Purchases and Sales Made in Q3 2025 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
82KNew |
$3.78M - $4.09M
|
82K
$3.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
52K+ 1236.81% |
$2.4M - $2.6M
|
56.2K
$2.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.2K+ 137.84% |
$1.48M - $1.61M
|
55.5K
$2.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9.03KNew |
$416K - $450K
|
9.03K
$439K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.83K+ 16.87% |
$223K - $241K
|
33.4K
$1.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
1.34K+ 0.9% |
$61.8K - $66.8K
|
149K
$7.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
873New |
$40.3K - $43.6K
|
873
$42.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
313New |
$14.4K - $15.6K
|
313
$15.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
208+ 0.34% |
$9.6K - $10.4K
|
60.7K
$2.95M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
200+ 12.7% |
$9.23K - $9.98K
|
1.78K
$86.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
136New |
$6.27K - $6.79K
|
136
$6.61K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.16% |
$92.3 - $99.8
|
1.26K
$61.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-173- 2.51% |
$7.98K - $8.63K
|
6.72K
$327K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-505- 9.7% |
$23.3K - $25.2K
|
4.7K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-768- 3.57% |
$35.4K - $38.3K
|
20.7K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-801- 13.42% |
$37K - $40K
|
5.17K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.42K- 9.26% |
$342K - $370K
|
72.8K
$3.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-12.2K- 13.54% |
$563K - $609K
|
77.9K
$3.79M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-15.7K- 40.68% |
$723K - $782K
|
22.9K
$1.11M
|