Purchases and Sales Made in Q1 2025 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
194K+ 980.75% |
$7.24M - $8.41M
|
214K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 19.99% |
$4.61M - $5.35M
|
741K
$36M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
101KNew |
$3.77M - $4.38M
|
101K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.6K+ 3.7% |
$1.92M - $2.23M
|
1.45M
$70.3M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
43.2KNew |
$1.61M - $1.87M
|
43.2K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
42.1KNew |
$1.57M - $1.82M
|
42.1K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.2K+ 74.75% |
$1.43M - $1.66M
|
89.3K
$4.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
19.8KNew |
$740K - $859K
|
19.8K
$965K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
13.9K+ 23.7% |
$521K - $604K
|
72.8K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
13.1KNew |
$487K - $566K
|
13.1K
$635K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9K+ 16.73% |
$445K - $517K
|
83.2K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.9K+ 61.05% |
$332K - $386K
|
23.5K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.71K+ 23.92% |
$325K - $377K
|
45.1K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7KNew |
$261K - $303K
|
7K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.85KNew |
$256K - $297K
|
6.85K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
5.32K+ 37.69% |
$199K - $230K
|
19.4K
$945K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.83K+ 3528.47% |
$180K - $209K
|
4.97K
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.65K+ 36.28% |
$174K - $202K
|
17.5K
$850K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.34K+ 25.55% |
$125K - $145K
|
16.4K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.31K+ 7.56% |
$124K - $143K
|
47.1K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.03K+ 2.31% |
$75.9K - $88.1K
|
90K
$4.38M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.94K+ 18.83% |
$72.4K - $84K
|
12.2K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.54K+ 5.78% |
$57.4K - $66.6K
|
28.2K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
824+ 5.02% |
$30.8K - $35.7K
|
17.2K
$839K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
801+ 1.12% |
$29.9K - $34.7K
|
72.4K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
774+ 3.72% |
$28.9K - $33.5K
|
21.6K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
738+ 1.41% |
$27.5K - $32K
|
53.1K
$2.58M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
657New |
$24.5K - $28.5K
|
657
$31.9K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
653New |
$24.4K - $28.3K
|
653
$31.8K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
522+ 0.55% |
$19.5K - $22.6K
|
94.7K
$4.61M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
453New |
$16.9K - $19.6K
|
453
$22K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
383+ 1.65% |
$14.3K - $16.6K
|
23.6K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
355+ 43.35% |
$13.3K - $15.4K
|
1.17K
$57.1K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
244+ 13.2% |
$9.11K - $10.6K
|
2.09K
$102K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
186New |
$6.94K - $8.06K
|
186
$9.05K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
83+ 4.42% |
$3.1K - $3.6K
|
1.96K
$95.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
40New |
$1.49K - $1.73K
|
40
$1.95K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34+ 11.53% |
$1.27K - $1.47K
|
329
$16K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.23% |
$37.3 - $43.3
|
430
$20.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.34% |
$74.7 - $86.7
|
578
$28.1K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 0.1% |
$261 - $303
|
6.78K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-110- 1.45% |
$4.11K - $4.77K
|
7.49K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-215- 0.29% |
$8.03K - $9.32K
|
73.8K
$3.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-271- 4.41% |
$10.1K - $11.7K
|
5.87K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-317- 0.49% |
$11.8K - $13.7K
|
64K
$3.11M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-465- 3.77% |
$17.4K - $20.1K
|
11.9K
$576K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-550- 9.35% |
$20.5K - $23.8K
|
5.33K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-614- 54.14% |
$22.9K - $26.6K
|
520
$25.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-616- 0.63% |
$23K - $26.7K
|
96.5K
$4.69M
|