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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,900
shares
|
$235,935
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,557
shares
|
$219,419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,483
shares
|
$215,856
0.03% of portfolio
|
Q2 2024
Reduced 8.3%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
4,419
shares
|
$212,774
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
4,350
shares
|
$209,452
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,205
shares
|
$202,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,450
shares
|
$117,967
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,250
shares
|
$108,337
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,127
shares
|
$102,415
0.0% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,093
shares
|
$100,777
0.0% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,000
shares
|
$96,300
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,575
shares
|
$75,836
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,349
shares
|
$64,954
0.0% of portfolio
|
Q2 2020
Added 0.84%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,255
shares
|
$60,428
0.0% of portfolio
|
Q2 2025
Added 25.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,087
shares
|
$52,339
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,084
shares
|
$52,194
0.0% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
863
shares
|
$41,553
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
657
shares
|
$31,634
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
620
shares
|
$29,853
0.0% of portfolio
|
Q2 2025
Reduced 35.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
520
shares
|
$25,038
0.0% of portfolio
|
Q1 2025
Reduced 54.14%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
468
shares
|
$22,534
0.0% of portfolio
|
Q1 2024
Reduced 51.65%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
436
shares
|
$20,993
0.0% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
382
shares
|
$18,393
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
345
shares
|
$16,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
325
shares
|
$15,648
0.0% of portfolio
|
Q2 2025
New holding
|