Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 5.58 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,446,427
shares
|
$66.2 Million
0.01% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
741,048
shares
|
$33.9 Million
0.0% of portfolio
|
Q1 2025
Added 19.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
600,102
shares
|
$27.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
231,434
shares
|
$10.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
161,221
shares
|
$7.38 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
156,994
shares
|
$7.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
141,858
shares
|
$6.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,840
shares
|
$5.35 Million
0.15% of portfolio
|
Q3 2022
Reduced 23.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
101,045
shares
|
$4.63 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
96,459
shares
|
$4.42 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
94,730
shares
|
$4.34 Million
0.56% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
90,007
shares
|
$4.12 Million
0.03% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
89,348
shares
|
$4.09 Million
0.0% of portfolio
|
Q1 2025
Added 74.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
83,232
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
80,693
shares
|
$3.7 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
80,630
shares
|
$3.69 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
73,847
shares
|
$3.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
72,806
shares
|
$3.33 Million
0.0% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
72,399
shares
|
$3.32 Million
0.1% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
63,973
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,462
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
53,332
shares
|
$2.44 Million
0.39% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
53,131
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
47,065
shares
|
$2.16 Million
0.01% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
45,111
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Added 23.92%
|