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 6.71 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
22,851
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 40.68%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
20,742
shares
|
$1.04 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
17,960
shares
|
$898,538
0.0% of portfolio
|
Q3 2025
Added 15.04%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
17,934
shares
|
$897,238
0.02% of portfolio
|
Q3 2025
Reduced 14.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,159
shares
|
$608,314
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
10,990
shares
|
$549,829
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
10,933
shares
|
$546,977
0.05% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
10,686
shares
|
$534,620
0.16% of portfolio
|
Q3 2025
Reduced 29.08%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
9,700
shares
|
$485,291
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
9,425
shares
|
$471,532
0.09% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
9,404
shares
|
$470,482
0.13% of portfolio
|
Q3 2025
Reduced 27.24%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
9,027
shares
|
$451,620
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
7,739
shares
|
$387,182
0.0% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
7,500
shares
|
$375,225
0.12% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
7,270
shares
|
$363,718
0.12% of portfolio
|
Q4 2022
Reduced 5.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
7,034
shares
|
$351,911
0.0% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
7,000
shares
|
$350,210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
6,717
shares
|
$336,051
0.19% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,541
shares
|
$327,246
0.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
6,300
shares
|
$315,189
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
6,233
shares
|
$311,836
0.0% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,047
shares
|
$302,531
0.0% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
5,843
shares
|
$292,325
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
5,743
shares
|
$287,322
0.1% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,167
shares
|
$258,505
0.03% of portfolio
|
Q3 2025
Reduced 13.42%
|
|