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DNL WISDOMTREE TR

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GLB US QTLY DIV (fund)

98 managers (98 13F filers) reported a position in DNL shares at 2025-09-30, 8,933,334 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
98
13F filers
98
New
6
Added
34
Reduced
34
Sold out
9
Shares held by filers
8,933,334

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC846,584$34.3M0.01%+16,90513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY826,841$33.5M<0.01%-5,28113F-HR/ATimelineGroup
LPL Financial LLC636,557$25.8M0.01%-8,61313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/614,412$24.9M<0.01%-4,92613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG569,010$23M<0.01%+30,38313F-HRTimelineGroup
Private Advisor Group, LLC496,040$20.1M0.1%-36,12113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA495,192$20.1M<0.01%-5,52813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN459,635$18.6M<0.01%+13,52313F-HRTimelineGroup
Key Financial Inc452,732$18.6M3.43%+20,01113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC441,130$17.9M0.02%-34,75413F-HRTimeline
BIP Wealth, LLC243,296$9.85M0.49%+1,76313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS214,840$8.7M0.02%+8,47413F-HRTimeline
Cerro Pacific Wealth Advisors LLC204,989$8.3M2.27%+19,08213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO187,906$7.61M<0.01%-47,77913F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC187,319$7.58M0.31%+91,94413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC184,108$7.45M<0.01%+13,00113F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC162,488$6.58M2.43%-54,26713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC124,253$5.03M0.01%+18,56013F-HRTimelineGroup
Cetera Investment Advisers112,293$4.55M0.01%+33,78113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC90,027$3.65M0.02%-23,72513F-HRTimelineGroup
IEQ CAPITAL, LLC76,836$3.11M0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.72,307$2.93M<0.01%+2,08713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC72,242$2.93M<0.01%-1,46813F-HRTimelineGroup
Wealth Watch Advisors, INC72,074$2.92M1.2%+1,11813F-HRTimeline
NewEdge Wealth, LLC63,368$2.58M0.04%013F-HRTimeline
Cambridge Investment Research Advisors,…55,958$2.27M0.01%+93313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC53,940$2.18M0.12%new13F-HRTimelineGroup
Collaborative Wealth Managment Inc.52,148$2.11M0.85%-1,70113F-HRTimeline
CWM, LLCin group CWM, LLC48,857$1.98M0.01%-58513F-HRTimelineGroup
HighTower Advisors, LLC47,301$1.92M<0.01%+6,42713F-HRTimeline
Breakwater Capital Group46,156$1.87M0.28%-13,55513F-HRTimeline
Well Done, LLC44,925$1.82M0.31%+61713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,415$1.8M<0.01%+8,50513F-HRTimelineGroup
Michels Family Financial, LLC42,908$1.74M1.35%-9613F-HRTimeline
WealthPlan Investment Management, LLC36,929$1.5M0.1%-23013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC32,740$1.33M0.21%-2,36213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.29,063$1.18M0.01%+83113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,516$1.11M<0.01%-26,52213F-HRTimelineGroup
Element Wealth, LLC25,413$1.03M0.45%+1,69213F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC24,008$972K0.05%013F-HRTimelineGroup
5T Wealth, LLC22,901$927K0.4%+49413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC19,363$784K0.36%-6,12513F-HRTimeline
Integrity Financial Corp /WA18,328$742K0.35%-39,57413F-HRTimeline
Onyx Bridge Wealth Group LLC17,889$724K0.08%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,889$707K<0.01%-18,90113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,333$702K<0.01%-3,61013F-HRTimelineGroup
Sowa Financial Group, Inc.16,897$684K0.38%+713F-HRTimeline
Argent Trust Co16,560$671K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,224$657K<0.01%-61,47113F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC15,621$633K0.13%+1,14813F-HRTimeline
Manske Wealth Management14,860$602K0.18%-9913F-HRTimeline
Lion Street Advisors, LLC12,642$532K0.18%+2,16613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…12,802$518K0.16%+2,23913F-HRTimeline
Creative Planningin group Creative Planning12,588$510K<0.01%-90013F-HRTimelineGroup
United Advisor Group, LLC11,789$477K0.06%+713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,420$462K<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,415$462K<0.01%-160,54713F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC10,650$431K0.1%+1,05013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC10,317$418K0.13%+4313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,080$408K<0.01%-1,39813F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.9,523$386K0.02%+34113F-HRTimeline
TD Capital Management LLC8,242$334K0.03%-3,10913F-HRTimeline
FMR LLCin group FMR LLC7,487$303K<0.01%+17313F-HRTimelineGroup
RMR Wealth Builders6,281$254K0.02%-5813F-HRTimeline
Geneos Wealth Management Inc.6,179$250K0.01%+11413F-HRTimeline
SageView Advisory Group, LLC5,985$242K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,925$240K0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,920$240K<0.01%-513F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC5,864$231K0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC5,394$218K<0.01%-28113F-HRTimeline
COMERICA BANK5,298$215K<0.01%-3013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,348$214K<0.01%+2,34713F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC5,227$212K0.02%013F-HR/ATimeline
CX Institutional4,991$202K0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4,900$198K0.03%013F-HRTimelineGroup
Allworth Financial LP3,985$161K<0.01%-22613F-HRTimeline
Steward Partners Investment Advisory, L…3,475$141K<0.01%+40013F-HRTimeline
PRIVATE TRUST CO NA2,905$118K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2,137$86.5K0.03%+6813F-HRTimeline
AdvisorNet Financial, Inc1,590$64.4K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,500$60.7K0.05%013F-HRTimeline
IFP Advisors, Inc1,500$60.7K<0.01%013F-HR/ATimeline
Advisory Services Network, LLC1,267$51.3K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,149$47.5K<0.01%013F-HRTimeline
AE Wealth Management LLC788$31.9K<0.01%-36013F-HRTimeline
AlphaCore Capital LLC720$29.2K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…687$27.8K<0.01%-10,86013F-HRTimelineGroup
NewEdge Advisors, LLC603$24.4K<0.01%+2913F-HRTimeline
Front Row Advisors LLC440$17.8K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC426$17.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC304$12.3K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…290$12K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC215$8.71K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS148$5.99K<0.01%013F-HRTimeline
GAMMA Investing LLC125$5.06K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV112$4.54K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.59$2.39K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…21$843<0.01%013F-HRTimeline