Wisdmtree GB Ex-US QL GR-UsdDNLETF

13F holders, Q1 2026 (March 31)
98holders −1
10new positions
9sold out
2famous investors
$40.40avg. 13F price*

At the end of Q1 2026, 98 institutions reported holding Wisdmtree GB Ex-US QL GR-Usd (DNL) in their 13F filings, down 1 from Q4 2025. 10 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($50.2M), UBS Group AG ($28.0M) and LPL Financial LLC ($21.4M). 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 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions10$3.4M
Exits9$4.9M

All 13F filers, Q4 2025 → Q1 2026: 287,112 shares bought and 1,462,662 shares sold, net −1,175,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 98 holders

Morgan Stanley 0.00% Add +0.6% 1,243,726 $50.2M
UBS Group AG 0.01% Reduce -10.1% 693,294 $28.0M
LPL Financial LLC 0.01% Add +0.3% 530,055 $21.4M
Ameriprise Financial Inc. 0.00% Reduce -32.0% 496,529 $20.5M
Private Advisor Group, LLC 0.10% Add +1.3% 502,178 $20.3M
Key Financial Inc 3.33% Add +2.4% 462,832 $18.7M
Royal Bank of Canada 0.00% Reduce -7.1% 435,136 $17.6M
Bank of America Corp. 0.00% Reduce -5.1% 420,498 $17.0M
Wells Fargo & Company 0.00% Reduce -27.6% 246,720 $10.0M
BIP Wealth, LLC 0.40% Reduce -4.7% 242,369 $9.8M
Captrust Financial Advisors 0.02% Add +0.7% 221,797 $9.0M
JPMorgan Chase & Co. 0.00% Add +6.2% 204,780 $8.0M
Commonwealth Equity Services, LLC 0.01% Reduce -52.4% 193,315 $7.8M
ShoreHaven Wealth Partners, LLC 2.51% Add +4.2% 173,366 $7.0M
Kestra Advisory Services, LLC 0.02% Add +78.8% 116,835 $4.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +397.7% 86,781 $3.5M
Ieq Capital, LLC 0.01% No change 76,836 $3.1M
Cetera Investment Advisers 0.00% Reduce -6.3% 75,910 $3.1M
Flow Traders U.S. LLC 0.08% Reduce -54.5% 60,479 $2.4M
Collaborative Wealth Managment Inc. 1.10% Add +2.1% 59,333 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.6% 56,808 $2.3M
NewEdge Wealth, LLC 0.02% Add +3.1% 51,503 $2.1M
Cwm, LLC 0.01% Add +2.5% 49,494 $2.0M
Susquehanna International Group, LLP 0.00% Add +16.0% 48,937 $2.0M
Jane Street Group, LLC 0.00% Reduce -54.6% 46,869 $1.9M
Breakwater Capital Group 0.25% Add +2.4% 46,848 $1.9M
Well Done, LLC 0.27% Add +0.1% 45,089 $1.8M
Michels Family Financial, LLC 1.30% Add +1.3% 44,656 $1.8M
HighTower Advisors, LLC 0.00% Reduce -10.3% 41,544 $1.7M
Raymond James Financial Inc. 0.00% Reduce -41.2% 38,798 $1.6M
Rockefeller Capital Management L.P. 0.00% Reduce -84.2% 37,864 $1.5M
HRT Financial LP 0.00% New 37,460 $1.5M
Citadel Advisors 0.00% Add +8.1% 34,112 $1.4M
Stratos Wealth Partners, LTD. 0.01% Reduce -1.3% 30,739 $1.2M
Sentinel Pension Advisors, LLC 0.18% Add +9.6% 29,378 $1.2M
Element Wealth, LLC 0.47% Add +0.6% 27,925 $1.1M
5T Wealth, LLC 0.39% Add +2.5% 24,722 $998K
Mercer Global Advisors Inc. 0.00% New 20,754 $838K
Drive Wealth Management, LLC 0.17% Add +14.0% 20,148 $813K
Stifel Financial Corp. 0.00% Add +7.7% 18,544 $749K
Creative Planning 0.00% Add +51.0% 18,326 $740K
Sowa Financial Group, Inc. 0.35% Add +4.2% 17,608 $711K
Argent Trust Co 0.02% No change 16,560 $669K
Arax Advisory Partners 0.02% Reduce -7.7% 15,901 $642K
Envestnet Asset Management Inc. 0.00% Reduce -92.8% 15,652 $632K
WealthPlan Investment Management, LLC 0.03% Reduce -36.5% 15,049 $608K
Manske Wealth Management 0.17% No change 14,761 $596K
Howard Wealth Management, LLC 0.24% No change 13,874 $560K
Integrity Financial Corp 0.27% Reduce -8.0% 13,450 $543K
Onyx Bridge Wealth Group LLC 0.06% Reduce -3.0% 12,815 $517K
Pension & Wealth Management Advisors, Inc. 0.15% Add +2.2% 12,597 $509K
US Bancorp \de 0.00% No change 12,020 $485K
United Advisor Group, LLC 0.06% Add +0.4% 11,432 $462K
Raab & Moskowitz Asset Management LLC 0.10% Add +7.0% 11,400 $460K
Cherrydale Wealth Management, LLC 0.13% Add +0.1% 10,381 $419K
Integrity Alliance, Llc. 0.02% No change 10,364 $418K
AQR Capital Management 0.00% No change 10,080 $407K
Osaic Holdings, Inc. 0.00% Reduce -6.1% 9,701 $392K
TD Capital Management LLC 0.03% Reduce -0.0% 8,855 $357K
Principal Securities, Inc. 0.01% Add +34.9% 8,431 $340K
FMR LLC 0.00% Reduce -9.3% 7,455 $301K
Baird Financial Group, Inc. 0.00% Reduce -89.5% 7,427 $300K
Jones Financial Companies LLLP 0.00% Add +32.4% 7,446 $292K
VestGen Advisors, LLC 0.01% Add +3.0% 6,034 $266K
Level Four Advisory Services, LLC 0.01% Reduce -0.9% 6,175 $249K
SageView Advisory Group, LLC 0.01% No change 5,985 $242K
OneAscent Financial Services LLC 0.01% New 5,790 $234K
Lido Advisors, LLC 0.00% New 5,756 $232K
Verus Capital Partners, LLC 0.01% No change 5,315 $215K
J.W. Cole Advisors, Inc. 0.01% Add +0.2% 5,288 $213K
Fifth Third Bancorp 0.00% New 5,257 $212K
Integrated Wealth Concepts LLC 0.00% New 5,219 $211K
Colonial Trust Co / SC 0.03% No change 4,900 $191K
Steward Partners Investment Advisory, LLC 0.00% No change 3,475 $140K
Allworth Financial LP 0.00% Reduce -6.7% 3,386 $137K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 3,153 $127K
AdvisorNet Financial, Inc 0.00% No change 1,590 $64K
First Community Trust NA 0.04% No change 1,500 $61K
Whittier Trust Co. of Nevada Inc. 0.00% Add +21.9% 1,401 $57K
Private Trust Co. NA 0.00% Reduce -59.3% 1,182 $48K
Advisory Services Network, LLC 0.00% New 1,164 $47K
Larson Financial Group LLC 0.00% No change 730 $29K
CX Institutional 0.00% Reduce -50.7% 669 $27K
NewEdge Advisors, LLC 0.00% No change 607 $25K
Front Row Advisors LLC 0.01% No change 440 $18K
O'shaughnessy Asset Management, LLC 0.00% No change 426 $17K
International Assets Investment Management, LLC 0.00% No change 300 $12K
CoreCap Advisors, LLC 0.00% No change 304 $12K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 290 $12K
Geneos Wealth Management Inc. 0.00% Reduce -96.0% 250 $10K
Signaturefd, LLC 0.00% No change 215 $9K
Rossby Financial, LCC 0.00% New 202 $8K
Medallion Wealth Advisors, LLC 0.00% Reduce -94.6% 131 $5K
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
Simplex Trading, LLC 0.00% New 39 $2K
Capital Investment Advisory Services, LLC 0.00% No change 21 $845

"% 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.