Latest Institutional Transactions on Wisdomtree Tr (DTH)
This table provides information on the latest institutional transactions involving Wisdomtree Tr (DTH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.46K+ 0.2% |
$55.3K - $68.5K
|
743K
$35.8M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.64K- 9.49% |
$61.9K - $76.7K
|
15.6K
$752K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.99KNew |
$265K - $327K
|
6.99K
$337K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.74K+ 5.13% |
$141K - $175K
|
76.5K
$3.69M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33+ 0.66% |
$1.25K - $1.55K
|
5K
$241K
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
8.81KNew |
$333K - $413K
|
8.81K
$424K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.02K- 5.62% |
$190K - $235K
|
84.3K
$4.06M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-210- 3.1% |
$7.95K - $9.83K
|
6.57K
$316K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.9KNew |
$638K - $789K
|
16.9K
$812K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-415- 6.22% |
$15.7K - $19.4K
|
6.25K
$301K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-95.2K- 6.58% |
$3.6M - $4.46M
|
1.35M
$65.1M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.06K+ 59.16% |
$153K - $190K
|
10.9K
$525K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.7K+ 12.87% |
$405K - $502K
|
93.9K
$4.52M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.7KNew |
$2.64M - $3.26M
|
69.7K
$3.36M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
110K+ 47.36% |
$4.15M - $5.13M
|
341K
$16.4M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.53K+ 33.82% |
$360K - $446K
|
37.7K
$1.81M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-95- 0.13% |
$3.59K - $4.45K
|
72.3K
$3.48M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.08K- 7.68% |
$154K - $191K
|
49.1K
$2.36M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.01K+ 3.14% |
$76K - $94K
|
66K
$3.18M
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.35KNew |
$165K - $204K
|
4.35K
$209K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.92K+ 29.44% |
$262K - $324K
|
30.4K
$1.47M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.2K- 43.6% |
$387K - $480K
|
13.2K
$638K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14+ 0.01% |
$530 - $656
|
161K
$7.76M
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.62K+ 7.76% |
$99.3K - $123K
|
36.4K
$1.75M
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
21.5KNew |
$814K - $1.01M
|
21.5K
$1.04M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.98K+ 1.96% |
$75K - $92.9K
|
103K
$4.96M
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.58K- 25.5% |
$136K - $168K
|
10.5K
$504K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.8K+ 22.22% |
$182K - $225K
|
26.4K
$1.27M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
166+ 8.47% |
$6.28K - $7.77K
|
2.13K
$102K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
255+ 25.5% |
$9.65K - $11.9K
|
1.26K
$60.4K
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-920- 7.76% |
$34.8K - $43.1K
|
10.9K
$526K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.98K- 2.19% |
$74.7K - $92.5K
|
88K
$4.24M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.54K- 8.42% |
$134K - $166K
|
38.5K
$1.85M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
200K+ 33.27% |
$7.56M - $9.35M
|
800K
$38.5M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-529- 81.01% |
$20K - $24.8K
|
124
$5.97K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
325New |
$12.3K - $15.2K
|
325
$15.6K
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
8.75K+ 37.08% |
$331K - $410K
|
32.3K
$1.56M
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.26% |
$37.8 - $46.8
|
382
$18.4K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-938- 12.47% |
$35.5K - $43.9K
|
6.59K
$317K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-90- 7.67% |
$3.41K - $4.21K
|
1.08K
$52.2K
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
143KNew |
$5.4M - $6.68M
|
143K
$6.87M
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-547- 6.58% |
$20.7K - $25.6K
|
7.77K
$374K
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18.7K- 13.2% |
$708K - $877K
|
123K
$5.93M
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
4.42KNew |
$167K - $207K
|
4.42K
$213K
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.69K- 3.58% |
$63.8K - $79K
|
45.4K
$2.18M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.02K+ 4.08% |
$114K - $141K
|
76.9K
$3.7M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.25KNew |
$85.1K - $105K
|
2.25K
$108K
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
76.8K+ 627.59% |
$2.91M - $3.6M
|
89K
$4.29M
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.65K+ 1.74% |
$62.2K - $77K
|
96.4K
$4.64M
|