Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 5.55 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
51,128
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
43,756
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
39,495
shares
|
$1.69 Million
0.4% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
36,402
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 54.15%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
35,857
shares
|
$1.53 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
33,802
shares
|
$1.44 Million
0.13% of portfolio
|
Q2 2023
Added 29.61%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
30,801
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
26,628
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.06%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
22,506
shares
|
$961,231
0.19% of portfolio
|
Q4 2024
Reduced 93.17%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
22,503
shares
|
$961,103
0.26% of portfolio
|
Q4 2020
Reduced 53.1%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
20,833
shares
|
$889,777
0.0% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
19,786
shares
|
$845,060
0.0% of portfolio
|
Q4 2024
Added 154.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
16,425
shares
|
$701,511
0.0% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
15,068
shares
|
$643,554
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
14,582
shares
|
$622,797
0.0% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
14,108
shares
|
$602,552
0.12% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,074
shares
|
$558,390
0.0% of portfolio
|
Q4 2024
Reduced 56.67%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
12,829
shares
|
$547,926
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
12,318
shares
|
$526,101
0.05% of portfolio
|
Q1 2024
Reduced 3.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,159
shares
|
$519,310
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
10,550
shares
|
$450,590
0.16% of portfolio
|
Q4 2024
Reduced 43.21%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
10,296
shares
|
$439,742
0.34% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
8,537
shares
|
$364,615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,311
shares
|
$354,962
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
7,920
shares
|
$338,263
0.01% of portfolio
|
Q4 2024
Added 26.32%
|