Latest Institutional Transactions on Wisdomtree Tr (DTH)
This table provides information on the latest institutional transactions involving Wisdomtree Tr (DTH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-21.3K- 21.5% |
$798K - $877K
|
77.9K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.08K- 3.14% |
$77.8K - $85.5K
|
64.3K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-43K- 54.15% |
$1.61M - $1.77M
|
36.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
874+ 14.78% |
$32.7K - $35.9K
|
6.79K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.5K- 73.37% |
$767K - $843K
|
7.45K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.7K+ 1.21% |
$623K - $685K
|
1.39M
$56.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
345New |
$12.9K - $14.2K
|
345
$14K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.37K- 3.87% |
$88.6K - $97.4K
|
58.9K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.1K- 10.26% |
$713K - $785K
|
167K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.7K- 37.06% |
$586K - $645K
|
26.6K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.3K- 4.83% |
$1.17M - $1.29M
|
618K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.1K+ 5.55% |
$41K - $45.1K
|
20.8K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.1K- 10.43% |
$228K - $251K
|
52.4K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
220KNew |
$8.23M - $9.05M
|
220K
$8.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-32- 0.07% |
$1.2K - $1.32K
|
43.8K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-101- 0.61% |
$3.78K - $4.15K
|
16.4K
$666K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
93.2K+ 48.64% |
$3.48M - $3.83M
|
285K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.04K+ 15.93% |
$38.9K - $42.8K
|
7.57K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.82K+ 1.96% |
$67.8K - $74.6K
|
94.2K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.6K+ 5.11% |
$135K - $148K
|
74.1K
$3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.37K- 54.62% |
$51K - $56.1K
|
1.13K
$45.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-307K- 93.17% |
$11.5M - $12.6M
|
22.5K
$912K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.7% |
$112 - $123
|
429
$17.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.85K- 5.28% |
$107K - $117K
|
51.1K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.06K+ 3.23% |
$189K - $208K
|
162K
$6.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.7K+ 10.37% |
$2.27M - $2.49M
|
646K
$26.2M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-374- 3.51% |
$14K - $15.4K
|
10.3K
$417K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-8.03K- 43.21% |
$300K - $330K
|
10.6K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.1K- 56.67% |
$639K - $703K
|
13.1K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.6KNew |
$284K - $312K
|
7.6K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.48K- 9.19% |
$55.2K - $60.7K
|
14.6K
$591K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.54KNew |
$319K - $351K
|
8.54K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61+ 0.74% |
$2.28K - $2.51K
|
8.31K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.05% |
$37.4 - $41.1
|
1.85K
$74.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
916+ 1.05% |
$34.2K - $37.7K
|
88K
$3.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.79K- 21.16% |
$142K - $156K
|
14.1K
$572K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.64% |
$37.4 - $41.1
|
156
$6.32K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
71.3KNew |
$2.67M - $2.93M
|
71.3K
$2.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 154.25% |
$449K - $493K
|
19.8K
$802K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.26% |
$37.4 - $41.1
|
381
$15.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-149- 20.44% |
$5.57K - $6.13K
|
580
$23.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-926- 52.91% |
$34.6K - $38.1K
|
824
$33.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.83K+ 1.25% |
$68.4K - $75.2K
|
149K
$6.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.19K- 7.42% |
$157K - $172K
|
52.3K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
112+ 0.93% |
$4.19K - $4.6K
|
12.2K
$493K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
457+ 7.91% |
$17.1K - $18.8K
|
6.23K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
97+ 13.43% |
$3.63K - $3.99K
|
819
$33.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-753- 1.43% |
$28.1K - $31K
|
51.9K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-369- 1.18% |
$13.8K - $15.2K
|
30.8K
$1.25M
|