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 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
382
shares
|
$18,576
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
345
shares
|
$16,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
325
shares
|
$15,804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
320
shares
|
$15,561
0.0% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
313
shares
|
$15,221
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
200
shares
|
$9,726
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
190
shares
|
$9,239
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
170
shares
|
$8,267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
156
shares
|
$7,586
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
136
shares
|
$6,613
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
124
shares
|
$6,030
0.0% of portfolio
|
Q2 2025
Reduced 81.01%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
40
shares
|
$1,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2
shares
|
$97
0.0% of portfolio
|
Q1 2024
Reduced 99.54%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|