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 | 1,243,726 | 50,209 | 0.0% | 0.0% | 1 | +6,774 | 0.55% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 693,294 | 27,988 | 0.0% | 0.01% | 2 | -77,494 | -10.05% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 530,055 | 21,398 | 0.01% | 0.01% | 3 | +1,848 | 0.35% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 496,529 | 20,536 | 0.0% | 0.01% | 4 | -233,479 | -31.98% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 502,178 | 20,272 | 0.1% | 0.1% | 5 | +6,398 | 1.29% | Q1 2026 | Apr 24, 2026 |
| Key FInancial Inc | History | Added to | 462,832 | 18,684 | 3.33% | 3.4% | 6 | +10,621 | 2.35% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 435,136 | 17,566 | 0.0% | 0.0% | 7 | -33,375 | -7.12% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 420,498 | 16,975 | 0.0% | 0.0% | 8 | -22,691 | -5.12% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 246,720 | 9,960 | 0.0% | 0.0% | 9 | -93,896 | -27.57% | Q1 2026 | May 11, 2026 |
| BIP Wealth, LLC | History | Reduced | 242,369 | 9,784 | 0.4% | 0.37% | 10 | -12,003 | -4.72% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 221,797 | 8,953 | 0.02% | 0.02% | 11 | +1,458 | 0.66% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 204,780 | 7,976 | 0.0% | 0.0% | 12 | +11,906 | 6.17% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 193,315 | 7,804 | 0.01% | 0.02% | 13 | -213,016 | -52.42% | Q1 2026 | Apr 27, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 173,366 | 6,998 | 2.51% | 2.46% | 14 | +6,989 | 4.2% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 116,835 | 4,716 | 0.02% | 0.01% | 15 | +51,497 | 78.82% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 86,781 | 3,503 | 0.0% | 0.0% | 16 | +69,346 | 397.74% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 76,836 | 3,101 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 75,910 | 3,064 | 0.0% | 0.0% | 18 | -5,106 | -6.3% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 60,479 | 2,442 | 0.08% | 0.18% | 19 | -72,386 | -54.48% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 59,333 | 2,395 | 1.1% | 0.84% | 20 | +1,226 | 2.11% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 56,808 | 2,293 | 0.01% | 0.01% | 21 | +911 | 1.63% | Q1 2026 | Apr 30, 2026 |
| NewEdge Wealth, LLC | History | Added to | 51,503 | 2,079 | 0.02% | 0.02% | 22 | +1,546 | 3.09% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 49,494 | 1,998 | 0.01% | 0.01% | 23 | +1,224 | 2.54% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,937 | 1,975 | 0.0% | 0.0% | 24 | +6,746 | 15.99% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 46,869 | 1,892 | 0.0% | 0.0% | 25 | -56,269 | -54.56% | Q1 2026 | May 12, 2026 |
| Breakwater Capital Group | History | Added to | 46,848 | 1,891 | 0.25% | 0.26% | 26 | +1,088 | 2.38% | Q1 2026 | Apr 20, 2026 |
| Well Done, LLC | History | Added to | 45,089 | 1,820 | 0.27% | 0.28% | 27 | +44 | 0.1% | Q1 2026 | Apr 14, 2026 |
| Michels Family Financial, LLC | History | Added to | 44,656 | 1,802 | 1.3% | 1.33% | 28 | +590 | 1.34% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Reduced | 41,544 | 1,677 | 0.0% | 0.0% | 29 | -4,787 | -10.33% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 38,798 | 1,566 | 0.0% | 0.0% | 30 | -27,150 | -41.17% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 37,864 | 1,528 | 0.0% | 0.02% | 31 | -202,362 | -84.24% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 37,460 | 1,512 | 0.0% | — | 32 | +37,460 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,112 | 1,377 | 0.0% | 0.0% | 33 | +2,540 | 8.05% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 30,739 | 1,240 | 0.01% | 0.01% | 34 | -411 | -1.32% | Q1 2026 | Apr 28, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 29,378 | 1,185 | 0.18% | 0.17% | 35 | +2,583 | 9.64% | Q1 2026 | Apr 16, 2026 |
| Element Wealth, LLC | History | Added to | 27,925 | 1,127 | 0.47% | 0.47% | 36 | +157 | 0.57% | Q1 2026 | May 04, 2026 |
| 5T Wealth, LLC | History | Added to | 24,722 | 998 | 0.39% | 0.4% | 37 | +609 | 2.53% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 20,754 | 837 | 0.0% | — | 38 | +20,754 | New | Q1 2026 | May 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 20,148 | 813 | 0.17% | 0.14% | 39 | +2,470 | 13.97% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,544 | 748 | 0.0% | 0.0% | 40 | +1,331 | 7.73% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 18,326 | 739 | 0.0% | 0.0% | 41 | +6,193 | 51.04% | Q1 2026 | May 12, 2026 |
| Sowa Financial Group, Inc. | History | Added to | 17,608 | 711 | 0.35% | 0.36% | 42 | +702 | 4.15% | Q1 2026 | Apr 15, 2026 |
| Argent Trust Co | History | No change | 16,560 | 668 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 15,901 | 641 | 0.02% | 0.02% | 44 | -1,334 | -7.74% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 15,652 | 631 | 0.0% | 0.0% | 45 | -202,041 | -92.81% | Q1 2026 | May 04, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 15,049 | 607 | 0.03% | 0.06% | 46 | -8,640 | -36.47% | Q1 2026 | Apr 29, 2026 |
| Manske Wealth Management | History | No change | 14,761 | 595 | 0.17% | 0.18% | 47 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 13,874 | 560 | 0.24% | 0.25% | 48 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 13,450 | 542 | 0.27% | 0.3% | 49 | -1,164 | -7.96% | Q1 2026 | May 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 12,815 | 517 | 0.06% | 0.06% | 50 | -397 | -3.0% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | No change | 12,020 | 485 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Added to | 11,432 | 461 | 0.06% | 0.06% | 52 | +48 | 0.42% | Q1 2026 | Apr 17, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 11,400 | 460 | 0.1% | 0.1% | 53 | +750 | 7.04% | Q1 2026 | May 21, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 10,381 | 419 | 0.13% | 0.13% | 54 | +5 | 0.05% | Q1 2026 | Apr 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 10,364 | 418 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,080 | 406 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,701 | 391 | 0.0% | 0.0% | 57 | -627 | -6.07% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Reduced | 8,855 | 357 | 0.03% | 0.03% | 58 | -2 | -0.02% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,431 | 340 | 0.0% | 0.0% | 59 | +2,183 | 34.94% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 7,455 | 300 | 0.0% | 0.0% | 60 | -767 | -9.33% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 7,427 | 299 | 0.0% | 0.0% | 61 | -63,629 | -89.55% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,446 | 292 | 0.0% | 0.0% | 62 | +1,821 | 32.37% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 6,034 | 265 | 0.01% | 0.01% | 63 | +176 | 3.0% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 6,175 | 249 | 0.01% | 0.01% | 64 | -54 | -0.87% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,985 | 246 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 5,790 | 233 | 0.01% | — | 66 | +5,790 | New | Q1 2026 | Apr 21, 2026 |
| Lido Advisors, LLC | History | New | 5,756 | 232 | 0.0% | — | 67 | +5,756 | New | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 5,286 | 217 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 5,315 | 214 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 5,288 | 213 | 0.01% | 0.01% | 70 | +12 | 0.23% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,257 | 212 | 0.0% | — | 71 | +5,257 | New | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | New | 5,219 | 210 | 0.0% | — | 72 | +5,219 | New | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 4,900 | 190 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,475 | 140 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 3,386 | 136 | 0.0% | 0.0% | 75 | -244 | -6.72% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,153 | 127 | 0.0% | — | 76 | +3,153 | New | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,590 | 64 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,500 | 60 | 0.04% | 0.05% | 78 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,401 | 57 | 0.0% | 0.0% | 79 | +252 | 21.93% | Q1 2026 | Apr 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,395 | 57 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,182 | 47 | 0.0% | 0.01% | 81 | -1,723 | -59.31% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 1,164 | 47 | 0.0% | — | 82 | +1,164 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 730 | 29 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 669 | 27 | 0.0% | 0.0% | 84 | -687 | -50.66% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 579 | 23 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 426 | 17 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 440 | 17 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 290 | 12 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | No change | 304 | 12 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 250 | 10 | 0.0% | 0.01% | 91 | -6,049 | -96.03% | Q1 2026 | May 04, 2026 |
| Rossby Financial, LCC | History | New | 202 | 8 | 0.0% | — | 93 | +202 | New | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 215 | 8 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 131 | 5 | 0.0% | 0.03% | 95 | -2,289 | -94.59% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 112 | 4 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 59 | 2 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 39 | 1 | 0.0% | — | 98 | +39 | New | Q1 2026 | May 14, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 1.09% | — | -71,071 | -100.0% | Q1 2026 | May 15, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,008 | -100.0% | Q1 2026 | Apr 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,256 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,617 | -100.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,430 | -100.0% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -788 | -100.0% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -720 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -607 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -305 | -100.0% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |