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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
440
shares
|
$17,736
0.01% of portfolio
|
Q1 2023
Added 2650.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
426
shares
|
$17,172
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
304
shares
|
$12,254
0.0% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
290
shares
|
$11,689
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
228
shares
|
$9,190
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
215
shares
|
$8,666
0.0% of portfolio
|
Q1 2025
Reduced 57.0%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
148
shares
|
$5,965
0.0% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
112
shares
|
$4,514
0.0% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
59
shares
|
$2,378
0.0% of portfolio
|
Q1 2025
Reduced 51.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
21
shares
|
$846
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|