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 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,462
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
60,738
shares
|
$2.95 Million
0.35% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
56,213
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2025
Added 1236.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
55,509
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 137.84%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
53,332
shares
|
$2.59 Million
0.41% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
49,051
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
45,378
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
44,633
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
43,741
shares
|
$2.13 Million
0.1% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
42,562
shares
|
$2.07 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
39,831
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Added 200.72%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
39,495
shares
|
$1.92 Million
0.4% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
37,692
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 33.82%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
36,426
shares
|
$1.77 Million
0.17% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
33,419
shares
|
$1.63 Million
0.69% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
32,548
shares
|
$1.58 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
32,334
shares
|
$1.57 Million
0.4% of portfolio
|
Q2 2025
Added 37.08%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
30,773
shares
|
$1.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
30,444
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 29.44%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
27,321
shares
|
$1.33 Million
0.28% of portfolio
|
Q2 2025
Added 40.64%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
26,408
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
24,769
shares
|
$1.2 Million
0.35% of portfolio
|
Q2 2025
Added 24.88%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
22,851
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 40.68%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
20,940
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Added 3522.84%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
20,742
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.57%
|