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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,160
shares
|
$242,519
0.01% of portfolio
|
Q2 2024
Added 3.62%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,968
shares
|
$234,960
0.03% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
5,843
shares
|
$230,038
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
5,776
shares
|
$227,401
0.0% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
5,753
shares
|
$226,495
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Aug 09, 2024 Q2 2024 |
5,548
shares
|
$218,424
0.02% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,900
shares
|
$192,913
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,564
shares
|
$179,684
0.01% of portfolio
|
Q2 2024
Reduced 12.45%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,483
shares
|
$176,495
0.03% of portfolio
|
Q2 2024
Reduced 8.3%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
3,132
shares
|
$123,306
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
2,954
shares
|
$116,298
0.0% of portfolio
|
Q2 2024
Added 316.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,450
shares
|
$96,456
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,878
shares
|
$73,936
0.0% of portfolio
|
Q1 2024
Reduced 46.42%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,750
shares
|
$68,897
0.04% of portfolio
|
Q2 2024
Reduced 54.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,349
shares
|
$53,110
0.0% of portfolio
|
Q2 2020
Added 0.84%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,000
shares
|
$39,370
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
964
shares
|
$37,952
0.0% of portfolio
|
Q1 2024
Reduced 42.07%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
863
shares
|
$33,976
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
800
shares
|
$31,495
0.0% of portfolio
|
Q2 2022
Reduced 56.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
722
shares
|
$28,425
0.0% of portfolio
|
Q3 2024
Added 2788.0%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
468
shares
|
$18,425
0.0% of portfolio
|
Q1 2024
Reduced 51.65%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
426
shares
|
$16,771
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
400
shares
|
$15,747
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
380
shares
|
$14,960
0.0% of portfolio
|
Q3 2024
Added 1166.67%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
300
shares
|
$11,811
0.0% of portfolio
|
Q1 2024
Reduced 86.96%
|