Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 6.71 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,388,373
shares
|
$69.5 Million
0.0% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
851,838
shares
|
$42.6 Million
0.01% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
784,622
shares
|
$39.3 Million
0.0% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
449,513
shares
|
$22.5 Million
0.03% of portfolio
|
Q3 2025
Added 31.81%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
149,473
shares
|
$7.48 Million
6.3% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
129,978
shares
|
$6.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
128,746
shares
|
$6.44 Million
0.06% of portfolio
|
Q3 2025
Reduced 20.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
124,102
shares
|
$6.21 Million
0.03% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,840
shares
|
$5.85 Million
0.15% of portfolio
|
Q3 2022
Reduced 23.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
112,893
shares
|
$5.65 Million
0.0% of portfolio
|
Q3 2025
Added 33.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
100,447
shares
|
$5.03 Million
0.0% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
95,741
shares
|
$4.79 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
95,445
shares
|
$4.78 Million
3.25% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
88,441
shares
|
$4.42 Million
0.0% of portfolio
|
Q3 2025
Added 15.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
88,400
shares
|
$4.42 Million
0.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
83,169
shares
|
$4.16 Million
0.01% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
82,014
shares
|
$4.1 Million
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
80,959
shares
|
$4.05 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
77,875
shares
|
$3.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 13.54%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
72,777
shares
|
$3.64 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
72,486
shares
|
$3.63 Million
0.1% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
67,511
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,462
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
60,738
shares
|
$3.04 Million
0.35% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
56,213
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2025
Added 1236.81%
|
|