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Disclosery

DNL WISDOMTREE TR

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GLB US QTLY DIV (fund)

104 managers (104 13F filers) reported a position in DNL shares at 2025-06-30, 9,312,228 shares in all. 9 filers opened a position and 12 filers sold out during the quarter.

Managers
104
13F filers
104
New
9
Added
32
Reduced
44
Sold out
12
Shares held by filers
9,312,228

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY832,122$33.5M<0.01%-25,01813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC829,679$33.4M0.01%-22,37013F-HRTimelineGroup
LPL Financial LLC645,170$26M0.01%+17,01613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/619,338$24.9M<0.01%-30,78013F-HRTimelineGroup
UBS Group AGin group UBS Group AG538,627$21.7M<0.01%-22,47613F-HRTimelineGroup
Private Advisor Group, LLC532,161$21.4M0.12%-41,68413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA500,720$20.2M<0.01%-3,64313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC475,884$19.2M0.03%-15,18713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN446,112$18M<0.01%-11,41313F-HRTimelineGroup
Key Financial Inc432,721$17.4M3.51%-47713F-HRTimeline
BIP Wealth, LLC241,533$9.73M0.6%-8,46213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO235,685$9.49M<0.01%+24,89413F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC216,755$8.73M3.58%+10,62813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS206,366$8.31M0.02%+2,54413F-HRTimeline
Cerro Pacific Wealth Advisors LLC185,907$7.49M2.08%+68,28913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.171,962$6.92M0.06%+3,36713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC171,107$6.89M<0.01%+2,81113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC113,752$4.58M0.02%+24,56813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC105,693$4.26M0.01%-430,77913F-HRTimelineGroup
FLOW TRADERS U.S. LLC95,375$3.84M0.14%+78,67113F-HRTimeline
Cetera Investment Advisers78,512$3.16M0.01%-4,69513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,695$3.13M<0.01%+77413F-HRTimelineGroup
IEQ CAPITAL, LLC76,836$3.09M0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,710$2.97M<0.01%-1,32513F-HRTimelineGroup
Wealth Watch Advisors, INC70,956$2.86M1.66%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.70,220$2.83M<0.01%+35213F-HRTimelineGroup
NewEdge Wealth, LLC63,368$2.48M0.04%-1,54613F-HRTimeline
Breakwater Capital Group59,711$2.4M0.39%-20,28913F-HRTimeline
Integrity Financial Corp /WA57,902$2.33M1.19%-32,09313F-HRTimeline
Cambridge Investment Research Advisors,…55,025$2.22M0.01%+2,48213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,038$2.18M<0.01%-44,48313F-HRTimelineGroup
Collaborative Wealth Managment Inc.53,849$2.17M0.95%-1,61713F-HRTimeline
CWM, LLCin group CWM, LLC49,442$1.99M0.01%-10,10213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,610$1.8M<0.01%-4,82013F-HRTimelineGroup
Well Done, LLC44,308$1.78M0.33%+36913F-HRTimeline
Michels Family Financial, LLC43,004$1.73M1.48%+90213F-HRTimeline
HighTower Advisors, LLC40,874$1.65M<0.01%-2,58713F-HRTimeline
Financial Strategies Group, Inc.40,783$1.64M0.34%-6,09613F-HRTimeline
WealthPlan Investment Management, LLC37,159$1.5M0.11%+12,06613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,790$1.48M<0.01%+2,78113F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,910$1.45M<0.01%-5,05813F-HR/ATimelineGroup
SENTINEL PENSION ADVISORS, LLC35,102$1.41M0.24%-94,58913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.28,232$1.14M0.02%-33813F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC25,488$1.03M0.52%013F-HRTimeline
Ruggaard & Associates LLC24,588$990K0.4%+6,03113F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC24,008$967K0.06%+19613F-HRTimelineGroup
Element Wealth, LLC23,721$955K0.44%+77013F-HRTimeline
5T Wealth, LLC22,407$902K0.46%new13F-HRTimeline
TFG Advisers LLC22,042$888K0.3%-35513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,943$843K<0.01%-86213F-HRTimelineGroup
Arax Advisory Partners17,959$723K0.03%+5,12013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,940$722K<0.01%+2013F-HRTimeline
Sowa Financial Group, Inc.16,890$680K0.42%+2,63413F-HRTimeline
Argent Trust Co16,560$667K0.03%013F-HRTimeline
Manske Wealth Management14,959$602K0.2%-20513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC14,473$583K0.13%+93313F-HRTimeline
Creative Planningin group Creative Planning13,488$543K<0.01%-23013F-HRTimelineGroup
United Advisor Group, LLC11,782$474K0.08%-1,51413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,547$465K0.02%-4,99313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,478$462K<0.01%-4,79413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\11,420$460K<0.01%-713F-HRTimelineGroup
TD Capital Management LLC11,351$457K0.04%+8013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,563$425K0.14%-2,65113F-HRTimeline
Lion Street Advisors, LLC10,476$422K0.13%-20813F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC10,274$414K0.14%+8513F-HRTimeline
Raab & Moskowitz Asset Management LLC9,600$387K0.09%013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,182$370K0.02%+7013F-HRTimeline
FMR LLCin group FMR LLC7,314$295K<0.01%+2,17813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,516$262K<0.01%new13F-HRTimelineGroup
RMR Wealth Builders6,339$255K0.02%-813F-HRTimeline
Geneos Wealth Management Inc.6,065$244K0.01%-5,14013F-HRTimeline
Revolve Wealth Partners, LLC5,987$241K0.03%-29713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,925$239K0.01%-1,08213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,925$239K<0.01%+2,93313F-HRTimelineGroup
SageView Advisory Group, LLC5,985$238K0.01%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,790$232K0.02%013F-HRTimelineGroup
Integrated Wealth Concepts LLC5,675$229K<0.01%-28,09713F-HRTimeline
COMERICA BANK5,328$215K<0.01%-3513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,227$210K0.02%new13F-HR/ATimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4,900$197K0.03%013F-HRTimelineGroup
Allworth Financial LP4,211$170K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,075$124K<0.01%-2,42513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,001$121K<0.01%+87313F-HRTimelineGroup
PRIVATE TRUST CO NA2,905$117K0.01%+86813F-HRTimeline
Medallion Wealth Advisors, LLC2,069$82.9K0.03%+43113F-HRTimeline
Plante Moran Financial Advisors, LLC1,723$69.4K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,590$64K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,500$60.4K0.05%-50013F-HRTimeline
IFP Advisors, Inc1,500$60.4K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,149$46.3K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,148$46.2K<0.01%013F-HRTimeline
AlphaCore Capital LLC720$29K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC574$23.1K<0.01%+1613F-HRTimeline
Front Row Advisors LLC440$17.7K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC426$17.2K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC304$12.2K<0.01%-7313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…290$12K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…228$9.18K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC215$8.66K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS148$5.96K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV112$4.51K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.59$2.38K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…21$835<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.