DNL Institutional Ownership
WisdomTree Global ex-U.S. Quality Growth Fund
1W: +0.9%
1M: -1.1%
3M: -2.2%
YTD: +7.9%
1Y: +10.3%
3Y: +42.1%
5Y: +18.7%
$45.27
+0.70 (+1.57%)
Weekly Expected Move ±2.2%
$43
$44
$45
$46
$47
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DNL
107
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
347M
Total Invested
10
New Positions
30
Increased
43
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (114 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,265,014 | $57M | +21,288 | +1.7% | 60Q | SEC ↗ |
| 2 | UBS Group AG | 696,129 | $32M | +2,835 | +0.4% | 47Q | SEC ↗ |
| 3 | Private Advisor Group, LLC | 541,897 | $25M | +39,719 | +7.9% | 33Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 494,824 | $22M | -1,705 | -0.3% | 16Q | SEC ↗ |
| 5 | LPL Financial LLC | 483,790 | $22M | -46,265 | -8.7% | 28Q | SEC ↗ |
| 6 | Key Financial Inc | 452,268 | $20M | -10,564 | -2.3% | 23Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 430,459 | $19M | -4,677 | -1.1% | 38Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 415,717 | $19M | -4,781 | -1.1% | 15Q | SEC ↗ |
| 9 | BIP Wealth, LLC | 258,717 | $12M | +16,348 | +6.7% | 14Q | SEC ↗ |
| 10 | CAPTRUST FINANCIAL ADVISORS | 228,542 | $10M | +6,745 | +3.0% | 13Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 220,712 | $10M | -26,008 | -10.5% | 71Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 206,435 | $9M | +1,655 | +0.8% | 16Q | SEC ↗ |
| 13 | ShoreHaven Wealth Partners, LLC | 176,021 | $8M | +2,655 | +1.5% | 23Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 172,379 | $8M | -20,936 | -10.8% | 22Q | SEC ↗ |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 155,092 | $7M | +68,311 | +78.7% | 24Q | SEC ↗ |
| 16 | Kestra Advisory Services, LLC | 93,394 | $4M | -23,441 | -20.1% | 22Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 77,551 | $4M | +1,641 | +2.2% | 10Q | SEC ↗ |
| 18 | IEQ CAPITAL, LLC | 76,836 | $3M | — | +0.0% | 21Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 56,875 | $3M | +67 | +0.1% | 17Q | SEC ↗ |
| 20 | Wealth Watch Advisors, INC NEW | 51,756 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 21 | CWM, LLC | 49,494 | $2M | +1,224 | +2.5% | 18Q | SEC ↗ |
| 22 | Collaborative Wealth Managment Inc. | 49,192 | $2M | -10,141 | -17.1% | 17Q | SEC ↗ |
| 23 | Well Done, LLC | 47,681 | $2M | +2,592 | +5.7% | 31Q | SEC ↗ |
| 24 | NewEdge Wealth, LLC | 47,586 | $2M | -3,917 | -7.6% | 11Q | SEC ↗ |
| 25 | Michels Family Financial, LLC | 46,264 | $2M | +1,608 | +3.6% | 7Q | SEC ↗ |
| 26 | Breakwater Capital Group | 46,237 | $2M | -611 | -1.3% | 15Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 40,899 | $2M | -645 | -1.6% | 18Q | SEC ↗ |
| 28 | RAYMOND JAMES FINANCIAL INC | 39,320 | $2M | +522 | +1.3% | 7Q | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 37,473 | $2M | -391 | -1.0% | 7Q | SEC ↗ |
| 30 | Stratos Wealth Partners, LTD. | 33,402 | $2M | +2,663 | +8.7% | 29Q | SEC ↗ |
| 31 | SENTINEL PENSION ADVISORS, LLC | 29,356 | $1M | -22 | -0.1% | 27Q | SEC ↗ |
| 32 | Element Wealth, LLC | 27,467 | $1M | -458 | -1.6% | 11Q | SEC ↗ |
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,028 | $1M | -21,909 | -44.8% | 8Q | SEC ↗ |
| 34 | JANE STREET GROUP, LLC | 24,443 | $1M | -22,426 | -47.8% | 12Q | SEC ↗ |
| 35 | 5T Wealth, LLC | 24,083 | $1M | -639 | -2.6% | 5Q | SEC ↗ |
| 36 | DRIVE WEALTH MANAGEMENT, LLC | 19,520 | $884K | -628 | -3.1% | 14Q | SEC ↗ |
| 37 | Creative Planning | 18,894 | $855K | +568 | +3.1% | 6Q | SEC ↗ |
| 38 | STIFEL FINANCIAL CORP | 18,851 | $853K | +307 | +1.7% | 14Q | SEC ↗ |
| 39 | Sowa Financial Group, Inc. | 17,617 | $797K | +9 | +0.1% | 7Q | SEC ↗ |
| 40 | Argent Trust Co | 16,560 | $750K | — | +0.0% | 13Q | SEC ↗ |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 15,400 | $697K | -252 | -1.6% | 31Q | SEC ↗ |
| 42 | Arax Advisory Partners | 15,060 | $682K | -841 | -5.3% | 3Q | SEC ↗ |
| 43 | Manske Wealth Management | 14,662 | $664K | -99 | -0.7% | 7Q | SEC ↗ |
| 44 | WealthPlan Investment Management, LLC | 14,521 | $657K | -528 | -3.5% | 16Q | SEC ↗ |
| 45 | AQR CAPITAL MANAGEMENT LLC | 14,180 | $642K | +4,100 | +40.7% | 10Q | SEC ↗ |
| 46 | HOWARD WEALTH MANAGEMENT, LLC | 13,874 | $628K | — | +0.0% | 25Q | SEC ↗ |
| 47 | Ameritas Advisory Services, LLC NEW | 13,702 | $620K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Onyx Bridge Wealth Group LLC | 12,152 | $550K | -663 | -5.2% | 4Q | SEC ↗ |
| 49 | US BANCORP \DE | 12,020 | $544K | — | +0.0% | 25Q | SEC ↗ |
| 50 | MERCER GLOBAL ADVISORS INC /ADV | 11,653 | $527K | -9,101 | -43.9% | 2Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Wealth Watch Advisors, INC | 51,756 | $2M |
| Ameritas Advisory Services, LLC | 13,702 | $620K |
| FIRST TRUST ADVISORS LP | 7,600 | $344K |
| Boyer Financial Services, Inc. | 7,600 | $344K |
| TUCKER ASSET MANAGEMENT LLC | 6,489 | $294K |
| Summit Investment Advisory Services | 4,731 | $214K |
| Capital Group Private Client Servic | 4,377 | $198K |
| IFG Advisory, LLC | 2,583 | $117K |
| AE Wealth Management LLC | 510 | $23K |
| Institute for Wealth Management, LL | 380 | $17K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HRT FINANCIAL LP | 37,460 | $2M |
| CITADEL ADVISORS LLC | 34,112 | $2M |
| TECTONIC ADVISORS LLC | 24,008 | $1M |
| B. Riley Wealth Advisors, Inc. | 11,256 | $510K |
| Virtu Financial LLC | 7,617 | $345K |
| IFP Advisors, Inc | 1,430 | $65K |
| Advisory Services Network, LLC | 1,164 | $53K |
| AlphaCore Capital LLC | 720 | $33K |
| NewEdge Advisors, LLC | 607 | $27K |
| Garton & Associates Financial Advis | 305 | $14K |
| Rossby Financial, LCC | 202 | $9K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +68,311 | +78.7% | 155,092 |
| Private Advisor Group, LLC | +39,719 | +7.9% | 541,897 |
| MORGAN STANLEY | +21,288 | +1.7% | 1,265,014 |
| BIP Wealth, LLC | +16,348 | +6.7% | 258,717 |
| CAPTRUST FINANCIAL ADVISORS | +6,745 | +3.0% | 228,542 |
| AQR CAPITAL MANAGEMENT LLC | +4,100 | +40.7% | 14,180 |
| UBS Group AG | +2,835 | +0.4% | 696,129 |
| Stratos Wealth Partners, LTD. | +2,663 | +8.7% | 33,402 |
| ShoreHaven Wealth Partners, LLC | +2,655 | +1.5% | 176,021 |
| Well Done, LLC | +2,592 | +5.7% | 47,681 |
| JPMORGAN CHASE & CO | +1,655 | +0.8% | 206,435 |
| Cetera Investment Advisers | +1,641 | +2.2% | 77,551 |
| Michels Family Financial, LLC | +1,608 | +3.6% | 46,264 |
| J.W. COLE ADVISORS, INC. | +1,327 | +25.1% | 6,615 |
| CWM, LLC | +1,224 | +2.5% | 49,494 |
| TD Capital Management LLC | +1,144 | +12.9% | 9,999 |
| Steward Partners Investment Advisor | +815 | +23.5% | 4,290 |
| JONES FINANCIAL COMPANIES LLLP | +793 | +10.7% | 8,239 |
| Creative Planning | +568 | +3.1% | 18,894 |
| RAYMOND JAMES FINANCIAL INC | +522 | +1.3% | 39,320 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FLOW TRADERS U.S. LLC | -53,301 | -88.1% | 7,178 |
| LPL Financial LLC | -46,265 | -8.7% | 483,790 |
| WELLS FARGO & COMPANY/MN | -26,008 | -10.5% | 220,712 |
| Kestra Advisory Services, LLC | -23,441 | -20.1% | 93,394 |
| JANE STREET GROUP, LLC | -22,426 | -47.8% | 24,443 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -21,909 | -44.8% | 27,028 |
| COMMONWEALTH EQUITY SERVICES, LLC | -20,936 | -10.8% | 172,379 |
| Key Financial Inc | -10,564 | -2.3% | 452,268 |
| PENSION & WEALTH MANAGEMENT ADVISOR | -10,412 | -82.7% | 2,185 |
| Collaborative Wealth Managment Inc. | -10,141 | -17.1% | 49,192 |
| MERCER GLOBAL ADVISORS INC /ADV | -9,101 | -43.9% | 11,653 |
| BANK OF AMERICA CORP /DE | -4,781 | -1.1% | 415,717 |
| ROYAL BANK OF CANADA | -4,677 | -1.1% | 430,459 |
| NewEdge Wealth, LLC | -3,917 | -7.6% | 47,586 |
| Integrity Financial Corp /WA | -3,009 | -22.4% | 10,441 |
| AMERIPRISE FINANCIAL INC | -1,705 | -0.3% | 494,824 |
| Raab & Moskowitz Asset Management L | -850 | -7.5% | 10,550 |
| Arax Advisory Partners | -841 | -5.3% | 15,060 |
| Onyx Bridge Wealth Group LLC | -663 | -5.2% | 12,152 |
| HighTower Advisors, LLC | -645 | -1.6% | 40,899 |