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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.26K+ 12.93% |
$85.5K - $106K
|
19.7K
$934K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.17K+ 5.17% |
$158K - $195K
|
84.9K
$4.01M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-132- 1.01% |
$4.99K - $6.18K
|
12.9K
$611K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.09KNew |
$41.1K - $50.9K
|
1.09K
$51.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
487+ 8.3% |
$18.4K - $22.8K
|
6.36K
$301K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.58KNew |
$59.6K - $73.8K
|
1.58K
$74.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-429- 0.53% |
$16.2K - $20.1K
|
80.2K
$3.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2KNew |
$75.7K - $93.7K
|
2K
$94.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.38K- 6.62% |
$242K - $299K
|
90.1K
$4.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-595- 7.95% |
$22.5K - $27.9K
|
6.89K
$326K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
4+ 2.15% |
$151 - $187
|
190
$8.99K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 2.74% |
$341 - $421
|
320
$15.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
170New |
$6.43K - $7.96K
|
170
$8.04K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.56KNew |
$172K - $213K
|
4.56K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.12K- 3.32% |
$42.2K - $52.3K
|
32.5K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
60.5KNew |
$2.29M - $2.83M
|
60.5K
$2.86M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-125- 2.35% |
$4.73K - $5.85K
|
5.21K
$246K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-190K- 89.0% |
$7.1M - $8.25M
|
23.5K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-317- 0.49% |
$11.8K - $13.7K
|
64K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 0.1% |
$261 - $303
|
6.78K
$321K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.83K+ 3528.47% |
$180K - $209K
|
4.97K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.6K+ 3.7% |
$1.92M - $2.23M
|
1.45M
$68.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 19.99% |
$4.61M - $5.35M
|
741K
$35.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.54K+ 5.78% |
$57.4K - $66.6K
|
28.2K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53.5K- 18.77% |
$2M - $2.32M
|
231K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
42.1KNew |
$1.57M - $1.82M
|
42.1K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
738+ 1.41% |
$27.5K - $32K
|
53.1K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-8.45K- 37.56% |
$316K - $366K
|
14.1K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
101KNew |
$3.77M - $4.38M
|
101K
$4.78M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
5.32K+ 37.69% |
$199K - $230K
|
19.4K
$919K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.31K+ 7.56% |
$124K - $143K
|
47.1K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
83+ 4.42% |
$3.1K - $3.6K
|
1.96K
$92.8K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
383+ 1.65% |
$14.3K - $16.6K
|
23.6K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.85KNew |
$256K - $297K
|
6.85K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
801+ 1.12% |
$29.9K - $34.7K
|
72.4K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
824+ 5.02% |
$30.8K - $35.7K
|
17.2K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
522+ 0.55% |
$19.5K - $22.6K
|
94.7K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
774+ 3.72% |
$28.9K - $33.5K
|
21.6K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.03K+ 2.31% |
$75.9K - $88.1K
|
90K
$4.26M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.7K- 3.42% |
$213K - $247K
|
161K
$7.63M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.2K+ 74.75% |
$1.43M - $1.66M
|
89.3K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
653New |
$24.4K - $28.3K
|
653
$30.9K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9K+ 16.73% |
$445K - $517K
|
83.2K
$3.94M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
13.9K+ 23.7% |
$521K - $604K
|
72.8K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-899- 11.88% |
$33.6K - $39K
|
6.67K
$315K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-786- 9.46% |
$29.3K - $34.1K
|
7.53K
$356K
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.94K+ 18.83% |
$72.4K - $84K
|
12.2K
$579K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-614- 54.14% |
$22.9K - $26.6K
|
520
$24.6K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.78K- 4.56% |
$253K - $294K
|
142K
$6.71M
|
|