Vault-13

WISDOMTREE TR DNL

GLB US QTLY DIV · ETP · CUSIP 97717W844

102 institutional holders +4 vs Q1 2026
7,581,6257.6m shares reported held*
$350.0mreported value*
10 new 30 added 38 reduced 5 sold out net sold ≈ $912.7k (-19.8k 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 ($145.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.16.

Trends to Q2 2026

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: 104Q3 25: 99Q4 25: 99Q1 26: 98Q2 26: 102102Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202599
Q4 202599
Q1 202698
Q2 2026102

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 40 bought or addedQ3 25: 42 cut or sold outQ4 25: 39 bought or addedQ4 25: 44 cut or sold outQ4 25Q1 26: 44 bought or addedQ1 26: 38 cut or sold outQ2 26: 40 bought or addedQ2 26: 43 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246338
Q4 20245541
Q1 20254356
Q2 20254354
Q3 20254042
Q4 20253944
Q1 20264438
Q2 20264043

Biggest buyers

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +68,311+68.3k
Cambridge Investment Research Advisors, Inc. Added +56,942+56.9k
Wealth Watch Advisors, INC New +51,756+51.8k
Private Advisor Group, LLC Added +39,719+39.7k
MORGAN STANLEY Added +21,288+21.3k
BIP Wealth, LLC Added +16,348+16.3k
Ameritas Advisory Services, LLC New +13,702+13.7k
Boyer Financial Services, Inc. New +7,600+7.6k
FIRST TRUST ADVISORS LP New +7,600+7.6k
CAPTRUST FINANCIAL ADVISORS Added +6,745+6.7k

Biggest sellers

FLOW TRADERS U.S. LLC Reduced -53,301-53.3k
LPL Financial LLC Reduced -46,265-46.3k
HRT FINANCIAL LP Sold out -37,460-37.5k
CITADEL ADVISORS LLC Sold out -34,112-34.1k
WELLS FARGO & COMPANY/MN Reduced -26,008-26.0k
Kestra Advisory Services, LLC Reduced -23,441-23.4k
JANE STREET GROUP, LLC Reduced -22,426-22.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -21,909-21.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -20,936-20.9k
Key Financial Inc Reduced -10,564-10.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,265,0141.3m $58.4m $58.4m 0.00% Added +21.3k +21,288
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 696,129696.1k $32.1m $32.1m 0.01% Added +2.8k +2,835
3 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 541,897541.9k $25.0m $25.0m 0.11% Added +39.7k +39,719
4 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 494,824494.8k $22.9m $22.9m 0.00% Reduced -1.7k -1,705
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 483,790483.8k $22.3m $22.3m 0.01% Reduced -46.3k -46,265
6 Key Financial Inc 3.42% of their portfolio WEST CHESTER, PA 452,268452.3k $20.9m $20.9m 3.42% Reduced -10.6k -10,564
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 430,459430.5k $19.9m $19.9m 0.00% Reduced -4.7k -4,677
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 415,717415.7k $19.2m $19.2m 0.00% Reduced -4.8k -4,781
9 BIP Wealth, LLC 0.34% of their portfolio ATLANTA, GA 258,717258.7k $11.9m $11.9m 0.34% Added +16.3k +16,348
10 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 228,542228.5k $10.6m $10.6m 0.02% Added +6.7k +6,745
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 220,712220.7k $10.2m $10.2m 0.00% Reduced -26.0k -26,008
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 206,435206.4k $9.4m $9.4m 0.00% Added +1.7k +1,655
13 ShoreHaven Wealth Partners, LLC 2.56% of their portfolio Red Bank, NJ 176,021176.0k $8.1m $8.1m 2.56% Added +2.7k +2,655
14 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 172,379172.4k $8.0m $8.0m 0.01% Reduced -20.9k -20,936
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 155,092155.1k $7.2m $7.2m 0.00% Added +68.3k +68,311
16 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 113,750113.8k $5.3m $5.3m 0.01% Added +56.9k +56,942
17 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 93,39493.4k $4.3m $4.3m 0.01% Reduced -23.4k -23,441
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 77,55177.6k $3.6m $3.6m 0.00% Added +1.6k +1,641
19 IEQ CAPITAL, LLC 0.02% of their portfolio Foster City, CA 76,83676.8k $3.5m $3.5m 0.02% Unchanged
20 Wealth Watch Advisors, INC 0.78% of their portfolio ENGLEWOOD, CO 51,75651.8k $2.4m $2.4m 0.78% New
21 Collaborative Wealth Managment Inc. 0.96% of their portfolio LAKE MARY, FL 49,19249.2k $2.3m $2.3m 0.96% Reduced -10.1k -10,141
22 Well Done, LLC 0.30% of their portfolio HOLLAND, MI 47,68147.7k $2.2m $2.2m 0.30% Added +2.6k +2,592
23 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 47,58647.6k $2.2m $2.2m 0.02% Reduced -3.9k -3,917
24 Michels Family Financial, LLC 1.37% of their portfolio FORT WORTH, TX 46,26446.3k $2.1m $2.1m 1.37% Added +1.6k +1,608
25 Breakwater Capital Group 0.26% of their portfolio PARAMUS, NJ 46,23746.2k $2.1m $2.1m 0.26% Reduced -611 -611
26 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 40,89940.9k $1.9m $1.9m 0.00% Reduced -645 -645
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 39,32039.3k $1.8m $1.8m 0.00% Added +522 +522
28 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 37,47337.5k $1.7m $1.7m 0.00% Reduced -391 -391
29 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 33,40233.4k $1.5m $1.5m 0.02% Added +2.7k +2,663
30 SENTINEL PENSION ADVISORS, LLC 0.17% of their portfolio WAKEFIELD, MA 29,35629.4k $1.3m $1.3m 0.17% Reduced -22 -22
31 Element Wealth, LLC 0.48% of their portfolio RIDGELAND, MS 27,46727.5k $1.3m $1.3m 0.48% Reduced -458 -458
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,02827.0k $1.2m $1.2m 0.00% Reduced -21.9k -21,909
33 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,44324.4k $1.1m $1.1m 0.00% Reduced -22.4k -22,426
34 5T Wealth, LLC 0.41% of their portfolio Napa, CA 24,08324.1k $1.1m $1.1m 0.41% Reduced -639 -639
35 DRIVE WEALTH MANAGEMENT, LLC 0.16% of their portfolio LEHI, UT 19,52019.5k $901.4k $901.4k 0.16% Reduced -628 -628
36 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 18,89418.9k $872.5k $872.5k 0.00% Added +568 +568
37 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,85118.9k $870.5k $870.5k 0.00% Added +307 +307
38 Sowa Financial Group, Inc. 0.38% of their portfolio LINCOLN, RI 17,61717.6k $814.0k $814.0k 0.38% Added +9 +9
39 Argent Trust Co 0.02% of their portfolio NASHVILLE, TN 16,56016.6k $764.7k $764.7k 0.02% Unchanged
40 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 15,40015.4k $711.2k $711.2k 0.00% Reduced -252 -252
41 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 15,06015.1k $695.5k $695.5k 0.00% Reduced -841 -841
42 Manske Wealth Management 0.17% of their portfolio HOUSTON, TX 14,66214.7k $677.1k $677.1k 0.17% Reduced -99 -99
43 WealthPlan Investment Management, LLC 0.03% of their portfolio OMAHA, NE 14,52114.5k $670.6k $670.6k 0.03% Reduced -528 -528
44 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 14,18014.2k $654.8k $654.8k 0.00% Added +4.1k +4,100
45 HOWARD WEALTH MANAGEMENT, LLC 0.24% of their portfolio Madison, CT 13,87413.9k $640.7k $640.7k 0.24% Unchanged
46 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 13,70213.7k $632.8k $632.8k 0.01% New
47 Onyx Bridge Wealth Group LLC 0.05% of their portfolio TARRYTOWN, NY 12,15212.2k $561.2k $561.2k 0.05% Reduced -663 -663
48 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 12,02012.0k $555.1k $555.1k 0.00% Unchanged
49 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,65311.7k $538.1k $538.1k 0.00% Reduced -9.1k -9,101
50 United Advisor Group, LLC 0.06% of their portfolio CINCINNATI, OH 11,47811.5k $530.0k $530.0k 0.06% Added +46 +46
51 Raab & Moskowitz Asset Management LLC 0.10% of their portfolio Chatham, NJ 10,55010.6k $487.2k $487.2k 0.10% Reduced -850 -850
52 Integrity Financial Corp /WA 0.23% of their portfolio JACKSON, WY 10,44110.4k $482.2k $482.2k 0.23% Reduced -3.0k -3,009
53 CHERRYDALE WEALTH MANAGEMENT, LLC 0.13% of their portfolio HOBOKEN, NJ 10,42010.4k $481.2k $481.2k 0.13% Added +39 +39
54 INTEGRITY ALLIANCE, LLC. 0.02% of their portfolio Urbandale, IA 10,36810.4k $478.8k $478.8k 0.02% Added +4 +4
55 TD Capital Management LLC 0.04% of their portfolio MEMPHIS, TN 9,99910.0k $461.8k $461.8k 0.04% Added +1.1k +1,144
56 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,5279.5k $440.0k $440.0k 0.00% Reduced -174 -174
57 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 8,6128.6k $397.7k $397.7k 0.00% Added +181 +181
58 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 8,2398.2k $372.7k $372.7k 0.00% Added +793 +793
59 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 7,6007.6k $351.0k $351.0k 0.00% New
60 Boyer Financial Services, Inc. 0.29% of their portfolio NEWPORT BEACH, CA 7,6007.6k $346.7k $346.7k 0.29% New
61 FMR LLC 0.00% of their portfolio BOSTON, MA 7,4587.5k $344.4k $344.4k 0.00% Added +3 +3
62 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 7,4277.4k $343.0k $343.0k 0.00% Unchanged
63 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 7,1787.2k $331.0k $331.0k 0.01% Reduced -53.3k -53,301
64 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 6,6156.6k $305.5k $305.5k 0.01% Added +1.3k +1,327
65 TUCKER ASSET MANAGEMENT LLC 0.07% of their portfolio LITTLETON, CO 6,4896.5k $299.7k $299.7k 0.07% New
66 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 6,1756.2k $285.2k $285.2k 0.01% Unchanged
67 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 5,9856.0k $276.4k $276.4k 0.01% Unchanged
68 OneAscent Financial Services LLC 0.01% of their portfolio BIRMINGHAM, AL 5,7905.8k $267.4k $267.4k 0.01% Unchanged
69 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 5,7565.8k $265.8k $265.8k 0.00% Unchanged
70 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 5,6585.7k $261.3k $261.3k 0.01% Reduced -376 -376
71 VERUS CAPITAL PARTNERS, LLC 0.01% of their portfolio SCOTTSDALE, AZ 5,1805.2k $239.2k $239.2k 0.01% Reduced -135 -135
72 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 5,1255.1k $236.7k $236.7k 0.00% Reduced -132 -132
73 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4,9765.0k $229.8k $229.8k 0.00% Reduced -243 -243
74 Colonial Trust Co / SC 0.03% of their portfolio SPARTANBURG, SC 4,9004.9k $224.1k $224.1k 0.03% Unchanged
75 Summit Investment Advisory Services, LLC 0.05% of their portfolio ROSEVILLE, MN 4,7314.7k $218.5k $218.5k 0.05% New
76 Capital Group Private Client Services, Inc. 0.00% of their portfolio Los Angeles, CA 4,3774.4k $202.1k $202.1k 0.00% New
77 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,2904.3k $198.1k $198.1k 0.00% Added +815 +815
78 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3,3833.4k $156.2k $156.2k 0.00% Reduced -3 -3
79 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 3,1533.2k $145.6k $145.6k 0.00% Unchanged
80 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 2,5832.6k $119.3k $119.3k 0.00% New
81 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.03% of their portfolio WALTHAM, MA 2,1852.2k $100.9k $100.9k 0.03% Reduced -10.4k -10,412
82 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,5901.6k $73.4k $73.4k 0.00% Unchanged
83 FIRST COMMUNITY TRUST NA 0.03% of their portfolio DUBUQUE, IA 1,5001.5k $69.3k $69.3k 0.03% Unchanged
84 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 1,3041.3k $59.5k $59.5k 0.00% Reduced -97 -97
85 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,1821.2k $54.6k $54.6k 0.00% Unchanged
86 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 759759 $35.1k $35.1k 0.00% Added +29 +29
87 CX Institutional 0.00% of their portfolio AUBURN, IN 569569 $26.0k $26.0k 0.00% Reduced -100 -100
88 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 510510 $23.6k $23.6k 0.00% New
89 Front Row Advisors LLC 0.01% of their portfolio TIBURON, CA 440440 $20.7k $20.7k 0.01% Unchanged
90 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 380380 $17.5k $17.5k 0.00% New
91 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 304304 $14.0k $14.0k 0.00% Unchanged
92 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 300300 $13.7k $13.7k 0.00% Unchanged
93 Harel Insurance Investments & Financial Services Ltd. 0.00% of their portfolio Ramat Gan, L3 290290 $13.0k $13.0k 0.00% Unchanged
94 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 250250 $11.5k $11.5k 0.00% Unchanged
95 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 215215 $9.9k $9.9k 0.00% Unchanged
96 Medallion Wealth Advisors, LLC 0.00% of their portfolio FARMINGTON, CT 132132 $6.1k $6.1k 0.00% Added +1 +1
97 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 125125 $5.8k $5.8k 0.00% Unchanged
98 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 112112 $5.2k $5.2k 0.00% Unchanged
99 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 8181 $3.7k $3.7k 0.00% Added +42 +42
100 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5959 $2.7k $2.7k 0.00% Unchanged