DNL Institutional Ownership & Shareholders
WISDOMTREE GLOBAL EX-US QUAL (DNL) is currently held by 95 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $333.93M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of DNL tracked by InsiderSet, reporting ownership valued at approximately $58.42M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $54.76M, representing an estimated loss of -6.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed DNL value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Private Advisor Group, Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE GLOBAL EX-US QUAL (DNL).
This page ranks the largest institutional DNL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
95
Total Reported Value
$333.93M
Largest Holder
Morgan Stanley
Largest Position
$58.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
111
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,265,014 | $58,418,397 | $54,758,535 | -$3,659,862 | -6.26% | |
| Ubs Group Ag | 0.01% | 696,129 | $32,147,237 | $30,133,266 | -$2,013,971 | -6.26% | |
| Private Advisor Group, Llc | 0.11% | 541,897 | $25,024,837 | $23,457,041 | -$1,567,796 | -6.26% | |
| Ameriprise Financial Inc | 0.00% | 494,824 | $22,855,644 | $21,419,397 | -$1,436,247 | -6.28% | |
| Lpl Financial Llc | 0.01% | 483,790 | $22,341,438 | $20,941,769 | -$1,399,669 | -6.26% | |
| Royal Bank Of Canada | 0.00% | 430,459 | $19,879,000 | $18,633,236 | -$1,245,764 | -6.27% | |
| Key Financial Inc | 3.23% | 444,492 | $19,846,319 | $19,240,681 | -$605,638 | -3.05% | |
| Bank Of America Corp | 0.00% | 415,717 | $19,197,833 | $17,995,100 | -$1,202,733 | -6.26% | |
| Bip Wealth, Llc | 0.30% | 248,589 | $11,099,356 | $10,760,647 | -$338,709 | -3.05% | |
| Captrust Financial Advisors | 0.02% | 228,542 | $10,554,049 | $9,892,875 | -$661,174 | -6.26% | |
| Wells Fargo & Company/Mn | 0.00% | 220,712 | $10,192,486 | $9,553,938 | -$638,548 | -6.26% | |
| Jpmorgan Chase & Co | 0.00% | 206,435 | $9,440,357 | $8,935,931 | -$504,426 | -5.34% | |
| Shorehaven Wealth Partners, Llc | 2.54% | 185,685 | $8,290,707 | $8,037,728 | -$252,979 | -3.05% | |
| Commonwealth Equity Services, Llc | 0.01% | 164,274 | $7,334,722 | $7,110,912 | -$223,810 | -3.05% | |
| Kestra Advisory Services, Llc | 0.01% | 104,747 | $4,676,892 | $4,534,173 | -$142,719 | -3.05% | |
| Cetera Investment Advisers | 0.00% | 77,551 | $3,581,346 | $3,356,942 | -$224,404 | -6.27% | |
| Ieq Capital, Llc | 0.02% | 76,836 | $3,548,286 | $3,325,992 | -$222,294 | -6.26% | |
| Wealth Watch Advisors, Inc | 0.78% | 51,756 | $2,390,092 | $2,240,357 | -$149,735 | -6.26% | |
| Collaborative Wealth Managment Inc. | 0.96% | 49,192 | $2,271,691 | $2,129,369 | -$142,322 | -6.27% | |
| Newedge Wealth, Llc | 0.02% | 47,586 | $2,197,521 | $2,059,850 | -$137,671 | -6.26% | |
| Well Done, Llc | 0.29% | 47,624 | $2,126,374 | $2,061,495 | -$64,879 | -3.05% | |
| Michels Family Financial, Llc | 1.30% | 47,015 | $2,099,193 | $2,035,134 | -$64,059 | -3.05% | |
| Breakwater Capital Group | 0.25% | 46,993 | $2,098,196 | $2,034,181 | -$64,015 | -3.05% | |
| Cwm, Llc | 0.01% | 49,494 | $1,998,084 | $2,142,442 | +$144,358 | +7.22% | |
| Raymond James Financial Inc | 0.00% | 39,320 | $1,815,787 | $1,702,041 | -$113,746 | -6.26% | |
| Rockefeller Capital Management L.P. | 0.00% | 37,473 | $1,730,520 | $1,622,090 | -$108,430 | -6.27% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 33,402 | $1,542,525 | $1,445,869 | -$96,656 | -6.27% | |
| Sentinel Pension Advisors, Llc | 0.16% | 29,235 | $1,305,340 | $1,265,493 | -$39,847 | -3.05% | |
| Element Wealth, Llc | 0.48% | 27,467 | $1,268,415 | $1,188,961 | -$79,454 | -6.26% | |
| Susquehanna International Group, Llp | 0.00% | 27,028 | $1,248,153 | $1,169,958 | -$78,195 | -6.26% | |
| Jane Street Group, Llc | 0.00% | 24,443 | $1,128,778 | $1,058,062 | -$70,716 | -6.26% | |
| 5T Wealth, Llc | 0.41% | 24,083 | $1,112,151 | $1,042,478 | -$69,673 | -6.26% | |
| Drive Wealth Management, Llc | 0.16% | 19,520 | $901,448 | $844,960 | -$56,488 | -6.27% | |
| Stifel Financial Corp | 0.00% | 18,851 | $870,487 | $816,001 | -$54,486 | -6.26% | |
| Creative Planning | 0.00% | 18,341 | $818,925 | $793,925 | -$25,000 | -3.05% | |
| Argent Trust Co | 0.02% | 16,560 | $764,741 | $716,831 | -$47,910 | -6.26% | |
| Envestnet Asset Management Inc | 0.00% | 15,400 | $711,192 | $666,618 | -$44,574 | -6.27% | |
| Arax Advisory Partners | 0.00% | 15,060 | $695,452 | $651,901 | -$43,551 | -6.26% | |
| B. Riley Wealth Advisors, Inc. | 0.03% | 14,881 | $664,416 | $644,152 | -$20,264 | -3.05% | |
| Aqr Capital Management Llc | 0.00% | 14,180 | $654,832 | $613,808 | -$41,024 | -6.26% | |
| Ameritas Advisory Services, Llc | 0.01% | 13,702 | $632,764 | $593,117 | -$39,647 | -6.27% | |
| Manske Wealth Management | 0.15% | 13,891 | $620,208 | $601,298 | -$18,910 | -3.05% | |
| Howard Wealth Management, Llc | 0.21% | 13,273 | $592,632 | $574,547 | -$18,085 | -3.05% | |
| Us Bancorp \De\ | 0.00% | 12,020 | $555,084 | $520,309 | -$34,775 | -6.26% | |
| Mercer Global Advisors Inc | 0.00% | 11,653 | $538,126 | $504,422 | -$33,704 | -6.26% | |
| United Advisor Group, Llc | 0.06% | 11,478 | $530,050 | $496,847 | -$33,203 | -6.26% | |
| Onyx Bridge Wealth Group Llc | 0.05% | 11,661 | $520,675 | $504,769 | -$15,906 | -3.05% | |
| Raab & Moskowitz Asset Management Llc | 0.10% | 11,300 | $504,538 | $489,142 | -$15,396 | -3.05% | |
| Integrity Financial Corp | 0.23% | 10,441 | $482,188 | $451,959 | -$30,229 | -6.27% | |
| Cherrydale Wealth Management, Llc | 0.12% | 10,441 | $466,204 | $451,959 | -$14,245 | -3.06% |
Frequently asked questions about DNL
Who are the largest institutional holders of DNL?
The largest institutional holders of DNL reported in the latest SEC Form 13F filings include Morgan Stanley, Ubs Group Ag, Private Advisor Group, Llc, Ameriprise Financial Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported DNL position.
What is DNL institutional ownership?
This page tracks DNL positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE GLOBAL EX-US QUAL (DNL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DNL?
InsiderSet currently tracks 95 institutional managers reporting DNL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DNL shareholders.
How much DNL stock do institutions own?
Institutional investment managers disclosed approximately $333.93M in DNL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DNL institutional ownership last updated?
The latest DNL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DNL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DNL position after the reporting date.
Are institutions buying or selling DNL?
Institutional buying and selling can be analyzed by comparing DNL positions across consecutive 13F reporting periods. InsiderSet's DNL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DNL ownership changes.
How has DNL institutional ownership changed over time?
InsiderSet tracks DNL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.