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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.63K- 46.42% |
$60.3K - $64.8K
|
1.88K
$73.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 86.96% |
$74.2K - $79.6K
|
300
$11.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.47K- 3.28% |
$91.7K - $98.4K
|
72.9K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.7K- 3.86% |
$100K - $107K
|
67.1K
$2.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.24K- 40.87% |
$194K - $209K
|
7.58K
$298K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.55K- 83.45% |
$206K - $221K
|
1.1K
$43.2K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.83K- 27.76% |
$216K - $232K
|
15.2K
$595K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.55K- 7.71% |
$280K - $301K
|
90.4K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.4K- 21.87% |
$496K - $532K
|
47.8K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.6K- 22.47% |
$578K - $620K
|
53.7K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.6K- 7.11% |
$580K - $623K
|
204K
$8.02M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-19.6K- 11.01% |
$725K - $779K
|
158K
$6.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-56.4K- 9.03% |
$2.09M - $2.24M
|
568K
$22.3M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-77K- 76.46% |
$2.86M - $3.07M
|
23.7K
$931K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-79K- 60.42% |
$2.93M - $3.14M
|
51.7K
$2.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-91.2K- 45.33% |
$3.38M - $3.63M
|
110K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-104K- 6.86% |
$3.87M - $4.16M
|
1.42M
$55.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-288K- 76.32% |
$10.7M - $11.5M
|
89.5K
$3.51M
|