Wisdmtree GB Ex-US QL GR-UsdDNLETF
13F holders, Q1 2025 (March 31)107holders −3
7new positions
9sold out
2famous investors
$35.67avg. 13F price*
At the end of Q1 2025, 107 institutions reported holding Wisdmtree GB Ex-US QL GR-Usd (DNL) in their 13F filings, down 3 from Q4 2024. 7 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($30.6M), Ameriprise Financial Inc. ($30.3M) and Bank of America Corp. ($23.2M). 2 famous investors held it, including 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 (Q1 2025)
- CUSIP
- 97717W844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.4M |
| Exits | 9 | $19.0M |
All 13F filers, Q4 2024 → Q1 2025: 711,735 shares bought and 2,975,396 shares sold, net −2,263,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Morgan Stanley | 0.00% | Reduce -14.6% | 857,140 | $30.6M |
| Ameriprise Financial Inc. | 0.01% | Add +5.0% | 852,049 | $30.3M |
| Bank of America Corp. | 0.00% | Reduce -41.7% | 650,118 | $23.2M |
| LPL Financial LLC | 0.01% | Reduce -20.0% | 628,154 | $22.4M |
| Private Advisor Group, LLC | 0.12% | Reduce -9.2% | 573,845 | $20.5M |
| UBS Group AG | 0.00% | Reduce -0.5% | 561,103 | $20.0M |
| Jane Street Group, LLC | 0.03% | Add +151.5% | 536,472 | $19.1M |
| Royal Bank of Canada | 0.00% | Reduce -9.0% | 504,363 | $18.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.8% | 491,071 | $17.5M |
| Wells Fargo & Company | 0.00% | Reduce -21.7% | 457,525 | $16.3M |
| Key Financial Inc | 3.36% | Reduce -0.6% | 433,198 | $15.5M |
| BIP Wealth, LLC | 0.58% | Reduce -2.2% | 249,995 | $8.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.3% | 210,791 | $7.5M |
| ShoreHaven Wealth Partners, LLC | 3.52% | Reduce -25.3% | 206,127 | $7.4M |
| Captrust Financial Advisors | 0.02% | Reduce -1.1% | 203,822 | $7.3M |
| Equitable Holdings, Inc. | 0.06% | Reduce -48.2% | 168,595 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +1441.6% | 168,296 | $6.0M |
| Sentinel Pension Advisors, LLC | 0.85% | Add +1.3% | 129,691 | $4.6M |
| Cerro Pacific Wealth Advisors LLC | 1.38% | Reduce -7.3% | 117,618 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +74.6% | 98,521 | $3.5M |
| Integrity Financial Corp | 1.82% | Add +4.9% | 89,995 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -20.1% | 89,184 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +91.0% | 83,207 | $3.0M |
| Breakwater Capital Group | 0.51% | Reduce -5.4% | 80,000 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +2.6% | 76,921 | $2.7M |
| Ieq Capital, LLC | 0.02% | No change | 76,836 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -27.8% | 75,035 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -34.5% | 69,868 | $2.5M |
| NewEdge Wealth, LLC | 0.04% | Reduce -3.1% | 64,914 | $2.3M |
| Cwm, LLC | 0.01% | Reduce -92.1% | 59,544 | $2.1M |
| IHT Wealth Management, LLC | 0.07% | Add +3.3% | 58,911 | $2.1M |
| Collaborative Wealth Managment Inc. | 0.93% | Reduce -0.4% | 55,466 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.6% | 52,543 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -21.5% | 49,430 | $1.8M |
| Financial Strategies Group, Inc. | 0.39% | Reduce -4.8% | 46,879 | $1.6M |
| Well Done, LLC | 0.29% | Add +0.3% | 43,939 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +0.9% | 43,461 | $1.6M |
| Michels Family Financial, LLC | 1.36% | Add +1.6% | 42,102 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -38.1% | 40,968 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +131.8% | 34,009 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.9% | 33,772 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -45.8% | 28,570 | $1.0M |
| Cyr Financial Inc. | 0.87% | Reduce -15.2% | 27,209 | $971K |
| Howard Wealth Management, LLC | 0.51% | Reduce -0.1% | 25,488 | $909K |
| WealthPlan Investment Management, LLC | 0.09% | Add +4.8% | 25,093 | $895K |
| Tectonic Advisors LLC | 0.05% | Reduce -23.6% | 23,812 | $849K |
| Element Wealth, LLC | 0.44% | Add +1.3% | 22,951 | $819K |
| TFG Advisers LLC | 0.29% | Reduce -3.7% | 22,397 | $799K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 21,805 | $778K |
| Ruggaard & Associates LLC | 0.29% | Add +16.6% | 18,557 | $662K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.1% | 17,920 | $639K |
| Flow Traders U.S. LLC | 0.03% | Reduce -63.0% | 16,704 | $596K |
| Argent Trust Co | 0.02% | No change | 16,560 | $591K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.7% | 16,540 | $590K |
| AQR Capital Management | 0.00% | Reduce -8.1% | 16,272 | $580K |
| Townsquare Capital LLC | 0.01% | Reduce -20.2% | 15,933 | $568K |
| Manske Wealth Management | 0.20% | Add +0.0% | 15,164 | $541K |
| Sowa Financial Group, Inc. | 0.33% | Add +9.2% | 14,256 | $509K |
| Creative Planning | 0.00% | New | 13,718 | $489K |
| Drive Wealth Management, LLC | 0.11% | Reduce -5.5% | 13,540 | $483K |
| United Advisor Group, LLC | 0.10% | Add +1.7% | 13,296 | $474K |
| Pension & Wealth Management Advisors, Inc. | 0.18% | Add +22.1% | 13,214 | $471K |
| Arax Advisory Partners | 0.03% | Add +22.4% | 12,839 | $458K |
| US Bancorp \de | 0.00% | No change | 11,427 | $408K |
| TD Capital Management LLC | 0.04% | Reduce -0.3% | 11,271 | $402K |
| Lion Street Advisors, LLC | 0.12% | Add +0.1% | 10,684 | $381K |
| Cherrydale Wealth Management, LLC | 0.14% | Add +0.6% | 10,189 | $363K |
| Raab & Moskowitz Asset Management LLC | 0.09% | Reduce -4.1% | 9,600 | $342K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 9,112 | $325K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.3% | 7,007 | $250K |
| RMR Wealth Builders | 0.02% | Reduce -3.0% | 6,347 | $226K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -9.2% | 6,308 | $225K |
| Revolve Wealth Partners, LLC | 0.03% | New | 6,284 | $224K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -94.3% | 6,132 | $219K |
| SageView Advisory Group, LLC | 0.01% | No change | 5,985 | $214K |
| Monterey Private Wealth, Inc. | 0.06% | New | 5,938 | $212K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 5,864 | $209K |
| OneAscent Financial Services LLC | 0.01% | No change | 5,790 | $208K |
| Vertex Planning Partners, LLC | 0.04% | Reduce -95.5% | 5,627 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.0% | 5,500 | $196K |
| Geneos Wealth Management Inc. | 0.01% | Add +1.4% | 5,423 | $193K |
| Comerica Bank | 0.00% | Reduce -23.1% | 5,363 | $191K |
| FMR LLC | 0.00% | Add +10.0% | 5,136 | $183K |
| Colonial Trust Co / SC | 0.03% | No change | 4,900 | $176K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 4,211 | $153K |
| Wayfinding Financial, LLC | 0.06% | New | 3,544 | $126K |
| Principal Securities, Inc. | 0.00% | No change | 2,992 | $108K |
| Jones Financial Companies LLLP | 0.00% | Add +33.8% | 2,128 | $76K |
| Private Trust Co. NA | 0.01% | Reduce -7.5% | 2,037 | $73K |
| First Community Trust NA | 0.06% | No change | 2,000 | $71K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +34.4% | 1,638 | $59K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,590 | $57K |
| IFP Advisors, Inc | 0.00% | No change | 1,500 | $54K |
| AE Wealth Management LLC | 0.00% | No change | 1,148 | $41K |
| CENTRAL TRUST Co | 0.00% | New | 762 | $27K |
| Runnymede Capital Advisors, Inc. | 0.02% | No change | 710 | $25K |
| NewEdge Advisors, LLC | 0.00% | Add +22.6% | 558 | $20K |
| Front Row Advisors LLC | 0.01% | No change | 440 | $16K |
| Sage Mountain Advisors LLC | 0.00% | No change | 433 | $15K |
| CoreCap Advisors, LLC | 0.00% | No change | 377 | $13K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 290 | $10K |
| Signaturefd, LLC | 0.00% | Reduce -57.0% | 215 | $8K |
| Optimum Investment Advisors | 0.00% | No change | 148 | $5K |
| Creative Financial Designs Inc. | 0.00% | Reduce -2.6% | 112 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -51.2% | 59 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +5.0% | 21 | $733 |
| Assetmark, Inc. | 0.00% | New | 13 | $464 |
"% 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.