares
|
$15,170
0.0% of portfolio
|
Q4 2024
Reduced 59.33%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
290
shares
|
$11,669
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
215
shares
|
$8,651
0.0% of portfolio
|
Q1 2025
Reduced 57.0%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
148
shares
|
$5,955
0.0% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
112
shares
|
$4,506
0.0% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
59
shares
|
$2,374
0.0% of portfolio
|
Q1 2025
Reduced 51.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
21
shares
|
$845
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
13
shares
|
$523
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|