Skip to content
Disclosery

DNL WISDOMTREE TR

Follow

GLB US QTLY DIV (fund)

110 managers (110 13F filers) reported a position in DNL shares at 2024-12-31, 12,217,910 shares in all. 7 filers opened a position and 13 filers sold out during the quarter.

Managers
110
13F filers
110
New
7
Added
49
Reduced
27
Sold out
13
Shares held by filers
12,217,910

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,114,419$40.1M<0.01%+198,41613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,003,448$36.1M<0.01%-4,77713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC811,440$29.2M0.01%+25,26813F-HRTimelineGroup
LPL Financial LLC785,504$28.3M0.01%+47,49813F-HRTimeline
CWM, LLCin group CWM, LLC755,487$27.2M0.11%+1,47913F-HRTimelineGroup
Private Advisor Group, LLC632,259$22.7M0.13%-42,37113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN584,461$21M0.01%+21,60813F-HRTimelineGroup
UBS Group AGin group UBS Group AG563,747$20.3M<0.01%-118,19113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA554,112$19.9M<0.01%+23213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC468,627$16.9M0.02%+19,03413F-HRTimeline
Key Financial Inc435,694$15.7M3.56%+8,32313F-HRTimeline
360 Financial, Inc.425,313$15.3M5.57%+7,39513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.325,393$11.7M0.11%+56,22113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO278,326$10M<0.01%+63,09213F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC275,754$9.92M4.69%+64,46713F-HRTimeline
BIP Wealth, LLC255,694$9.2M0.62%+10,23213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC213,344$7.68M0.01%-16,00313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS206,105$7.42M0.02%+20,92513F-HRTimeline
Cerro Pacific Wealth Advisors LLC126,878$5M1.65%+36,94713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC128,014$4.61M0.85%+9,83213F-HRTimeline
Vertex Planning Partners, LLC124,609$4.48M0.99%+5,40713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC111,616$4.02M0.02%+24,87613F-HRTimelineGroup
Legacy Financial Advisors, Inc.108,047$3.89M0.64%-22,24113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.106,723$3.84M0.01%-34,68713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC103,886$3.74M<0.01%13F-HR/ATimelineGroup
Integrity Financial Corp /WA85,793$3.09M1.78%+1,33213F-HRTimeline
Breakwater Capital Group84,530$3.04M0.61%-1,89613F-HRTimeline
IEQ CAPITAL, LLC76,836$2.76M0.03%013F-HRTimeline
Wealth Watch Advisors, INC75,456$2.71M1.69%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP74,959$2.7M<0.01%+2,86013F-HRTimelineGroup
NewEdge Wealth, LLC66,964$2.41M0.04%-5,78213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…66,164$2.38M0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC62,978$2.27M<0.01%+44,04113F-HRTimelineGroup
IHT Wealth Management, LLC57,027$2.05M0.07%-6,64413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,431$2.03M<0.01%+48,05613F-HRTimelineGroup
Collaborative Wealth Managment Inc.55,710$2M0.91%-17913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.52,721$1.9M0.03%+24,78513F-HRTimelineGroup
Cambridge Investment Research Advisors,…49,763$1.79M0.01%+2,22013F-HRTimeline
Financial Strategies Group, Inc.49,220$1.77M0.42%+12,21513F-HRTimeline
Well Done, LLC43,801$1.73M0.32%013F-HRTimeline
FLOW TRADERS U.S. LLC45,189$1.63M0.06%+12,08713F-HRTimeline
Cetera Investment Advisers43,564$1.57M<0.01%-4,70513F-HRTimeline
HighTower Advisors, LLC43,090$1.55M<0.01%+3,25113F-HRTimeline
Michels Family Financial, LLC41,452$1.49M1.37%13F-HRTimeline
Integrated Wealth Concepts LLC32,510$1.17M0.01%+79113F-HRTimeline
Cyr Financial Inc.32,093$1.15M1.05%-133,79813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC31,162$1.12M0.07%+11613F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC25,508$918K0.5%-56013F-HRTimeline
WealthPlan Investment Management, LLC23,955$862K0.09%+1,28713F-HRTimeline
TFG Advisers LLC23,251$837K0.3%-15713F-HRTimeline
Element Wealth, LLC22,661$815K0.43%+2,01313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,055$758K<0.01%+51613F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC19,962$718K0.01%-60213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,909$644K<0.01%+713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,704$637K<0.01%+2,97213F-HRTimelineGroup
Argent Trust Co16,560$596K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,418$591K0.02%-15,29613F-HRTimelineGroup
Ruggaard & Associates LLC15,911$572K0.25%+2,57013F-HRTimeline
Manske Wealth Management15,162$546K0.22%13F-HRTimeline
Gotham Asset Management, LLC14,879$535K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,673$528K<0.01%-2,05013F-HR/ATimelineGroup
DRIVE WEALTH MANAGEMENT, LLC14,321$517K0.13%+20513F-HRTimeline
United Advisor Group, LLC13,075$470K0.09%+1,28213F-HRTimeline
Sowa Financial Group, Inc.13,055$470K0.29%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,427$411K<0.01%+713F-HRTimelineGroup
TD Capital Management LLC11,304$407K0.04%+62913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,917$393K-56,413Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,821$389K0.16%+1,42113F-HRTimeline
Lion Street Advisors, LLC10,677$384K0.12%-1,69213F-HRTimeline
Arax Advisory Partners10,493$378K0.02%new13F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC10,133$365K0.14%+3813F-HRTimeline
Raab & Moskowitz Asset Management LLC10,006$360K0.09%-13813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC7,555$272K0.01%-1,92013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,987$251K0.01%-26813F-HRTimelineGroup
COMERICA BANK6,977$251K<0.01%+2,24513F-HR/ATimeline
WealthPLAN Partners, LLC6,944$250K0.04%-98513F-HRTimeline
RMR Wealth Builders6,544$235K0.02%new13F-HR/ATimeline
Steward Partners Investment Advisory, L…6,250$225K<0.01%-3,95013F-HRTimeline
SageView Advisory Group, LLC5,985$215K0.01%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,864$214K0.03%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,790$209K0.02%new13F-HRTimelineGroup
Geneos Wealth Management Inc.5,346$192K0.01%-3613F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4,900$177K0.03%013F-HRTimelineGroup
FMR LLCin group FMR LLC4,668$168K<0.01%+18313F-HRTimelineGroup
Allworth Financial LP4,213$156K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,992$108K<0.01%+413F-HRTimelineGroup
PRIVATE TRUST CO NA2,201$79.2K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA2,000$72K0.05%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,598$57.5K0.01%-613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,590$57.2K<0.01%+1113F-HRTimelineGroup
AdvisorNet Financial, Inc1,590$57.2K<0.01%-2,81013F-HRTimeline
IFP Advisors, Inc1,500$54K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,219$43.9K0.02%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,151$41.4K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1,148$41.3K<0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.710$25.5K0.02%13F-HRTimeline
Avior Wealth Management, LLC662$20.3K<0.01%+38213F-HRTimeline
SIGNATUREFD, LLC500$18K<0.01%013F-HRTimeline
NewEdge Advisors, LLC455$16.4K<0.01%+5813F-HRTimeline
Front Row Advisors LLC440$15.9K0.01%013F-HRTimeline
Sage Mountain Advisors LLC433$15.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC377$13.6K<0.01%-55013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…290$10K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC207$7.45K<0.01%013F-HRTimeline
Transce3nd, LLC150$5.4K<0.01%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS148$5.33K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…120$4.45K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.121$4.35K<0.01%+6213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV115$4.14K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…20$736<0.01%013F-HRTimeline