WISDOMTREE TR (DNL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
96
Reporting holders
$343.9M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $58.4M | 1,265,014 | 0.00% | 35q | +1.7%+$983.1K |
| UBS Group AG | $32.1M | 696,129 | 0.00% | 31q | HELD |
| Private Advisor Group, LLC | $25.0M | 541,897 | 0.11% | 31q | +7.9%+$1.8M |
| AMERIPRISE FINANCIAL INC | $22.9M | 494,824 | 0.00% | 31q | -50.2%-$23.0M |
| LPL Financial LLC | $22.3M | 483,790 | 0.01% | 28q | -8.7%-$2.1M |
| Key Financial Inc | $20.9M | 452,268 | 3.42% | 23q | -2.3%-$487.8K |
| ROYAL BANK OF CANADA | $19.9M | 430,459 | 0.00% | 31q | -1.1%-$216.0K |
| BANK OF AMERICA CORP /DE/ | $19.2M | 415,717 | 0.00% | 31q | -1.1%-$220.8K |
| BIP Wealth, LLC | $11.9M | 258,717 | 0.34% | 14q | +6.7%+$755.0K |
| CAPTRUST FINANCIAL ADVISORS | $10.6M | 228,542 | 0.02% | 13q | +3.0%+$311.5K |
| WELLS FARGO & COMPANY/MN | $10.2M | 220,712 | 0.00% | 31q | -55.3%-$12.6M |
| JPMORGAN CHASE & CO | $9.4M | 206,435 | 0.00% | 16q | +0.8%+$75.7K |
| ShoreHaven Wealth Partners, LLC | $8.1M | 176,021 | 2.56% | 23q | +1.5%+$122.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 172,379 | 0.01% | 22q | -10.8%-$966.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.2M | 155,092 | 0.00% | 24q | +78.7%+$3.2M |
| Kestra Advisory Services, LLC | $4.3M | 93,394 | 0.01% | 22q | -20.1%-$1.1M |
| Cetera Investment Advisers | $3.6M | 77,551 | 0.00% | 10q | +2.2%+$75.8K |
| IEQ CAPITAL, LLC | $3.5M | 76,836 | 0.02% | 21q | HELD |
| Wealth Watch Advisors, INC | $2.4M | 51,756 | 0.78% | new | NEW |
| Collaborative Wealth Managment Inc. | $2.3M | 49,192 | 0.95% | 19q | -17.1%-$468.3K |
| Well Done, LLC | $2.2M | 47,681 | 0.30% | 31q | +5.7%+$119.7K |
| NewEdge Wealth, LLC | $2.2M | 47,586 | 0.02% | 11q | -7.6%-$180.9K |
| Michels Family Financial, LLC | $2.1M | 46,264 | 1.37% | 7q | +3.6%+$74.3K |
| Breakwater Capital Group | $2.1M | 46,237 | 0.26% | 15q | -1.3%-$28.2K |
| HighTower Advisors, LLC | $1.9M | 40,899 | 0.00% | 18q | -1.6%-$29.8K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 39,320 | 0.00% | 7q | +1.3%+$24.1K |
| Rockefeller Capital Management L.P. | $1.7M | 37,473 | 0.00% | 7q | -1.0%-$18.1K |
| Stratos Wealth Partners, LTD. | $1.5M | 33,402 | 0.02% | 29q | +8.7%+$123.0K |
| SENTINEL PENSION ADVISORS, LLC | $1.3M | 29,356 | 0.17% | 27q | HELD |
| Element Wealth, LLC | $1.3M | 27,467 | 0.47% | 11q | -1.6%-$21.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 27,028 | 0.00% | 8q | -44.8%-$1.0M |
| JANE STREET GROUP, LLC | $1.1M | 24,443 | 0.00% | 12q | -47.8%-$1.0M |
| 5T Wealth, LLC | $1.1M | 24,083 | 0.41% | 5q | -2.6%-$29.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 23,306 | 0.00% | 2q | +12.3%+$117.8K |
| DRIVE WEALTH MANAGEMENT, LLC | $901.4K | 19,520 | 0.16% | 14q | -3.1%-$29.0K |
| Creative Planning | $872.5K | 18,894 | 0.00% | 6q | +3.1%+$26.2K |
| STIFEL FINANCIAL CORP | $870.5K | 18,851 | 0.00% | 14q | +1.7%+$14.2K |
| Argent Trust Co | $764.7K | 16,560 | 0.02% | 13q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $711.2K | 15,400 | 0.00% | 31q | -1.6%-$11.6K |
| Arax Advisory Partners | $695.5K | 15,060 | 0.00% | 3q | -5.3%-$38.8K |
| Manske Wealth Management | $677.1K | 14,662 | 0.17% | 7q | -0.7%-$4.6K |
| WealthPlan Investment Management, LLC | $670.6K | 14,521 | 0.03% | 17q | -3.5%-$24.4K |
| AQR CAPITAL MANAGEMENT LLC | $654.8K | 14,180 | 0.00% | 10q | +40.7%+$189.3K |
| HOWARD WEALTH MANAGEMENT, LLC | $640.7K | 13,874 | 0.24% | 25q | HELD |
| Ameritas Advisory Services, LLC | $632.8K | 13,702 | 0.01% | new | NEW |
| Onyx Bridge Wealth Group LLC | $561.2K | 12,152 | 0.05% | 4q | -5.2%-$30.6K |
| US BANCORP \DE\ | $555.1K | 12,020 | 0.00% | 25q | HELD |
| United Advisor Group, LLC | $530.0K | 11,478 | 0.06% | 10q | HELD |
| Raab & Moskowitz Asset Management LLC | $487.2K | 10,550 | 0.10% | 22q | -7.5%-$39.3K |
| Integrity Financial Corp /WA | $482.2K | 10,441 | 0.23% | 10q | -22.4%-$139.0K |
| CHERRYDALE WEALTH MANAGEMENT, LLC | $481.2K | 10,420 | 0.13% | 19q | HELD |
| INTEGRITY ALLIANCE, LLC. | $478.8K | 10,368 | 0.01% | 3q | HELD |
| TD Capital Management LLC | $461.8K | 9,999 | 0.04% | 24q | +12.9%+$52.8K |
| OSAIC HOLDINGS, INC. | $440.0K | 9,527 | 0.00% | 26q | -1.8%-$8.0K |
| PRINCIPAL SECURITIES, INC. | $397.7K | 8,612 | 0.00% | 11q | +2.1%+$8.4K |
| JONES FINANCIAL COMPANIES LLLP | $372.7K | 8,239 | 0.00% | 9q | +10.7%+$35.9K |
| FIRST TRUST ADVISORS LP | $351.0K | 7,600 | 0.00% | new | NEW |
| Boyer Financial Services, Inc. | $346.7K | 7,600 | 0.29% | new | NEW |
| FMR LLC | $344.4K | 7,458 | 0.00% | 15q | HELD |
| Baird Financial Group, Inc. | $343.0K | 7,427 | 0.00% | 14q | HELD |
| J.W. COLE ADVISORS, INC. | $305.5K | 6,615 | 0.01% | 3q | +25.1%+$61.3K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $285.2K | 6,175 | 0.01% | 26q | HELD |
| SageView Advisory Group, LLC | $276.4K | 5,985 | 0.01% | 9q | HELD |
| OneAscent Financial Services LLC | $267.4K | 5,790 | 0.01% | 2q | HELD |
| Lido Advisors, LLC | $265.8K | 5,756 | 0.00% | 2q | HELD |
| VestGen Advisors, LLC | $261.3K | 5,658 | 0.01% | 3q | -6.2%-$17.4K |
| VERUS CAPITAL PARTNERS, LLC | $239.2K | 5,180 | 0.01% | 5q | -2.5%-$6.2K |
| FIFTH THIRD BANCORP | $236.7K | 5,125 | 0.00% | 2q | -2.5%-$6.1K |
| Integrated Wealth Concepts LLC | $229.8K | 4,976 | 0.00% | 2q | -4.7%-$11.2K |
| Colonial Trust Co / SC | $224.1K | 4,900 | 0.03% | 8q | HELD |
| Summit Investment Advisory Services, LLC | $218.5K | 4,731 | 0.05% | new | NEW |
| Capital Group Private Client Services, Inc. | $202.1K | 4,377 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $198.1K | 4,290 | 0.00% | 22q | +23.5%+$37.6K |
| Allworth Financial LP | $156.2K | 3,383 | 0.00% | 17q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $145.6K | 3,153 | 0.00% | 2q | HELD |
| IFG Advisory, LLC | $119.3K | 2,583 | 0.00% | new | NEW |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $100.9K | 2,185 | 0.03% | 15q | -82.7%-$481.0K |
| AdvisorNet Financial, Inc | $73.4K | 1,590 | 0.00% | 18q | HELD |
| FIRST COMMUNITY TRUST NA | $69.3K | 1,500 | 0.03% | 16q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $59.5K | 1,304 | 0.00% | 5q | -6.9%-$4.4K |
| PRIVATE TRUST CO NA | $54.6K | 1,182 | 0.00% | 17q | HELD |
| Larson Financial Group LLC | $35.1K | 759 | 0.00% | 3q | +4.0%+$1.3K |
| AE Wealth Management LLC | $23.6K | 510 | 0.00% | new | NEW |
| Front Row Advisors LLC | $20.7K | 440 | 0.01% | 25q | HELD |
| Institute for Wealth Management, LLC. | $17.5K | 380 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $14.0K | 304 | 0.00% | 10q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $13.7K | 300 | 0.00% | 3q | HELD |
| Geneos Wealth Management Inc. | $11.5K | 250 | 0.00% | 18q | HELD |
| SIGNATUREFD, LLC | $9.9K | 215 | 0.00% | 9q | HELD |
| Medallion Wealth Advisors, LLC | $6.1K | 132 | 0.00% | 7q | +0.8% |
| GAMMA Investing LLC | $5.8K | 125 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $5.3K | 113,750 | 0.01% | 17q | +100.2%+$2.6K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $5.2K | 112 | 0.00% | 18q | HELD |
| SIMPLEX TRADING, LLC | $3.7K | 81 | 0.00% | 2q | +107.7%+$1.9K |
| HARBOUR INVESTMENTS, INC. | $2.7K | 59 | 0.00% | 15q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.2K | 27 | 0.00% | 5q | -93.7%-$18.4K |
| Capital Investment Advisory Services, LLC | $971 | 21 | 0.00% | 13q | HELD |
| Sowa Financial Group, Inc. | $814 | 17,617 | 0.38% | 7q | HELD |
| FLOW TRADERS U.S. LLC | $331 | 7,178 | 0.01% | 8q | -88.1%-$2.5K |
| CX Institutional | $26 | 569 | 0.00% | 4q | -14.9% |
Showing the largest 100 of 101 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 96 | $343.9M | 7,450,538 | 9 | 24 | 33 | 0.0% |
| Q1 2026 | 91 | $332.7M | 8,223,364 | 9 | 29 | 25 | 0.0% |
| Q4 2025 | 92 | $353.6M | 8,577,565 | 9 | 28 | 28 | 0.0% |
| Q3 2025 | 91 | $337.2M | 8,322,875 | 4 | 29 | 30 | 0.0% |
| Q2 2025 | 96 | $368.6M | 9,155,389 | 10 | 29 | 37 | 0.0% |
| Q1 2025 | 98 | $332.0M | 9,307,057 | 5 | 28 | 39 | 0.0% |
| Q4 2024 | 103 | $392.0M | 10,877,906 | 5 | 38 | 25 | 0.0% |
| Q3 2024 | 106 | $430.9M | 10,939,988 | 9 | 41 | 26 | 0.0% |
| Q2 2024 | 103 | $440.0M | 11,258,372 | 8 | 48 | 23 | 0.0% |
| Q1 2024 | 97 | $512.8M | 13,191,946 | 12 | 30 | 29 | 0.0% |
| Q4 2023 | 90 | $476.9M | 12,895,956 | 7 | 25 | 33 | 0.0% |
| Q3 2023 | 94 | $397.9M | 11,890,295 | 7 | 38 | 29 | 0.0% |
| Q2 2023 | 89 | $411.3M | 11,478,839 | 12 | 42 | 19 | 0.0% |
| Q1 2023 | 82 | $366.6M | 10,340,191 | 8 | 35 | 21 | 0.0% |
| Q4 2022 | 80 | $231.9M | 7,193,515 | 11 | 23 | 22 | 0.0% |
| Q3 2022 | 78 | $259.7M | 9,442,616 | 4 | 27 | 26 | 0.0% |
| Q2 2022 | 86 | $325.2M | 10,260,252 | 12 | 26 | 29 | 0.0% |
| Q1 2022 | 89 | $406.6M | 10,252,304 | 11 | 43 | 17 | 0.0% |
| Q4 2021 | 91 | $320.0M | 7,344,216 | 9 | 34 | 14 | 0.0% |
| Q3 2021 | 78 | $272.8M | 6,737,694 | 11 | 36 | 13 | 0.0% |
| Q2 2021 | 76 | $271.5M | 6,445,625 | 9 | 63 | 3 | 0.0% |
| Q1 2021 | 73 | $244.8M | 3,246,019 | 19 | 34 | 8 | 0.0% |
| Q4 2020 | 57 | $183.8M | 2,458,197 | 12 | 21 | 13 | 0.0% |
| Q3 2020 | 47 | $133.3M | 2,036,612 | 13 | 16 | 6 | 0.0% |
| Q2 2020 | 39 | $92.5M | 1,501,897 | 15 | 13 | 6 | 0.0% |
| Q1 2020 | 30 | $49.2M | 951,409 | 5 | 12 | 2 | 0.0% |
| Q4 2019 | 41 | $59.6M | 943,353 | 7 | 13 | 8 | 0.0% |
| Q3 2019 | 31 | $29.9M | 540,844 | 4 | 7 | 10 | 0.0% |
| Q2 2019 | 29 | $34.9M | 632,765 | 2 | 10 | 9 | 0.0% |
| Q1 2019 | 31 | $35.2M | 655,487 | 6 | 6 | 10 | 0.0% |
| Q4 2018 | 31 | $23.5M | 476,166 | 1 | 0 | 2 | 0.0% |