Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $333 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
60,738
shares
|
$3.07 Million
0.35% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
56,213
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2025
Added 1236.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
55,509
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2025
Added 137.84%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
52,961
shares
|
$2.67 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
49,051
shares
|
$2.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
45,378
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
43,741
shares
|
$2.21 Million
0.1% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
43,262
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
40,843
shares
|
$2.06 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
39,831
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 200.72%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
39,495
shares
|
$1.99 Million
0.4% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
37,692
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Added 33.82%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
37,370
shares
|
$1.89 Million
0.84% of portfolio
|
Q3 2025
Added 89.28%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
37,280
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Added 22.45%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
36,426
shares
|
$1.84 Million
0.18% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
36,312
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 471.39%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
36,051
shares
|
$1.82 Million
0.36% of portfolio
|
Q3 2025
Added 31.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
34,011
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Added 6440.58%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
33,419
shares
|
$1.69 Million
0.69% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
32,334
shares
|
$1.63 Million
0.4% of portfolio
|
Q2 2025
Added 37.08%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
30,773
shares
|
$1.55 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
30,498
shares
|
$1.54 Million
0.43% of portfolio
|
Q3 2025
Added 23.13%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
29,969
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
29,785
shares
|
$1.5 Million
0.22% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
26,408
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 22.22%
|