Purchases and Sales Made in Q2 2025 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33+ 0.66% |
$1.25K - $1.55K
|
5K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14+ 0.01% |
$530 - $656
|
161K
$7.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 1.4% |
$227 - $281
|
436
$21.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
4+ 2.15% |
$151 - $187
|
190
$9.24K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.26% |
$37.8 - $46.8
|
382
$18.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 2.74% |
$341 - $421
|
320
$15.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-28- 0.09% |
$1.06K - $1.31K
|
30.8K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-90- 7.67% |
$3.41K - $4.21K
|
1.08K
$52.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-95- 0.13% |
$3.59K - $4.45K
|
72.3K
$3.52M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-125- 2.35% |
$4.73K - $5.85K
|
5.21K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-132- 1.01% |
$4.99K - $6.18K
|
12.9K
$629K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-210- 3.1% |
$7.95K - $9.83K
|
6.57K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-344- 35.68% |
$13K - $16.1K
|
620
$30.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-415- 6.22% |
$15.7K - $19.4K
|
6.25K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-429- 0.53% |
$16.2K - $20.1K
|
80.2K
$3.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-478- 1.06% |
$18.1K - $22.4K
|
44.6K
$2.17M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-529- 81.01% |
$20K - $24.8K
|
124
$6.03K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-547- 6.58% |
$20.7K - $25.6K
|
7.77K
$378K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-595- 7.95% |
$22.5K - $27.9K
|
6.89K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-920- 7.76% |
$34.8K - $43.1K
|
10.9K
$532K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-938- 12.47% |
$35.5K - $43.9K
|
6.59K
$320K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.12K- 3.32% |
$42.2K - $52.3K
|
32.5K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.64K- 9.49% |
$61.9K - $76.7K
|
15.6K
$759K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.66K- 3.76% |
$62.9K - $77.9K
|
42.6K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.69K- 3.58% |
$63.8K - $79K
|
45.4K
$2.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.98K- 2.19% |
$74.7K - $92.5K
|
88K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.54K- 8.42% |
$134K - $166K
|
38.5K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.58K- 25.5% |
$136K - $168K
|
10.5K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.08K- 7.68% |
$154K - $191K
|
49.1K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.02K- 5.62% |
$190K - $235K
|
84.3K
$4.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.38K- 6.62% |
$242K - $299K
|
90.1K
$4.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.2K- 43.6% |
$387K - $480K
|
13.2K
$644K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18.7K- 13.2% |
$708K - $877K
|
123K
$5.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-95.2K- 6.58% |
$3.6M - $4.46M
|
1.35M
$65.7M
|