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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
112+ 0.93% |
$4.19K - $4.6K
|
12.2K
$575K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.26% |
$37.4 - $41.1
|
381
$18K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.1KNew |
$192K - $213K
|
5.1K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.45K+ 4.15% |
$92.2K - $103K
|
61.5K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200+ 50.0% |
$7.52K - $8.37K
|
600
$28.4K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 3.21% |
$63.9K - $69.2K
|
53.9K
$2.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.41K+ 18.59% |
$53.7K - $58.1K
|
8.99K
$425K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.13KNew |
$43K - $46.6K
|
1.13K
$53.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
290New |
$11K - $12K
|
290
$13.7K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.09KNew |
$189K - $203K
|
5.09K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.18K+ 1.7% |
$43.7K - $46.9K
|
70.3K
$3.32M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
249New |
$9.24K - $9.92K
|
249
$11.8K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.84KNew |
$203K - $229K
|
5.84K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.73K+ 5.94% |
$129K - $146K
|
66.5K
$3.14M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$139 - $156
|
4
$189
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
400+ 7.22% |
$14.3K - $15.4K
|
5.94K
$281K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$35.8 - $38.5
|
1
$47.3
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
42.9KNew |
$1.55M - $1.67M
|
42.9K
$2.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
25.4KNew |
$918K - $990K
|
25.4K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
15.1KNew |
$545K - $588K
|
15.1K
$713K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
9.28KNew |
$335K - $362K
|
9.28K
$439K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.72K+ 29.61% |
$279K - $301K
|
33.8K
$1.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.08K+ 26.84% |
$147K - $159K
|
19.3K
$911K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
64+ 2.62% |
$2.31K - $2.5K
|
2.51K
$119K
|
|
| Q1 2023 | |||||||
|
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
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
5.55KNew |
$200K - $217K
|
5.55K
$263K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.9KNew |
$176K - $192K
|
4.9K
$232K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.65KNew |
$167K - $182K
|
4.65K
$220K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1K+ 16.45% |
$36K - $39.2K
|
7.09K
$335K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
863New |
$31.1K - $33.8K
|
863
$40.8K
|
|
|
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
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
118New |
$4.25K - $4.62K
|
118
$5.58K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
91+ 1.24% |
$3.28K - $3.56K
|
7.45K
$352K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46KNew |
$1.38M - $1.68M
|
46K
$2.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
8.7KNew |
$261K - $318K
|
8.7K
$412K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
7.09KNew |
$213K - $259K
|
7.09K
$335K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
7KNew |
$210K - $256K
|
7K
$331K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200New |
$6K - $7.3K
|
200
$9.46K
|
|
| 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 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 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$3.46K - $4.02K
|
100
$4.73K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
26+ 22.41% |
$899 - $1.04K
|
142
$6.72K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13+ 0.67% |
$449 - $522
|
1.96K
$92.5K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.33KNew |
$197K - $220K
|
5.33K
$252K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.45KNew |
$90.2K - $95.6K
|
2.45K
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.82KNew |
$67K - $71.1K
|
1.82K
$86.1K
|
|