Wisdmtree GB Ex-US QL GR-UsdDNLETF
13F holders, Q4 2024 (December 31)110holders −3
7new positions
13sold out
3famous investors
$36.03avg. 13F price*
At the end of Q4 2024, 110 institutions reported holding Wisdmtree GB Ex-US QL GR-Usd (DNL) in their 13F filings, down 3 from Q3 2024. 7 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($40.1M), Morgan Stanley ($36.1M) and Ameriprise Financial Inc. ($29.2M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdmtree GB Ex-US QL GR-Usd
- Filed as
- WISDOMTREE TR (Q4 2024)
- CUSIP
- 97717W844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.8M |
| Exits | 13 | $5.0M |
All 13F filers, Q3 2024 → Q4 2024: 894,800 shares bought and 549,857 shares sold, net +344,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Bank of America Corp. | 0.00% | Add +21.7% | 1,114,419 | $40.1M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 1,003,448 | $36.1M |
| Ameriprise Financial Inc. | 0.01% | Add +3.2% | 811,440 | $29.2M |
| LPL Financial LLC | 0.01% | Add +6.4% | 785,504 | $28.3M |
| Cwm, LLC | 0.11% | Add +0.2% | 755,487 | $27.2M |
| Private Advisor Group, LLC | 0.13% | Reduce -6.3% | 632,259 | $22.7M |
| Wells Fargo & Company | 0.01% | Add +3.8% | 584,461 | $21.0M |
| UBS Group AG | 0.00% | Reduce -17.3% | 563,747 | $20.3M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 554,112 | $19.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.2% | 468,627 | $16.9M |
| Key Financial Inc | 3.56% | Add +1.9% | 435,694 | $15.7M |
| 360 Financial, Inc. | 5.53% | Add +1.8% | 425,313 | $15.3M |
| Equitable Holdings, Inc. | 0.11% | Add +20.9% | 325,393 | $11.7M |
| JPMorgan Chase & Co. | 0.00% | Add +29.3% | 278,326 | $10.0M |
| ShoreHaven Wealth Partners, LLC | 4.69% | Add +30.5% | 275,754 | $9.9M |
| BIP Wealth, LLC | 0.62% | Add +4.2% | 255,694 | $9.2M |
| Jane Street Group, LLC | 0.01% | Reduce -7.0% | 213,344 | $7.7M |
| Captrust Financial Advisors | 0.02% | Add +11.3% | 206,105 | $7.4M |
| Cerro Pacific Wealth Advisors LLC | 1.65% | Add +41.1% | 126,878 | $5.0M |
| Sentinel Pension Advisors, LLC | 0.85% | Add +8.3% | 128,014 | $4.6M |
| Vertex Planning Partners, LLC | 0.99% | Add +4.5% | 124,609 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +28.7% | 111,616 | $4.0M |
| Legacy Financial Advisors, Inc. | 0.64% | Reduce -17.1% | 108,047 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -24.5% | 106,723 | $3.8M |
| Raymond James Financial Inc. | 0.00% | — | 103,886 | $3.7M |
| Integrity Financial Corp | 1.78% | Add +1.6% | 85,793 | $3.1M |
| Breakwater Capital Group | 0.61% | Reduce -2.2% | 84,530 | $3.0M |
| Ieq Capital, LLC | 0.03% | No change | 76,836 | $2.8M |
| Wealth Watch Advisors, INC | 1.69% | — | 75,456 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +4.0% | 74,959 | $2.7M |
| NewEdge Wealth, LLC | 0.04% | Reduce -8.0% | 66,964 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | New | 66,164 | $2.4M |
| Citadel Advisors | 0.00% | Add +232.6% | 62,978 | $2.3M |
| IHT Wealth Management, LLC | 0.07% | Reduce -10.4% | 57,027 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +573.8% | 56,431 | $2.0M |
| Collaborative Wealth Managment Inc. | 0.91% | Reduce -0.3% | 55,710 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +88.7% | 52,721 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.7% | 49,763 | $1.8M |
| Financial Strategies Group, Inc. | 0.42% | Add +33.0% | 49,220 | $1.8M |
| Well Done, LLC | 0.32% | No change | 43,801 | $1.7M |
| Flow Traders U.S. LLC | 0.06% | Add +36.5% | 45,189 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -9.8% | 43,564 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +8.2% | 43,090 | $1.6M |
| Michels Family Financial, LLC | 1.37% | — | 41,452 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.5% | 32,510 | $1.2M |
| Cyr Financial Inc. | 1.05% | Reduce -80.7% | 32,093 | $1.2M |
| Tectonic Advisors LLC | 0.07% | Add +0.4% | 31,162 | $1.1M |
| Howard Wealth Management, LLC | 0.50% | Reduce -2.1% | 25,508 | $918K |
| WealthPlan Investment Management, LLC | 0.09% | Add +5.7% | 23,955 | $862K |
| TFG Advisers LLC | 0.30% | Reduce -0.7% | 23,251 | $837K |
| Element Wealth, LLC | 0.43% | Add +9.8% | 22,661 | $815K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 21,055 | $758K |
| Townsquare Capital LLC | 0.01% | Reduce -2.9% | 19,962 | $718K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.0% | 17,909 | $644K |
| AQR Capital Management | 0.00% | Add +20.2% | 17,704 | $637K |
| Argent Trust Co | 0.02% | No change | 16,560 | $596K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -48.2% | 16,418 | $591K |
| Ruggaard & Associates LLC | 0.25% | Add +19.3% | 15,911 | $572K |
| Manske Wealth Management | 0.22% | — | 15,162 | $546K |
| Gotham Asset Management | 0.01% | No change | 14,879 | $535K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.3% | 14,673 | $528K |
| Drive Wealth Management, LLC | 0.13% | Add +1.4% | 14,321 | $517K |
| United Advisor Group, LLC | 0.09% | Add +10.9% | 13,075 | $470K |
| Sowa Financial Group, Inc. | 0.29% | New | 13,055 | $470K |
| US Bancorp \de | 0.00% | Add +0.1% | 11,427 | $411K |
| TD Capital Management LLC | 0.04% | Add +5.9% | 11,304 | $407K |
| Envestnet Asset Management Inc. | 0.00% | Add +16.6% | 10,917 | $393K |
| Pension & Wealth Management Advisors, Inc. | 0.16% | Add +15.1% | 10,821 | $389K |
| Lion Street Advisors, LLC | 0.12% | Reduce -13.7% | 10,677 | $384K |
| Arax Advisory Partners | 0.02% | New | 10,493 | $378K |
| Cherrydale Wealth Management, LLC | 0.14% | Add +0.4% | 10,133 | $365K |
| Raab & Moskowitz Asset Management LLC | 0.09% | Reduce -1.4% | 10,006 | $360K |
| Virtu Financial LLC | 0.01% | Reduce -20.3% | 7,555 | $272K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -3.7% | 6,987 | $251K |
| Comerica Bank | 0.00% | Add +47.4% | 6,977 | $251K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -12.4% | 6,944 | $250K |
| RMR Wealth Builders | 0.02% | New | 6,544 | $235K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -38.7% | 6,250 | $225K |
| SageView Advisory Group, LLC | 0.01% | No change | 5,985 | $215K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 5,864 | $214K |
| OneAscent Financial Services LLC | 0.02% | New | 5,790 | $209K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.7% | 5,346 | $192K |
| Colonial Trust Co / SC | 0.03% | No change | 4,900 | $177K |
| FMR LLC | 0.00% | Add +4.1% | 4,668 | $168K |
| Allworth Financial LP | 0.00% | No change | 4,213 | $156K |
| Principal Securities, Inc. | 0.00% | Add +0.1% | 2,992 | $108K |
| Private Trust Co. NA | 0.01% | No change | 2,201 | $79K |
| First Community Trust NA | 0.05% | No change | 2,000 | $72K |
| Tucker Asset Management LLC | 0.01% | Reduce -0.4% | 1,598 | $57K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -63.9% | 1,590 | $57K |
| Jones Financial Companies LLLP | 0.00% | Add +0.7% | 1,590 | $57K |
| IFP Advisors, Inc | 0.00% | No change | 1,500 | $54K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 1,219 | $44K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,151 | $41K |
| AE Wealth Management LLC | 0.00% | New | 1,148 | $41K |
| Runnymede Capital Advisors, Inc. | 0.02% | — | 710 | $26K |
| Avior Wealth Management, LLC | 0.00% | Add +136.4% | 662 | $20K |
| Signaturefd, LLC | 0.00% | No change | 500 | $18K |
| NewEdge Advisors, LLC | 0.00% | Add +14.6% | 455 | $16K |
| Front Row Advisors LLC | 0.01% | No change | 440 | $16K |
"% 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.