Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 5.55 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
7,595
shares
|
$324,002
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
7,568
shares
|
$322,850
0.0% of portfolio
|
Q4 2024
Added 15.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
7,446
shares
|
$317,646
0.0% of portfolio
|
Q4 2024
Reduced 73.37%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
7,270
shares
|
$310,138
0.1% of portfolio
|
Q4 2022
Reduced 5.46%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$298,620
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,787
shares
|
$289,533
0.01% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
6,233
shares
|
$265,899
0.0% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
6,139
shares
|
$261,889
0.0% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,968
shares
|
$254,594
0.03% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
5,880
shares
|
$250,840
0.02% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
5,843
shares
|
$249,262
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,900
shares
|
$209,033
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,483
shares
|
$191,244
0.03% of portfolio
|
Q2 2024
Reduced 8.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,450
shares
|
$104,516
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,878
shares
|
$80,115
0.0% of portfolio
|
Q1 2024
Reduced 46.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,849
shares
|
$78,878
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,349
shares
|
$57,548
0.0% of portfolio
|
Q2 2020
Added 0.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,134
shares
|
$48,376
0.0% of portfolio
|
Q4 2024
Reduced 54.62%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,000
shares
|
$42,660
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
964
shares
|
$41,124
0.0% of portfolio
|
Q1 2024
Reduced 42.07%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
863
shares
|
$36,815
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
824
shares
|
$35,151
0.02% of portfolio
|
Q4 2024
Reduced 52.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
819
shares
|
$34,938
0.0% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
600
shares
|
$25,595
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
580
shares
|
$24,742
0.0% of portfolio
|
Q4 2024
Reduced 20.44%
|