Who Owns WisdomTree Glbl US Quality Div Growth Fd (DNL)? -- Institutional Holders (2026-06-30)
107 institutions reported holding $347.2M of WisdomTree Glbl US Quality Div Growth Fd (DNL) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($58.4M), UBS Group AG ($32.1M), Private Advisor Group, LLC ($25.0M), AMERIPRISE FINANCIAL INC ($22.9M), LPL Financial LLC ($22.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $58.4M | 1.3M | Added |
| 2 | UBS Group AG | $32.1M | 696,129 | Added |
| 3 | Private Advisor Group, LLC | $25.0M | 541,897 | Added |
| 4 | AMERIPRISE FINANCIAL INC | $22.9M | 494,824 | Trimmed |
| 5 | LPL Financial LLC | $22.3M | 483,790 | Trimmed |
| 6 | Key Financial Inc | $20.9M | 452,268 | Trimmed |
| 7 | Royal Bank of Canada | $19.9M | 430,459 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $19.2M | 415,717 | Trimmed |
| 9 | BIP Wealth, LLC | $11.9M | 258,717 | Added |
| 10 | CAPTRUST FINANCIAL ADVISORS | $10.6M | 228,542 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $10.2M | 220,712 | Trimmed |
| 12 | JPMORGAN CHASE & CO | $9.4M | 206,435 | Added |
| 13 | ShoreHaven Wealth Partners, LLC | $8.1M | 176,021 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 172,379 | Trimmed |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.2M | 155,092 | Added |
| 16 | Kestra Advisory Services, LLC | $4.3M | 93,394 | Trimmed |
| 17 | Cetera Investment Advisers | $3.6M | 77,551 | Added |
| 18 | IEQ CAPITAL, LLC | $3.5M | 76,836 | Hold |
| 19 | Cambridge Investment Research Advisors, Inc. | $2.6M | 56,875 | Added |
| 20 | Wealth Watch Advisors, INC | $2.4M | 51,756 | New |
| 21 | Collaborative Wealth Managment Inc. | $2.3M | 49,192 | Trimmed |
| 22 | Well Done, LLC | $2.2M | 47,681 | Added |
| 23 | NewEdge Wealth, LLC | $2.2M | 47,586 | Trimmed |
| 24 | Michels Family Financial, LLC | $2.1M | 46,264 | Added |
| 25 | Breakwater Capital Group | $2.1M | 46,237 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30