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 $207 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
43,788
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
42,306
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
39,495
shares
|
$1.47 Million
0.4% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
35,950
shares
|
$1.34 Million
0.3% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
33,802
shares
|
$1.26 Million
0.15% of portfolio
|
Q2 2023
Added 29.61%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
31,170
shares
|
$1.16 Million
0.13% of portfolio
|
Q4 2023
Reduced 2.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
30,170
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
27,964
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.8%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
22,503
shares
|
$840,036
0.26% of portfolio
|
Q4 2020
Reduced 53.1%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
19,737
shares
|
$736,782
0.0% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
18,576
shares
|
$693,442
0.33% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
17,894
shares
|
$667,983
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
16,526
shares
|
$616,915
0.0% of portfolio
|
Q3 2024
Added 31.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
16,058
shares
|
$599,445
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
15,068
shares
|
$562,488
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
12,318
shares
|
$459,830
0.05% of portfolio
|
Q1 2024
Reduced 3.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
12,047
shares
|
$449,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,670
shares
|
$398,311
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,250
shares
|
$307,972
0.0% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
7,782
shares
|
$290,502
0.0% of portfolio
|
Q3 2024
Added 148.47%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
7,270
shares
|
$271,389
0.11% of portfolio
|
Q4 2022
Reduced 5.46%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
7,000
shares
|
$261,310
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
6,528
shares
|
$243,690
0.0% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
6,270
shares
|
$234,059
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,968
shares
|
$222,785
0.03% of portfolio
|
Q3 2024
Reduced 8.59%
|