Purchases and Sales Made in Q3 2025 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q3 2025. 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 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.16% |
$92.3 - $99.8
|
1.26K
$62.9K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.53% |
$46.1 - $49.9
|
191
$9.56K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8- 6.45% |
$369 - $399
|
116
$5.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-29- 0.44% |
$1.34K - $1.45K
|
6.54K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-48- 0.83% |
$2.21K - $2.4K
|
5.74K
$287K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-173- 2.51% |
$7.98K - $8.63K
|
6.72K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-207- 3.31% |
$9.55K - $10.3K
|
6.05K
$303K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-265- 3.41% |
$12.2K - $13.2K
|
7.5K
$375K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-371- 0.7% |
$17.1K - $18.5K
|
53K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-487- 9.73% |
$22.5K - $24.3K
|
4.52K
$226K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-505- 9.7% |
$23.3K - $25.2K
|
4.7K
$235K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-634- 0.66% |
$29.2K - $31.6K
|
95.7K
$4.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-768- 3.57% |
$35.4K - $38.3K
|
20.7K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-801- 13.42% |
$37K - $40K
|
5.17K
$259K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.04K- 9.97% |
$48.2K - $52.1K
|
9.43K
$472K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.37K- 3.07% |
$63.2K - $68.4K
|
43.3K
$2.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.72K- 4.04% |
$79.3K - $85.8K
|
40.8K
$2.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.76K- 8.49% |
$127K - $138K
|
29.8K
$1.49M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.01K- 14.36% |
$139K - $150K
|
17.9K
$897K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.52K- 27.24% |
$162K - $176K
|
9.4K
$470K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.9K- 4.6% |
$180K - $195K
|
81K
$4.05M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4.38K- 29.08% |
$202K - $219K
|
10.7K
$535K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.42K- 9.26% |
$342K - $370K
|
72.8K
$3.64M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.6K- 43.95% |
$490K - $530K
|
13.5K
$677K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.3K- 23.01% |
$521K - $563K
|
37.8K
$1.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-12.2K- 13.54% |
$563K - $609K
|
77.9K
$3.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-15.7K- 40.68% |
$723K - $782K
|
22.9K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.5K- 40.88% |
$1.31M - $1.42M
|
41.2K
$2.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.3K- 18.89% |
$1.4M - $1.51M
|
130K
$6.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-32.5K- 20.15% |
$1.5M - $1.62M
|
129K
$6.44M
|
|