Latest Institutional Purchases of Wisdomtree Tr (DTH)
This list provides information on the latest institutional transactions involving Wisdomtree Tr (DTH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
60.5KNew |
$2.29M - $2.83M
|
60.5K
$2.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.56KNew |
$172K - $213K
|
4.56K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.17K+ 5.17% |
$158K - $195K
|
84.9K
$4.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.26K+ 12.93% |
$85.5K - $106K
|
19.7K
$934K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2KNew |
$75.7K - $93.7K
|
2K
$94.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.58KNew |
$59.6K - $73.8K
|
1.58K
$74.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.09KNew |
$41.1K - $50.9K
|
1.09K
$51.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
487+ 8.3% |
$18.4K - $22.8K
|
6.36K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
170New |
$6.43K - $7.96K
|
170
$8.04K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
4+ 2.15% |
$151 - $187
|
190
$8.99K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 19.99% |
$4.61M - $5.35M
|
741K
$35.1M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
101KNew |
$3.77M - $4.38M
|
101K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.6K+ 3.7% |
$1.92M - $2.23M
|
1.45M
$68.4M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
43.2KNew |
$1.61M - $1.87M
|
43.2K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
42.1KNew |
$1.57M - $1.82M
|
42.1K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.2K+ 74.75% |
$1.43M - $1.66M
|
89.3K
$4.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
19.8KNew |
$740K - $859K
|
19.8K
$938K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
13.9K+ 23.7% |
$521K - $604K
|
72.8K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9K+ 16.73% |
$445K - $517K
|
83.2K
$3.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.71K+ 23.92% |
$325K - $377K
|
45.1K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7KNew |
$261K - $303K
|
7K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.85KNew |
$256K - $297K
|
6.85K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
5.32K+ 37.69% |
$199K - $230K
|
19.4K
$919K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.83K+ 3528.47% |
$180K - $209K
|
4.97K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.34K+ 25.55% |
$125K - $145K
|
16.4K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.31K+ 7.56% |
$124K - $143K
|
47.1K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.03K+ 2.31% |
$75.9K - $88.1K
|
90K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.94K+ 18.83% |
$72.4K - $84K
|
12.2K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.54K+ 5.78% |
$57.4K - $66.6K
|
28.2K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
824+ 5.02% |
$30.8K - $35.7K
|
17.2K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
801+ 1.12% |
$29.9K - $34.7K
|
72.4K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
774+ 3.72% |
$28.9K - $33.5K
|
21.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
738+ 1.41% |
$27.5K - $32K
|
53.1K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
657New |
$24.5K - $28.5K
|
657
$31.1K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
653New |
$24.4K - $28.3K
|
653
$30.9K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
522+ 0.55% |
$19.5K - $22.6K
|
94.7K
$4.48M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
453New |
$16.9K - $19.6K
|
453
$21.4K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
383+ 1.65% |
$14.3K - $16.6K
|
23.6K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
355+ 43.35% |
$13.3K - $15.4K
|
1.17K
$55.5K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
244+ 13.2% |
$9.11K - $10.6K
|
2.09K
$99K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
83+ 4.42% |
$3.1K - $3.6K
|
1.96K
$92.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
40New |
$1.49K - $1.73K
|
40
$1.89K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.23% |
$37.3 - $43.3
|
430
$20.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
220KNew |
$8.23M - $9.05M
|
220K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
76.7KNew |
$2.87M - $3.15M
|
76.7K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.54KNew |
$319K - $351K
|
8.54K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.65K+ 26.32% |
$61.7K - $67.8K
|
7.92K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
457+ 7.91% |
$17.1K - $18.8K
|
6.23K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
345New |
$12.9K - $14.2K
|
345
$16.3K
|
|