Purchases and Sales Made in Q4 2023 in Wisdomtree Tr (DTH)
This table provides information about the institutional ownership of Wisdomtree Tr (DTH) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
117K+ 30.04% |
$4.06M - $4.58M
|
507K
$18.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
101KNew |
$3.49M - $3.94M
|
101K
$3.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
90.3K+ 81.44% |
$3.13M - $3.53M
|
201K
$7.51M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43.9KNew |
$1.52M - $1.72M
|
43.9K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.9K+ 22.89% |
$1.21M - $1.37M
|
188K
$7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34KNew |
$1.18M - $1.33M
|
34K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.8K+ 59.49% |
$582K - $657K
|
45K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 11.05% |
$565K - $638K
|
164K
$6.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
14.4K+ 27.29% |
$498K - $562K
|
67.1K
$2.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.2KNew |
$456K - $515K
|
13.2K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.5K+ 3700.65% |
$398K - $449K
|
11.8K
$440K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.33KNew |
$219K - $247K
|
6.33K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.86KNew |
$203K - $229K
|
5.86K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.84KNew |
$203K - $229K
|
5.84K
$218K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
5.34KNew |
$185K - $209K
|
5.34K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.77K+ 5.72% |
$131K - $148K
|
69.8K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.73K+ 5.94% |
$129K - $146K
|
66.5K
$2.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.89K+ 5.23% |
$100K - $113K
|
58.1K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.82K+ 3.68% |
$97.7K - $110K
|
79.5K
$2.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.48K+ 1.7% |
$85.9K - $96.9K
|
149K
$5.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
955+ 1.4% |
$33.1K - $37.4K
|
69.1K
$2.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
767+ 6.36% |
$26.6K - $30K
|
12.8K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
669+ 5.38% |
$23.2K - $26.2K
|
13.1K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
628+ 1.45% |
$21.8K - $24.6K
|
43.8K
$1.64M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
560New |
$19.4K - $21.9K
|
560
$20.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
517+ 269.27% |
$17.9K - $20.2K
|
709
$26.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
488+ 9.45% |
$16.9K - $19.1K
|
5.65K
$211K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
430+ 21500.0% |
$14.9K - $16.8K
|
432
$16.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
400New |
$13.9K - $15.6K
|
400
$14.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
234+ 6.44% |
$8.11K - $9.15K
|
3.87K
$144K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
226+ 6.89% |
$7.83K - $8.84K
|
3.51K
$131K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
204+ 0.25% |
$7.07K - $7.98K
|
82.3K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
101+ 1.77% |
$3.5K - $3.95K
|
5.79K
$216K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$139 - $156
|
4
$149
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-6- 0.03% |
$208 - $235
|
22.5K
$840K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12- 0.11% |
$416 - $469
|
10.5K
$391K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-211- 3.69% |
$7.31K - $8.25K
|
5.51K
$206K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-574- 0.52% |
$19.9K - $22.5K
|
110K
$4.1M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-576- 6.85% |
$20K - $22.5K
|
7.83K
$292K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-650- 22.03% |
$22.5K - $25.4K
|
2.3K
$85.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-793- 2.48% |
$27.5K - $31K
|
31.2K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-800- 9.11% |
$27.7K - $31.3K
|
7.99K
$298K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.21K- 1.57% |
$41.8K - $47.2K
|
75.4K
$2.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.43K- 1.44% |
$49.4K - $55.8K
|
97.9K
$3.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.74K- 5.62% |
$60.4K - $68.2K
|
29.3K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.78K- 4.46% |
$61.5K - $69.4K
|
38.1K
$1.42M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.79K- 71.63% |
$62K - $70K
|
709
$26.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.22K- 25.07% |
$77.1K - $87K
|
6.65K
$248K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.17K- 5.75% |
$110K - $124K
|
51.9K
$1.94M
|