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 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-899- 11.88% |
$33.6K - $39K
|
6.67K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-907- 1.11% |
$33.9K - $39.3K
|
80.6K
$3.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.16K- 1.41% |
$43.2K - $50.1K
|
80.7K
$3.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.19K- 6.12% |
$81.9K - $95K
|
33.7K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.24K- 21.21% |
$83.5K - $97K
|
8.31K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.59K- 2.84% |
$171K - $199K
|
157K
$7.19M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.7K- 3.42% |
$213K - $247K
|
161K
$7.38M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.78K- 4.56% |
$253K - $294K
|
142K
$6.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.68K- 14.8% |
$287K - $333K
|
44.2K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-8.45K- 37.56% |
$316K - $366K
|
14.1K
$644K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.17K- 17.52% |
$342K - $397K
|
43.2K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-24.6K- 31.55% |
$917K - $1.06M
|
53.3K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45.9K- 7.1% |
$1.71M - $1.99M
|
600K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53.5K- 18.77% |
$2M - $2.32M
|
231K
$10.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-190K- 89.0% |
$7.1M - $8.25M
|
23.5K
$1.08M
|