WisdomTree Trust - DNL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,236,952 | 50,987 | 0.0% | 0.0% | 1 | +410,111 | 49.6% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 770,788 | 31,771 | 0.01% | 0.0% | 2 | +201,778 | 35.46% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 730,008 | 30,091 | 0.01% | 0.01% | 3 | -116,576 | -13.77% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 528,207 | 21,772 | 0.01% | 0.01% | 4 | -108,350 | -17.02% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 495,780 | 20,436 | 0.1% | 0.1% | 5 | -260 | -0.05% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 468,511 | 19,312 | 0.0% | — | 6 | +468,511 | New | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Reduced | 452,211 | 18,640 | 3.4% | 3.43% | 7 | -521 | -0.12% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 443,189 | 18,268 | 0.0% | 0.0% | 8 | -171,223 | -27.87% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 406,331 | 16,748 | 0.02% | 0.02% | 9 | -34,799 | -7.89% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 340,616 | 14,040 | 0.0% | 0.0% | 10 | -119,019 | -25.89% | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | Added to | 254,372 | 10,485 | 0.37% | 0.49% | 11 | +11,076 | 4.55% | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 240,226 | 9,902 | 0.02% | 0.0% | 12 | +195,811 | 440.87% | Q4 2025 | Mar 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 220,339 | 9,082 | 0.02% | 0.02% | 13 | +5,499 | 2.56% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 217,693 | 8,973 | 0.0% | 0.0% | 14 | +33,585 | 18.24% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 192,874 | 7,950 | 0.0% | 0.0% | 15 | +4,968 | 2.64% | Q4 2025 | Feb 11, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 166,377 | 6,858 | 2.46% | 2.43% | 16 | +3,889 | 2.39% | Q4 2025 | Feb 10, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 132,865 | 5,477 | 0.18% | 0.31% | 17 | -54,454 | -29.07% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 103,138 | 4,251 | 0.0% | 0.0% | 18 | -21,115 | -16.99% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 81,016 | 3,339 | 0.0% | 0.01% | 19 | -31,277 | -27.85% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | No change | 76,836 | 3,167 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 71,071 | 2,929 | 1.09% | 1.2% | 21 | -1,003 | -1.39% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 71,056 | 2,928 | 0.0% | 0.0% | 22 | -1,251 | -1.73% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 65,948 | 2,718 | 0.0% | 0.0% | 23 | -6,294 | -8.71% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 65,338 | 2,693 | 0.01% | 0.02% | 24 | -24,689 | -27.42% | Q4 2025 | Feb 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 58,107 | 2,395 | 0.84% | 0.85% | 25 | +5,959 | 11.43% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 55,897 | 2,304 | 0.01% | 0.01% | 26 | -61 | -0.11% | Q4 2025 | Feb 05, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 49,957 | 2,059 | 0.02% | 0.04% | 27 | -13,411 | -21.16% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Reduced | 48,270 | 1,990 | 0.01% | 0.01% | 28 | -587 | -1.2% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 46,331 | 1,909 | 0.0% | 0.0% | 29 | -970 | -2.05% | Q4 2025 | Feb 06, 2026 |
| Breakwater Capital Group | History | Reduced | 45,760 | 1,886 | 0.26% | 0.28% | 30 | -396 | -0.86% | Q4 2025 | Jan 09, 2026 |
| Well Done, LLC | History | Added to | 45,045 | 1,856 | 0.28% | 0.31% | 31 | +120 | 0.27% | Q4 2025 | Jan 13, 2026 |
| Michels Family Financial, LLC | History | Added to | 44,066 | 1,816 | 1.33% | 1.35% | 32 | +1,158 | 2.7% | Q4 2025 | Feb 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 42,191 | 1,739 | 0.0% | 0.0% | 33 | +14,675 | 53.33% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 31,572 | 1,301 | 0.0% | — | 34 | +31,572 | New | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 31,150 | 1,284 | 0.01% | 0.01% | 35 | +2,087 | 7.18% | Q4 2025 | Jan 20, 2026 |
| Element Wealth, LLC | History | Added to | 27,768 | 1,144 | 0.47% | 0.45% | 36 | +2,355 | 9.27% | Q4 2025 | Feb 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 26,795 | 1,104 | 0.17% | 0.21% | 37 | -5,945 | -18.16% | Q4 2025 | Jan 12, 2026 |
| 5T Wealth, LLC | History | Added to | 24,113 | 993 | 0.4% | 0.4% | 38 | +1,212 | 5.29% | Q4 2025 | Jan 27, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 24,008 | 989 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 23,689 | 976 | 0.06% | 0.1% | 40 | -13,240 | -35.85% | Q4 2025 | Feb 05, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 17,678 | 728 | 0.14% | 0.13% | 41 | +2,057 | 13.17% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 17,435 | 718 | 0.0% | 0.0% | 42 | +102 | 0.59% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 17,235 | 710 | 0.02% | — | 43 | +17,235 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,213 | 709 | 0.0% | 0.0% | 44 | +989 | 6.1% | Q4 2025 | Feb 13, 2026 |
| Sowa Financial Group, Inc. | History | Added to | 16,906 | 697 | 0.36% | 0.38% | 45 | +9 | 0.05% | Q4 2025 | Feb 03, 2026 |
| Argent Trust Co | History | No change | 16,560 | 682 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Manske Wealth Management | History | Reduced | 14,761 | 608 | 0.18% | 0.18% | 47 | -99 | -0.67% | Q4 2025 | Feb 03, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 14,614 | 602 | 0.3% | 0.35% | 48 | -3,714 | -20.26% | Q4 2025 | Feb 13, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 13,874 | 571 | 0.25% | 0.36% | 49 | -5,489 | -28.35% | Q4 2025 | Jan 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 13,212 | 544 | 0.06% | 0.08% | 50 | -4,677 | -26.14% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Reduced | 12,133 | 500 | 0.0% | 0.0% | 51 | -455 | -3.61% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 12,020 | 495 | 0.0% | 0.0% | 52 | +600 | 5.25% | Q4 2025 | Jan 30, 2026 |
| United Advisor Group, LLC | History | Reduced | 11,384 | 469 | 0.06% | 0.06% | 53 | -405 | -3.44% | Q4 2025 | Jan 26, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 11,256 | 463 | 0.02% | 0.02% | 54 | +1,733 | 18.2% | Q4 2025 | Feb 17, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 10,650 | 438 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 10,364 | 427 | 0.02% | — | 56 | +10,364 | New | Q4 2025 | Feb 09, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 10,376 | 427 | 0.13% | 0.13% | 57 | +59 | 0.57% | Q4 2025 | Jan 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,328 | 425 | 0.0% | 0.0% | 58 | -7,561 | -42.27% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,080 | 415 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD Capital Management LLC | History | Added to | 8,857 | 365 | 0.03% | 0.03% | 60 | +615 | 7.46% | Q4 2025 | Feb 26, 2026 |
| FMR LLC | History | Added to | 8,222 | 338 | 0.0% | 0.0% | 61 | +735 | 9.82% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Reduced | 7,617 | 314 | 0.01% | 0.12% | 62 | -46,323 | -85.88% | Q4 2025 | Feb 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,299 | 259 | 0.01% | 0.01% | 63 | +120 | 1.94% | Q4 2025 | Jan 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,248 | 257 | 0.0% | 0.0% | 64 | +328 | 5.54% | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,229 | 256 | 0.01% | 0.01% | 65 | +304 | 5.13% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,985 | 246 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | New | 5,858 | 241 | 0.01% | — | 67 | +5,858 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,625 | 231 | 0.0% | 0.0% | 68 | +277 | 5.18% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 5,315 | 219 | 0.01% | 0.02% | 69 | +88 | 1.68% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 5,276 | 217 | 0.01% | — | 71 | +5,276 | New | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 5,286 | 217 | 0.0% | 0.0% | 70 | -12 | -0.23% | Q4 2025 | Jan 29, 2026 |
| Colonial Trust Co / SC | History | No change | 4,900 | 202 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 3,630 | 149 | 0.0% | — | 73 | +3,630 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,475 | 143 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,905 | 119 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,590 | 65 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,500 | 61 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,430 | 58 | 0.0% | 0.0% | 78 | -70 | -4.67% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,395 | 57 | 0.02% | — | 79 | +1,395 | New | Q4 2025 | Feb 05, 2026 |
| CX Institutional | History | Reduced | 1,356 | 56 | 0.0% | 0.01% | 80 | -3,635 | -72.83% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,149 | 49 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | No change | 788 | 32 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | New | 730 | 30 | 0.0% | — | 83 | +730 | New | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | No change | 720 | 29 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 607 | 25 | 0.0% | 0.0% | 85 | +4 | 0.66% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | New | 579 | 23 | 0.0% | — | 86 | +579 | New | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | No change | 440 | 18 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 426 | 17 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 305 | 12 | 0.01% | — | 92 | +305 | New | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 300 | 12 | 0.0% | — | 90 | +300 | New | Q4 2025 | Feb 03, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 290 | 12 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 304 | 12 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 215 | 8 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 112 | 4 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 59 | 2 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 2.27% | — | -204,989 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,415 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.02% | — | -6,281 | -100.0% | Q3 2025 | Nov 05, 2025 |
| INSPIRION WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,864 | -100.0% | Q3 2025 | Oct 06, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,790 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,394 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,267 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -687 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Capital Investment Advisory Services, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |