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 | 1,265,014 | 58,418 | 0.0% | 0.0% | 1 | +21,288 | 1.71% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 696,129 | 32,147 | 0.0% | 0.0% | 2 | +2,835 | 0.41% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 541,897 | 25,024 | 0.11% | 0.1% | 3 | +39,719 | 7.91% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 494,824 | 22,855 | 0.0% | 0.0% | 4 | -1,705 | -0.34% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 483,790 | 22,341 | 0.01% | 0.01% | 5 | -46,265 | -8.73% | Q2 2026 | Aug 07, 2026 |
| Key FInancial Inc | History | Reduced | 452,268 | 20,885 | 3.42% | 3.33% | 6 | -10,564 | -2.28% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 430,459 | 19,879 | 0.0% | 0.0% | 7 | -4,677 | -1.07% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 415,717 | 19,197 | 0.0% | 0.0% | 8 | -4,781 | -1.14% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | Added to | 258,717 | 11,947 | 0.34% | 0.4% | 9 | +16,348 | 6.75% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 228,542 | 10,554 | 0.02% | 0.02% | 10 | +6,745 | 3.04% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 220,712 | 10,192 | 0.0% | 0.0% | 11 | -26,008 | -10.54% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 206,435 | 9,440 | 0.0% | 0.0% | 12 | +1,655 | 0.81% | Q2 2026 | Aug 12, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 176,021 | 8,128 | 2.56% | 2.51% | 13 | +2,655 | 1.53% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 172,379 | 7,960 | 0.01% | 0.01% | 14 | -20,936 | -10.83% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 155,092 | 7,162 | 0.0% | 0.0% | 15 | +68,311 | 78.72% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 93,394 | 4,312 | 0.01% | 0.02% | 16 | -23,441 | -20.06% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Added to | 77,551 | 3,581 | 0.0% | 0.0% | 17 | +1,641 | 2.16% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 76,836 | 3,548 | 0.02% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 56,875 | 2,626 | 0.01% | 0.01% | 19 | +67 | 0.12% | Q2 2026 | Jul 27, 2026 |
| Wealth Watch Advisors, INC | History | New | 51,756 | 2,390 | 0.78% | — | 20 | +51,756 | New | Q2 2026 | Aug 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 49,192 | 2,271 | 0.95% | 1.1% | 21 | -10,141 | -17.09% | Q2 2026 | Aug 05, 2026 |
| Well Done, LLC | History | Added to | 47,681 | 2,201 | 0.3% | 0.27% | 22 | +2,592 | 5.75% | Q2 2026 | Jul 24, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 47,586 | 2,197 | 0.02% | 0.02% | 23 | -3,917 | -7.61% | Q2 2026 | Aug 10, 2026 |
| Michels Family Financial, LLC | History | Added to | 46,264 | 2,136 | 1.37% | 1.3% | 24 | +1,608 | 3.6% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | Reduced | 46,237 | 2,135 | 0.26% | 0.25% | 25 | -611 | -1.3% | Q2 2026 | Jul 08, 2026 |
| CWM, LLC | History | No change | 49,494 | 1,998 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 40,899 | 1,888 | 0.0% | 0.0% | 27 | -645 | -1.55% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 39,320 | 1,815 | 0.0% | 0.0% | 28 | +522 | 1.35% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 37,473 | 1,730 | 0.0% | 0.0% | 29 | -391 | -1.03% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 33,402 | 1,542 | 0.02% | 0.01% | 30 | +2,663 | 8.66% | Q2 2026 | Aug 11, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 29,356 | 1,313 | 0.17% | 0.18% | 31 | -22 | -0.07% | Q2 2026 | Jul 23, 2026 |
| Element Wealth, LLC | History | Reduced | 27,467 | 1,268 | 0.47% | 0.47% | 32 | -458 | -1.64% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 27,028 | 1,248 | 0.0% | 0.0% | 33 | -21,909 | -44.77% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 24,443 | 1,128 | 0.0% | 0.0% | 34 | -22,426 | -47.85% | Q2 2026 | Aug 14, 2026 |
| 5T Wealth, LLC | History | Reduced | 24,083 | 1,112 | 0.41% | 0.39% | 35 | -639 | -2.58% | Q2 2026 | Jul 21, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 19,520 | 901 | 0.16% | 0.17% | 36 | -628 | -3.12% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | Added to | 18,894 | 872 | 0.0% | 0.0% | 37 | +568 | 3.1% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,851 | 870 | 0.0% | 0.0% | 38 | +307 | 1.66% | Q2 2026 | Aug 12, 2026 |
| Sowa Financial Group, Inc. | History | Added to | 17,617 | 814 | 0.38% | 0.35% | 39 | +9 | 0.05% | Q2 2026 | Jul 28, 2026 |
| Argent Trust Co | History | No change | 16,560 | 764 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 15,400 | 711 | 0.0% | 0.0% | 41 | -252 | -1.61% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | Reduced | 15,060 | 695 | 0.0% | 0.02% | 42 | -841 | -5.29% | Q2 2026 | Aug 10, 2026 |
| Manske Wealth Management | History | Reduced | 14,662 | 677 | 0.17% | 0.17% | 43 | -99 | -0.67% | Q2 2026 | Aug 03, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 14,521 | 670 | 0.03% | 0.03% | 44 | -528 | -3.51% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 14,180 | 654 | 0.0% | 0.0% | 45 | +4,100 | 40.67% | Q2 2026 | Aug 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 13,874 | 640 | 0.24% | 0.24% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | New | 13,702 | 632 | 0.01% | — | 47 | +13,702 | New | Q2 2026 | Aug 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 12,152 | 561 | 0.05% | 0.06% | 48 | -663 | -5.17% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 12,020 | 555 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,653 | 538 | 0.0% | 0.0% | 50 | -9,101 | -43.85% | Q2 2026 | Aug 19, 2026 |
| United Advisor Group, LLC | History | Added to | 11,478 | 530 | 0.06% | 0.06% | 51 | +46 | 0.4% | Q2 2026 | Jul 29, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 10,550 | 487 | 0.1% | 0.1% | 52 | -850 | -7.46% | Q2 2026 | Jul 28, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 10,441 | 482 | 0.23% | 0.27% | 53 | -3,009 | -22.37% | Q2 2026 | Jul 31, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 10,420 | 481 | 0.13% | 0.13% | 54 | +39 | 0.38% | Q2 2026 | Jul 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 10,368 | 478 | 0.01% | 0.02% | 55 | +4 | 0.04% | Q2 2026 | Jul 31, 2026 |
| TD Capital Management LLC | History | Added to | 9,999 | 461 | 0.04% | 0.03% | 56 | +1,144 | 12.92% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,527 | 439 | 0.0% | 0.0% | 57 | -174 | -1.79% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,612 | 397 | 0.0% | 0.0% | 58 | +181 | 2.15% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,239 | 372 | 0.0% | 0.0% | 59 | +793 | 10.65% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 7,600 | 350 | 0.0% | — | 60 | +7,600 | New | Q2 2026 | Aug 11, 2026 |
| Boyer Financial Services, Inc. | History | New | 7,600 | 346 | 0.29% | — | 61 | +7,600 | New | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | Added to | 7,458 | 344 | 0.0% | 0.0% | 62 | +3 | 0.04% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,427 | 342 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 7,178 | 331 | 0.01% | 0.08% | 64 | -53,301 | -88.13% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 6,615 | 305 | 0.01% | 0.01% | 65 | +1,327 | 25.09% | Q2 2026 | Jul 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 6,489 | 299 | 0.07% | — | 66 | +6,489 | New | Q2 2026 | Aug 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,175 | 285 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,985 | 276 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneAscent Financial Services LLC | History | No change | 5,790 | 267 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 5,756 | 265 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,658 | 261 | 0.01% | 0.01% | 71 | -376 | -6.23% | Q2 2026 | Aug 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 5,180 | 239 | 0.01% | 0.01% | 72 | -135 | -2.54% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,125 | 236 | 0.0% | 0.0% | 73 | -132 | -2.51% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,963 | 229 | 0.0% | 0.0% | 74 | -256 | -4.91% | Q2 2026 | Sep 08, 2026 |
| Colonial Trust Co / SC | History | No change | 4,900 | 224 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Investment Advisory Services, LLC | History | New | 4,731 | 218 | 0.05% | — | 76 | +4,731 | New | Q2 2026 | Jul 24, 2026 |
| Capital Group Private Client Services, Inc. | History | New | 4,377 | 202 | 0.0% | — | 77 | +4,377 | New | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,290 | 198 | 0.0% | 0.0% | 78 | +815 | 23.45% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 3,383 | 156 | 0.0% | 0.0% | 79 | -3 | -0.09% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,153 | 145 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 2,583 | 119 | 0.0% | — | 81 | +2,583 | New | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 2,185 | 100 | 0.03% | 0.15% | 82 | -10,412 | -82.65% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,590 | 73 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,500 | 69 | 0.03% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 1,304 | 59 | 0.0% | 0.0% | 85 | -97 | -6.92% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,182 | 54 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | Added to | 759 | 35 | 0.0% | 0.0% | 87 | +29 | 3.97% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 569 | 26 | 0.0% | 0.0% | 88 | -100 | -14.95% | Q2 2026 | Jul 01, 2026 |
| AE Wealth Management LLC | History | New | 510 | 23 | 0.0% | — | 89 | +510 | New | Q2 2026 | Aug 03, 2026 |
| Front Row Advisors LLC | History | No change | 440 | 20 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 380 | 17 | 0.0% | — | 91 | +380 | New | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 304 | 14 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 290 | 13 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 250 | 11 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 215 | 9 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 132 | 6 | 0.0% | 0.0% | 97 | +1 | 0.76% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 112 | 5 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 81 | 3 | 0.0% | 0.0% | 100 | +42 | 107.69% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 59 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 27 | 1 | 0.0% | 0.0% | 102 | -399 | -93.66% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -37,460 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,112 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,164 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -607 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |