Wealthspire Advisors, LLC Wisdomtree Tr Transaction History

Wealthspire Advisors, LLC

$17.6 Billion
Q2 2025

A detailed history of Wealthspire Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 123,135 shares of DTH stock, worth $5.93 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

123,135

Previous 141,858 13.2%

Holding current value

$5.93 Million

Previous $6.02 Million 5.3%

% of portfolio

0.03%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$37.84 - $46.83 $708,478 - $876,798	-18,723 Reduced 13.2%	123,135 $5.7 Million
Q1 2025 May 09, 2025	SELL	$37.33 - $43.33 $252,910 - $293,560	-6,775 Reduced 4.56%	141,858 $6.02 Million
Q4 2024 Feb 03, 2025	BUY	$37.38 - $41.11 $68,405 - $75,231	1,830 Added 1.25%	148,633 $5.62 Million
Q3 2024 Nov 13, 2024	SELL	$37.62 - $41.83 $134,077 - $149,082	-3,564 Reduced 2.37%	146,803 $6.08 Million
Q2 2024 Aug 08, 2024	SELL	$38.08 - $41.21 $291,159 - $315,091	-7,646 Reduced 4.84%	150,367 $5.77 Million
Q1 2024 May 06, 2024	SELL	$37.09 - $39.82 $725,257 - $778,640	-19,554 Reduced 11.01%	158,013 $6.26 Million
Q4 2023 Feb 06, 2024	SELL	$34.66 - $39.12 $1.42 Million - $1.6 Million	-40,843 Reduced 18.7%	177,567 $6.91 Million
Q3 2023 Nov 06, 2023	SELL	$35.8 - $38.54 $23.7 Million - $25.6 Million	-663,376 Reduced 75.23%	218,410 $7.91 Million
Q2 2023 Jul 31, 2023	SELL	$36.15 - $39.0 $1.52 Million - $1.64 Million	-42,167 Reduced 4.56%	881,786 $32.6 Million
Q1 2023 May 09, 2023	SELL	$35.99 - $39.12 $116,607 - $126,748	-3,240 Reduced 0.35%	923,953 $34.8 Million
Q4 2022 Feb 13, 2023	SELL	$30.01 - $36.51 $2.3 Million - $2.8 Million	-76,805 Reduced 7.65%	927,193 $33.3 Million
Q3 2022 Nov 14, 2022	SELL	$30.07 - $35.52 $1.97 Million - $2.33 Million	-65,646 Reduced 6.14%	1,003,998 $30.4 Million
Q2 2022 Aug 09, 2022	BUY	$34.57 - $40.19 $37 Million - $43 Million	1,069,644 New	1,069,644 $37 Million
Q4 2021 Feb 14, 2022	SELL	$36.83 - $39.04 $38.3 Million - $40.6 Million	-1,039,432 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$37.89 - $40.59 $39.4 Million - $42.2 Million	1,039,432 New	1,039,432 $39.4 Million

Others Institutions Holding DTH

# of Institutions

108

Shares Held

6.28M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DTH
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Wealthspire Advisors, LLC Wisdomtree Tr Transaction History