Skip to content

DNL WISDOMTREE TR

Follow

GLB US QTLY DIV (fund)

99 managers (99 13F filers) reported a position in DNL shares at 2025-12-31, 8,835,451 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
99
13F filers
99
New
9
Added
31
Reduced
35
Sold out
7
Shares held by filers
8,835,451

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,236,952$51M<0.01%+410,11113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG770,788$31.8M0.01%+201,77813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC730,008$30.1M0.01%-116,57613F-HRTimelineGroup
LPL Financial LLC528,207$21.8M0.01%-108,35013F-HRTimeline
Private Advisor Group, LLC495,780$20.4M0.1%-26013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA468,511$19.3M<0.01%-26,68113F-HRTimelineGroup
Key Financial Inc452,211$18.6M3.4%-52113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/443,189$18.3M<0.01%-171,22313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC406,331$16.7M0.02%-34,79913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN340,616$14M<0.01%-119,01913F-HRTimelineGroup
BIP Wealth, LLC254,372$10.5M0.37%+11,07613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…240,226$9.9M0.02%+195,81113F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS220,339$9.08M0.02%+5,49913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC217,693$8.97M<0.01%+33,58513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO192,874$7.95M<0.01%+4,96813F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC166,377$6.86M2.46%+3,88913F-HRTimeline
FLOW TRADERS U.S. LLC132,865$5.48M0.18%-54,45413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC103,138$4.25M0.01%-21,11513F-HRTimelineGroup
Cetera Investment Advisers81,016$3.34M<0.01%-31,27713F-HRTimeline
IEQ CAPITAL, LLC76,836$3.17M0.01%013F-HRTimeline
Wealth Watch Advisors, INC71,071$2.93M1.09%-1,00313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.71,056$2.93M<0.01%-1,25113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,948$2.72M<0.01%-6,29413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC65,338$2.69M0.01%-24,68913F-HRTimelineGroup
Collaborative Wealth Managment Inc.58,107$2.4M0.84%+5,95913F-HRTimeline
Cambridge Investment Research Advisors,…55,897$2.3M0.01%-6113F-HRTimeline
NewEdge Wealth, LLC49,957$2.06M0.02%-13,41113F-HRTimeline
CWM, LLCin group CWM, LLC48,270$1.99M0.01%-58713F-HRTimelineGroup
HighTower Advisors, LLC46,331$1.91M<0.01%-97013F-HRTimeline
Breakwater Capital Group45,760$1.89M0.26%-39613F-HRTimeline
Well Done, LLC45,045$1.86M0.28%+12013F-HRTimeline
Michels Family Financial, LLC44,066$1.82M1.33%+1,15813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,191$1.74M<0.01%+14,67513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,572$1.3M<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.31,150$1.28M0.01%+2,08713F-HRTimelineGroup
Element Wealth, LLC27,768$1.14M0.47%+2,35513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC26,795$1.1M0.17%-5,94513F-HRTimeline
5T Wealth, LLC24,113$994K0.4%+1,21213F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC24,008$990K0.05%013F-HRTimelineGroup
WealthPlan Investment Management, LLC23,689$976K0.06%-13,24013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC17,678$729K0.14%+2,05713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,435$719K<0.01%+10213F-HR/ATimelineGroup
Arax Advisory Partners17,235$710K0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,213$709K<0.01%+98913F-HRTimelineGroup
Sowa Financial Group, Inc.16,906$697K0.36%+913F-HRTimeline
Argent Trust Co16,560$683K0.02%013F-HRTimeline
Manske Wealth Management14,761$608K0.18%-9913F-HRTimeline
Integrity Financial Corp /WA14,614$602K0.31%-3,71413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC13,874$572K0.25%-5,48913F-HRTimeline
Onyx Bridge Wealth Group LLC13,212$545K0.06%-4,67713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…12,323$508K0.15%-47913F-HRTimeline
Creative Planningin group Creative Planning12,133$500K<0.01%-45513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\12,020$495K<0.01%+60013F-HRTimelineGroup
United Advisor Group, LLC11,384$469K0.06%-40513F-HRTimeline
B. Riley Wealth Advisors, Inc.11,256$464K0.02%+1,73313F-HRTimeline
Raab & Moskowitz Asset Management LLC10,650$439K0.1%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC10,376$428K0.13%+5913F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,364$427K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,328$426K<0.01%-7,56113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,080$415K<0.01%013F-HRTimelineGroup
TD Capital Management LLC8,857$365K0.03%+61513F-HRTimeline
FMR LLCin group FMR LLC8,222$339K<0.01%+73513F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC7,617$314K0.01%-46,32313F-HRTimelineGroup
Geneos Wealth Management Inc.6,299$260K0.01%+12013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,248$258K<0.01%+32813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,229$257K0.01%+30413F-HRTimelineGroup
SageView Advisory Group, LLC5,985$247K0.01%013F-HRTimeline
VestGen Advisors, LLC5,858$241K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,625$232K<0.01%+27713F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC5,315$219K0.01%+8813F-HR/ATimeline
COMERICA BANK5,286$218K<0.01%-1213F-HRTimeline
J.W. COLE ADVISORS, INC.5,276$217K0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4,900$202K0.03%013F-HRTimelineGroup
Allworth Financial LP3,630$150K<0.01%-35513F-HRTimeline
Steward Partners Investment Advisory, L…3,475$143K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,905$120K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2,420$99.8K0.03%+28313F-HRTimeline
AdvisorNet Financial, Inc1,590$65.5K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,500$61.8K0.05%013F-HRTimeline
IFP Advisors, Inc1,430$58.9K<0.01%-7013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,395$57.5K0.02%new13F-HRTimeline
CX Institutional1,356$56K<0.01%-3,63513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,149$49.3K<0.01%013F-HRTimeline
AE Wealth Management LLC788$32.5K<0.01%013F-HRTimeline
Larson Financial Group LLC730$30.1K<0.01%new13F-HRTimeline
AlphaCore Capital LLC720$29.7K<0.01%013F-HRTimeline
NewEdge Advisors, LLC607$25K<0.01%+413F-HRTimeline
Global Retirement Partners, LLC579$23.9K<0.01%new13F-HRTimeline
Front Row Advisors LLC440$18.1K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC426$17.6K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …305$12.6K0.01%13F-HRTimeline
CoreCap Advisors, LLC304$12.5K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…300$12.4K<0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…290$12K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC215$8.86K<0.01%013F-HRTimeline
GAMMA Investing LLC125$5.15K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV112$4.62K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.59$2.43K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…21$863<0.01%013F-HRTimeline