Purchases and Sales Made in Q3 2024 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
187K+ 46.97% |
$7.04M - $7.82M
|
585K
$22.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79.8K+ 71.37% |
$3M - $3.34M
|
192K
$7.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
52.7KNew |
$1.98M - $2.2M
|
52.7K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.8K+ 3.97% |
$933K - $1.04M
|
649K
$24.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
17.9KNew |
$673K - $749K
|
17.9K
$687K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.6K+ 28.28% |
$550K - $612K
|
66.4K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$401K - $446K
|
10.7K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.1KNew |
$192K - $213K
|
5.1K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.65K+ 148.47% |
$175K - $195K
|
7.78K
$299K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.95K+ 31.43% |
$149K - $165K
|
16.5K
$634K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.88K+ 1.19% |
$146K - $162K
|
330K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.45K+ 3.88% |
$130K - $144K
|
92.4K
$3.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.45K+ 4.15% |
$92.2K - $103K
|
61.5K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.12K+ 0.15% |
$79.6K - $88.5K
|
1.38M
$52.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.87K+ 2.2% |
$70.3K - $78.2K
|
87.1K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.78K+ 9.88% |
$66.8K - $74.2K
|
19.7K
$757K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.07K+ 7.14% |
$40.3K - $44.8K
|
16.1K
$616K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.05K+ 131.25% |
$39.5K - $43.9K
|
1.85K
$71K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
697+ 2788.0% |
$26.2K - $29.2K
|
722
$27.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
478+ 9.02% |
$18K - $20K
|
5.78K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
350+ 1166.67% |
$13.2K - $14.6K
|
380
$14.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
335+ 0.94% |
$12.6K - $14K
|
36K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200+ 50.0% |
$7.52K - $8.37K
|
600
$23K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
190+ 3.0% |
$7.15K - $7.95K
|
6.53K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
157New |
$5.91K - $6.57K
|
157
$6.02K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
126+ 2.24% |
$4.74K - $5.27K
|
5.75K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.47% |
$75.2 - $83.7
|
426
$16.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-162- 0.3% |
$6.09K - $6.78K
|
54K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-200- 2.37% |
$7.52K - $8.37K
|
8.25K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-247- 4.01% |
$9.29K - $10.3K
|
5.91K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-335- 0.47% |
$12.6K - $14K
|
70.5K
$2.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-455- 15.4% |
$17.1K - $19K
|
2.5K
$95.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-561- 8.59% |
$21.1K - $23.5K
|
5.97K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1K- 3.21% |
$37.6K - $41.8K
|
30.2K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.05K- 5.33% |
$39.4K - $43.8K
|
18.6K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.29K- 2.85% |
$48.4K - $53.8K
|
43.8K
$1.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.7K- 2.32% |
$63.8K - $70.9K
|
71.2K
$2.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.37K- 4.02% |
$89K - $99K
|
56.5K
$2.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.54K- 1.6% |
$95.7K - $106K
|
157K
$6.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.78K- 2.56% |
$105K - $116K
|
106K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.56K- 2.37% |
$134K - $149K
|
147K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.15K- 10.86% |
$194K - $216K
|
42.3K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.66K- 9.81% |
$251K - $279K
|
61.2K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.3K- 12.42% |
$312K - $347K
|
58.5K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.47K- 10.65% |
$356K - $396K
|
79.4K
$3.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.4K- 11.57% |
$391K - $435K
|
79.5K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.3K- 98.81% |
$427K - $475K
|
137
$5.26K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 6.48% |
$485K - $539K
|
186K
$7.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-16K- 13.92% |
$604K - $671K
|
99.2K
$3.81M
|