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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.38K- 6.62% |
$242K - $299K
|
90.1K
$4.26M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.12K- 3.32% |
$42.2K - $52.3K
|
32.5K
$1.54M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-595- 7.95% |
$22.5K - $27.9K
|
6.89K
$326K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-429- 0.53% |
$16.2K - $20.1K
|
80.2K
$3.79M
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-132- 1.01% |
$4.99K - $6.18K
|
12.9K
$611K
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-125- 2.35% |
$4.73K - $5.85K
|
5.21K
$246K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 2.74% |
$341 - $421
|
320
$15.1K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-190K- 89.0% |
$7.1M - $8.25M
|
23.5K
$1.11M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53.5K- 18.77% |
$2M - $2.32M
|
231K
$10.9M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45.9K- 7.1% |
$1.71M - $1.99M
|
600K
$28.4M
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-24.6K- 31.55% |
$917K - $1.06M
|
53.3K
$2.52M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.17K- 17.52% |
$342K - $397K
|
43.2K
$2.04M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-8.45K- 37.56% |
$316K - $366K
|
14.1K
$665K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.68K- 14.8% |
$287K - $333K
|
44.2K
$2.09M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.78K- 4.56% |
$253K - $294K
|
142K
$6.71M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.7K- 3.42% |
$213K - $247K
|
161K
$7.63M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.59K- 2.84% |
$171K - $199K
|
157K
$7.43M
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.24K- 21.21% |
$83.5K - $97K
|
8.31K
$393K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-899- 11.88% |
$33.6K - $39K
|
6.67K
$315K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-786- 9.46% |
$29.3K - $34.1K
|
7.53K
$356K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-614- 54.14% |
$22.9K - $26.6K
|
520
$24.6K
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-465- 3.77% |
$17.4K - $20.1K
|
11.9K
$561K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-317- 0.49% |
$11.8K - $13.7K
|
64K
$3.03M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-215- 0.29% |
$8.03K - $9.32K
|
73.8K
$3.49M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 0.1% |
$261 - $303
|
6.78K
$321K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.34% |
$74.7 - $86.7
|
578
$27.3K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.5K- 73.37% |
$767K - $843K
|
7.45K
$352K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.71K- 41.35% |
$363K - $399K
|
13.8K
$652K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-926- 52.91% |
$34.6K - $38.1K
|
824
$39K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-369- 1.18% |
$13.8K - $15.2K
|
30.8K
$1.46M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.64% |
$37.4 - $41.1
|
156
$7.38K
|
|
Q3 2024 | |||||||
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-561- 8.59% |
$21.1K - $23.5K
|
5.97K
$282K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-67.7K- 66.97% |
$2.58M - $2.79M
|
33.4K
$1.58M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-406- 8.3% |
$15.5K - $16.7K
|
4.48K
$212K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-221- 3.83% |
$8.42K - $9.11K
|
5.55K
$262K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-135Closed |
$5.14K - $5.56K
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.83K- 27.76% |
$216K - $232K
|
15.2K
$717K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 86.96% |
$74.2K - $79.6K
|
300
$14.2K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-700- 42.07% |
$26K - $27.9K
|
964
$45.6K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 51.65% |
$18.5K - $19.9K
|
468
$22.1K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-430- 99.54% |
$15.9K - $17.1K
|
2
$94.6
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-154- 2.88% |
$5.71K - $6.13K
|
5.19K
$245K
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-11- 0.08% |
$408 - $438
|
13.2K
$622K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18.1K- 71.03% |
$629K - $710K
|
7.4K
$350K
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.61K- 12.37% |
$160K - $180K
|
32.7K
$1.54M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12- 0.11% |
$416 - $469
|
10.5K
$495K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-653- 7.28% |
$23.4K - $25.2K
|
8.31K
$393K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-388- 5.92% |
$13.9K - $15K
|
6.16K
$291K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-364- 1.43% |
$13K - $14K
|
25K
$1.18M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-23.7K- 12.6% |
$858K - $925K
|
165K
$7.78M
|