Purchases and Sales Made in Q4 2024 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
76.7KNew |
$2.87M - $3.15M
|
76.7K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
12.8KNew |
$480K - $527K
|
12.8K
$500K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.3K+ 14.48% |
$385K - $424K
|
81.5K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.31K+ 2.91% |
$86.4K - $95K
|
81.8K
$3.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.65K+ 26.32% |
$61.7K - $67.8K
|
7.92K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
457+ 7.91% |
$17.1K - $18.8K
|
6.23K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
386+ 6.71% |
$14.4K - $15.9K
|
6.14K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
112+ 0.93% |
$4.19K - $4.6K
|
12.2K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
97+ 13.43% |
$3.63K - $3.99K
|
819
$31.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-93- 0.26% |
$3.48K - $3.82K
|
35.9K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-369- 1.18% |
$13.8K - $15.2K
|
30.8K
$1.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-400- 6.37% |
$15K - $16.4K
|
5.88K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-753- 1.43% |
$28.1K - $31K
|
51.9K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.19K- 7.42% |
$157K - $172K
|
52.3K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.7K- 8.22% |
$325K - $357K
|
97.1K
$3.79M
|