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WisdomTree Global ex U.S. Quality Dividend Growth Fund (DNL) Institutional Ownership

WisdomTree Global ex U.S. Quality Dividend Growth Fund logo
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Institutional Ownership Changes (13F Filings) for WisdomTree Global ex U.S. Quality Dividend Growth Fund (NYSEARCA:DNL)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$13.53M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.09M
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DNL Institutional Buying and Selling by Quarter

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WisdomTree Global ex U.S. Quality Dividend Growth Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025Captrust Financial Advisors206,105$7.42M0.0%+11.3%1.257%
2/17/2025Baird Financial Group Inc.106,723$3.84M0.0%-24.5%0.651%
2/17/2025BIP Wealth LLC255,694$9.20M0.6%+4.2%1.559%
2/17/2025Ameriprise Financial Inc.811,440$29.19M0.0%+3.2%4.948%
2/14/2025Integrated Wealth Concepts LLC32,510$1.17M0.0%+2.5%0.198%
2/14/2025IHT Wealth Management LLC57,027$2.05M0.1%-10.4%0.348%
2/13/2025Legacy Financial Advisors Inc.108,047$3.89M0.6%-17.1%0.659%
2/12/2025Brown Brothers Harriman & Co.1,151$41K0.0%N/A0.007%
2/12/2025JPMorgan Chase & Co.278,326$10.01M0.0%+29.3%1.697%
2/11/2025Runnymede Capital Advisors Inc.710$26K0.0%N/A0.004%
1/13/2025 AdvisorNet Financial Inc1,590$57K0.0%-63.9%0.010%
12/26/2024JPMorgan Chase & Co.215,234$8.48M0.0%+14.5%1.312%
11/15/2024Integrated Wealth Concepts LLC31,719$1.25M0.0%+2.4%0.193%
11/14/2024Flow Traders U.S. LLC33,102$1.30M0.1%N/A0.202%
11/14/2024Captrust Financial Advisors185,180$7.30M0.0%+0.2%1.129%
11/8/2024BIP Wealth LLC245,462$9.66M0.7%+7.3%1.497%
10/30/2024United Advisor Group LLC11,793$465K0.1%+2.8%0.072%
8/13/2024Legacy Financial Advisors Inc.481,554$18.82M3.4%-3.6%2.936%
5/15/2024Flow Traders U.S. LLC101,734$3.96M0.2%+1,647.1%0.620%
5/14/2024OLD Mission Capital LLC99,650$3.88M0.1%+149.0%0.608%
2/6/2024Legacy Financial Advisors Inc.441,010$16.31M3.1%-0.6%2.625%
2/2/2024BIP Wealth LLC279,688$10.35M0.8%+4.9%1.665%
11/9/2023BIP Wealth LLC266,695$8.92M0.8%-5.7%1.587%
8/11/2023Baird Financial Group Inc.76,725$2.75M0.0%+51.5%0.457%
8/9/2023Flow Traders U.S. LLC6,395$229K0.0%-79.2%0.038%
7/31/2023WealthPLAN Partners LLC3,115$112K0.0%-41.7%0.020%
7/28/2023Private Trust Co. NA2,230$80K0.0%+162.7%0.014%
7/27/2023BIP Wealth LLC282,836$10.13M0.8%+10.8%1.813%
7/25/2023WealthPlan Investment Management LLC2,205$39K0.0%-88.3%0.014%
5/10/2023BIP Wealth LLC255,221$9.07M1.0%N/A1.948%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC4,272$148K0.0%+4,172.0%0.033%
5/10/2023WealthPLAN Partners LLC5,345$190K0.0%-75.6%0.041%
5/8/2023WealthPlan Investment Management LLC18,867$669K0.1%-13.7%0.144%
5/3/2023Legacy Financial Advisors Inc.398,135$14.12M2.9%-0.6%3.039%
5/3/2023Integrated Wealth Concepts LLC7,199$255K0.0%+6.1%0.055%
3/6/2023OLD Mission Capital LLC34,781$1.12M0.0%-44.8%0.266%
2/10/2023CoreCap Advisors LLC2,888$93K0.0%N/A0.023%
2/6/2023Legacy Financial Advisors Inc.400,518$12.91M2.8%+5.5%3.204%
2/2/2023 Summit Investment Advisory Services LLC6,883$222K0.3%N/A0.055%
1/18/2023Well Done LLC40,729$1.31M0.3%-2.3%0.337%
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11/15/2022Flow Traders U.S. LLC85,314$2.35M0.1%N/A0.632%
11/14/2022OLD Mission Capital LLC62,981$1.73M0.1%-40.9%0.467%
11/9/2022ShoreHaven Wealth Partners LLC170,575$4.69M3.6%+31.0%1.264%
10/14/2022Well Done LLC41,667$1.15M0.3%-16.6%0.309%
10/14/2022 First Community Trust NA2,000$55K0.1%N/A0.015%
10/7/2022 Worth Asset Management LLC930$26K0.0%-58.3%0.007%
8/11/2022CoreCap Advisors LLC3,051$97K0.0%N/A0.022%
8/8/2022Integrated Wealth Concepts LLC6,357$201K0.0%-82.1%0.045%
8/8/2022Legacy Financial Advisors Inc.317,322$10.06M2.5%-10.2%2.267%
8/5/2022OLD Mission Capital LLC106,583$3.38M0.1%+204.1%0.761%
8/1/2022ShoreHaven Wealth Partners LLC130,182$4.13M3.0%-41.2%0.930%
7/18/2022Well Done LLC49,950$1.58M0.3%-2.7%0.357%
5/12/2022Integrated Wealth Concepts LLC35,538$1.41M0.0%+30.3%0.250%
5/10/2022Raab & Moskowitz Asset Management LLC10,710$425K0.1%+3.1%0.075%
5/4/2022Legacy Financial Advisors Inc.353,354$14.04M3.2%+28.4%2.488%
4/20/2022Well Done LLC51,310$2.04M0.4%+18.8%0.361%
4/20/2022Howard Wealth Management LLC32,799$1.30M0.7%+1.9%0.231%
4/18/2022 Procyon Advisors LLC24,200$961K0.2%-24.6%0.170%
4/14/2022 AdvisorNet Financial Inc4,400$175K0.0%N/A0.031%
2/14/2022Partners Capital Investment Group LLP14,100$614K0.0%+48.4%0.106%
2/10/2022OLD Mission Capital LLC20,282$884K0.0%+21.8%0.152%
2/9/2022Sowell Financial Services LLC15,179$661K0.0%N/A0.114%
2/7/2022WFA of San Diego LLC2,773$121K0.1%N/A0.021%
2/4/2022Legacy Financial Advisors Inc.275,119$11.99M2.8%N/A2.069%
2/2/2022Sigma Planning Corp10,953$477K0.0%+3.8%0.084%
1/18/2022 Procyon Private Wealth Partners LLC32,113$1.40M0.3%+1.4%0.265%
1/18/2022Howard Wealth Management LLC32,179$1.40M0.7%+14.4%0.266%
11/15/2021Flow Traders U.S. LLC25,676$1.04M0.0%-30.5%0.242%
11/12/2021OLD Mission Capital LLC16,654$674K0.0%-78.8%0.157%
10/28/2021ShoreHaven Wealth Partners LLC78,430$3.17M1.7%-4.5%0.754%
10/14/2021 Procyon Private Wealth Partners LLC31,662$1.28M0.3%N/A0.304%
10/6/2021IFP Advisors Inc762$31K0.0%-40.6%0.007%
8/24/2021Flow Traders U.S. LLC36,953$1.54M0.1%+244.7%0.370%
8/13/2021OLD Mission Capital LLC78,671$3.28M0.1%N/A0.787%
8/13/2021Sigma Planning Corp9,393$391K0.0%+100.0%0.094%
8/5/2021WASHINGTON TRUST Co590$25K0.0%+391.7%0.006%
8/5/2021US Bancorp DE11,420$476K0.0%+100.0%0.114%
8/1/2021 Patriot Financial Group Insurance Agency LLC5,768$240K0.0%+113.2%0.058%
8/1/2021Raab & Moskowitz Asset Management LLC10,150$423K0.2%+140.8%0.102%
7/31/2021Howard Wealth Management LLC27,895$1.16M0.6%+111.0%0.279%
7/31/2021Well Done LLC43,331$1.81M0.4%+100.3%0.433%
7/31/2021IFP Advisors Inc1,282$53K0.0%+2,952.4%0.013%
5/18/2021Flow Traders U.S. LLC10,720$832K0.0%+20.7%0.228%
5/17/2021Ameriprise Financial Inc.184,699$14.34M0.0%+12.0%3.930%
5/13/2021ShoreHaven Wealth Partners LLC40,754$3.16M1.7%+2.2%0.867%
5/6/2021Sigma Planning Corp4,696$365K0.0%+25.6%0.100%
4/30/2021 Wealthcare Advisory Partners LLC553$43K0.0%N/A0.012%
4/28/2021Raab & Moskowitz Asset Management LLC4,215$327K0.1%N/A0.090%
4/23/2021Howard Wealth Management LLC13,219$1.03M0.6%+53.1%0.281%
(Data available from 1/1/2016 forward)

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DNL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DNL shares?

During the previous two years, 18 institutional investors and hedge funds held shares of WisdomTree Global ex U.S. Quality Dividend Growth Fund. The most heavily invested institutionals were Ameriprise Financial Inc. ($29.19M), JPMorgan Chase & Co. ($10.01M), BIP Wealth LLC ($9.20M), Captrust Financial Advisors ($7.42M), Legacy Financial Advisors Inc. ($3.89M), OLD Mission Capital LLC ($3.88M), and Baird Financial Group Inc. ($3.84M).Learn more on DNL's institutional investors.

Which institutional investors have been buying WisdomTree Global ex U.S. Quality Dividend Growth Fund stock?

Of the 13 institutional investors that purchased WisdomTree Global ex U.S. Quality Dividend Growth Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BIP Wealth LLC ($322.67K), Flow Traders U.S. LLC ($129.01K), JPMorgan Chase & Co. ($90.40K), OLD Mission Capital LLC ($59.63K), Baird Financial Group Inc. ($26.09K), Ameriprise Financial Inc. ($25.27K), and Captrust Financial Advisors ($21.21K).

How much institutional buying is happening at WisdomTree Global ex U.S. Quality Dividend Growth Fund?

Institutional investors have bought a total of 683,970 shares in the last 24 months. This purchase volume represents approximately $25.20M in transactions.

Which WisdomTree Global ex U.S. Quality Dividend Growth Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Global ex U.S. Quality Dividend Growth Fund stock in the last 24 months: Legacy Financial Advisors Inc. ($44.90K), Baird Financial Group Inc. ($34.69K), Flow Traders U.S. LLC ($24.29K), WealthPlan Investment Management LLC ($19.66K), WealthPLAN Partners LLC ($18.82K), BIP Wealth LLC ($16.14K), and IHT Wealth Management LLC ($6.64K).

How much institutional selling is happening at WisdomTree Global ex U.S. Quality Dividend Growth Fund?

Institutional investors have sold a total of 167,953 shares in the last 24 months. This volume of shares sold represents approximately $6.04M in transactions.


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This page (NYSEARCA:DNL) was last updated on 4/17/2025 by MarketBeat.com Staff
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