Purchases and Sales Made in Q3 2021 in Wisdomtree Tr (DTH)

DTH Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q3 2021. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.04M
New
$39.4M - $42.2M
1.04M $40.9M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
198K
New
$7.5M - $8.03M
198K $7.79M
Nov 16, 2021 Q3 2021
Jane Street Group, LLC

New York, NY
BUY
 -
35.6K
+ 184.67%
$1.35M - $1.44M
54.9K $2.16M
Nov 04, 2021 Q3 2021
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
17K
+ 157.19%
$644K - $690K
27.8K $1.1M
Nov 12, 2021 Q3 2021
Greenleaf Trust

Kalamazoo, MI
BUY
 -
13.5K
+ 42.38%
$513K - $550K
45.5K $1.79M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
12.6K
+ 50.36%
$476K - $510K
37.5K $1.48M
Aug 28, 2024 Q3 2021
Farmers National Bank

Danville, KY
BUY
 -
10.6K
New
$400K - $428K
10.6K $416K
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
8.92K
+ 116.23%
$338K - $362K
16.6K $653K
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
5.64K
+ 12.5%
$214K - $229K
50.7K $2M
Nov 12, 2021 Q3 2021
Old Mission Capital LLC

BUY
 -
5.56K
+ 11.64%
$211K - $226K
53.3K $2.1M
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.89K
+ 63.04%
$147K - $158K
10.1K $396K
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
3.02K
+ 5.31%
$114K - $122K
59.8K $2.35M
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.88K
+ 29.05%
$109K - $117K
12.8K $503K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.47K
New
$55.6K - $59.6K
1.47K $57.8K
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
843
+ 1.59%
$31.9K - $34.2K
53.9K $2.12M
Nov 15, 2021 Q3 2021
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
718
+ 1.67%
$27.2K - $29.1K
43.8K $1.73M
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
716
+ 1.77%
$27.1K - $29.1K
41.2K $1.62M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
577
+ 1.21%
$21.9K - $23.4K
48.1K $1.89M
Nov 15, 2021 Q3 2021
Brown Brothers Harriman & CO

New York, NY
BUY
 -
200
New
$7.58K - $8.12K
200 $7.87K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
162
+ 12.01%
$6.14K - $6.58K
1.51K $59.5K
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
100
New
$3.79K - $4.06K
100 $3.94K
Nov 08, 2021 Q3 2021
Madrona Financial Services, LLC

BUY
 -
60
+ 1.12%
$2.27K - $2.44K
5.44K $214K
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
27
+ 0.48%
$1.02K - $1.1K
5.69K $224K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
8
+ 1.48%
$303 - $325
548 $21.6K
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

BUY
 -
7
+ 0.36%
$265 - $284
1.94K $76.2K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

SELL
 -
-83
- 2.87%
$3.14K - $3.37K
2.81K $111K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-92
Closed
$3.49K - $3.73K
0 $0
Oct 14, 2021 Q3 2021
Courier Capital LLC

SELL
 -
-109
- 2.01%
$4.13K - $4.42K
5.32K $210K
Nov 12, 2021 Q3 2021
Fieldpoint Private Securities, LLC

SELL
 -
-175
- 0.43%
$6.63K - $7.1K
40.3K $1.59M
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-229
- 3.92%
$8.68K - $9.3K
5.61K $221K
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-510
- 1.86%
$19.3K - $20.7K
26.9K $1.06M
Nov 03, 2021 Q3 2021
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-564
- 1.83%
$21.4K - $22.9K
30.3K $1.19M
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-701
- 3.24%
$26.6K - $28.5K
20.9K $824K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
-798
- 7.28%
$30.2K - $32.4K
10.2K $400K
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-912
- 11.68%
$34.6K - $37K
6.9K $271K
Oct 05, 2021 Q3 2021
Lvm Capital Management LTD

SELL
 -
-1.35K
- 8.17%
$51.2K - $54.8K
15.2K $598K
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

SELL
 -
-2.52K
- 25.18%
$95.5K - $102K
7.49K $295K
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-3.15K
- 18.98%
$119K - $128K
13.4K $529K
Nov 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-5.07K
Closed
$192K - $206K
0 $0
Oct 28, 2021 Q3 2021
Marshall Financial Group LLC

SELL
 -
-5.34K
Closed
$202K - $217K
0 $0
Oct 26, 2021 Q3 2021
Simmons Bank

SELL
 -
-5.35K
Closed
$203K - $217K
0 $0
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-6.91K
Closed
$262K - $281K
0 $0
Nov 08, 2021 Q3 2021
Brinker Capital Investments, LLC

SELL
 -
-8.1K
- 25.31%
$307K - $329K
23.9K $941K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-8.55K
- 78.94%
$324K - $347K
2.28K $89.8K
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
SELL
 -
-9.91K
- 1.93%
$376K - $402K
504K $19.8M
Oct 13, 2021 Q3 2021
Evanson Asset Management, LLC

SELL
 -
-10.5K
- 7.58%
$396K - $424K
127K $5.02M
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-12.1K
- 14.93%
$460K - $493K
69.2K $2.73M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-19K
Closed
$722K - $773K
0 $0

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