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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
44,225
shares
|
$2.03 Million
0.2% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
43,176
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
43,156
shares
|
$1.98 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
42,061
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
39,495
shares
|
$1.81 Million
0.4% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
33,802
shares
|
$1.55 Million
0.16% of portfolio
|
Q2 2023
Added 29.61%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
33,664
shares
|
$1.54 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
30,801
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
28,166
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
23,587
shares
|
$1.08 Million
0.28% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
23,520
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 89.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
23,485
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 41.35%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
21,607
shares
|
$989,600
0.0% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
19,835
shares
|
$908,443
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
19,426
shares
|
$889,710
0.19% of portfolio
|
Q1 2025
Added 37.69%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
17,483
shares
|
$800,721
0.38% of portfolio
|
Q1 2025
Added 36.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
17,249
shares
|
$790,004
0.0% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
16,414
shares
|
$751,761
0.0% of portfolio
|
Q1 2025
Added 25.55%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
15,068
shares
|
$690,114
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
14,052
shares
|
$643,581
0.13% of portfolio
|
Q1 2025
Reduced 37.56%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
13,057
shares
|
$598,010
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
American Alpha Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
12,235
shares
|
$560,363
0.44% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,159
shares
|
$556,882
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
11,853
shares
|
$542,867
0.05% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
8,312
shares
|
$380,689
0.13% of portfolio
|
Q1 2025
Reduced 21.21%
|