DNLWISDOMTREE TR
CUSIP 97717W844 · Yahoo Finance ↗ · Google Finance ↗
Wisdomtree Tr (DNL) has 95 institutional holders in Filings Flow’s 13F database, together reporting 7.63M shares worth $309M as of Q1 2026. The largest reported holders are Morgan Stanley, Ubs Group AG, and Lpl Financial LLC.
Institutional Holders
95
Q1 2026
Reported Value
$309M
Ticker
DNL
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Key FInancial Inc$562M AUM | 3.33% | $19M | 462.8K | Q1 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 2.51% | $7M | 173.4K | Q1 2026 |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 2.27% | $8M | 205.0K | Q3 2025OLDER |
| Michels Family Financial, LLC$139M AUM | 1.30% | $2M | 44.7K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 1.10% | $2M | 59.3K | Q1 2026 |
| Wealth Watch Advisors, INC$239M AUM | 1.09% | $3M | 71.1K | Q4 2025OLDER |
| Cyr Financial Inc.$170M AUM | 0.87% | $970,553 | 27.2K | Q2 2025OLDER |
| Element Wealth, LLC$242M AUM | 0.47% | $1M | 27.9K | Q1 2026 |
| Ruggaard & Associates LLC$252M AUM | 0.40% | $990,147 | 24.6K | Q2 2025OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.40% | $10M | 242.4K | Q1 2026 |
| 5T Wealth, LLC$253M AUM | 0.39% | $998,027 | 24.7K | Q1 2026 |
| Sowa Financial Group, Inc.$202M AUM | 0.35% | $711,000 | 17.6K | Q1 2026 |
| Financial Strategies Group, Inc.$598M AUM | 0.34% | $2M | 40.8K | Q2 2025OLDER |
| TFG Advisers LLC$292M AUM | 0.30% | $887,637 | 22.0K | Q2 2025OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.27% | $542,970 | 13.4K | Q1 2026 |
| Well Done, LLC$681M AUM | 0.27% | $2M | 45.1K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.25% | $2M | 46.8K | Q1 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.24% | $560,093 | 13.9K | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.18% | $531,575 | 12.6K | Q3 2025OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.18% | $1M | 29.4K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.17% | $813,381 | 20.1K | Q1 2026 |
| Manske Wealth Management$357M AUM | 0.17% | $595,912 | 14.8K | Q1 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC$382M AUM | 0.13% | $419,093 | 10.4K | Q1 2026 |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.10% | $460,218 | 11.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.10% | $20M | 502.2K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.08% | $2M | 60.5K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.06% | $461,510 | 11.4K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.06% | $517,340 | 12.8K | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.05% | $989,624 | 24.0K | Q4 2025OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.04% | $60,555 | 1.5K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $607,515 | 15.0K | Q1 2026 |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.03% | $231,012 | 5.9K | Q3 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.03% | $357,473 | 8.9K | Q1 2026 |
| Revolve Wealth Partners, LLC$965M AUM | 0.03% | $241,096 | 6.0K | Q2 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.03% | $190,855 | 4.9K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 51.5K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.02% | $668,527 | 16.6K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $463,957 | 11.3K | Q4 2025OLDER |
| RMR Wealth Builders$1.3B AUM | 0.02% | $254,319 | 6.3K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $641,933 | 15.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 116.8K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.02% | $57,502 | 1.4K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $418,431 | 10.4K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $9M | 221.8K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.01% | $214,567 | 5.3K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 76.8K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 30.7K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $233,742 | 5.8K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.01% | $314,000 | 7.6K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 193.3K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $246,720 | 6.0K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $249,285 | 6.2K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $213,488 | 5.3K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $265,556 | 6.0K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $12,561 | 305 | Q4 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $17,763 | 440 | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $2M | 56.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $21M | 530.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $2M | 49.5K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $340,359 | 8.4K | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $69,385 | 1.7K | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $21M | 496.5K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $47,717 | 1.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $28M | 693.3K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $722,431 | 17.9K | Q2 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $2M | 37.5K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $462,193 | 11.4K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $64,188 | 1.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 75.9K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $18M | 435.1K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $51M | 1.24M | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 37.9K | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.00% | $5,993 | 148 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 86.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10M | 246.7K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $27,797 | 687 | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 41.5K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $5,288 | 131 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $8,292 | 202 | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $210,685 | 5.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $60,735 | 1.5K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $17M | 420.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $837,838 | 20.8K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $57,315 | 1.4K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $29,470 | 730 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $217,889 | 5.3K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $12,315 | 300 | Q1 2026 |
| CX Institutional$3.5B AUM | 0.00% | $27,000 | 669 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $140,286 | 3.5K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $232,370 | 5.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $748,674 | 18.5K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $29,678 | 720 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $47,009 | 1.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $485,247 | 12.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $391,606 | 9.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $136,673 | 3.4K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 204.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $739,837 | 18.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 38.8K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $299,828 | 7.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $23,866 | 579 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $12,272 | 304 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $212,225 | 5.3K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $4,521 | 112 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 46.9K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $5,046 | 125 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $10,093 | 250 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 34.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 48.9K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $32,481 | 788 | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $406,930 | 10.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $631,890 | 15.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $292,040 | 7.4K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $8,680 | 215 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $25,006 | 607 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $17,198 | 426 | Q1 2026 |
| Harel Insurance Investments & Financial Services Ltd.$14.7B AUM | 0.00% | $12,000 | 290 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $845 | 21 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,382 | 59 | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $262,399 | 6.5K | Q2 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $127,287 | 3.2K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $300,966 | 7.5K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $9,182 | 228 | Q2 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,574 | 39 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.