WISDOMTREE TR

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DNL·97717W844·US·ETF·Unknown - Unknown

DNL (WISDOMTREE TR) is held by 42 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($50.2M), UBS Group AG ($28M), LPL Financial LLC ($21.4M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (42)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1.2M(+0.6%)	$50.2M	0.0%	+17.40%	29
UBS Group AG	Decreased	693,294(-10.1%)	$28M	0.0%	+27.93%	0
LPL Financial LLC	Increased	530,055(+0.3%)	$21.4M	0.0%	+32.67%	28
AMERIPRISE FINANCIAL INC	Decreased	496,529(-32.0%)	$20.5M	0.0%	+35.39%	0
Private Advisor Group, LLC	Increased	502,178(+1.3%)	$20.3M	0.1%	+38.18%	29
ROYAL BANK OF CANADA	Decreased	435,136(-7.1%)	$17.6M	0.0%	+29.91%	0
BANK OF AMERICA CORP /DE/	Decreased	420,498(-5.1%)	$17M	0.0%	+29.91%	0
WELLS FARGO & COMPANY/MN	Decreased	246,720(-27.6%)	$10M	0.0%	+39.78%	0
CAPTRUST FINANCIAL ADVISORS	Increased	221,797(+0.7%)	$9M	0.0%	+32.83%	28
JPMORGAN CHASE & CO	Increased	204,780(+6.2%)	$8M	0.0%	+26.46%	29
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	193,315(-52.4%)	$7.8M	0.0%	+37.00%	0
Kestra Advisory Services, LLC	Increased	116,835(+78.8%)	$4.7M	0.0%	+20.25%	41
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	86,781(+397.7%)	$3.5M	0.0%	+14.21%	43
IEQ CAPITAL, LLC	Unchanged	76,836	$3.1M	0.0%	+22.71%	0
Cetera Investment Advisers	Decreased	75,910(-6.3%)	$3.1M	0.0%	+22.25%	0
NewEdge Wealth, LLC	Increased	51,503(+3.1%)	$2.1M	0.0%	+28.25%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	48,937(+16.0%)	$2M	0.0%	+20.09%	30
JANE STREET GROUP, LLC	Decreased	46,869(-54.6%)	$1.9M	0.0%	+25.33%	0
HighTower Advisors, LLC	Decreased	41,544(-10.3%)	$1.7M	0.0%	+28.51%	0
RAYMOND JAMES FINANCIAL INC	Decreased	38,798(-41.2%)	$1.6M	0.0%	+29.91%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer