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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.19K- 7.42% |
$157K - $172K
|
52.3K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
457+ 7.91% |
$17.1K - $18.8K
|
6.23K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
97+ 13.43% |
$3.63K - $3.99K
|
819
$34.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-753- 1.43% |
$28.1K - $31K
|
51.9K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-369- 1.18% |
$13.8K - $15.2K
|
30.8K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.65K+ 26.32% |
$61.7K - $67.8K
|
7.92K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.3K+ 14.48% |
$385K - $424K
|
81.5K
$3.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
386+ 6.71% |
$14.4K - $15.9K
|
6.14K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.7K- 8.22% |
$325K - $357K
|
97.1K
$4.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
76.7KNew |
$2.87M - $3.15M
|
76.7K
$3.27M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.3K- 98.81% |
$427K - $475K
|
137
$5.84K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.1KNew |
$192K - $213K
|
5.1K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200+ 50.0% |
$7.52K - $8.37K
|
600
$25.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.45K+ 4.15% |
$92.2K - $103K
|
61.5K
$2.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-561- 8.59% |
$21.1K - $23.5K
|
5.97K
$255K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-67.7K- 66.97% |
$2.58M - $2.79M
|
33.4K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
53K+ 71.22% |
$2.02M - $2.18M
|
127K
$5.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
655+ 0.92% |
$24.9K - $27K
|
71.6K
$3.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-135Closed |
$5.14K - $5.56K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 3.21% |
$63.9K - $69.2K
|
53.9K
$2.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-221- 3.83% |
$8.42K - $9.11K
|
5.55K
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
290New |
$11K - $12K
|
290
$12.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.41K+ 18.59% |
$53.7K - $58.1K
|
8.99K
$384K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.13KNew |
$43K - $46.6K
|
1.13K
$48.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-406- 8.3% |
$15.5K - $16.7K
|
4.48K
$191K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.63K- 46.42% |
$60.3K - $64.8K
|
1.88K
$80.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.18K+ 1.7% |
$43.7K - $46.9K
|
70.3K
$3M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.83K- 27.76% |
$216K - $232K
|
15.2K
$647K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.09KNew |
$189K - $203K
|
5.09K
$217K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 51.65% |
$18.5K - $19.9K
|
468
$20K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-400- 3.15% |
$14.8K - $15.9K
|
12.3K
$525K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
249New |
$9.24K - $9.92K
|
249
$10.6K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.55K- 83.45% |
$206K - $221K
|
1.1K
$46.9K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-430- 99.54% |
$15.9K - $17.1K
|
2
$85.3
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-700- 42.07% |
$26K - $27.9K
|
964
$41.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 86.96% |
$74.2K - $79.6K
|
300
$12.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-11- 0.08% |
$408 - $438
|
13.2K
$561K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-154- 2.88% |
$5.71K - $6.13K
|
5.19K
$221K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$139 - $156
|
4
$171
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.61K- 12.37% |
$160K - $180K
|
32.7K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.73K+ 5.94% |
$129K - $146K
|
66.5K
$2.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.84KNew |
$203K - $229K
|
5.84K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12- 0.11% |
$416 - $469
|
10.5K
$447K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18.1K- 71.03% |
$629K - $710K
|
7.4K
$316K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-388- 5.92% |
$13.9K - $15K
|
6.16K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-364- 1.43% |
$13K - $14K
|
25K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$35.8 - $38.5
|
1
$42.7
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-653- 7.28% |
$23.4K - $25.2K
|
8.31K
$355K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
400+ 7.22% |
$14.3K - $15.4K
|
5.94K
$254K
|
|
| Q2 2023 | |||||||
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-19- 0.19% |
$687 - $741
|
10.1K
$431K
|
|