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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
13,245
shares
|
$637,746
0.0% of portfolio
|
Q2 2025
Reduced 43.6%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
12,925
shares
|
$622,338
0.19% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,159
shares
|
$585,455
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
10,933
shares
|
$526,423
0.05% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,909
shares
|
$525,268
0.0% of portfolio
|
Q2 2025
Added 59.16%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
10,469
shares
|
$504,082
0.1% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
9,700
shares
|
$467,055
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
8,813
shares
|
$424,345
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
7,920
shares
|
$381,348
0.01% of portfolio
|
Q4 2024
Added 26.32%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
7,765
shares
|
$373,884
0.12% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
7,270
shares
|
$350,050
0.1% of portfolio
|
Q4 2022
Reduced 5.46%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,000
shares
|
$337,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,990
shares
|
$336,568
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
6,890
shares
|
$331,753
0.21% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,587
shares
|
$317,164
0.0% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,570
shares
|
$316,345
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,355
shares
|
$305,993
0.0% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
6,300
shares
|
$303,345
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
6,254
shares
|
$301,130
0.0% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
6,233
shares
|
$300,118
0.0% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,968
shares
|
$287,359
0.03% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,843
shares
|
$281,340
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
5,791
shares
|
$278,836
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
5,205
shares
|
$250,620
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,004
shares
|
$240,942
0.0% of portfolio
|
Q2 2025
Added 0.66%
|