Who Owns WISDOMTREE TR (DNL)? -- Institutional Holders (2026-03-31)
105 institutions reported holding $308.4M of WISDOMTREE TR (DNL) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($50.2M), UBS Group AG ($28.0M), LPL Financial LLC ($21.4M), AMERIPRISE FINANCIAL INC ($20.5M), Private Advisor Group, LLC ($20.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $50.2M | 1.2M | Added |
| 2 | UBS Group AG | $28.0M | 693,294 | Trimmed |
| 3 | LPL Financial LLC | $21.4M | 530,055 | Added |
| 4 | AMERIPRISE FINANCIAL INC | $20.5M | 496,529 | Trimmed |
| 5 | Private Advisor Group, LLC | $20.3M | 502,178 | Added |
| 6 | Key Financial Inc | $18.7M | 462,832 | Added |
| 7 | Royal Bank of Canada | $17.6M | 435,136 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $17.0M | 420,498 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $10.0M | 246,720 | Trimmed |
| 10 | BIP Wealth, LLC | $9.8M | 242,369 | Trimmed |
| 11 | CAPTRUST FINANCIAL ADVISORS | $9.0M | 221,797 | Added |
| 12 | JPMORGAN CHASE & CO | $8.0M | 204,780 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $7.8M | 193,315 | Trimmed |
| 14 | ShoreHaven Wealth Partners, LLC | $7.0M | 173,366 | Added |
| 15 | Kestra Advisory Services, LLC | $4.7M | 116,835 | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.5M | 86,781 | Added |
| 17 | IEQ CAPITAL, LLC | $3.1M | 76,836 | Hold |
| 18 | Cetera Investment Advisers | $3.1M | 75,910 | Trimmed |
| 19 | FLOW TRADERS U.S. LLC | $2.4M | 60,479 | Trimmed |
| 20 | Collaborative Wealth Managment Inc. | $2.4M | 59,333 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $2.3M | 56,808 | Added |
| 22 | NewEdge Wealth, LLC | $2.1M | 51,503 | Added |
| 23 | CWM, LLC | $2.0M | 49,494 | Added |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 48,937 | Added |
| 25 | JANE STREET GROUP, LLC | $1.9M | 46,869 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31