Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
55,509
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2025
Added 137.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
53,734
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Added 34.9%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
52,961
shares
|
$2.65 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
50,532
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
46,738
shares
|
$2.34 Million
0.11% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
45,378
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
43,262
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
41,199
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.88%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
40,843
shares
|
$2.04 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
39,677
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
Added 33.82%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
39,495
shares
|
$1.98 Million
0.4% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
37,763
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.01%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
37,370
shares
|
$1.87 Million
0.84% of portfolio
|
Q3 2025
Added 89.28%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
37,280
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 22.45%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
36,426
shares
|
$1.82 Million
0.18% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
36,312
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Added 471.39%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
36,051
shares
|
$1.8 Million
0.36% of portfolio
|
Q3 2025
Added 31.95%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
35,103
shares
|
$1.76 Million
0.41% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
34,011
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 6440.58%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
33,419
shares
|
$1.67 Million
0.69% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
30,773
shares
|
$1.54 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
30,498
shares
|
$1.53 Million
0.43% of portfolio
|
Q3 2025
Added 23.13%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
29,969
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
29,785
shares
|
$1.49 Million
0.22% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
27,080
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 2.54%
|
|