Latest Institutional Sells of Wisdomtree Tr (DTH)
This list provides information on the latest institutional transactions involving Wisdomtree Tr (DTH) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-199K- 33.31% |
$7.57M - $8.2M
|
398K
$16.7M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-114K- 62.73% |
$4.35M - $4.71M
|
67.9K
$2.84M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-84.8K- 43.11% |
$3.23M - $3.49M
|
112K
$4.68M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-67.7K- 66.97% |
$2.58M - $2.79M
|
33.4K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.6K- 2.87% |
$1.55M - $1.67M
|
1.38M
$57.6M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.5K- 34.05% |
$1.16M - $1.26M
|
59K
$2.47M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.1K- 19.18% |
$803K - $869K
|
88.9K
$3.72M
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-19.7K- 5.69% |
$749K - $810K
|
326K
$13.6M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.65K- 4.84% |
$291K - $315K
|
150K
$6.29M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.46K- 2.67% |
$208K - $225K
|
199K
$8.32M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-4.08K- 17.22% |
$155K - $168K
|
19.6K
$821K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-2.14K- 54.95% |
$81.3K - $88K
|
1.75K
$73.2K
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.99K- 5.3% |
$75.9K - $82.1K
|
35.6K
$1.49M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.88K- 2.59% |
$71.7K - $77.6K
|
70.8K
$2.96M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.62K- 9.76% |
$61.7K - $66.8K
|
15K
$627K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.22K- 16.11% |
$46.3K - $50.2K
|
6.34K
$265K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-988- 7.29% |
$37.6K - $40.7K
|
12.6K
$526K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-649- 12.45% |
$24.7K - $26.7K
|
4.56K
$191K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-610- 5.04% |
$23.2K - $25.1K
|
11.5K
$480K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-428- 0.47% |
$16.3K - $17.6K
|
89.9K
$3.76M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-406- 8.3% |
$15.5K - $16.7K
|
4.48K
$188K
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-350- 5.28% |
$13.3K - $14.4K
|
6.28K
$263K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-294- 0.62% |
$11.2K - $12.1K
|
47.5K
$1.99M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-279- 0.42% |
$10.6K - $11.5K
|
66.8K
$2.79M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-221- 3.83% |
$8.42K - $9.11K
|
5.55K
$232K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-139- 24.69% |
$5.29K - $5.73K
|
424
$17.7K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-135Closed |
$5.14K - $5.56K
|
0
$0
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-74- 0.07% |
$2.82K - $3.05K
|
109K
$4.54M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-62- 1.09% |
$2.36K - $2.56K
|
5.63K
$235K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6- 0.01% |
$228 - $247
|
72.9K
$3.05M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- -0.0% |
$38.1 - $41.2
|
51.7K
$2.16M
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.83K- 27.76% |
$216K - $232K
|
15.2K
$634K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.55K- 83.45% |
$206K - $221K
|
1.1K
$46K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 86.96% |
$74.2K - $79.6K
|
300
$12.5K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.63K- 46.42% |
$60.3K - $64.8K
|
1.88K
$78.6K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-700- 42.07% |
$26K - $27.9K
|
964
$40.3K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 51.65% |
$18.5K - $19.9K
|
468
$19.6K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-430- 99.54% |
$15.9K - $17.1K
|
2
$83.7
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-400- 3.15% |
$14.8K - $15.9K
|
12.3K
$515K
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-154- 2.88% |
$5.71K - $6.13K
|
5.19K
$217K
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-11- 0.08% |
$408 - $438
|
13.2K
$550K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18.1K- 71.03% |
$629K - $710K
|
7.4K
$309K
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.61K- 12.37% |
$160K - $180K
|
32.7K
$1.37M
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-793- 2.48% |
$27.5K - $31K
|
31.2K
$1.3M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12- 0.11% |
$416 - $469
|
10.5K
$438K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-653- 7.28% |
$23.4K - $25.2K
|
8.31K
$348K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-388- 5.92% |
$13.9K - $15K
|
6.16K
$258K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-364- 1.43% |
$13K - $14K
|
25K
$1.05M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-23.7K- 12.6% |
$858K - $925K
|
165K
$6.88M
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-3.34K- 55.43% |
$121K - $130K
|
2.69K
$112K
|