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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
$36.37 -0.21 (-0.57%)
(As of 12/20/2024 04:32 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$8.54M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$787.38K
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DNL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Integrated Wealth Concepts LLC31,719$1.25M0.0%+2.4%0.193%
11/14/2024 Flow Traders U.S. LLC33,102$1.30M0.1%N/A0.202%
11/14/2024 Captrust Financial Advisors185,180$7.30M0.0%+0.2%1.129%
11/8/2024 BIP Wealth LLC245,462$9.66M0.7%+7.3%1.497%
10/30/2024 United Advisor Group LLC11,793$465K0.1%+2.8%0.072%
8/13/2024 Legacy Financial Advisors Inc.481,554$18.82M3.4%-3.6%2.936%
5/15/2024 Flow Traders U.S. LLC101,734$3.96M0.2%+1,647.1%0.620%
5/14/2024 OLD Mission Capital LLC99,650$3.88M0.1%+149.0%0.608%
2/6/2024 Legacy Financial Advisors Inc.441,010$16.31M3.1%-0.6%2.625%
2/2/2024 BIP Wealth LLC279,688$10.35M0.8%+4.9%1.665%
11/9/2023 BIP Wealth LLC266,695$8.92M0.8%-5.7%1.587%
8/11/2023 Baird Financial Group Inc.76,725$2.75M0.0%+51.5%0.457%
8/9/2023 Flow Traders U.S. LLC6,395$229K0.0%-79.2%0.038%
7/31/2023 WealthPLAN Partners LLC3,115$112K0.0%-41.7%0.020%
7/28/2023 Private Trust Co. NA2,230$80K0.0%+162.7%0.014%
7/27/2023 BIP Wealth LLC282,836$10.13M0.8%+10.8%1.813%
7/25/2023 WealthPlan Investment Management LLC2,205$39K0.0%-88.3%0.014%
5/10/2023 BIP Wealth LLC255,221$9.07M1.0%N/A1.948%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC4,272$148K0.0%+4,172.0%0.033%
5/10/2023 WealthPLAN Partners LLC5,345$190K0.0%-75.6%0.041%
5/8/2023 WealthPlan Investment Management LLC18,867$669K0.1%-13.7%0.144%
5/3/2023 Legacy Financial Advisors Inc.398,135$14.12M2.9%-0.6%3.039%
5/3/2023 Integrated Wealth Concepts LLC7,199$255K0.0%+6.1%0.055%
3/6/2023 OLD Mission Capital LLC34,781$1.12M0.0%-44.8%0.266%
2/10/2023 CoreCap Advisors LLC2,888$93K0.0%N/A0.023%
2/6/2023 Legacy 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%
11/15/2022 Flow Traders U.S. LLC85,314$2.35M0.1%N/A0.632%
11/14/2022 OLD Mission Capital LLC62,981$1.73M0.1%-40.9%0.467%
11/9/2022 ShoreHaven 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%
8/11/2022 CoreCap Advisors LLC3,051$97K0.0%N/A0.022%
8/8/2022 Integrated Wealth Concepts LLC6,357$201K0.0%-82.1%0.045%
8/8/2022 Legacy Financial Advisors Inc.317,322$10.06M2.5%-10.2%2.267%
8/5/2022 OLD Mission Capital LLC106,583$3.38M0.1%+204.1%0.761%
8/1/2022 ShoreHaven Wealth Partners LLC130,182$4.13M3.0%-41.2%0.930%
7/18/2022Well Done LLC49,950$1.58M0.3%-2.7%0.357%
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5/12/2022 Integrated Wealth Concepts LLC35,538$1.41M0.0%+30.3%0.250%
5/10/2022 Raab & Moskowitz Asset Management LLC10,710$425K0.1%+3.1%0.075%
5/4/2022 Legacy 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%
4/20/2022 Howard 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%
2/14/2022 Partners Capital Investment Group LLP14,100$614K0.0%+48.4%0.106%
2/10/2022 OLD Mission Capital LLC20,282$884K0.0%+21.8%0.152%
2/9/2022 Sowell Financial Services LLC15,179$661K0.0%N/A0.114%
2/7/2022 WFA of San Diego LLC2,773$121K0.1%N/A0.021%
2/4/2022 Legacy Financial Advisors Inc.275,119$11.99M2.8%N/A2.069%
2/2/2022 Sigma 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%
1/18/2022 Howard Wealth Management LLC32,179$1.40M0.7%+14.4%0.266%
11/15/2021 Flow Traders U.S. LLC25,676$1.04M0.0%-30.5%0.242%
11/12/2021 OLD Mission Capital LLC16,654$674K0.0%-78.8%0.157%
10/28/2021 ShoreHaven 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%
8/24/2021 Flow Traders U.S. LLC36,953$1.54M0.1%+244.7%0.370%
8/13/2021 OLD Mission Capital LLC78,671$3.28M0.1%N/A0.787%
8/13/2021 Sigma Planning Corp9,393$391K0.0%+100.0%0.094%
8/5/2021 WASHINGTON TRUST Co590$25K0.0%+391.7%0.006%
8/5/2021 US 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%
8/1/2021 Raab & Moskowitz Asset Management LLC10,150$423K0.2%+140.8%0.102%
7/31/2021 Howard 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%
5/18/2021 Flow Traders U.S. LLC10,720$832K0.0%+20.7%0.228%
5/17/2021 Ameriprise Financial Inc.184,699$14.34M0.0%+12.0%3.930%
5/13/2021 ShoreHaven Wealth Partners LLC40,754$3.16M1.7%+2.2%0.867%
5/6/2021 Sigma Planning Corp4,696$365K0.0%+25.6%0.100%
4/30/2021 Wealthcare Advisory Partners LLC553$43K0.0%N/A0.012%
4/28/2021 Raab & Moskowitz Asset Management LLC4,215$327K0.1%N/A0.090%
4/23/2021 Howard Wealth Management LLC13,219$1.03M0.6%+53.1%0.281%
2/10/2021 ShoreHaven Wealth Partners LLC39,866$3.04M1.7%N/A0.886%
2/2/2021Well Done LLC21,576$1.64M0.4%-0.9%0.490%
1/26/2021Balasa Dinverno & Foltz LLC3,532$269K0.0%-16.2%0.080%
1/15/2021 Patriot Financial Group Insurance Agency LLC2,869$218K0.1%+7.7%0.065%
1/13/2021 Sowell Financial Services LLC3,425$261K0.0%+64.3%0.078%
1/8/2021Carroll Financial Associates Inc.1,211$92K0.0%-12.4%0.031%
(Data available from 1/1/2016 forward)

DNL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DNL shares?

During the previous two years, 15 institutional investors and hedge funds held shares of WisdomTree Global ex U.S. Quality Dividend Growth Fund. The most heavily invested institutionals were Legacy Financial Advisors Inc. ($18.82M), BIP Wealth LLC ($9.66M), Captrust Financial Advisors ($7.30M), OLD Mission Capital LLC ($3.88M), Baird Financial Group Inc. ($2.75M), Well Done LLC ($1.31M), and Flow Traders U.S. LLC ($1.30M).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 12 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 ($312.43K), Flow Traders U.S. LLC ($129.01K), OLD Mission Capital LLC ($59.63K), Baird Financial Group Inc. ($26.09K), Legacy Financial Advisors Inc. ($20.88K), Summit Investment Advisory Services LLC ($6.88K), and Nelson Van Denburg & Campbell Wealth Management Group LLC ($4.17K).

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

Institutional investors have bought a total of 565,146 shares in the last 24 months. This purchase volume represents approximately $20.71M 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: OLD Mission Capital LLC ($28.20K), Flow Traders U.S. LLC ($24.29K), Legacy Financial Advisors Inc. ($22.66K), WealthPlan Investment Management LLC ($19.66K), WealthPLAN Partners LLC ($18.82K), BIP Wealth LLC ($16.14K), and Well Done LLC ($938.00).

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

Institutional investors have sold a total of 130,709 shares in the last 24 months. This volume of shares sold represents approximately $4.59M in transactions.



This page (NYSEARCA:DNL) was last updated on 12/22/2024 by MarketBeat.com Staff
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