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 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
30KNew |
$1.38M - $1.5M
|
30K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.3K- 18.89% |
$1.4M - $1.51M
|
130K
$6.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-634- 0.66% |
$29.2K - $31.6K
|
95.7K
$4.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-265- 3.41% |
$12.2K - $13.2K
|
7.5K
$375K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-371- 0.7% |
$17.1K - $18.5K
|
53K
$2.65M
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
6.42K+ 7.22% |
$296K - $321K
|
95.4K
$4.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.72K- 4.04% |
$79.3K - $85.8K
|
40.8K
$2.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30K+ 471.39% |
$1.38M - $1.49M
|
36.3K
$1.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
82KNew |
$3.78M - $4.09M
|
82K
$4.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-173- 2.51% |
$7.98K - $8.63K
|
6.72K
$336K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
873New |
$40.3K - $43.6K
|
873
$43.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.83K+ 16.87% |
$223K - $241K
|
33.4K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.42K- 9.26% |
$342K - $370K
|
72.8K
$3.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.2K+ 137.84% |
$1.48M - $1.61M
|
55.5K
$2.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-801- 13.42% |
$37K - $40K
|
5.17K
$259K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.16% |
$92.3 - $99.8
|
1.26K
$62.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-768- 3.57% |
$35.4K - $38.3K
|
20.7K
$1.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
208+ 0.34% |
$9.6K - $10.4K
|
60.7K
$3.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
1.34K+ 0.9% |
$61.8K - $66.8K
|
149K
$7.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
52K+ 1236.81% |
$2.4M - $2.6M
|
56.2K
$2.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9.03KNew |
$416K - $450K
|
9.03K
$452K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
313New |
$14.4K - $15.6K
|
313
$15.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-12.2K- 13.54% |
$563K - $609K
|
77.9K
$3.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
136New |
$6.27K - $6.79K
|
136
$6.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-15.7K- 40.68% |
$723K - $782K
|
22.9K
$1.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
200+ 12.7% |
$9.23K - $9.98K
|
1.78K
$88.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-505- 9.7% |
$23.3K - $25.2K
|
4.7K
$235K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.53K+ 33.82% |
$360K - $446K
|
37.7K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.9KNew |
$638K - $789K
|
16.9K
$843K
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
8.81KNew |
$333K - $413K
|
8.81K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.98K+ 1.96% |
$75K - $92.9K
|
103K
$5.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.62K+ 7.76% |
$99.3K - $123K
|
36.4K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.35KNew |
$165K - $204K
|
4.35K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-920- 7.76% |
$34.8K - $43.1K
|
10.9K
$547K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
325New |
$12.3K - $15.2K
|
325
$16.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
143KNew |
$5.4M - $6.68M
|
143K
$7.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.26% |
$37.8 - $46.8
|
382
$19.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
4.42KNew |
$167K - $207K
|
4.42K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.69K- 3.58% |
$63.8K - $79K
|
45.4K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.25KNew |
$85.1K - $105K
|
2.25K
$113K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
9.7KNew |
$367K - $454K
|
9.7K
$485K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-344- 35.68% |
$13K - $16.1K
|
620
$31K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.3KNew |
$238K - $295K
|
6.3K
$315K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-28- 0.09% |
$1.06K - $1.31K
|
30.8K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.09KNew |
$41.1K - $50.9K
|
1.09K
$54.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2KNew |
$75.7K - $93.7K
|
2K
$100K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
170New |
$6.43K - $7.96K
|
170
$8.51K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 2.74% |
$341 - $421
|
320
$16K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.56KNew |
$172K - $213K
|
4.56K
$228K
|
|