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 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
15.1KNew |
$545K - $588K
|
15.1K
$566K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
42.9KNew |
$1.55M - $1.67M
|
42.9K
$1.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-26- 0.03% |
$940 - $1.01K
|
82.4K
$3.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
9.28KNew |
$335K - $362K
|
9.28K
$348K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-19- 0.19% |
$687 - $741
|
10.1K
$379K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
25.4KNew |
$918K - $990K
|
25.4K
$953K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.72K+ 29.61% |
$279K - $301K
|
33.8K
$1.27M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
368New |
$13.2K - $14.4K
|
368
$13.8K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
257+ 4.67% |
$9.25K - $10.1K
|
5.76K
$216K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.65KNew |
$167K - $182K
|
4.65K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.8KNew |
$245K - $266K
|
6.8K
$255K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.53KNew |
$235K - $256K
|
6.53K
$245K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.6K+ 33.51% |
$238K - $258K
|
26.3K
$987K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1K+ 16.45% |
$36K - $39.2K
|
7.09K
$266K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-821- 1.97% |
$29.5K - $32.1K
|
40.9K
$1.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
118New |
$4.25K - $4.62K
|
118
$4.43K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.9KNew |
$176K - $192K
|
4.9K
$184K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
91+ 1.24% |
$3.28K - $3.56K
|
7.45K
$280K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
863New |
$31.1K - $33.8K
|
863
$32.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
5.55KNew |
$200K - $217K
|
5.55K
$208K
|
|
| Q4 2022 | |||||||
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-420- 5.46% |
$12.6K - $15.3K
|
7.27K
$273K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46KNew |
$1.38M - $1.68M
|
46K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200New |
$6K - $7.3K
|
200
$7.51K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
7KNew |
$210K - $256K
|
7K
$263K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
7.09KNew |
$213K - $259K
|
7.09K
$266K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
8.7KNew |
$261K - $318K
|
8.7K
$327K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.4KNew |
$492K - $581K
|
16.4K
$614K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-503- 6.99% |
$15.1K - $17.9K
|
6.7K
$251K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-35.4K- 23.26% |
$1.06M - $1.26M
|
117K
$4.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-2.53K- 77.04% |
$76.2K - $90K
|
755
$28.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1KNew |
$30.1K - $35.5K
|
1K
$37.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
629New |
$18.9K - $22.3K
|
629
$23.6K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22+ 2.97% |
$761 - $884
|
762
$28.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.32KClosed |
$184K - $214K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-346Closed |
$12K - $13.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-115- 0.29% |
$3.98K - $4.62K
|
39.5K
$1.48M
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$3.46K - $4.02K
|
100
$3.75K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.07KClosed |
$175K - $204K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
26+ 22.41% |
$899 - $1.04K
|
142
$5.33K
|
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-5.31KClosed |
$184K - $213K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-160- 5.06% |
$5.53K - $6.43K
|
3K
$113K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13+ 0.67% |
$449 - $522
|
1.96K
$73.4K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-720Closed |
$26.6K - $29.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.33KNew |
$197K - $220K
|
5.33K
$200K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-626- 93.85% |
$23.1K - $24.4K
|
41
$1.54K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-548Closed |
$20.2K - $21.4K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.7KNew |
$62.6K - $66.4K
|
1.7K
$63.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-200Closed |
$7.37K - $7.81K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.82KNew |
$67K - $71.1K
|
1.82K
$68.3K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
409New |
$15.1K - $16K
|
409
$15.4K
|
|