Vault-13

WISDOMTREE TR DNL

GLB US QTLY DIV · ETP · CUSIP 97717W844

104 institutional holders -4 vs Q1 2025
9,848,8589.8m shares reported held*
$396.5mreported value*
9 new 34 added 42 reduced 12 sold out net sold ≈ $4.2m (-105.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $40.26.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 80Q4 22: 95Q1 23: 91Q2 23: 96Q3 23: 100Q4 23: 98Q1 24: 104Q2 24: 109Q3 24: 113Q4 24: 110Q1 25: 108Q2 25: 104104Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202280
Q4 202295
Q1 202391
Q2 202396
Q3 2023100
Q4 202398
Q1 2024104
Q2 2024109
Q3 2024113
Q4 2024110
Q1 2025108
Q2 2025104

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 51 bought or addedQ3 23: 38 cut or sold outQ4 23: 43 bought or addedQ4 23: 52 cut or sold outQ4 23Q1 24: 48 bought or addedQ1 24: 41 cut or sold outQ2 24: 62 bought or addedQ2 24: 31 cut or sold outQ2 24Q3 24: 63 bought or addedQ3 24: 38 cut or sold outQ4 24: 55 bought or addedQ4 24: 41 cut or sold outQ4 24Q1 25: 43 bought or addedQ1 25: 56 cut or sold outQ2 25: 43 bought or addedQ2 25: 54 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235138
Q4 20234352
Q1 20244841
Q2 20246231
Q3 20246338
Q4 20245541
Q1 20254356
Q2 20254354

Biggest buyers

ROYAL BANK OF CANADA Added +497,077+497.1k
FLOW TRADERS U.S. LLC Added +78,671+78.7k
Wealth Watch Advisors, INC New +70,956+71.0k
Cerro Pacific Wealth Advisors LLC Added +68,289+68.3k
Rockefeller Capital Management L.P. Added +30,852+30.9k
JPMORGAN CHASE & CO Added +24,894+24.9k
Kestra Advisory Services, LLC Added +24,568+24.6k
5T Wealth, LLC New +22,407+22.4k
LPL Financial LLC Added +17,016+17.0k
WealthPlan Investment Management, LLC Added +12,066+12.1k

Biggest sellers

JANE STREET GROUP, LLC Reduced -430,779-430.8k
SENTINEL PENSION ADVISORS, LLC Reduced -94,589-94.6k
IHT Wealth Management, LLC Sold out -58,911-58.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -44,483-44.5k
Private Advisor Group, LLC Reduced -41,684-41.7k
Integrity Financial Corp /WA Reduced -32,093-32.1k
BANK OF AMERICA CORP /DE/ Reduced -30,780-30.8k
Integrated Wealth Concepts LLC Reduced -28,097-28.1k
Cyr Financial Inc. Sold out -27,209-27.2k
MORGAN STANLEY Reduced -25,018-25.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,001,4401.0m $40.3m $40.3m 0.00% Added +497.1k +497,077
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 832,122832.1k $33.5m $33.5m 0.00% Reduced -25.0k -25,018
3 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 829,679829.7k $33.4m $33.4m 0.01% Reduced -22.4k -22,370
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 645,170645.2k $26.0m $26.0m 0.01% Added +17.0k +17,016
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 619,338619.3k $24.9m $24.9m 0.00% Reduced -30.8k -30,780
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 538,627538.6k $21.7m $21.7m 0.00% Reduced -22.5k -22,476
7 Private Advisor Group, LLC 0.12% of their portfolio MORRISTOWN, NJ 532,161532.2k $21.4m $21.4m 0.12% Reduced -41.7k -41,684
8 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 475,884475.9k $19.2m $19.2m 0.03% Reduced -15.2k -15,187
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 446,112446.1k $18.0m $18.0m 0.00% Reduced -11.4k -11,413
10 Key Financial Inc 3.51% of their portfolio WEST CHESTER, PA 432,721432.7k $17.4m $17.4m 3.51% Reduced -477 -477
11 BIP Wealth, LLC 0.60% of their portfolio ATLANTA, GA 241,533241.5k $9.7m $9.7m 0.60% Reduced -8.5k -8,462
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 235,685235.7k $9.5m $9.5m 0.00% Added +24.9k +24,894
13 ShoreHaven Wealth Partners, LLC 3.58% of their portfolio Red Bank, NJ 216,755216.8k $8.7m $8.7m 3.58% Added +10.6k +10,628
14 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 206,366206.4k $8.3m $8.3m 0.02% Added +2.5k +2,544
15 Cerro Pacific Wealth Advisors LLC 2.08% of their portfolio San Luis Obispo, CA 185,907185.9k $7.5m $7.5m 2.08% Added +68.3k +68,289
16 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 171,962172.0k $6.9m $6.9m 0.06% Added +3.4k +3,367
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 171,107171.1k $6.9m $6.9m 0.00% Added +2.8k +2,811
18 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 113,752113.8k $4.6m $4.6m 0.02% Added +24.6k +24,568
19 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 105,693105.7k $4.3m $4.3m 0.01% Reduced -430.8k -430,779
20 FLOW TRADERS U.S. LLC 0.14% of their portfolio NEW YORK, NY 95,37595.4k $3.8m $3.8m 0.14% Added +78.7k +78,671
21 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 78,51278.5k $3.2m $3.2m 0.01% Reduced -4.7k -4,695
22 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 77,69577.7k $3.1m $3.1m 0.00% Added +774 +774
23 IEQ CAPITAL, LLC 0.02% of their portfolio Foster City, CA 76,83676.8k $3.1m $3.1m 0.02% Unchanged
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 73,71073.7k $3.0m $3.0m 0.00% Reduced -1.3k -1,325
25 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 71,82071.8k $2.9m $2.9m 0.00% Added +30.9k +30,852
26 Wealth Watch Advisors, INC 1.65% of their portfolio ENGLEWOOD, CO 70,95671.0k $2.9m $2.9m 1.65% New
27 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 70,22070.2k $2.8m $2.8m 0.00% Added +352 +352
28 NewEdge Wealth, LLC 0.04% of their portfolio STAMFORD, CT 63,36863.4k $2.5m $2.5m 0.04% Reduced -1.5k -1,546
29 Breakwater Capital Group 0.39% of their portfolio PARAMUS, NJ 59,71159.7k $2.4m $2.4m 0.39% Reduced -20.3k -20,289
30 Integrity Financial Corp /WA 1.19% of their portfolio JACKSON, WY 57,90257.9k $2.3m $2.3m 1.19% Reduced -32.1k -32,093
31 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 55,02555.0k $2.2m $2.2m 0.01% Added +2.5k +2,482
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 54,03854.0k $2.2m $2.2m 0.00% Reduced -44.5k -44,483
33 Collaborative Wealth Managment Inc. 0.95% of their portfolio LAKE MARY, FL 53,84953.8k $2.2m $2.2m 0.95% Reduced -1.6k -1,617
34 CWM, LLC 0.01% of their portfolio OMAHA, NE 49,44249.4k $2.0m $2.0m 0.01% Reduced -10.1k -10,102
35 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 44,61044.6k $1.8m $1.8m 0.00% Reduced -4.8k -4,820
36 Well Done, LLC 0.33% of their portfolio HOLLAND, MI 44,30844.3k $1.8m $1.8m 0.33% Added +369 +369
37 Michels Family Financial, LLC 1.48% of their portfolio FORT WORTH, TX 43,00443.0k $1.7m $1.7m 1.48% Added +902 +902
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 40,87440.9k $1.6m $1.6m 0.00% Reduced -2.6k -2,587
39 Financial Strategies Group, Inc. 0.34% of their portfolio OKEMOS, MI 40,78340.8k $1.6m $1.6m 0.34% Reduced -6.1k -6,096
40 WealthPlan Investment Management, LLC 0.11% of their portfolio OMAHA, NE 37,15937.2k $1.5m $1.5m 0.11% Added +12.1k +12,066
41 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,79036.8k $1.5m $1.5m 0.00% Added +2.8k +2,781
42 SENTINEL PENSION ADVISORS, LLC 0.24% of their portfolio WAKEFIELD, MA 35,10235.1k $1.4m $1.4m 0.24% Reduced -94.6k -94,589
43 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 28,23228.2k $1.1m $1.1m 0.02% Reduced -338 -338
44 HOWARD WEALTH MANAGEMENT, LLC 0.52% of their portfolio Madison, CT 25,48825.5k $1.0m $1.0m 0.52% Unchanged
45 Ruggaard & Associates LLC 0.40% of their portfolio HUDSON, OH 24,58824.6k $990.1k $990.1k 0.40% Added +6.0k +6,031
46 TECTONIC ADVISORS LLC 0.06% of their portfolio FRISCO, TX 24,00824.0k $966.8k $966.8k 0.06% Added +196 +196
47 Element Wealth, LLC 0.44% of their portfolio RIDGELAND, MS 23,72123.7k $955.2k $955.2k 0.44% Added +770 +770
48 5T Wealth, LLC 0.46% of their portfolio Napa, CA 22,40722.4k $902.3k $902.3k 0.46% New
49 TFG Advisers LLC 0.30% of their portfolio Auburn Hills, MI 22,04222.0k $887.6k $887.6k 0.30% Reduced -355 -355
50 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 20,94320.9k $843.4k $843.4k 0.00% Reduced -862 -862
51 Arax Advisory Partners 0.03% of their portfolio NEW YORK, NY 17,95918.0k $723.2k $723.2k 0.03% Added +5.1k +5,120
52 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 17,94017.9k $722.4k $722.4k 0.00% Added +20 +20
53 Sowa Financial Group, Inc. 0.42% of their portfolio LINCOLN, RI 16,89016.9k $680.0k $680.0k 0.42% Added +2.6k +2,634
54 Argent Trust Co 0.03% of their portfolio NASHVILLE, TN 16,56016.6k $666.9k $666.9k 0.03% Unchanged
55 Manske Wealth Management 0.20% of their portfolio HOUSTON, TX 14,95915.0k $602.4k $602.4k 0.20% Reduced -205 -205
56 DRIVE WEALTH MANAGEMENT, LLC 0.13% of their portfolio LEHI, UT 14,47314.5k $582.8k $582.8k 0.13% Added +933 +933
57 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,48813.5k $543.1k $543.1k 0.00% Reduced -230 -230
58 United Advisor Group, LLC 0.08% of their portfolio CINCINNATI, OH 11,78211.8k $474.5k $474.5k 0.08% Reduced -1.5k -1,514
59 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 11,54711.5k $465.0k $465.0k 0.02% Reduced -5.0k -4,993
60 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 11,47811.5k $462.2k $462.2k 0.00% Reduced -4.8k -4,794
61 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 11,42011.4k $459.9k $459.9k 0.00% Reduced -7 -7
62 TD Capital Management LLC 0.04% of their portfolio MEMPHIS, TN 11,35111.4k $457.1k $457.1k 0.04% Added +80 +80
63 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.14% of their portfolio WALTHAM, MA 10,56310.6k $425.4k $425.4k 0.14% Reduced -2.7k -2,651
64 Lion Street Advisors, LLC 0.13% of their portfolio Austin, TX 10,47610.5k $421.9k $421.9k 0.13% Reduced -208 -208
65 CHERRYDALE WEALTH MANAGEMENT, LLC 0.14% of their portfolio HOBOKEN, NJ 10,27410.3k $413.7k $413.7k 0.14% Added +85 +85
66 Raab & Moskowitz Asset Management LLC 0.09% of their portfolio Chatham, NJ 9,6009.6k $386.6k $386.6k 0.09% Unchanged
67 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 9,1829.2k $369.8k $369.8k 0.02% Added +70 +70
68 FMR LLC 0.00% of their portfolio BOSTON, MA 7,3147.3k $294.5k $294.5k 0.00% Added +2.2k +2,178
69 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 6,5166.5k $262.4k $262.4k 0.00% New
70 RMR Wealth Builders 0.02% of their portfolio Montclair, NJ 6,3396.3k $255.3k $255.3k 0.02% Reduced -8 -8
71 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 6,0656.1k $244.2k $244.2k 0.01% Reduced -5.1k -5,140
72 Revolve Wealth Partners, LLC 0.03% of their portfolio Hackensack, NJ 5,9876.0k $241.1k $241.1k 0.03% Reduced -297 -297
73 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 5,9856.0k $238.5k $238.5k 0.01% Unchanged
74 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 5,9255.9k $238.6k $238.6k 0.00% Added +2.9k +2,933
75 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 5,9255.9k $238.6k $238.6k 0.01% Reduced -1.1k -1,082
76 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 5,7905.8k $232.0k $232.0k 0.02% Unchanged
77 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,6755.7k $228.5k $228.5k 0.00% Reduced -28.1k -28,097
78 COMERICA BANK 0.00% of their portfolio DALLAS, TX 5,3285.3k $214.6k $214.6k 0.00% Reduced -35 -35
79 VERUS CAPITAL PARTNERS, LLC 0.02% of their portfolio SCOTTSDALE, AZ 5,2275.2k $210.5k $210.5k 0.02% New
80 Colonial Trust Co / SC 0.03% of their portfolio SPARTANBURG, SC 4,9004.9k $196.8k $196.8k 0.03% Unchanged
81 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,2114.2k $169.6k $169.6k 0.00% Unchanged
82 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,0753.1k $123.8k $123.8k 0.00% Reduced -2.4k -2,425
83 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3,0013.0k $120.5k $120.5k 0.00% Added +873 +873
84 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,9052.9k $117.0k $117.0k 0.01% Added +868 +868
85 Medallion Wealth Advisors, LLC 0.03% of their portfolio FARMINGTON, CT 2,0692.1k $82.9k $82.9k 0.03% Added +431 +431
86 Plante Moran Financial Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,7231.7k $69.4k $69.4k 0.00% New
87 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,5901.6k $64.0k $64.0k 0.00% Unchanged
88 FIRST COMMUNITY TRUST NA 0.05% of their portfolio DUBUQUE, IA 1,5001.5k $60.4k $60.4k 0.05% Reduced -500 -500
89 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,5001.5k $60.4k $60.4k 0.00% Unchanged
90 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 1,1491.1k $46.3k $46.3k 0.00% New
91 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,1481.1k $46.2k $46.2k 0.00% Unchanged
92 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 720720 $29.0k $29.0k 0.00% New
93 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 574574 $23.1k $23.1k 0.00% Added +16 +16
94 Front Row Advisors LLC 0.01% of their portfolio TIBURON, CA 440440 $17.7k $17.7k 0.01% Unchanged
95 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 426426 $17.2k $17.2k 0.00% New
96 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 304304 $12.2k $12.2k 0.00% Reduced -73 -73
97 Harel Insurance Investments & Financial Services Ltd. 0.00% of their portfolio Ramat Gan, L3 290290 $12.0k $12.0k 0.00% Unchanged
98 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 228228 $9.2k $9.2k 0.00% New
99 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 215215 $8.7k $8.7k 0.00% Unchanged
100 OPTIMUM INVESTMENT ADVISORS 0.00% of their portfolio Chicago, IL 148148 $6.0k $6.0k 0.00% Unchanged