Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 5.58 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
653
shares
|
$29,907
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
578
shares
|
$26,472
0.0% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
520
shares
|
$23,816
0.0% of portfolio
|
Q1 2025
Reduced 54.14%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
468
shares
|
$21,434
0.0% of portfolio
|
Q1 2024
Reduced 51.65%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
453
shares
|
$20,747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
430
shares
|
$19,694
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
381
shares
|
$17,449
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
345
shares
|
$15,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
329
shares
|
$15,068
0.0% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
200
shares
|
$9,160
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
156
shares
|
$7,144
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
40
shares
|
$1,832
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2
shares
|
$91
0.0% of portfolio
|
Q1 2024
Reduced 99.54%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|