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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
320
shares
|
$15,408
0.0% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
200
shares
|
$9,630
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
190
shares
|
$9,148
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
170
shares
|
$8,185
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
156
shares
|
$7,511
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
124
shares
|
$5,970
0.0% of portfolio
|
Q2 2025
Reduced 81.01%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
40
shares
|
$1,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2
shares
|
$96
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
|