Who Owns WISDMTREE GB EX-US QL GR-USD (DNL)? -- Institutional Holders (2026-06-30)

108 institutions reported holding $347.5M of WISDMTREE GB EX-US QL GR-USD (DNL) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($58.4M), UBS Group AG ($32.1M), Private Advisor Group, LLC ($25.0M), AMERIPRISE FINANCIAL INC ($22.9M), LPL Financial LLC ($22.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$58.4M1.3MAdded
2UBS Group AG$32.1M696,129Added
3Private Advisor Group, LLC$25.0M541,897Added
4AMERIPRISE FINANCIAL INC$22.9M494,824Trimmed
5LPL Financial LLC$22.3M483,790Trimmed
6Key Financial Inc$20.9M452,268Trimmed
7Royal Bank of Canada$19.9M430,459Trimmed
8BANK OF AMERICA CORP /DE/$19.2M415,717Trimmed
9BIP Wealth, LLC$11.9M258,717Added
10CAPTRUST FINANCIAL ADVISORS$10.6M228,542Added
11WELLS FARGO & COMPANY/MN$10.2M220,712Trimmed
12JPMORGAN CHASE & CO$9.4M206,435Added
13ShoreHaven Wealth Partners, LLC$8.1M176,021Added
14COMMONWEALTH EQUITY SERVICES, LLC$8.0M172,379Trimmed
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.2M155,092Added
16Kestra Advisory Services, LLC$4.3M93,394Trimmed
17Cetera Investment Advisers$3.6M77,551Added
18IEQ CAPITAL, LLC$3.5M76,836Hold
19Cambridge Investment Research Advisors, Inc.$2.6M56,875Added
20Wealth Watch Advisors, INC$2.4M51,756New
21Collaborative Wealth Managment Inc.$2.3M49,192Trimmed
22Well Done, LLC$2.2M47,681Added
23NewEdge Wealth, LLC$2.2M47,586Trimmed
24Michels Family Financial, LLC$2.1M46,264Added
25Breakwater Capital Group$2.1M46,237Trimmed

Source: SEC Form 13F filings · as of 2026-06-30