Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 6.28 Million shares, which have been reported (via 13F filing form) to have a value of $302 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,351,194
shares
|
$65.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
799,762
shares
|
$38.5 Million
0.01% of portfolio
|
Q2 2025
Added 33.27%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
742,510
shares
|
$35.8 Million
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
341,038
shares
|
$16.4 Million
0.02% of portfolio
|
Q2 2025
Added 47.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
161,235
shares
|
$7.76 Million
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
160,243
shares
|
$7.72 Million
0.0% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
142,711
shares
|
$6.87 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
123,135
shares
|
$5.93 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,840
shares
|
$5.63 Million
0.15% of portfolio
|
Q3 2022
Reduced 23.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
103,028
shares
|
$4.96 Million
0.18% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
96,375
shares
|
$4.64 Million
0.58% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
93,944
shares
|
$4.52 Million
0.0% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
90,075
shares
|
$4.34 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
89,021
shares
|
$4.29 Million
3.23% of portfolio
|
Q2 2025
Added 627.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
88,032
shares
|
$4.24 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
84,861
shares
|
$4.09 Million
0.09% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
84,325
shares
|
$4.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
80,201
shares
|
$3.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
76,863
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
76,542
shares
|
$3.69 Million
0.0% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
72,304
shares
|
$3.48 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
69,682
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
65,981
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,462
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
60,530
shares
|
$2.91 Million
0.37% of portfolio
|
Q2 2025
New holding
|