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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
143KNew |
$5.4M - $6.68M
|
143K
$7.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.9KNew |
$638K - $789K
|
16.9K
$843K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
9.7KNew |
$367K - $454K
|
9.7K
$485K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.53K+ 33.82% |
$360K - $446K
|
37.7K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
8.81KNew |
$333K - $413K
|
8.81K
$441K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.3KNew |
$238K - $295K
|
6.3K
$315K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.56KNew |
$172K - $213K
|
4.56K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
4.42KNew |
$167K - $207K
|
4.42K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.35KNew |
$165K - $204K
|
4.35K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.62K+ 7.76% |
$99.3K - $123K
|
36.4K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.25KNew |
$85.1K - $105K
|
2.25K
$113K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2KNew |
$75.7K - $93.7K
|
2K
$100K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.98K+ 1.96% |
$75K - $92.9K
|
103K
$5.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.09KNew |
$41.1K - $50.9K
|
1.09K
$54.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
325New |
$12.3K - $15.2K
|
325
$16.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
170New |
$6.43K - $7.96K
|
170
$8.51K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.26% |
$37.8 - $46.8
|
382
$19.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7KNew |
$261K - $303K
|
7K
$350K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
657New |
$24.5K - $28.5K
|
657
$32.9K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
453New |
$16.9K - $19.6K
|
453
$22.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
40New |
$1.49K - $1.73K
|
40
$2K
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
76.7KNew |
$2.87M - $3.15M
|
76.7K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.54KNew |
$319K - $351K
|
8.54K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.65K+ 26.32% |
$61.7K - $67.8K
|
7.92K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
457+ 7.91% |
$17.1K - $18.8K
|
6.23K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
345New |
$12.9K - $14.2K
|
345
$17.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.1KNew |
$192K - $213K
|
5.1K
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.45K+ 4.15% |
$92.2K - $103K
|
61.5K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200+ 50.0% |
$7.52K - $8.37K
|
600
$30K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 3.21% |
$63.9K - $69.2K
|
53.9K
$2.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.41K+ 18.59% |
$53.7K - $58.1K
|
8.99K
$450K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.13KNew |
$43K - $46.6K
|
1.13K
$56.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
290New |
$11K - $12K
|
290
$14.5K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.09KNew |
$189K - $203K
|
5.09K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.18K+ 1.7% |
$43.7K - $46.9K
|
70.3K
$3.52M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
249New |
$9.24K - $9.92K
|
249
$12.5K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.84KNew |
$203K - $229K
|
5.84K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.73K+ 5.94% |
$129K - $146K
|
66.5K
$3.32M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$139 - $156
|
4
$200
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
400+ 7.22% |
$14.3K - $15.4K
|
5.94K
$297K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$35.8 - $38.5
|
1
$50
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
42.9KNew |
$1.55M - $1.67M
|
42.9K
$2.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
25.4KNew |
$918K - $990K
|
25.4K
$1.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
9.28KNew |
$335K - $362K
|
9.28K
$464K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.08K+ 26.84% |
$147K - $159K
|
19.3K
$963K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
64+ 2.62% |
$2.31K - $2.5K
|
2.51K
$126K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.8KNew |
$245K - $266K
|
6.8K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.6K+ 33.51% |
$238K - $258K
|
26.3K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.53KNew |
$235K - $256K
|
6.53K
$327K
|
|