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Wisdmtree GB Ex-US QL Gr-Usd (DNL)

CUSIP: 97717W844 | NYSE | 292 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Key FInancial Inc444,492
3.2% of portfolio›$19.8M
BIP Wealth, LLC248,589
0.3% of portfolio›$11.1M
ShoreHaven Wealth Partners, LLC185,685
2.5% of portfolio›$8.3M
Commonwealth Equity Services, LLC164,274
0.0% of portfolio›$7.3M
Kestra Advisory Services, LLC104,747
0.0% of portfolio›$4.7M
Cambridge Investment Research Advisors, Inc.57,635
0.0% of portfolio›$2.6K
Well Done, LLC47,624
0.3% of portfolio›$2.1M
Michels Family Financial, LLC47,015
1.3% of portfolio›$2.1M
Breakwater Capital Group46,993
0.2% of portfolio›$2.1M
Sentinel Pension Advisors, LLC29,235
0.2% of portfolio›$1.3M
Creative Planning18,341
0.0% of portfolio›$818.9K
Sowa Financial Group, Inc.17,620
0.0% of portfolio›$787
B. Riley Wealth Advisors, Inc.14,881
0.0% of portfolio›$664.4K
Manske Wealth Management13,891
0.1% of portfolio›$620.2K
Howard Wealth Management, LLC13,273
0.2% of portfolio›$592.6K
US Bancorp \de\12,020
0.0% of portfolio›$536.7K
Onyx Bridge Wealth Group LLC11,661
0.0% of portfolio›$520.7K
United Advisor Group, LLC11,403
0.0% of portfolio›$509.1K
Raab & Moskowitz Asset Management LLC11,300
0.1% of portfolio›$504.5K
Cherrydale Wealth Management, LLC10,441
0.1% of portfolio›$466.2K
WealthPlan Investment Management, LLC7,812
0.0% of portfolio›$348.8K
Boyer Financial Services, Inc.7,600
0.3% of portfolio›$339.3K
Tucker Asset Management LLC6,642
0.1% of portfolio›$296.6K
Integrity Alliance, Llc.6,280
0.0% of portfolio›$280.4K
J.W. Cole Advisors, Inc.5,867
0.0% of portfolio›$261.9K
Lido Advisors, LLC5,756
0.0% of portfolio›$257.0K
VestGen Advisors, LLC5,602
0.0% of portfolio›$250.1K
StoneX Group Inc.5,209
0.0% of portfolio›$237.9K
Verus Capital Partners, LLC5,180
0.0% of portfolio›$231.3K
Fifth Third Bancorp5,088
0.0% of portfolio›$227.2K
Summit Investment Advisory Services, LLC4,756
0.1% of portfolio›$212.4K
Pension & Wealth Management Advisors, Inc.2,229
0.0% of portfolio›$99.6K
First Community Trust NA1,500
0.0% of portfolio›$67.0K
Private Trust Co NA1,182
0.0% of portfolio›$52.8K
Larson Financial Group LLC675
0.0% of portfolio›$30.1K
CX Institutional569
0.0% of portfolio›$25
CoreCap Advisors, LLC304
0.0% of portfolio›$13.6K
Harel Insurance Investments & Financial Services Ltd.290
0.0% of portfolio›$13
Rossby Financial, LCC202
0.0% of portfolio›$9.0K
Gamma Investing LLC125
0.0% of portfolio›$5.6K
Creative Financial Designs Inc112
0.0% of portfolio›$5.0K
Capital Investment Advisory Services, LLC21
0.0% of portfolio›$940
StyleTurnoverLocationFiled
Key FInancial Inc
444,492$19.8M3.2%ETFLowWest Chester, PA2026-11-02
BIP Wealth, LLC
248,589$11.1M0.3%ETFMediumAtlanta, GA2026-10-22
ShoreHaven Wealth Partners, LLC
185,685$8.3M2.5%ETFMediumRed Bank, NJ2026-10-16
Commonwealth Equity Services, LLC
164,274$7.3M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
104,747$4.7M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
57,635$2.6K0.0%ETFLowFairfield, IA2026-11-02
Well Done, LLC
47,624$2.1M0.3%ETFLowHolland, MI2026-10-20
Michels Family Financial, LLC
47,015$2.1M1.3%ETFLowFort Worth, TX2026-11-02
Breakwater Capital Group
46,993$2.1M0.2%ETFLowParamus, NJ2026-10-09
Sentinel Pension Advisors, LLC
29,235$1.3M0.2%ETFLowWakefield, MA2026-11-02
Creative Planning
18,341$818.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Sowa Financial Group, Inc.
17,620$7870.0%ETFLowLincoln, RI2026-10-26
B. Riley Wealth Advisors, Inc.
14,881$664.4K0.0%GrowthLowMemphis, TN2026-10-13
Manske Wealth Management
13,891$620.2K0.1%ValueVery LowHouston, TX2026-10-26
Howard Wealth Management, LLC
13,273$592.6K0.2%ETFVery LowMadison, CT2026-10-28
US Bancorp \de\
12,020$536.7K0.0%IndexLowMinneapolis, MN2026-11-05
Onyx Bridge Wealth Group LLC
11,661$520.7K0.0%ETFMediumTarrytown, NY2026-10-16
United Advisor Group, LLC
11,403$509.1K0.0%ETFLowCincinnati, OH2026-11-03
Raab & Moskowitz Asset Management LLC
11,300$504.5K0.1%CoreLowChatham, NJ2026-11-02
Cherrydale Wealth Management, LLC
10,441$466.2K0.1%ETFVery LowMontclair, NJ2026-10-20
WealthPlan Investment Management, LLC
7,812$348.8K0.0%GrowthMediumOmaha, NE2026-10-15
Boyer Financial Services, Inc.
7,600$339.3K0.3%ETFLowNewport Beach, CA2026-10-23
Tucker Asset Management LLC
6,642$296.6K0.1%ETFMediumLittleton, CO2026-10-29
Integrity Alliance, Llc.
6,280$280.4K0.0%ETFMediumUrbandale, IA2026-10-29
J.W. Cole Advisors, Inc.
5,867$261.9K0.0%IndexLowTampa, FL2026-11-05
Lido Advisors, LLC
5,756$257.0K0.0%GrowthLowLos Angeles, CA2026-11-04
VestGen Advisors, LLC
5,602$250.1K0.0%GrowthMediumChicago, IL2026-10-27
StoneX Group Inc.
5,209$237.9K0.0%ETFMediumNew York, NY2026-11-03
Verus Capital Partners, LLC
5,180$231.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Fifth Third Bancorp
5,088$227.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Summit Investment Advisory Services, LLC
4,756$212.4K0.1%ETFVery LowRoseville, MN2026-11-03
Pension & Wealth Management Advisors, Inc.
2,229$99.6K0.0%ETFLowWaltham, MA2026-10-16
First Community Trust NA
1,500$67.0K0.0%GrowthLowDubuque, IA2026-10-07
Private Trust Co NA
1,182$52.8K0.0%CoreLowCleveland, OH2026-10-20
Larson Financial Group LLC
675$30.1K0.0%GrowthLowSt Louis, MO2026-11-05
CX Institutional
569$250.0%CoreMediumAuburn, IN2026-10-02
CoreCap Advisors, LLC
304$13.6K0.0%ETFMediumSouthfield, MI2026-10-08
Harel Insurance Investments & Financial Services Ltd.
290$130.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Rossby Financial, LCC
202$9.0K0.0%ETFMediumMelbourne, FL2026-11-05
Gamma Investing LLC
125$5.6K0.0%IndexVery LowFoster City, CA2026-10-08
Creative Financial Designs Inc
112$5.0K0.0%ETFMediumKokomo, IN2026-11-04
Capital Investment Advisory Services, LLC
21$9400.0%CoreMediumRaleigh, NC2026-10-30