Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 5.56 Million shares, which have been reported (via 13F filing form) to have a value of $217 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
6,528
shares
|
$254,592
0.0% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
6,233
shares
|
$243,087
0.0% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
6,139
shares
|
$239,421
0.0% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,968
shares
|
$232,752
0.03% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,913
shares
|
$230,607
0.01% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
5,880
shares
|
$229,320
0.02% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,843
shares
|
$227,877
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
5,100
shares
|
$198,900
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,900
shares
|
$191,100
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,564
shares
|
$177,996
0.01% of portfolio
|
Q2 2024
Reduced 12.45%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,483
shares
|
$174,837
0.03% of portfolio
|
Q2 2024
Reduced 8.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,499
shares
|
$97,461
0.0% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,450
shares
|
$95,550
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,878
shares
|
$73,242
0.0% of portfolio
|
Q1 2024
Reduced 46.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,850
shares
|
$72,150
0.0% of portfolio
|
Q3 2024
Added 131.25%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,750
shares
|
$68,250
0.04% of portfolio
|
Q2 2024
Reduced 54.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,349
shares
|
$52,611
0.0% of portfolio
|
Q2 2020
Added 0.84%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,000
shares
|
$39,000
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
964
shares
|
$37,596
0.0% of portfolio
|
Q1 2024
Reduced 42.07%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
863
shares
|
$33,657
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
819
shares
|
$31,941
0.0% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
600
shares
|
$23,400
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
468
shares
|
$18,252
0.0% of portfolio
|
Q1 2024
Reduced 51.65%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
426
shares
|
$16,614
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
380
shares
|
$14,820
0.0% of portfolio
|
Q3 2024
Added 1166.67%
|