Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 5.55 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,394,877
shares
|
$56.5 Million
0.0% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
645,992
shares
|
$26.2 Million
0.01% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
617,585
shares
|
$25 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
284,900
shares
|
$11.5 Million
0.02% of portfolio
|
Q4 2024
Added 48.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
220,214
shares
|
$8.92 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
166,924
shares
|
$6.76 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
161,588
shares
|
$6.55 Million
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
148,633
shares
|
$6.02 Million
0.06% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,840
shares
|
$4.73 Million
0.15% of portfolio
|
Q3 2022
Reduced 23.26%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
97,075
shares
|
$3.93 Million
0.27% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
94,208
shares
|
$3.82 Million
0.5% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
87,974
shares
|
$3.56 Million
0.03% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
81,849
shares
|
$3.32 Million
0.09% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
81,537
shares
|
$3.3 Million
0.03% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
77,909
shares
|
$3.16 Million
0.5% of portfolio
|
Q4 2024
Reduced 21.5%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
76,693
shares
|
$3.11 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
74,062
shares
|
$3 Million
0.01% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
71,598
shares
|
$2.9 Million
0.09% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
71,303
shares
|
$2.89 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
64,290
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,462
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
58,857
shares
|
$2.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
52,393
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
52,348
shares
|
$2.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
51,905
shares
|
$2.1 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.43%
|