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 | No change | 1,265,014 | 58,418 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 696,129 | 32,147 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 541,897 | 25,024 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 494,824 | 22,855 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 483,790 | 22,341 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 430,459 | 19,879 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | Reduced | 444,492 | 19,846 | 3.23% | 3.42% | 7 | -7,776 | -1.72% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 415,717 | 19,197 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 248,589 | 11,099 | 0.3% | 0.34% | 9 | -10,128 | -3.91% | Q3 2026 | Oct 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 228,542 | 10,554 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 220,712 | 10,192 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 206,435 | 9,440 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 185,685 | 8,290 | 2.54% | 2.56% | 13 | +9,664 | 5.49% | Q3 2026 | Oct 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 164,274 | 7,334 | 0.01% | 0.01% | 14 | -8,105 | -4.7% | Q3 2026 | Nov 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 155,092 | 7,162 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 104,747 | 4,676 | 0.01% | 0.01% | 16 | +11,353 | 12.16% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 77,551 | 3,581 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 76,836 | 3,548 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 57,635 | 2,573 | 0.01% | 0.01% | 19 | +760 | 1.34% | Q3 2026 | Nov 02, 2026 |
| Wealth Watch Advisors, INC | History | No change | 51,756 | 2,390 | 0.78% | 0.78% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 49,192 | 2,271 | 0.95% | 0.95% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 47,586 | 2,197 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Well Done, LLC | History | Reduced | 47,624 | 2,126 | 0.29% | 0.3% | 23 | -57 | -0.12% | Q3 2026 | Oct 20, 2026 |
| Michels Family Financial, LLC | History | Added to | 47,015 | 2,099 | 1.3% | 1.37% | 24 | +751 | 1.62% | Q3 2026 | Nov 02, 2026 |
| Breakwater Capital Group | History | Added to | 46,993 | 2,098 | 0.25% | 0.26% | 25 | +756 | 1.64% | Q3 2026 | Oct 08, 2026 |
| HighTower Advisors, LLC | History | No change | 40,899 | 1,888 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 39,320 | 1,815 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 37,473 | 1,730 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 33,402 | 1,542 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 29,235 | 1,305 | 0.16% | 0.17% | 30 | -121 | -0.41% | Q3 2026 | Nov 02, 2026 |
| Element Wealth, LLC | History | No change | 27,467 | 1,268 | 0.47% | 0.47% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,028 | 1,248 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 24,443 | 1,128 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 5T Wealth, LLC | History | No change | 24,083 | 1,112 | 0.41% | 0.41% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 19,520 | 901 | 0.16% | 0.16% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 18,851 | 870 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 18,341 | 818 | 0.0% | 0.0% | 37 | -553 | -2.93% | Q3 2026 | Nov 02, 2026 |
| Sowa Financial Group, Inc. | History | Added to | 17,620 | 787 | 0.34% | 0.38% | 38 | +3 | 0.02% | Q3 2026 | Oct 26, 2026 |
| Argent Trust Co | History | No change | 16,560 | 764 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 15,400 | 711 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Arax Advisory Partners | History | No change | 15,060 | 695 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 14,881 | 664 | 0.03% | — | 42 | +14,881 | New | Q3 2026 | Oct 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,180 | 654 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 13,702 | 632 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manske Wealth Management | History | Reduced | 13,891 | 620 | 0.15% | 0.17% | 45 | -771 | -5.26% | Q3 2026 | Oct 26, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 13,273 | 592 | 0.21% | 0.24% | 46 | -601 | -4.33% | Q3 2026 | Oct 28, 2026 |
| US BANCORP \DE\ | History | No change | 12,020 | 555 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,653 | 538 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 11,661 | 520 | 0.05% | 0.05% | 49 | -491 | -4.04% | Q3 2026 | Oct 16, 2026 |
| United Advisor Group, LLC | History | Reduced | 11,403 | 509 | 0.05% | 0.06% | 50 | -75 | -0.65% | Q3 2026 | Nov 02, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 11,300 | 504 | 0.1% | 0.1% | 51 | +750 | 7.11% | Q3 2026 | Nov 02, 2026 |
| Integrity Financial Corp /WA | History | No change | 10,441 | 482 | 0.23% | 0.23% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 10,441 | 466 | 0.12% | 0.13% | 53 | +21 | 0.2% | Q3 2026 | Oct 20, 2026 |
| TD Capital Management LLC | History | No change | 9,999 | 461 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,527 | 439 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 8,612 | 397 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8,239 | 372 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 7,600 | 350 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 7,812 | 348 | 0.02% | 0.03% | 59 | -6,709 | -46.2% | Q3 2026 | Oct 15, 2026 |
| FMR LLC | History | No change | 7,458 | 344 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,427 | 342 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boyer Financial Services, Inc. | History | No change | 7,600 | 339 | 0.27% | 0.29% | 62 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 7,178 | 331 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,615 | 305 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 6,642 | 296 | 0.07% | 0.07% | 65 | +153 | 2.36% | Q3 2026 | Oct 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,175 | 285 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,280 | 280 | 0.01% | 0.01% | 67 | -4,088 | -39.43% | Q3 2026 | Oct 29, 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 | 257 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,602 | 250 | 0.01% | 0.01% | 71 | -56 | -0.99% | Q3 2026 | Oct 27, 2026 |
| StoneX Group Inc. | History | New | 5,209 | 237 | 0.01% | — | 72 | +5,209 | New | Q3 2026 | Nov 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,125 | 236 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 5,180 | 231 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,963 | 229 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Colonial Trust Co / SC | History | No change | 4,900 | 224 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 4,756 | 212 | 0.05% | 0.05% | 77 | +25 | 0.53% | Q3 2026 | Nov 02, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 4,377 | 202 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,290 | 198 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 3,383 | 156 | 0.0% | 0.0% | 80 | 0 | 0.0% | 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% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 2,583 | 119 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 2,229 | 99 | 0.02% | 0.03% | 83 | +44 | 2.01% | Q3 2026 | Oct 16, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,500 | 66 | 0.02% | 0.03% | 84 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,304 | 59 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,182 | 52 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Larson Financial Group LLC | History | No change | 759 | 35 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | No change | 569 | 25 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| AE Wealth Management LLC | History | No change | 510 | 23 | 0.0% | 0.0% | 89 | 0 | 0.0% | 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 | No change | 380 | 17 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 290 | 13 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CoreCap Advisors, LLC | History | No change | 304 | 13 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 250 | 11 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 132 | 6 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 112 | 5 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 59 | 2 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,590 | -100.0% | Q3 2026 | Oct 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q3 2026 | Oct 23, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |