Wisdmtree GB Ex-US QL GR-UsdDNLETF

13F holders, Q2 2026 (June 30)
102holders +4
10new positions
5sold out
1famous investor
$46.16avg. 13F price*

At the end of Q2 2026, 102 institutions reported holding Wisdmtree GB Ex-US QL GR-Usd (DNL) in their 13F filings, up 4 from Q1 2026. 10 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($58.4M), UBS Group AG ($32.1M) and Private Advisor Group, LLC ($25.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Wisdmtree GB Ex-US QL GR-Usd
Filed as
WISDOMTREE TR (Q2 2026)
CUSIP
97717W844
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 104Q1 2024Q2 2024: 109Q2 2024Q3 2024: 113Q3 2024Q4 2024: 110Q4 2024Q1 2025: 107Q1 2025Q2 2025: 103Q2 2025Q3 2025: 99Q3 2025Q4 2025: 99Q4 2025Q1 2026: 98Q1 2026Q2 2026: 102Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions10$4.6M
Exits5$3.0M

All 13F filers, Q1 2026 → Q2 2026: 277,785 shares bought and 354,437 shares sold, net −76,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 102 holders

Morgan Stanley 0.00% Add +1.7% 1,265,014 $58.4M
UBS Group AG 0.01% Add +0.4% 696,129 $32.1M
Private Advisor Group, LLC 0.11% Add +7.9% 541,897 $25.0M
Ameriprise Financial Inc. 0.00% Reduce -0.3% 494,824 $22.9M
LPL Financial LLC 0.01% Reduce -8.7% 483,790 $22.3M
Key Financial Inc 3.42% Reduce -2.3% 452,268 $20.9M
Royal Bank of Canada 0.00% Reduce -1.1% 430,459 $19.9M
Bank of America Corp. 0.00% Reduce -1.1% 415,717 $19.2M
BIP Wealth, LLC 0.34% Add +6.8% 258,717 $11.9M
Captrust Financial Advisors 0.02% Add +3.0% 228,542 $10.6M
Wells Fargo & Company 0.00% Reduce -10.5% 220,712 $10.2M
JPMorgan Chase & Co. 0.00% Add +0.8% 206,435 $9.4M
ShoreHaven Wealth Partners, LLC 2.56% Add +1.5% 176,021 $8.1M
Commonwealth Equity Services, LLC 0.01% Reduce -10.8% 172,379 $8.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +78.7% 155,092 $7.2M
Kestra Advisory Services, LLC 0.01% Reduce -20.1% 93,394 $4.3M
Cetera Investment Advisers 0.00% Add +2.2% 77,551 $3.6M
Ieq Capital, LLC 0.02% No change 76,836 $3.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.1% 56,875 $2.6M
Wealth Watch Advisors, INC 0.78% New 51,756 $2.4M
Collaborative Wealth Managment Inc. 0.96% Reduce -17.1% 49,192 $2.3M
Well Done, LLC 0.30% Add +5.8% 47,681 $2.2M
NewEdge Wealth, LLC 0.02% Reduce -7.6% 47,586 $2.2M
Michels Family Financial, LLC 1.37% Add +3.6% 46,264 $2.1M
Breakwater Capital Group 0.26% Reduce -1.3% 46,237 $2.1M
HighTower Advisors, LLC 0.00% Reduce -1.6% 40,899 $1.9M
Raymond James Financial Inc. 0.00% Add +1.4% 39,320 $1.8M
Rockefeller Capital Management L.P. 0.00% Reduce -1.0% 37,473 $1.7M
Stratos Wealth Partners, LTD. 0.02% Add +8.7% 33,402 $1.5M
Sentinel Pension Advisors, LLC 0.17% Reduce -0.1% 29,356 $1.3M
Element Wealth, LLC 0.48% Reduce -1.6% 27,467 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -44.8% 27,028 $1.2M
Jane Street Group, LLC 0.00% Reduce -47.9% 24,443 $1.1M
5T Wealth, LLC 0.41% Reduce -2.6% 24,083 $1.1M
Drive Wealth Management, LLC 0.16% Reduce -3.1% 19,520 $901K
Creative Planning 0.00% Add +3.1% 18,894 $873K
Stifel Financial Corp. 0.00% Add +1.7% 18,851 $870K
Sowa Financial Group, Inc. 0.38% Add +0.1% 17,617 $814K
Argent Trust Co 0.02% No change 16,560 $765K
Envestnet Asset Management Inc. 0.00% Reduce -1.6% 15,400 $711K
Arax Advisory Partners 0.00% Reduce -5.3% 15,060 $695K
Manske Wealth Management 0.17% Reduce -0.7% 14,662 $677K
WealthPlan Investment Management, LLC 0.03% Reduce -3.5% 14,521 $671K
AQR Capital Management 0.00% Add +40.7% 14,180 $655K
Howard Wealth Management, LLC 0.24% No change 13,874 $641K
Ameritas Advisory Services, LLC 0.01% New 13,702 $633K
Onyx Bridge Wealth Group LLC 0.05% Reduce -5.2% 12,152 $561K
US Bancorp \de 0.00% No change 12,020 $555K
Mercer Global Advisors Inc. 0.00% Reduce -43.9% 11,653 $538K
United Advisor Group, LLC 0.06% Add +0.4% 11,478 $530K
Raab & Moskowitz Asset Management LLC 0.10% Reduce -7.5% 10,550 $487K
Integrity Financial Corp 0.23% Reduce -22.4% 10,441 $482K
Cherrydale Wealth Management, LLC 0.13% Add +0.4% 10,420 $481K
Integrity Alliance, Llc. 0.02% Add +0.0% 10,368 $479K
TD Capital Management LLC 0.04% Add +12.9% 9,999 $462K
Osaic Holdings, Inc. 0.00% Reduce -1.8% 9,527 $440K
Principal Securities, Inc. 0.00% Add +2.1% 8,612 $398K
Jones Financial Companies LLLP 0.00% Add +10.7% 8,239 $373K
First Trust Advisors LP 0.00% New 7,600 $351K
Boyer Financial Services, Inc. 0.29% New 7,600 $347K
FMR LLC 0.00% Add +0.0% 7,458 $344K
Baird Financial Group, Inc. 0.00% No change 7,427 $343K
Flow Traders U.S. LLC 0.01% Reduce -88.1% 7,178 $331K
J.W. Cole Advisors, Inc. 0.01% Add +25.1% 6,615 $305K
Tucker Asset Management LLC 0.07% New 6,489 $300K
Level Four Advisory Services, LLC 0.01% No change 6,175 $285K
SageView Advisory Group, LLC 0.01% No change 5,985 $276K
OneAscent Financial Services LLC 0.01% No change 5,790 $267K
Lido Advisors, LLC 0.00% No change 5,756 $266K
VestGen Advisors, LLC 0.01% Reduce -6.2% 5,658 $261K
Verus Capital Partners, LLC 0.01% Reduce -2.5% 5,180 $239K
Fifth Third Bancorp 0.00% Reduce -2.5% 5,125 $237K
Integrated Wealth Concepts LLC 0.00% Reduce -4.9% 4,963 $229K
Colonial Trust Co / SC 0.03% No change 4,900 $224K
Summit Investment Advisory Services, LLC 0.05% New 4,731 $218K
Capital Group Private Client Services, Inc. 0.00% New 4,377 $202K
Steward Partners Investment Advisory, LLC 0.00% Add +23.4% 4,290 $198K
Allworth Financial LP 0.00% Reduce -0.1% 3,383 $156K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 3,153 $146K
IFG Advisory, LLC 0.00% New 2,583 $119K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -82.7% 2,185 $101K
AdvisorNet Financial, Inc 0.00% No change 1,590 $73K
First Community Trust NA 0.03% No change 1,500 $69K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -6.9% 1,304 $60K
Private Trust Co. NA 0.00% No change 1,182 $55K
Larson Financial Group LLC 0.00% Add +4.0% 759 $35K
CX Institutional 0.00% Reduce -14.9% 569 $26K
AE Wealth Management LLC 0.00% New 510 $24K
Front Row Advisors LLC 0.01% No change 440 $21K
Institute for Wealth Management, LLC. 0.00% New 380 $18K
CoreCap Advisors, LLC 0.00% No change 304 $14K
International Assets Investment Management, LLC 0.00% No change 300 $14K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 290 $13K
Geneos Wealth Management Inc. 0.00% No change 250 $12K
Signaturefd, LLC 0.00% No change 215 $10K
Medallion Wealth Advisors, LLC 0.00% Add +0.8% 132 $6K
GAMMA Investing LLC 0.00% No change 125 $6K
Creative Financial Designs Inc. 0.00% No change 112 $5K
Simplex Trading, LLC 0.00% Add +107.7% 81 $4K
Harbour Investments, Inc. 0.00% No change 59 $3K

"% of holder's portfolio" is DNL's weight in each manager's 13F, not the share of Wisdmtree GB Ex-US QL GR-Usd the manager owns.

Show all 102 holders