Wisdmtree GB Ex-US QL GR-UsdDNLETF

13F holders, Q4 2025 (December 31)
99holders
9new positions
8sold out
2famous investors
$41.22avg. 13F price*

At the end of Q4 2025, 99 institutions reported holding Wisdmtree GB Ex-US QL GR-Usd (DNL) in their 13F filings, unchanged from Q3 2025. 9 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($51.0M), UBS Group AG ($31.8M) and Ameriprise Financial Inc. ($30.1M). 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 (Q4 2025)
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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$3.0M
Exits8$9.8M

All 13F filers, Q3 2025 → Q4 2025: 975,895 shares bought and 1,067,083 shares sold, net −91,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 99 holders

Morgan Stanley 0.00% Add +49.6% 1,236,952 $51.0M
UBS Group AG 0.01% Add +35.5% 770,788 $31.8M
Ameriprise Financial Inc. 0.01% Reduce -13.8% 730,008 $30.1M
LPL Financial LLC 0.01% Reduce -17.0% 528,207 $21.8M
Private Advisor Group, LLC 0.10% Reduce -0.1% 495,780 $20.4M
Royal Bank of Canada 0.00% Reduce -5.4% 468,511 $19.3M
Key Financial Inc 3.40% Reduce -0.1% 452,211 $18.6M
Bank of America Corp. 0.00% Reduce -27.9% 443,189 $18.3M
Commonwealth Equity Services, LLC 0.02% Reduce -7.9% 406,331 $16.7M
Wells Fargo & Company 0.00% Reduce -25.9% 340,616 $14.0M
BIP Wealth, LLC 0.37% Add +4.5% 254,372 $10.5M
Rockefeller Capital Management L.P. 0.02% Add +440.9% 240,226 $9.9M
Captrust Financial Advisors 0.02% Add +2.6% 220,339 $9.1M
Envestnet Asset Management Inc. 0.00% Add +18.2% 217,693 $9.0M
JPMorgan Chase & Co. 0.00% Add +2.6% 192,874 $8.0M
ShoreHaven Wealth Partners, LLC 2.46% Add +2.4% 166,377 $6.9M
Flow Traders U.S. LLC 0.18% Reduce -29.1% 132,865 $5.5M
Jane Street Group, LLC 0.01% Reduce -17.0% 103,138 $4.3M
Cetera Investment Advisers 0.00% Reduce -27.9% 81,016 $3.3M
Ieq Capital, LLC 0.01% No change 76,836 $3.2M
Wealth Watch Advisors, INC 1.09% Reduce -1.4% 71,071 $2.9M
Baird Financial Group, Inc. 0.00% Reduce -1.7% 71,056 $2.9M
Raymond James Financial Inc. 0.00% Reduce -8.7% 65,948 $2.7M
Kestra Advisory Services, LLC 0.01% Reduce -27.4% 65,338 $2.7M
Collaborative Wealth Managment Inc. 0.84% Add +11.4% 58,107 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.1% 55,897 $2.3M
NewEdge Wealth, LLC 0.02% Reduce -21.2% 49,957 $2.1M
Cwm, LLC 0.01% Reduce -1.2% 48,270 $2.0M
HighTower Advisors, LLC 0.00% Reduce -2.0% 46,331 $1.9M
Breakwater Capital Group 0.26% Reduce -0.9% 45,760 $1.9M
Well Done, LLC 0.28% Add +0.3% 45,045 $1.9M
Michels Family Financial, LLC 1.33% Add +2.7% 44,066 $1.8M
Susquehanna International Group, LLP 0.00% Add +53.3% 42,191 $1.7M
Citadel Advisors 0.00% New 31,572 $1.3M
Stratos Wealth Partners, LTD. 0.01% Add +7.2% 31,150 $1.3M
Element Wealth, LLC 0.47% Add +9.3% 27,768 $1.1M
Sentinel Pension Advisors, LLC 0.17% Reduce -18.2% 26,795 $1.1M
5T Wealth, LLC 0.40% Add +5.3% 24,113 $994K
Tectonic Advisors LLC 0.05% No change 24,008 $990K
WealthPlan Investment Management, LLC 0.06% Reduce -35.9% 23,689 $976K
Drive Wealth Management, LLC 0.14% Add +13.2% 17,678 $729K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.6% 17,435 $719K
Arax Advisory Partners 0.02% New 17,235 $710K
Stifel Financial Corp. 0.00% Add +6.1% 17,213 $709K
Sowa Financial Group, Inc. 0.36% Add +0.1% 16,906 $697K
Argent Trust Co 0.02% No change 16,560 $683K
Manske Wealth Management 0.18% Reduce -0.7% 14,761 $608K
Integrity Financial Corp 0.30% Reduce -20.3% 14,614 $602K
Howard Wealth Management, LLC 0.25% Reduce -28.4% 13,874 $572K
Onyx Bridge Wealth Group LLC 0.06% Reduce -26.1% 13,212 $545K
Pension & Wealth Management Advisors, Inc. 0.15% Reduce -3.7% 12,323 $508K
Creative Planning 0.00% Reduce -3.6% 12,133 $500K
US Bancorp \de 0.00% Add +5.3% 12,020 $495K
United Advisor Group, LLC 0.06% Reduce -3.4% 11,384 $469K
B. Riley Wealth Advisors, Inc. 0.02% Add +18.2% 11,256 $464K
Raab & Moskowitz Asset Management LLC 0.10% No change 10,650 $439K
Cherrydale Wealth Management, LLC 0.13% Add +0.6% 10,376 $428K
Integrity Alliance, Llc. 0.02% New 10,364 $427K
Osaic Holdings, Inc. 0.00% Reduce -42.3% 10,328 $426K
AQR Capital Management 0.00% No change 10,080 $415K
TD Capital Management LLC 0.03% Add +7.5% 8,857 $365K
FMR LLC 0.00% Add +9.8% 8,222 $339K
Virtu Financial LLC 0.01% Reduce -85.9% 7,617 $314K
Geneos Wealth Management Inc. 0.01% Add +1.9% 6,299 $260K
Principal Securities, Inc. 0.00% Add +5.5% 6,248 $258K
Level Four Advisory Services, LLC 0.01% Add +5.1% 6,229 $257K
SageView Advisory Group, LLC 0.01% No change 5,985 $247K
VestGen Advisors, LLC 0.01% New 5,858 $241K
Jones Financial Companies LLLP 0.00% Add +5.2% 5,625 $232K
Verus Capital Partners, LLC 0.01% Add +1.7% 5,315 $219K
Comerica Bank 0.00% Reduce -0.2% 5,286 $218K
J.W. Cole Advisors, Inc. 0.01% New 5,276 $217K
Colonial Trust Co / SC 0.03% No change 4,900 $202K
Allworth Financial LP 0.00% Reduce -8.9% 3,630 $150K
Steward Partners Investment Advisory, LLC 0.00% No change 3,475 $143K
Private Trust Co. NA 0.01% No change 2,905 $120K
Medallion Wealth Advisors, LLC 0.03% Add +13.2% 2,420 $100K
AdvisorNet Financial, Inc 0.00% No change 1,590 $66K
First Community Trust NA 0.05% No change 1,500 $62K
IFP Advisors, Inc 0.00% Reduce -4.7% 1,430 $59K
Tucker Asset Management LLC 0.02% New 1,395 $58K
CX Institutional 0.00% Reduce -72.8% 1,356 $56K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,149 $49K
AE Wealth Management LLC 0.00% No change 788 $32K
Larson Financial Group LLC 0.00% New 730 $30K
AlphaCore Capital LLC 0.00% No change 720 $30K
NewEdge Advisors, LLC 0.00% Add +0.7% 607 $25K
Global Retirement Partners, LLC 0.00% New 579 $24K
Front Row Advisors LLC 0.01% No change 440 $18K
O'shaughnessy Asset Management, LLC 0.00% No change 426 $18K
Garton & Associates Financial Advisors LLC 0.01% — 305 $13K
CoreCap Advisors, LLC 0.00% No change 304 $13K
International Assets Investment Management, LLC 0.00% New 300 $12K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 290 $12K
Signaturefd, LLC 0.00% No change 215 $9K
GAMMA Investing LLC 0.00% No change 125 $5K
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 $863

"% 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.