Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 5.47 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,378,220
shares
|
$51.7 Million
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
648,915
shares
|
$24.4 Million
0.0% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
585,321
shares
|
$22 Million
0.01% of portfolio
|
Q3 2024
Added 46.97%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
329,646
shares
|
$12.4 Million
3.27% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
191,675
shares
|
$7.2 Million
0.01% of portfolio
|
Q3 2024
Added 71.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
186,009
shares
|
$6.98 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
156,529
shares
|
$5.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
146,803
shares
|
$5.51 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,840
shares
|
$4.39 Million
0.15% of portfolio
|
Q3 2022
Reduced 23.26%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
105,771
shares
|
$3.97 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
99,249
shares
|
$3.73 Million
0.68% of portfolio
|
Q3 2024
Reduced 13.92%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
92,393
shares
|
$3.47 Million
0.54% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
87,058
shares
|
$3.27 Million
0.03% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
79,537
shares
|
$2.99 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
79,398
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
71,598
shares
|
$2.69 Million
0.09% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
71,225
shares
|
$2.67 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
70,459
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
66,371
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Added 28.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,462
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
61,226
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
58,496
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
56,541
shares
|
$2.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
53,980
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
52,658
shares
|
$1.98 Million
0.24% of portfolio
|
Q3 2024
New holding
|