A detailed history of O'Shaughnessy Asset Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 124 shares of DTH stock, worth $6,059. This represents 0.0% of its overall portfolio holdings.

Number of Shares
124
Previous 653 81.01%
Holding current value
$6,059
Previous $27,000 81.48%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
$37.84 - $46.83 $20,017 - $24,773
-529 Reduced 81.01%
124 $5,000
Q1 2025

May 13, 2025

BUY
$37.33 - $43.33 $24,376 - $28,294
653 New
653 $27,000
Q2 2023

Aug 11, 2023

BUY
$36.15 - $39.0 $5,784 - $6,240
160 New
160 $5,000

Others Institutions Holding DTH

About WISDOMTREE TR


  • Ticker DTH
  • Sector ETFs
  • Industry ETFs
More about DTH
Track This Portfolio

Track O'Shaughnessy Asset Management, LLC Portfolio

Follow O'Shaughnessy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Shaughnessy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Shaughnessy Asset Management, LLC with notifications on news.