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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12KNew |
$453K - $504K
|
12K
$452K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.27KNew |
$236K - $262K
|
6.27K
$235K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.95K+ 31.43% |
$149K - $165K
|
16.5K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.3K- 98.81% |
$427K - $475K
|
137
$5.14K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-200- 2.37% |
$7.52K - $8.37K
|
8.25K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.87K+ 2.2% |
$70.3K - $78.2K
|
87.1K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-247- 4.01% |
$9.29K - $10.3K
|
5.91K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.29K- 2.85% |
$48.4K - $53.8K
|
43.8K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.66K- 9.81% |
$251K - $279K
|
61.2K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.1KNew |
$192K - $213K
|
5.1K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
190+ 3.0% |
$7.15K - $7.95K
|
6.53K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.12K+ 0.15% |
$79.6K - $88.5K
|
1.38M
$51.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200+ 50.0% |
$7.52K - $8.37K
|
600
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.9K- 42.8% |
$787K - $875K
|
28K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.15K- 10.86% |
$194K - $216K
|
42.3K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 6.48% |
$485K - $539K
|
186K
$6.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.78K+ 9.88% |
$66.8K - $74.2K
|
19.7K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.8K+ 3.97% |
$933K - $1.04M
|
649K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.56K- 2.37% |
$134K - $149K
|
147K
$5.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.3K- 12.42% |
$312K - $347K
|
58.5K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.07K+ 7.14% |
$40.3K - $44.8K
|
16.1K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79.8K+ 71.37% |
$3M - $3.34M
|
192K
$7.2M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$401K - $446K
|
10.7K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-335- 0.47% |
$12.6K - $14K
|
70.5K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.6K+ 28.28% |
$550K - $612K
|
66.4K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-162- 0.3% |
$6.09K - $6.78K
|
54K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-16K- 13.92% |
$604K - $671K
|
99.2K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.65K+ 148.47% |
$175K - $195K
|
7.78K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.45K+ 3.88% |
$130K - $144K
|
92.4K
$3.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
187K+ 46.97% |
$7.04M - $7.82M
|
585K
$22M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.37K- 4.02% |
$89K - $99K
|
56.5K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-455- 15.4% |
$17.1K - $19K
|
2.5K
$93.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.05K+ 131.25% |
$39.5K - $43.9K
|
1.85K
$69.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.88K+ 1.19% |
$146K - $162K
|
330K
$12.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.05K- 5.33% |
$39.4K - $43.8K
|
18.6K
$697K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.54K- 1.6% |
$95.7K - $106K
|
157K
$5.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
52.7KNew |
$1.98M - $2.2M
|
52.7K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.4K- 11.57% |
$391K - $435K
|
79.5K
$2.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
157New |
$5.91K - $6.57K
|
157
$5.89K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
126+ 2.24% |
$4.74K - $5.27K
|
5.75K
$216K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
697+ 2788.0% |
$26.2K - $29.2K
|
722
$27.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.47K- 10.65% |
$356K - $396K
|
79.4K
$2.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
478+ 9.02% |
$18K - $20K
|
5.78K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.47% |
$75.2 - $83.7
|
426
$16K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.7K- 2.32% |
$63.8K - $70.9K
|
71.2K
$2.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.45K+ 4.15% |
$92.2K - $103K
|
61.5K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1K- 3.21% |
$37.6K - $41.8K
|
30.2K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
350+ 1166.67% |
$13.2K - $14.6K
|
380
$14.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-561- 8.59% |
$21.1K - $23.5K
|
5.97K
$224K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|