Purchases and Sales Made in Q2 2024 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q2 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.4K+ 9.93% |
$2.15M - $2.32M
|
624K
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.4K+ 9.93% |
$2.15M - $2.32M
|
624K
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
53K+ 71.22% |
$2.02M - $2.18M
|
127K
$4.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
31.7K+ 37.96% |
$1.21M - $1.31M
|
115K
$4.42M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
22.5KNew |
$857K - $927K
|
22.5K
$863K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9KNew |
$452K - $489K
|
11.9K
$455K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.79K+ 5.15% |
$297K - $321K
|
159K
$6.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.39K+ 7.73% |
$243K - $263K
|
88.9K
$3.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.53K+ 12.76% |
$211K - $228K
|
48.9K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.3KNew |
$202K - $218K
|
5.3K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.13KNew |
$119K - $129K
|
3.13K
$120K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.01K+ 20.12% |
$115K - $124K
|
18K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.25K+ 316.64% |
$85.5K - $92.5K
|
2.95K
$113K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 3.21% |
$63.9K - $69.2K
|
53.9K
$2.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.41K+ 18.59% |
$53.7K - $58.1K
|
8.99K
$345K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.13KNew |
$43K - $46.6K
|
1.13K
$43.3K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
924+ 12.28% |
$35.2K - $38.1K
|
8.45K
$324K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
914+ 1.58% |
$34.8K - $37.7K
|
58.9K
$2.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
680+ 2.23% |
$25.9K - $28K
|
31.2K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
664+ 0.79% |
$25.3K - $27.4K
|
85.2K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
655+ 0.92% |
$24.9K - $27K
|
71.6K
$2.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
561+ 9.4% |
$21.4K - $23.1K
|
6.53K
$250K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
455+ 18.21% |
$17.3K - $18.8K
|
2.95K
$113K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
424+ 0.79% |
$16.1K - $17.5K
|
54.1K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
290New |
$11K - $12K
|
290
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
215+ 3.62% |
$8.19K - $8.86K
|
6.16K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42+ 0.09% |
$1.6K - $1.73K
|
45.1K
$1.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30New |
$1.14K - $1.24K
|
30
$1.15K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- -0.0% |
$38.1 - $41.2
|
51.7K
$1.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6- 0.01% |
$228 - $247
|
72.9K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-62- 1.09% |
$2.36K - $2.56K
|
5.63K
$216K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-74- 0.07% |
$2.82K - $3.05K
|
109K
$4.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-135Closed |
$5.14K - $5.56K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-139- 24.69% |
$5.29K - $5.73K
|
424
$16.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-221- 3.83% |
$8.42K - $9.11K
|
5.55K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-279- 0.42% |
$10.6K - $11.5K
|
66.8K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-294- 0.62% |
$11.2K - $12.1K
|
47.5K
$1.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-350- 5.28% |
$13.3K - $14.4K
|
6.28K
$241K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-406- 8.3% |
$15.5K - $16.7K
|
4.48K
$172K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-428- 0.47% |
$16.3K - $17.6K
|
89.9K
$3.45M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-610- 5.04% |
$23.2K - $25.1K
|
11.5K
$440K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-649- 12.45% |
$24.7K - $26.7K
|
4.56K
$175K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-988- 7.29% |
$37.6K - $40.7K
|
12.6K
$482K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.22K- 16.11% |
$46.3K - $50.2K
|
6.34K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.62K- 9.76% |
$61.7K - $66.8K
|
15K
$575K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.88K- 2.59% |
$71.7K - $77.6K
|
70.8K
$2.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.99K- 5.3% |
$75.9K - $82.1K
|
35.6K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-2.14K- 54.95% |
$81.3K - $88K
|
1.75K
$67.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-4.08K- 17.22% |
$155K - $168K
|
19.6K
$752K
|