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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 51.65% |
$18.5K - $19.9K
|
468
$22.1K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
249New |
$9.24K - $9.92K
|
249
$11.8K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-430- 99.54% |
$15.9K - $17.1K
|
2
$94.6
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-11- 0.08% |
$408 - $438
|
13.2K
$622K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 86.96% |
$74.2K - $79.6K
|
300
$14.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-154- 2.88% |
$5.71K - $6.13K
|
5.19K
$245K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$139 - $156
|
4
$189
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.61K- 12.37% |
$160K - $180K
|
32.7K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.73K+ 5.94% |
$129K - $146K
|
66.5K
$3.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.84KNew |
$203K - $229K
|
5.84K
$276K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12- 0.11% |
$416 - $469
|
10.5K
$495K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18.1K- 71.03% |
$629K - $710K
|
7.4K
$350K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-364- 1.43% |
$13K - $14K
|
25K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-388- 5.92% |
$13.9K - $15K
|
6.16K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$35.8 - $38.5
|
1
$47.3
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-653- 7.28% |
$23.4K - $25.2K
|
8.31K
$393K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
400+ 7.22% |
$14.3K - $15.4K
|
5.94K
$281K
|
|
| Q2 2023 | |||||||
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-19- 0.19% |
$687 - $741
|
10.1K
$478K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-470- 5.68% |
$17K - $18.3K
|
7.8K
$369K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-903- 9.31% |
$32.6K - $35.2K
|
8.8K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
64+ 2.62% |
$2.31K - $2.5K
|
2.51K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-23.7K- 12.6% |
$858K - $925K
|
165K
$7.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.08K+ 26.84% |
$147K - $159K
|
19.3K
$911K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
15.1KNew |
$545K - $588K
|
15.1K
$713K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
42.9KNew |
$1.55M - $1.67M
|
42.9K
$2.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-26- 0.03% |
$940 - $1.01K
|
82.4K
$3.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
9.28KNew |
$335K - $362K
|
9.28K
$439K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
25.4KNew |
$918K - $990K
|
25.4K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.72K+ 29.61% |
$279K - $301K
|
33.8K
$1.6M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
368New |
$13.2K - $14.4K
|
368
$17.4K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
257+ 4.67% |
$9.25K - $10.1K
|
5.76K
$272K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.65KNew |
$167K - $182K
|
4.65K
$220K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.8KNew |
$245K - $266K
|
6.8K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.6K+ 33.51% |
$238K - $258K
|
26.3K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.53KNew |
$235K - $256K
|
6.53K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1K+ 16.45% |
$36K - $39.2K
|
7.09K
$335K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-821- 1.97% |
$29.5K - $32.1K
|
40.9K
$1.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
118New |
$4.25K - $4.62K
|
118
$5.58K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.9KNew |
$176K - $192K
|
4.9K
$232K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
91+ 1.24% |
$3.28K - $3.56K
|
7.45K
$352K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
863New |
$31.1K - $33.8K
|
863
$40.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
5.55KNew |
$200K - $217K
|
5.55K
$263K
|
|
| Q4 2022 | |||||||
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-420- 5.46% |
$12.6K - $15.3K
|
7.27K
$344K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46KNew |
$1.38M - $1.68M
|
46K
$2.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200New |
$6K - $7.3K
|
200
$9.46K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
7KNew |
$210K - $256K
|
7K
$331K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
7.09KNew |
$213K - $259K
|
7.09K
$335K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
8.7KNew |
$261K - $318K
|
8.7K
$412K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.4KNew |
$492K - $581K
|
16.4K
$773K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-503- 6.99% |
$15.1K - $17.9K
|
6.7K
$317K
|
|