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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
468
shares
|
$19,964
0.0% of portfolio
|
Q1 2024
Reduced 51.65%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
429
shares
|
$18,301
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
381
shares
|
$16,253
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
345
shares
|
$14,717
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
300
shares
|
$12,797
0.0% of portfolio
|
Q1 2024
Reduced 86.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
295
shares
|
$12,584
0.0% of portfolio
|
Q1 2024
Added 94.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
200
shares
|
$8,532
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
156
shares
|
$6,654
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
137
shares
|
$5,844
0.0% of portfolio
|
Q3 2024
Reduced 98.81%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2
shares
|
$85
0.0% of portfolio
|
Q1 2024
Reduced 99.54%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|