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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,900
shares
|
$245,147
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
4,700
shares
|
$235,141
0.02% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,557
shares
|
$227,986
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,517
shares
|
$225,985
0.0% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,483
shares
|
$224,284
0.03% of portfolio
|
Q2 2024
Reduced 8.3%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
4,419
shares
|
$221,082
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
4,367
shares
|
$218,481
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
4,350
shares
|
$217,630
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
4,298
shares
|
$215,028
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,846
shares
|
$142,385
0.0% of portfolio
|
Q3 2025
Added 33.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,793
shares
|
$139,733
0.0% of portfolio
|
Q3 2025
Added 33.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,450
shares
|
$122,573
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,250
shares
|
$112,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
2,000
shares
|
$100,060
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,775
shares
|
$88,803
0.0% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,349
shares
|
$67,490
0.0% of portfolio
|
Q2 2020
Added 0.84%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,257
shares
|
$62,887
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,159
shares
|
$57,984
0.0% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,087
shares
|
$54,382
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
873
shares
|
$43,676
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
863
shares
|
$43,175
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
750
shares
|
$37,522
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
620
shares
|
$31,018
0.0% of portfolio
|
Q2 2025
Reduced 35.68%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
592
shares
|
$29,617
0.0% of portfolio
|
Q3 2025
Added 35.78%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
468
shares
|
$23,414
0.0% of portfolio
|
Q1 2024
Reduced 51.65%
|
|