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 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-35.4K- 23.26% |
$1.06M - $1.26M
|
117K
$5.53M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-2.53K- 77.04% |
$76.2K - $90K
|
755
$35.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1KNew |
$30.1K - $35.5K
|
1K
$47.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
629New |
$18.9K - $22.3K
|
629
$29.8K
|
|
| Q2 2022 | |||||||
|
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
$1.87M
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$3.46K - $4.02K
|
100
$4.73K
|
|
|
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
$6.72K
|
|
|
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
$142K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13+ 0.67% |
$449 - $522
|
1.96K
$92.5K
|
|
| 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
$252K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-548Closed |
$20.2K - $21.4K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-626- 93.85% |
$23.1K - $24.4K
|
41
$1.94K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.7KNew |
$62.6K - $66.4K
|
1.7K
$80.4K
|
|
|
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
$86.1K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
409New |
$15.1K - $16K
|
409
$19.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-23.9KClosed |
$880K - $933K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.45KNew |
$90.2K - $95.6K
|
2.45K
$116K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
270New |
$9.94K - $10.5K
|
270
$12.8K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-77.9KClosed |
$2.95M - $3.16M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-5.34KClosed |
$202K - $217K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-5.35KClosed |
$203K - $217K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.77KClosed |
$347K - $366K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.31KClosed |
$271K - $292K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4Closed |
$148 - $159
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.34KClosed |
$235K - $253K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.02KClosed |
$223K - $240K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-25.1KClosed |
$789K - $946K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-300Closed |
$9.72K - $10.6K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-52.8KClosed |
$1.71M - $1.87M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12+ 0.84% |
$338 - $428
|
1.45K
$68.5K
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-164Closed |
$4.62K - $5.85K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.37KClosed |
$164K - $270K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.98KClosed |
$76.6K - $126K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.48KClosed |
$38.1K - $62.7K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-255Closed |
$6.57K - $10.8K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-1.89KClosed |
$48.7K - $80.1K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.19KClosed |
$82K - $135K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Webster Bank, N. A.
|
SELL
|
- |
-1.01KClosed |
$25.9K - $42.6K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
388+ 412.77% |
$14.7K - $16.4K
|
482
$22.8K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-6.84KClosed |
$265K - $273K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Lantz Financial LLC
|
SELL
|
- |
-10.6KClosed |
$413K - $425K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.52KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.34KClosed |
N/A
|
0
$0
|
|