Purchases and Sales Made in Q4 2024 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.7K- 8.22% |
$325K - $357K
|
97.1K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.7K- 37.06% |
$586K - $645K
|
26.6K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.1K- 56.67% |
$639K - $703K
|
13.1K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.1K- 10.26% |
$713K - $785K
|
167K
$7.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.5K- 73.37% |
$767K - $843K
|
7.45K
$319K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-21.3K- 21.5% |
$798K - $877K
|
77.9K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.3K- 4.83% |
$1.17M - $1.29M
|
618K
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-43K- 54.15% |
$1.61M - $1.77M
|
36.4K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-307K- 93.17% |
$11.5M - $12.6M
|
22.5K
$963K
|