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Disclosery

DNL WISDOMTREE TR

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GLB US QTLY DIV (fund)

108 managers (108 13F filers) reported a position in DNL shares at 2025-03-31, 9,959,911 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
108
13F filers
108
New
7
Added
36
Reduced
47
Sold out
9
Shares held by filers
9,959,911

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY857,140$30.6M<0.01%-146,30813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC852,049$30.3M0.01%+40,60913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/650,118$23.2M<0.01%-464,30113F-HRTimelineGroup
LPL Financial LLC628,154$22.4M0.01%-157,35013F-HRTimeline
Private Advisor Group, LLC573,845$20.5M0.12%-58,41413F-HRTimeline
UBS Group AGin group UBS Group AG561,103$20M<0.01%-2,64413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC536,472$19.1M0.03%+323,12813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA504,363$18M<0.01%-49,74913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC491,071$17.5M0.02%+22,44413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN457,525$16.3M<0.01%-126,93613F-HRTimelineGroup
Key Financial Inc433,198$15.5M3.36%-2,49613F-HRTimeline
BIP Wealth, LLC249,995$8.92M0.58%-5,69913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO210,791$7.52M<0.01%-67,53513F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC206,127$7.35M3.52%-69,62713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS203,822$7.27M0.02%-2,28313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.168,595$6.01M0.06%-156,79813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC168,296$6M<0.01%+157,37913F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC129,691$4.63M0.85%+1,67713F-HRTimeline
Cerro Pacific Wealth Advisors LLC117,618$4.23M1.38%-9,26013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…98,521$3.51M0.01%+42,09013F-HRTimelineGroup
Integrity Financial Corp /WA89,995$3.21M1.82%+4,20213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC89,184$3.18M0.02%-22,43213F-HRTimelineGroup
Cetera Investment Advisers83,207$2.97M0.01%+39,64313F-HRTimeline
Breakwater Capital Group80,000$2.85M0.51%-4,53013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP76,921$2.74M<0.01%+1,96213F-HRTimelineGroup
IEQ CAPITAL, LLC76,836$2.74M0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC75,035$2.68M<0.01%-28,85113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.69,868$2.49M<0.01%-36,85513F-HRTimelineGroup
NewEdge Wealth, LLC64,914$2.32M0.04%-2,05013F-HRTimeline
CWM, LLCin group CWM, LLC59,544$2.12M0.01%-695,94313F-HRTimelineGroup
IHT Wealth Management, LLC58,911$2.1M0.07%+1,88413F-HRTimeline
Collaborative Wealth Managment Inc.55,466$1.98M0.93%-24413F-HRTimeline
Cambridge Investment Research Advisors,…52,543$1.87M0.01%+2,78013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,430$1.76M<0.01%-13,54813F-HRTimelineGroup
Financial Strategies Group, Inc.46,879$1.65M0.39%-2,34113F-HRTimeline
Well Done, LLC43,939$1.58M0.29%+13813F-HRTimeline
HighTower Advisors, LLC43,461$1.55M<0.01%+37113F-HRTimeline
Michels Family Financial, LLC42,102$1.5M1.36%+65013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…40,968$1.46M<0.01%-25,19613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,009$1.21M<0.01%+19,33613F-HRTimelineGroup
Integrated Wealth Concepts LLC33,772$1.2M0.01%+1,26213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.28,570$1.02M0.02%-24,15113F-HRTimelineGroup
Cyr Financial Inc.27,209$971K0.87%-4,88413F-HR/ATimeline
HOWARD WEALTH MANAGEMENT, LLC25,488$909K0.51%-2013F-HRTimeline
WealthPlan Investment Management, LLC25,093$895K0.09%+1,13813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC23,812$849K0.05%-7,35013F-HRTimelineGroup
Element Wealth, LLC22,951$819K0.44%+29013F-HRTimeline
TFG Advisers LLC22,397$799K0.29%-85413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,805$778K<0.01%+75013F-HRTimelineGroup
Ruggaard & Associates LLC18,557$662K0.29%+2,64613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,920$639K<0.01%+1113F-HRTimeline
FLOW TRADERS U.S. LLC16,704$596K0.03%-28,48513F-HRTimeline
Argent Trust Co16,560$591K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,540$590K0.02%+12213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,272$580K<0.01%-1,43213F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC15,933$568K0.01%-4,02913F-HRTimeline
Manske Wealth Management15,164$541K0.2%+213F-HRTimeline
Sowa Financial Group, Inc.14,256$509K0.33%+1,20113F-HRTimeline
Creative Planningin group Creative Planning13,718$489K<0.01%new13F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC13,540$483K0.11%-78113F-HRTimeline
United Advisor Group, LLC13,296$474K0.1%+22113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…13,214$471K0.18%+2,39313F-HRTimeline
Arax Advisory Partners12,839$458K0.03%+2,34613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,427$408K<0.01%013F-HRTimelineGroup
TD Capital Management LLC11,271$402K0.04%-3313F-HRTimeline
Geneos Wealth Management Inc.11,205$400K0.01%+5,85913F-HRTimeline
Lion Street Advisors, LLC10,684$381K0.12%+713F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC10,189$363K0.14%+5613F-HRTimeline
Raab & Moskowitz Asset Management LLC9,600$342K0.09%-40613F-HRTimeline
B. Riley Wealth Advisors, Inc.9,112$325K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,007$250K0.01%+2013F-HRTimelineGroup
RMR Wealth Builders6,347$226K0.02%-19713F-HRTimeline
WealthPLAN Partners, LLC6,308$225K0.03%-63613F-HRTimeline
Revolve Wealth Partners, LLC6,284$224K0.03%new13F-HRTimeline
Legacy Financial Advisors, Inc.6,132$219K0.04%-101,91513F-HRTimeline
SageView Advisory Group, LLC5,985$214K0.01%013F-HRTimeline
Monterey Private Wealth, Inc.5,938$212K0.06%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,864$209K0.03%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,790$208K0.01%013F-HRTimelineGroup
Vertex Planning Partners, LLC5,627$201K0.04%-118,98213F-HRTimeline
Steward Partners Investment Advisory, L…5,500$196K<0.01%-75013F-HRTimeline
COMERICA BANK5,363$191K<0.01%-1,61413F-HRTimeline
FMR LLCin group FMR LLC5,136$183K<0.01%+46813F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors4,900$176K0.03%013F-HRTimelineGroup
Allworth Financial LP4,211$153K<0.01%-213F-HRTimeline
Wayfinding Financial, LLC3,544$126K0.06%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,992$108K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,128$76.5K<0.01%+53813F-HR/ATimelineGroup
PRIVATE TRUST CO NA2,037$72.7K0.01%-16413F-HRTimeline
FIRST COMMUNITY TRUST NA2,000$71.3K0.06%013F-HRTimeline
Medallion Wealth Advisors, LLC1,638$58.8K0.03%+41913F-HRTimeline
AdvisorNet Financial, Inc1,590$56.7K<0.01%013F-HRTimeline
IFP Advisors, Inc1,500$53.5K<0.01%013F-HRTimeline
AE Wealth Management LLC1,148$40.9K<0.01%013F-HRTimeline
CENTRAL TRUST Co762$27.2K<0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.710$25.3K0.02%013F-HRTimeline
NewEdge Advisors, LLC558$19.9K<0.01%+10313F-HRTimeline
Front Row Advisors LLC440$15.7K0.01%013F-HRTimeline
Sage Mountain Advisors LLC433$15.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC377$13.4K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…290$10K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC215$7.67K<0.01%-28513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS148$5.28K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV112$4K<0.01%-313F-HRTimeline
HARBOUR INVESTMENTS, INC.59$2.1K<0.01%-6213F-HRTimeline
Capital Investment Advisory Services, L…21$733<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$464<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-12013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.