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WisdomTree Global ex U.S. Quality Dividend Growth Fund (DNL) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for WisdomTree Global ex U.S. Quality Dividend Growth Fund (NYSEARCA:DNL)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$4.77M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.18M
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DNL Institutional Buying and Selling by Quarter

WisdomTree Global ex U.S. Quality Dividend Growth Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024OLD Mission Capital LLC99,650$3.88M0.1%+149.0%0.608%
2/6/2024Legacy Financial Advisors Inc.441,010$16.31M3.1%-0.6%2.625%
2/2/2024 BIP Wealth LLC279,688$10.35M0.8%+4.9%1.665%
11/9/2023 BIP Wealth LLC266,695$8.92M0.8%-5.7%1.587%
8/11/2023Baird Financial Group Inc.76,725$2.75M0.0%+51.5%0.457%
8/9/2023Flow Traders U.S. LLC6,395$229K0.0%-79.2%0.038%
7/31/2023 WealthPLAN Partners LLC3,115$112K0.0%-41.7%0.020%
7/28/2023 Private Trust Co. NA2,230$80K0.0%+162.7%0.014%
7/27/2023 BIP Wealth LLC282,836$10.13M0.8%+10.8%1.813%
7/25/2023WealthPlan Investment Management LLC2,205$39K0.0%-88.3%0.014%
5/10/2023 BIP Wealth LLC255,221$9.07M1.0%N/A1.948%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC4,272$148K0.0%+4,172.0%0.033%
5/10/2023 WealthPLAN Partners LLC5,345$190K0.0%-75.6%0.041%
5/8/2023WealthPlan Investment Management LLC18,867$669K0.1%-13.7%0.144%
5/3/2023Legacy Financial Advisors Inc.398,135$14.12M2.9%-0.6%3.039%
5/3/2023Integrated Wealth Concepts LLC7,199$255K0.0%+6.1%0.055%
3/6/2023OLD Mission Capital LLC34,781$1.12M0.0%-44.8%0.266%
2/10/2023CoreCap Advisors LLC2,888$93K0.0%N/A0.023%
2/6/2023Legacy Financial Advisors Inc.400,518$12.91M2.8%+5.5%3.204%
2/2/2023 Summit Investment Advisory Services LLC6,883$222K0.3%N/A0.055%
1/18/2023 Well Done LLC40,729$1.31M0.3%-2.3%0.337%
11/15/2022Flow Traders U.S. LLC85,314$2.35M0.1%N/A0.632%
11/14/2022OLD Mission Capital LLC62,981$1.73M0.1%-40.9%0.467%
11/9/2022 ShoreHaven Wealth Partners LLC170,575$4.69M3.6%+31.0%1.264%
10/14/2022 Well Done LLC41,667$1.15M0.3%-16.6%0.309%
10/14/2022 First Community Trust NA2,000$55K0.1%N/A0.015%
10/7/2022 Worth Asset Management LLC930$26K0.0%-58.3%0.007%
8/11/2022CoreCap Advisors LLC3,051$97K0.0%N/A0.022%
8/8/2022Integrated Wealth Concepts LLC6,357$201K0.0%-82.1%0.045%
8/8/2022Legacy Financial Advisors Inc.317,322$10.06M2.5%-10.2%2.267%
8/5/2022OLD Mission Capital LLC106,583$3.38M0.1%+204.1%0.761%
8/1/2022 ShoreHaven Wealth Partners LLC130,182$4.13M3.0%-41.2%0.930%
7/18/2022 Well Done LLC49,950$1.58M0.3%-2.7%0.357%
5/12/2022Integrated Wealth Concepts LLC35,538$1.41M0.0%+30.3%0.250%
5/10/2022Raab & Moskowitz Asset Management LLC10,710$425K0.1%+3.1%0.075%
5/4/2022Legacy Financial Advisors Inc.353,354$14.04M3.2%+28.4%2.488%
4/20/2022 Well Done LLC51,310$2.04M0.4%+18.8%0.361%
4/20/2022 Howard Wealth Management LLC32,799$1.30M0.7%+1.9%0.231%
4/18/2022 Procyon Advisors LLC24,200$961K0.2%-24.6%0.170%
4/14/2022 AdvisorNet Financial Inc4,400$175K0.0%N/A0.031%
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2/14/2022Partners Capital Investment Group LLP14,100$614K0.0%+48.4%0.106%
2/10/2022OLD Mission Capital LLC20,282$884K0.0%+21.8%0.152%
2/9/2022 Sowell Financial Services LLC15,179$661K0.0%N/A0.114%
2/7/2022WFA of San Diego LLC2,773$121K0.1%N/A0.021%
2/4/2022Legacy Financial Advisors Inc.275,119$11.99M2.8%N/A2.069%
2/2/2022 Sigma Planning Corp10,953$477K0.0%+3.8%0.084%
1/18/2022 Procyon Private Wealth Partners LLC32,113$1.40M0.3%+1.4%0.265%
1/18/2022 Howard Wealth Management LLC32,179$1.40M0.7%+14.4%0.266%
11/15/2021Flow Traders U.S. LLC25,676$1.04M0.0%-30.5%0.242%
11/12/2021OLD Mission Capital LLC16,654$674K0.0%-78.8%0.157%
10/28/2021 ShoreHaven Wealth Partners LLC78,430$3.17M1.7%-4.5%0.754%
10/14/2021 Procyon Private Wealth Partners LLC31,662$1.28M0.3%N/A0.304%
10/6/2021IFP Advisors Inc762$31K0.0%-40.6%0.007%
8/24/2021Flow Traders U.S. LLC36,953$1.54M0.1%+244.7%0.370%
8/13/2021OLD Mission Capital LLC78,671$3.28M0.1%N/A0.787%
8/13/2021 Sigma Planning Corp9,393$391K0.0%+100.0%0.094%
8/5/2021 WASHINGTON TRUST Co590$25K0.0%+391.7%0.006%
8/5/2021 US Bancorp DE11,420$476K0.0%+100.0%0.114%
8/1/2021 Patriot Financial Group Insurance Agency LLC5,768$240K0.0%+113.2%0.058%
8/1/2021Raab & Moskowitz Asset Management LLC10,150$423K0.2%+140.8%0.102%
7/31/2021 Howard Wealth Management LLC27,895$1.16M0.6%+111.0%0.279%
7/31/2021 Well Done LLC43,331$1.81M0.4%+100.3%0.433%
7/31/2021IFP Advisors Inc1,282$53K0.0%+2,952.4%0.013%
5/18/2021Flow Traders U.S. LLC10,720$832K0.0%+20.7%0.228%
5/17/2021Ameriprise Financial Inc.184,699$14.34M0.0%+12.0%3.930%
5/13/2021 ShoreHaven Wealth Partners LLC40,754$3.16M1.7%+2.2%0.867%
5/6/2021 Sigma Planning Corp4,696$365K0.0%+25.6%0.100%
4/30/2021 Wealthcare Advisory Partners LLC553$43K0.0%N/A0.012%
4/28/2021Raab & Moskowitz Asset Management LLC4,215$327K0.1%N/A0.090%
4/23/2021 Howard Wealth Management LLC13,219$1.03M0.6%+53.1%0.281%
2/10/2021 ShoreHaven Wealth Partners LLC39,866$3.04M1.7%N/A0.886%
2/2/2021 Well Done LLC21,576$1.64M0.4%-0.9%0.490%
1/26/2021Balasa Dinverno & Foltz LLC3,532$269K0.0%-16.2%0.080%
1/15/2021 Patriot Financial Group Insurance Agency LLC2,869$218K0.1%+7.7%0.065%
1/13/2021 Sowell Financial Services LLC3,425$261K0.0%+64.3%0.078%
1/8/2021Carroll Financial Associates Inc.1,211$92K0.0%-12.4%0.031%
10/29/2020 Howard Wealth Management LLC9,096$606K0.4%-17.0%0.260%
10/21/2020 Patriot Financial Group Insurance Agency LLC2,663$177K0.1%+61.7%0.078%
10/19/2020 Well Done LLC21,777$1.45M0.4%-1.8%0.641%
10/6/2020Carroll Financial Associates Inc.1,382$92K0.0%+27.5%0.041%
8/7/2020 US Bancorp DE5,710$360K0.0%N/A0.204%
8/7/2020Balasa Dinverno & Foltz LLC4,214$266K0.0%N/A0.151%
8/3/2020 Howard Wealth Management LLC10,961$691K0.6%N/A0.406%
7/20/2020 Well Done LLC22,177$1.40M0.4%-1.8%0.821%
7/10/2020 Patriot Financial Group Insurance Agency LLC1,647$104K0.0%N/A0.063%
7/9/2020Carroll Financial Associates Inc.1,084$68K0.0%+66.3%0.042%
(Data available from 1/1/2016 forward)

DNL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DNL shares?

During the previous two years, 16 institutional investors and hedge funds held shares of WisdomTree Global ex U.S. Quality Dividend Growth Fund. The most heavily invested institutionals were Legacy Financial Advisors Inc. ($16.31M), BIP Wealth LLC ($10.35M), ShoreHaven Wealth Partners LLC ($4.69M), OLD Mission Capital LLC ($3.88M), Baird Financial Group Inc. ($2.75M), Well Done LLC ($1.31M), and Integrated Wealth Concepts LLC ($255K).Learn more on DNL's institutional investors.

Which institutional investors have been buying WisdomTree Global ex U.S. Quality Dividend Growth Fund stock?

Of the 12 institutional investors that purchased WisdomTree Global ex U.S. Quality Dividend Growth Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BIP Wealth LLC ($295.83K), OLD Mission Capital LLC ($131.16K), Flow Traders U.S. LLC ($85.31K), ShoreHaven Wealth Partners LLC ($40.39K), Baird Financial Group Inc. ($26.09K), Legacy Financial Advisors Inc. ($20.88K), and Summit Investment Advisory Services LLC ($6.88K).

How much institutional buying is happening at WisdomTree Global ex U.S. Quality Dividend Growth Fund?

Institutional investors have bought a total of 620,455 shares in the last 24 months. This purchase volume represents approximately $20.85M in transactions.

Which WisdomTree Global ex U.S. Quality Dividend Growth Fund major shareholders have been selling company stock?

Of the 10 institutional investors that sold WisdomTree Global ex U.S. Quality Dividend Growth Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ShoreHaven Wealth Partners LLC ($91.24K), OLD Mission Capital LLC ($71.80K), Legacy Financial Advisors Inc. ($40.87K), Integrated Wealth Concepts LLC ($29.18K), Flow Traders U.S. LLC ($24.29K), WealthPlan Investment Management LLC ($19.66K), and WealthPLAN Partners LLC ($18.82K).

How much institutional selling is happening at WisdomTree Global ex U.S. Quality Dividend Growth Fund?

Institutional investors have sold a total of 323,880 shares in the last 24 months. This volume of shares sold represents approximately $10.36M in transactions.


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This page (NYSEARCA:DNL) was last updated on 5/15/2024 by MarketBeat.com Staff

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