Purchases and Sales Made in Q1 2024 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q1 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
74.4KNew |
$2.76M - $2.96M
|
74.4K
$2.93M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
72.7KNew |
$2.7M - $2.89M
|
72.7K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.6K+ 11.95% |
$2.25M - $2.41M
|
568K
$22.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.6K+ 11.95% |
$2.25M - $2.41M
|
568K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
27.1K+ 61.84% |
$1.01M - $1.08M
|
70.9K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
18.3K+ 11.17% |
$679K - $729K
|
182K
$7.17M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.3K+ 3.16% |
$679K - $729K
|
597K
$23.5M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
16.5K+ 24.63% |
$613K - $658K
|
83.6K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
15KNew |
$555K - $595K
|
15K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12K+ 13.51% |
$446K - $479K
|
101K
$3.98M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.37K+ 27.55% |
$347K - $373K
|
43.4K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.11K+ 4.86% |
$338K - $363K
|
197K
$7.74M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.69KNew |
$211K - $227K
|
5.69K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.1KNew |
$189K - $203K
|
5.1K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.09KNew |
$189K - $203K
|
5.09K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.02K+ 1.47% |
$186K - $200K
|
345K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.07K+ 3.86% |
$114K - $122K
|
82.6K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.73K+ 1.83% |
$101K - $109K
|
151K
$5.96M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.21K+ 2.68% |
$81.8K - $87.8K
|
84.5K
$3.33M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.7K+ 29.01% |
$63K - $67.7K
|
7.56K
$297K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.18K+ 4.04% |
$43.9K - $47.1K
|
30.5K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.18K+ 1.7% |
$43.7K - $46.9K
|
70.3K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
462+ 3.53% |
$17.1K - $18.4K
|
13.6K
$534K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
432+ 1.92% |
$16K - $17.2K
|
22.9K
$903K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
311+ 2.64% |
$11.5K - $12.4K
|
12.1K
$476K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
296+ 0.57% |
$11K - $11.8K
|
52.2K
$2.06M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
249New |
$9.24K - $9.92K
|
249
$9.8K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
152+ 2.62% |
$5.64K - $6.05K
|
5.95K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
143+ 94.08% |
$5.3K - $5.69K
|
295
$11.6K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25New |
$927 - $996
|
25
$984
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
15+ 0.39% |
$556 - $597
|
3.89K
$153K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 0.02% |
$408 - $438
|
45K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.54% |
$111 - $119
|
563
$22.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-11- 0.08% |
$408 - $438
|
13.2K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-86- 0.15% |
$3.19K - $3.42K
|
58K
$2.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-128- 2.1% |
$4.75K - $5.1K
|
5.97K
$235K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-154- 2.88% |
$5.71K - $6.13K
|
5.19K
$204K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 5.44% |
$11.1K - $11.9K
|
5.21K
$205K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-306- 3.91% |
$11.3K - $12.2K
|
7.53K
$296K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-400- 3.15% |
$14.8K - $15.9K
|
12.3K
$485K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-430- 99.54% |
$15.9K - $17.1K
|
2
$78.7
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-455- 1.2% |
$16.9K - $18.1K
|
37.6K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 51.65% |
$18.5K - $19.9K
|
468
$18.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-557- 8.8% |
$20.7K - $22.2K
|
5.77K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-700- 42.07% |
$26K - $27.9K
|
964
$38K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-731- 4.22% |
$27.1K - $29.1K
|
16.6K
$654K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-764- 13.51% |
$28.3K - $30.4K
|
4.89K
$192K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.22K- 1.11% |
$45.2K - $48.6K
|
109K
$4.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.36K- 16.97% |
$50.3K - $54K
|
6.63K
$261K
|