Wisdmtree GB Ex-US QL GR-UsdDNLETF
13F holders, Q2 2025 (June 30)103holders −4
9new positions
12sold out
2famous investors
$40.26avg. 13F price*
At the end of Q2 2025, 103 institutions reported holding Wisdmtree GB Ex-US QL GR-Usd (DNL) in their 13F filings, down 4 from Q1 2025. 9 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($33.5M), Ameriprise Financial Inc. ($33.4M) and LPL Financial LLC ($26.0M). 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 (Q2 2025)
- CUSIP
- 97717W844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.4M |
| Exits | 12 | $4.7M |
All 13F filers, Q1 2025 → Q2 2025: 385,746 shares bought and 1,021,709 shares sold, net −635,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Morgan Stanley | 0.00% | Reduce -2.9% | 832,122 | $33.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.6% | 829,679 | $33.4M |
| LPL Financial LLC | 0.01% | Add +2.7% | 645,170 | $26.0M |
| Bank of America Corp. | 0.00% | Reduce -4.7% | 619,338 | $24.9M |
| UBS Group AG | 0.00% | Reduce -4.0% | 538,627 | $21.7M |
| Private Advisor Group, LLC | 0.12% | Reduce -7.3% | 532,161 | $21.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 500,720 | $20.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.1% | 475,884 | $19.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 446,112 | $18.0M |
| Key Financial Inc | 3.51% | Reduce -0.1% | 432,721 | $17.4M |
| BIP Wealth, LLC | 0.60% | Reduce -3.4% | 241,533 | $9.7M |
| JPMorgan Chase & Co. | 0.00% | Add +11.8% | 235,685 | $9.5M |
| ShoreHaven Wealth Partners, LLC | 3.58% | Add +5.2% | 216,755 | $8.7M |
| Captrust Financial Advisors | 0.02% | Add +1.3% | 206,366 | $8.3M |
| Cerro Pacific Wealth Advisors LLC | 2.08% | Add +58.1% | 185,907 | $7.5M |
| Equitable Holdings, Inc. | 0.06% | Add +2.0% | 171,962 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 171,107 | $6.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +27.6% | 113,752 | $4.6M |
| Jane Street Group, LLC | 0.01% | Reduce -80.3% | 105,693 | $4.3M |
| Flow Traders U.S. LLC | 0.14% | Add +471.0% | 95,375 | $3.8M |
| Cetera Investment Advisers | 0.01% | Reduce -5.6% | 78,512 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 77,695 | $3.1M |
| Ieq Capital, LLC | 0.02% | No change | 76,836 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.8% | 73,710 | $3.0M |
| Wealth Watch Advisors, INC | 1.65% | New | 70,956 | $2.9M |
| Baird Financial Group, Inc. | 0.01% | Add +0.5% | 70,220 | $2.8M |
| NewEdge Wealth, LLC | 0.04% | Reduce -2.4% | 63,368 | $2.5M |
| Breakwater Capital Group | 0.39% | Reduce -25.4% | 59,711 | $2.4M |
| Integrity Financial Corp | 1.19% | Reduce -35.7% | 57,902 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.7% | 55,025 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -45.1% | 54,038 | $2.2M |
| Collaborative Wealth Managment Inc. | 0.95% | Reduce -2.9% | 53,849 | $2.2M |
| Cwm, LLC | 0.01% | Reduce -17.0% | 49,442 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -9.8% | 44,610 | $1.8M |
| Well Done, LLC | 0.33% | Add +0.8% | 44,308 | $1.8M |
| Michels Family Financial, LLC | 1.48% | Add +2.1% | 43,004 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 40,874 | $1.6M |
| Financial Strategies Group, Inc. | 0.34% | Reduce -13.0% | 40,783 | $1.6M |
| WealthPlan Investment Management, LLC | 0.11% | Add +48.1% | 37,159 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +8.2% | 36,790 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.3% | 35,910 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.24% | Reduce -72.9% | 35,102 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.2% | 28,232 | $1.1M |
| Howard Wealth Management, LLC | 0.52% | No change | 25,488 | $1.0M |
| Ruggaard & Associates LLC | 0.40% | Add +32.5% | 24,588 | $990K |
| Tectonic Advisors LLC | 0.06% | Add +0.8% | 24,008 | $967K |
| Element Wealth, LLC | 0.44% | Add +3.4% | 23,721 | $955K |
| 5T Wealth, LLC | 0.46% | New | 22,407 | $902K |
| TFG Advisers LLC | 0.30% | Reduce -1.6% | 22,042 | $888K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.0% | 20,943 | $843K |
| Arax Advisory Partners | 0.03% | Add +39.9% | 17,959 | $723K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.1% | 17,940 | $722K |
| Sowa Financial Group, Inc. | 0.42% | Add +18.5% | 16,890 | $680K |
| Argent Trust Co | 0.03% | No change | 16,560 | $667K |
| Manske Wealth Management | 0.20% | Reduce -1.4% | 14,959 | $602K |
| Drive Wealth Management, LLC | 0.13% | Add +6.9% | 14,473 | $583K |
| Creative Planning | 0.00% | Reduce -1.7% | 13,488 | $543K |
| United Advisor Group, LLC | 0.08% | Reduce -11.4% | 11,782 | $474K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -30.2% | 11,547 | $465K |
| AQR Capital Management | 0.00% | Reduce -29.5% | 11,478 | $462K |
| US Bancorp \de | 0.00% | Reduce -0.1% | 11,420 | $460K |
| TD Capital Management LLC | 0.04% | Add +0.7% | 11,351 | $457K |
| Pension & Wealth Management Advisors, Inc. | 0.14% | Reduce -20.1% | 10,563 | $425K |
| Lion Street Advisors, LLC | 0.13% | Reduce -1.9% | 10,476 | $422K |
| Cherrydale Wealth Management, LLC | 0.14% | Add +0.8% | 10,274 | $414K |
| Raab & Moskowitz Asset Management LLC | 0.09% | No change | 9,600 | $387K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.8% | 9,182 | $370K |
| FMR LLC | 0.00% | Add +42.4% | 7,314 | $295K |
| Northern Trust Corp. | 0.00% | New | 6,516 | $262K |
| RMR Wealth Builders | 0.02% | Reduce -0.1% | 6,339 | $255K |
| Geneos Wealth Management Inc. | 0.01% | Add +11.8% | 6,065 | $244K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -4.7% | 5,987 | $241K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -15.4% | 5,925 | $239K |
| Principal Securities, Inc. | 0.00% | Add +98.0% | 5,925 | $239K |
| SageView Advisory Group, LLC | 0.01% | No change | 5,985 | $238K |
| OneAscent Financial Services LLC | 0.02% | No change | 5,790 | $232K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -83.2% | 5,675 | $229K |
| Comerica Bank | 0.00% | Reduce -0.7% | 5,328 | $215K |
| Verus Capital Partners, LLC | 0.02% | New | 5,227 | $210K |
| Colonial Trust Co / SC | 0.03% | No change | 4,900 | $197K |
| Allworth Financial LP | 0.00% | No change | 4,211 | $170K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -44.1% | 3,075 | $124K |
| Jones Financial Companies LLLP | 0.00% | Add +41.0% | 3,001 | $121K |
| Private Trust Co. NA | 0.01% | Add +42.6% | 2,905 | $117K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +26.3% | 2,069 | $83K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1,723 | $69K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,590 | $64K |
| First Community Trust NA | 0.05% | Reduce -25.0% | 1,500 | $60K |
| IFP Advisors, Inc | 0.00% | No change | 1,500 | $60K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 1,149 | $46K |
| AE Wealth Management LLC | 0.00% | No change | 1,148 | $46K |
| AlphaCore Capital LLC | 0.00% | New | 720 | $29K |
| NewEdge Advisors, LLC | 0.00% | Add +2.9% | 574 | $23K |
| Front Row Advisors LLC | 0.01% | No change | 440 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 426 | $17K |
| CoreCap Advisors, LLC | 0.00% | Reduce -19.4% | 304 | $12K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 290 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | New | 228 | $9K |
| Signaturefd, LLC | 0.00% | No change | 215 | $9K |
| Optimum Investment Advisors | 0.00% | No change | 148 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 112 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 59 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 21 | $835 |
"% 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.