Skip to content

DNL WISDOMTREE TR

Follow

GLB US QTLY DIV (fund)

101 managers (102 13F filers) reported a position in DNL shares at 2026-06-30, 7,527,903 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
101
13F filers
102
New
10
Added
30
Reduced
38
Sold out
5
Shares held by filers
7,527,903

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,265,014$58.4M<0.01%+21,28813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding699,282$32.3M+2,835Timeline
Private Advisor Group, LLC541,897$25M0.11%+39,71913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC494,824$22.9M<0.01%-1,70513F-HRTimelineGroup
LPL Financial LLC483,790$22.3M0.01%-46,26513F-HRTimeline
Key Financial Inc452,268$20.9M3.42%-10,56413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA430,459$19.9M<0.01%-4,67713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/415,717$19.2M<0.01%-4,78113F-HRTimelineGroup
BIP Wealth, LLC258,717$11.9M0.34%+16,34813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS228,542$10.6M0.02%+6,74513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN220,712$10.2M<0.01%-26,00813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO206,435$9.44M<0.01%+1,65513F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC176,021$8.13M2.56%+2,65513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC172,379$7.96M0.01%-20,93613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…155,092$7.16M<0.01%+68,31113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC93,394$4.31M0.01%-23,44113F-HRTimelineGroup
Cetera Investment Advisers77,551$3.58M<0.01%+1,64113F-HRTimeline
IEQ CAPITAL, LLC76,836$3.55M0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…56,875$2.63M0.01%+6713F-HR/ATimeline
Wealth Watch Advisors, INC51,756$2.39M0.78%new13F-HRTimeline
Collaborative Wealth Managment Inc.49,192$2.27M0.96%-10,14113F-HRTimeline
Well Done, LLC47,681$2.2M0.3%+2,59213F-HRTimeline
NewEdge Wealth, LLC47,586$2.2M0.02%-3,91713F-HRTimeline
Michels Family Financial, LLC46,264$2.14M1.37%+1,60813F-HRTimeline
Breakwater Capital Group46,237$2.14M0.26%-61113F-HRTimeline
HighTower Advisors, LLC40,899$1.89M<0.01%-64513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,320$1.82M<0.01%+52213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…37,473$1.73M<0.01%-39113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.33,402$1.54M0.02%+2,66313F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC29,356$1.31M0.17%-2213F-HRTimeline
Element Wealth, LLC27,467$1.27M0.48%-45813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,028$1.25M<0.01%-21,90913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,443$1.13M<0.01%-22,42613F-HRTimelineGroup
5T Wealth, LLC24,083$1.11M0.41%-63913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC19,520$901K0.16%-62813F-HRTimeline
Creative Planningin group Creative Planning18,894$873K<0.01%+56813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,851$870K<0.01%+30713F-HRTimelineGroup
Sowa Financial Group, Inc.17,617$814K0.38%+913F-HRTimeline
Argent Trust Co16,560$765K0.02%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,400$711K<0.01%-25213F-HRTimelineGroup
Arax Advisory Partners15,060$695K<0.01%-84113F-HRTimeline
Manske Wealth Management14,662$677K0.17%-9913F-HRTimeline
WealthPlan Investment Management, LLC14,521$671K0.03%-52813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,180$655K<0.01%+4,10013F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC13,874$641K0.24%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,702$633K0.01%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC12,152$561K0.05%-66313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,020$555K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,653$538K<0.01%-9,10113F-HR/ATimeline
United Advisor Group, LLC11,478$530K0.06%+4613F-HRTimeline
Raab & Moskowitz Asset Management LLC10,550$487K0.1%-85013F-HRTimeline
Integrity Financial Corp /WA10,441$482K0.23%-3,00913F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC10,420$481K0.13%+3913F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,368$479K0.02%+413F-HRTimeline
TD Capital Management LLC9,999$462K0.04%+1,14413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,527$440K<0.01%-17413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,612$398K<0.01%+18113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,239$373K<0.01%+79313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,600$351K<0.01%new13F-HRTimelineGroup
Boyer Financial Services, Inc.7,600$347K0.29%new13F-HRTimeline
FMR LLCin group FMR LLC7,458$344K<0.01%+313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,427$343K<0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC7,178$331K0.01%-53,30113F-HRTimeline
J.W. COLE ADVISORS, INC.6,615$305K0.01%+1,32713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC6,489$300K0.07%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,175$285K0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC5,985$276K0.01%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,790$267K0.01%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC5,756$266K<0.01%013F-HRTimelineGroup
VestGen Advisors, LLC5,658$261K0.01%-37613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,180$239K0.01%-13513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,125$237K<0.01%-13213F-HRTimelineGroup
Integrated Wealth Concepts LLC4,976$230K<0.01%-24313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4,900$224K0.03%013F-HRTimelineGroup
Summit Investment Advisory Services, LLC4,731$218K0.05%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,377$202K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,290$198K<0.01%+81513F-HRTimeline
Allworth Financial LP3,383$156K<0.01%-313F-HRTimeline
IFG Advisory, LLC2,583$119K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,185$101K0.03%-10,41213F-HRTimeline
AdvisorNet Financial, Inc1,590$73.4K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,500$69.3K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,304$59.5K<0.01%-9713F-HRTimeline
PRIVATE TRUST CO NA1,182$54.6K<0.01%013F-HRTimeline
Larson Financial Group LLC759$35.1K<0.01%+2913F-HRTimeline
CX Institutional569$26K<0.01%-10013F-HRTimeline
AE Wealth Management LLC510$23.6K<0.01%new13F-HRTimeline
Front Row Advisors LLC440$20.7K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.380$17.5K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC304$14K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…300$13.7K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…290$13K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.250$11.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC215$9.93K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC132$6.09K<0.01%+113F-HRTimeline
GAMMA Investing LLC125$5.77K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV112$5.17K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC81$3.74K<0.01%+4213F-HRTimeline
HARBOUR INVESTMENTS, INC.59$2.73K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27$1.25K<0.01%-39913F-HRTimeline
Capital Investment Advisory Services, L…21$971<0.01%013F-HRTimeline