Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 6.28 Million shares, which have been reported (via 13F filing form) to have a value of $302 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
53,332
shares
|
$2.57 Million
0.41% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
49,051
shares
|
$2.36 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
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
44,633
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
43,741
shares
|
$2.11 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
|
$2.05 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
39,495
shares
|
$1.9 Million
0.4% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
38,519
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
37,692
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 33.82%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
36,426
shares
|
$1.75 Million
0.17% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
32,548
shares
|
$1.57 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
32,334
shares
|
$1.56 Million
0.4% of portfolio
|
Q2 2025
Added 37.08%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
30,773
shares
|
$1.48 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
30,444
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 29.44%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
28,594
shares
|
$1.38 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
27,321
shares
|
$1.32 Million
0.28% of portfolio
|
Q2 2025
Added 40.64%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
26,408
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
24,769
shares
|
$1.19 Million
0.35% of portfolio
|
Q2 2025
Added 24.88%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
23,339
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 42.19%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
21,510
shares
|
$1.04 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
20,940
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Added 3522.84%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
19,743
shares
|
$950,625
0.46% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,855
shares
|
$811,568
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
15,612
shares
|
$751,717
0.0% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
15,068
shares
|
$725,524
0.22% of portfolio
|
Q2 2023
New holding
|