DNL institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding102
Shares held7,584,778
Reported value$350.1m
Quarter flows10 new, 30 added, 38 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY1,265,014$58.4m0.0%
UBS Group AG696,129$32.1m0.0%
Private Advisor Group, LLC541,897$25.0m0.1%
AMERIPRISE FINANCIAL INC494,824$22.9m0.0%
LPL Financial LLC483,790$22.3m0.0%
Key Financial Inc452,268$20.9m3.4%
ROYAL BANK OF CANADA430,459$19.9m0.0%
BANK OF AMERICA CORP /DE/415,717$19.2m0.0%
BIP Wealth, LLC258,717$11.9m0.3%
CAPTRUST FINANCIAL ADVISORS228,542$10.6m0.0%
WELLS FARGO & COMPANY/MN220,712$10.2m0.0%
JPMORGAN CHASE & CO206,435$9.4m0.0%
ShoreHaven Wealth Partners, LLC176,021$8.1m2.6%
COMMONWEALTH EQUITY SERVICES, LLC172,379$8.0m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO155,092$7.2m0.0%
Cambridge Investment Research Advisors, Inc.113,750$5.3m0.0%
Kestra Advisory Services, LLC93,394$4.3m0.0%
Cetera Investment Advisers77,551$3.6m0.0%
IEQ CAPITAL, LLC76,836$3.5m0.0%
Wealth Watch Advisors, INC51,756$2.4m0.8%
Collaborative Wealth Managment Inc.49,192$2.3m1.0%
Well Done, LLC47,681$2.2m0.3%
NewEdge Wealth, LLC47,586$2.2m0.0%
Michels Family Financial, LLC46,264$2.1m1.4%
Breakwater Capital Group46,237$2.1m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DNL"). DNL price history · All 13F data

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