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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.46K- 2.67% |
$208K - $225K
|
199K
$7.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.65K- 4.84% |
$291K - $315K
|
150K
$5.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-19.7K- 5.69% |
$749K - $810K
|
326K
$12.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.1K- 19.18% |
$803K - $869K
|
88.9K
$3.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.5K- 34.05% |
$1.16M - $1.26M
|
59K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.6K- 2.87% |
$1.55M - $1.67M
|
1.38M
$53.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-67.7K- 66.97% |
$2.58M - $2.79M
|
33.4K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-84.8K- 43.11% |
$3.23M - $3.49M
|
112K
$4.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-114K- 62.73% |
$4.35M - $4.71M
|
67.9K
$2.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-199K- 33.31% |
$7.57M - $8.2M
|
398K
$15.4M
|