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 |
|---|---|---|---|---|---|---|---|
|
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
$92K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
270New |
$9.94K - $10.5K
|
270
$10.1K
|
|
| 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 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-11.9K- 53.1% |
$376K - $451K
|
10.6K
$396K
|
|
|
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
$54.4K
|
|
|
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
$18.1K
|
|
| 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
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1.91KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.54KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.24KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.94KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Kwmg, LLC
|
SELL
|
- |
-456Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-55Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-245Closed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-835Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.39KClosed |
N/A
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Acg Wealth
|
SELL
|
- |
-5.03KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.48KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Destination Wealth Management
|
SELL
|
- |
-402Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.35KClosed |
N/A
|
0
$0
|
|
|
Jul 20, 2018
Q2 2018
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.49KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2018
Q2 2018
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-11.1KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Nov 09, 2023
Q1 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-914Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Focused Wealth Management, Inc
|
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$37.5
|
|