Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 5.39 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,376,105
shares
|
$54.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
624,126
shares
|
$24.6 Million
0.0% of portfolio
|
Q2 2024
Added 9.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
398,255
shares
|
$15.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 33.31%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
325,762
shares
|
$12.8 Million
3.24% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
198,890
shares
|
$7.83 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
159,072
shares
|
$6.26 Million
0.0% of portfolio
|
Q2 2024
Added 5.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
150,367
shares
|
$5.92 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.84%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
127,428
shares
|
$5.02 Million
0.24% of portfolio
|
Q2 2024
Added 71.22%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,840
shares
|
$4.6 Million
0.15% of portfolio
|
Q3 2022
Reduced 23.26%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
115,296
shares
|
$4.54 Million
0.73% of portfolio
|
Q2 2024
Added 37.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
111,851
shares
|
$4.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 43.11%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
105,771
shares
|
$4.16 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
89,939
shares
|
$3.54 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
88,946
shares
|
$3.5 Million
0.48% of portfolio
|
Q2 2024
Added 7.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
85,188
shares
|
$3.35 Million
0.03% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
79,398
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
71,598
shares
|
$2.82 Million
0.08% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
71,225
shares
|
$2.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
70,794
shares
|
$2.79 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
67,889
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2024
Reduced 62.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
66,791
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,462
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
58,908
shares
|
$2.32 Million
0.03% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
54,142
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
53,906
shares
|
$2.12 Million
0.22% of portfolio
|
Q2 2024
Added 3.21%
|