Institutional Ownership Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 5.65 Million shares, which have been reported (via 13F filing form) to have a value of $262 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
8,312
shares
|
$386,175
0.13% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
7,920
shares
|
$367,963
0.01% of portfolio
|
Q4 2024
Added 26.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
7,525
shares
|
$349,611
0.0% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
7,270
shares
|
$337,764
0.1% of portfolio
|
Q4 2022
Reduced 5.46%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,000
shares
|
$325,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
6,890
shares
|
$320,109
0.21% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,854
shares
|
$318,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,780
shares
|
$314,998
0.01% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,669
shares
|
$309,841
0.0% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,355
shares
|
$295,253
0.0% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
6,233
shares
|
$289,585
0.0% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,968
shares
|
$277,273
0.03% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,843
shares
|
$271,465
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
5,205
shares
|
$241,824
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,971
shares
|
$230,952
0.0% of portfolio
|
Q1 2025
Added 3528.47%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,900
shares
|
$227,654
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,557
shares
|
$211,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,483
shares
|
$208,280
0.03% of portfolio
|
Q2 2024
Reduced 8.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,450
shares
|
$113,827
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,093
shares
|
$97,240
0.0% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,000
shares
|
$92,920
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,961
shares
|
$91,108
0.0% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,575
shares
|
$73,174
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,349
shares
|
$62,674
0.0% of portfolio
|
Q2 2020
Added 0.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,174
shares
|
$54,544
0.0% of portfolio
|
Q1 2025
Added 43.35%
|