WISDOMTREE TR (DTH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
124
Reporting holders
$437.5M
Reported value
0.0%
Held as options
+18
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $83.9M | 1,551,241 | 0.01% | 31q | -2.5%-$2.1M |
| MORGAN STANLEY | $50.8M | 939,675 | 0.00% | 35q | -2.2%-$1.2M |
| LPL Financial LLC | $41.9M | 773,984 | 0.01% | 31q | -15.3%-$7.6M |
| WELLS FARGO & COMPANY/MN | $21.8M | 403,260 | 0.00% | 31q | +59.9%+$8.2M |
| ENVESTNET ASSET MANAGEMENT INC | $16.4M | 302,364 | 0.00% | 31q | +87.6%+$7.6M |
| TCP Asset Management, LLC | $14.9M | 275,800 | 1.69% | 2q | +2.9%+$424.0K |
| Freedom Day Solutions, LLC | $11.2M | 206,894 | 2.48% | 4q | +12.9%+$1.3M |
| Beacon Pointe Advisors, LLC | $8.5M | 156,580 | 0.04% | 31q | +3.4%+$275.9K |
| Private Advisor Group, LLC | $8.1M | 148,886 | 0.04% | new | NEW |
| Stonebridge Wealth Management, LLC | $8.0M | 147,966 | 7.17% | 5q | +2.2%+$173.6K |
| Madrid Financial Services | $7.9M | 146,900 | 4.21% | 2q | +18.5%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $7.3M | 135,733 | 0.00% | 7q | +10.9%+$722.5K |
| JANE STREET GROUP, LLC | $6.8M | 126,376 | 0.00% | 2q | +74.5%+$2.9M |
| Wealthspire Advisors, LLC | $6.1M | 112,381 | 0.03% | 17q | -1.7%-$104.8K |
| American Alpha Advisors, LLC | $6.0M | 110,320 | 3.22% | 8q | +13.1%+$693.7K |
| CAHILL FINANCIAL ADVISORS INC | $5.4M | 99,465 | 0.52% | 18q | -1.0%-$56.2K |
| CITADEL ADVISORS LLC | $5.0M | 92,808 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 90,960 | 0.01% | 31q | +8.8%+$398.5K |
| Steward Partners Investment Advisory, LLC | $4.6M | 84,880 | 0.02% | 29q | -1.4%-$65.0K |
| Peregrine Asset Advisers, Inc. | $4.5M | 83,347 | 0.98% | 2q | -3.3%-$151.6K |
| Cooper Financial Group | $4.4M | 80,902 | 0.36% | 2q | +2.6%+$111.0K |
| Wealthcare Advisory Partners LLC | $4.1M | 76,529 | 0.08% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $4.1M | 76,510 | 0.00% | 30q | +104.3%+$2.1M |
| Snowden Capital Advisors LLC | $4.0M | 74,301 | 0.09% | 16q | +2.3%+$90.9K |
| GREENLEAF TRUST | $3.9M | 71,594 | 0.04% | 31q | HELD |
| Baird Financial Group, Inc. | $3.8M | 70,694 | 0.01% | 29q | HELD |
| Evanson Financial, LLC | $3.7M | 68,315 | 0.18% | new | FIRST |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.6M | 67,442 | 0.07% | 6q | +13.0%+$419.5K |
| OSAIC HOLDINGS, INC. | $3.6M | 66,611 | 0.00% | 26q | -2.4%-$87.3K |
| Patten Group, Inc. | $3.4M | 62,749 | 0.53% | 8q | +0.9%+$29.2K |
| Dorsey Wright & Associates | $3.3M | 61,232 | 0.56% | new | NEW |
| UBS Group AG | $3.3M | 61,103 | 0.00% | 31q | -36.4%-$1.9M |
| Cetera Investment Advisers | $3.2M | 60,042 | 0.00% | 10q | +115.4%+$1.7M |
| Moors & Cabot, Inc. | $3.0M | 54,886 | 0.12% | 6q | +2.6%+$74.5K |
| ROYAL BANK OF CANADA | $2.8M | 52,206 | 0.00% | 31q | +9.4%+$242.8K |
| Rockefeller Capital Management L.P. | $2.4M | 44,534 | 0.00% | 21q | +2.9%+$68.3K |
| Farmers National Bank | $2.4M | 44,352 | 0.50% | 22q | +10.7%+$231.0K |
| JONES FINANCIAL COMPANIES LLLP | $2.3M | 43,254 | 0.00% | 9q | +8.5%+$182.8K |
| Formidable Asset Management, LLC | $2.3M | 43,006 | 0.37% | 13q | HELD |
| Arkadios Wealth Advisors | $2.3M | 42,872 | 0.04% | 2q | +1.7%+$39.4K |
| Wealthcare Capital Partners, LLC | $2.3M | 42,872 | 0.96% | 7q | +1.7%+$39.4K |
| Lansing Street Advisors | $2.3M | 42,412 | 0.49% | 6q | -3.1%-$73.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.2M | 40,823 | 0.02% | 2q | -1.8%-$40.0K |
| Crescent Grove Advisors, LLC | $2.0M | 37,800 | 0.17% | 14q | HELD |
| WealthPlan Investment Management, LLC | $2.0M | 37,527 | 0.10% | 8q | -2.9%-$60.7K |
| JPMORGAN CHASE & CO | $1.9M | 34,846 | 0.00% | 12q | -1.7%-$33.0K |
| Mariner, LLC | $1.9M | 34,554 | 0.00% | 15q | -89.4%-$15.8M |
| ShoreHaven Wealth Partners, LLC | $1.7M | 30,664 | 0.52% | 5q | -3.7%-$64.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 30,141 | 0.00% | new | NEW |
| Breakwater Capital Group | $1.6M | 30,138 | 0.20% | 15q | HELD |
| Goldstone Financial Group, LLC | $1.6M | 29,040 | 0.14% | 5q | -4.8%-$79.4K |
| FIFTH THIRD BANCORP | $1.5M | 27,128 | 0.00% | 2q | -2.9%-$44.4K |
| Sanctuary Advisors, LLC | $1.4M | 25,585 | 0.01% | 9q | +18.1%+$211.7K |
| GTS SECURITIES LLC | $1.2M | 22,172 | 0.03% | new | NEW |
| IFP Advisors, Inc | $1.2M | 21,347 | 0.02% | 34q | +17.5%+$172.2K |
| STIFEL FINANCIAL CORP | $1.1M | 20,700 | 0.00% | 11q | +251.0%+$800.9K |
| Great Diamond Partners, LLC | $1.1M | 19,454 | 0.18% | 5q | HELD |
| MML INVESTORS SERVICES, LLC | $1.0M | 18,623 | 0.00% | 13q | +47.4%+$324.2K |
| Farther Finance Advisors, LLC | $989.0K | 18,278 | 0.01% | 13q | -70.0%-$2.3M |
| POWER WEALTH MANAGEMENT LLC | $906.3K | 16,749 | 0.31% | new | NEW |
| Compound Planning, Inc. | $776.1K | 14,344 | 0.02% | 2q | -3.1%-$24.9K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $741.1K | 13,697 | 0.01% | 6q | -2.2%-$16.6K |
| Aspire Capital Advisors LLC | $734.9K | 13,581 | 0.14% | 4q | +37.7%+$201.3K |
| D.B. Root & Company, LLC | $709.9K | 13,120 | 0.15% | 6q | HELD |
| VestGen Advisors, LLC | $639.6K | 11,821 | 0.02% | 2q | -1.1%-$7.1K |
| VestGen Investment Management | $622.8K | 11,509 | 0.33% | new | NEW |
| Hilltop Partners LLC | $578.2K | 10,686 | 0.14% | 13q | HELD |
| Clearwater Capital Advisors, LLC | $571.1K | 10,554 | 0.04% | 16q | -3.5%-$20.5K |
| Brown Miller Wealth Management, LLC | $528.1K | 9,759 | 0.13% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $528.1K | 9,759 | 0.01% | new | NEW |
| Vertex Planning Partners, LLC | $497.8K | 9,200 | 0.07% | 15q | -1.4%-$6.9K |
| Legacy Capital Group California, Inc. | $469.5K | 8,677 | 0.14% | new | NEW |
| &PARTNERS | $461.4K | 8,527 | 0.00% | 5q | +18.7%+$72.8K |
| Prospera Financial Services Inc | $459.3K | 8,487 | 0.01% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $453.6K | 8,383 | 0.00% | 6q | -18.4%-$102.1K |
| Meeder Advisory Services, Inc. | $426.0K | 7,872 | 0.02% | 3q | -1.4%-$5.8K |
| StoneX Group Inc. | $395.9K | 7,334 | 0.02% | 3q | +45.6%+$124.0K |
| Passive Capital Management, LLC. | $375.2K | 7,270 | 0.12% | 19q | HELD |
| KFA Private Wealth Group, LLC | $340.9K | 6,300 | 0.08% | 5q | HELD |
| Valmark Advisers, Inc. | $337.3K | 6,233 | 0.00% | 9q | HELD |
| Savvy Advisors, Inc. | $328.3K | 6,067 | 0.01% | 11q | +3.8%+$12.1K |
| Atria Investments, Inc | $316.2K | 5,844 | 0.00% | new | NEW |
| Tidemark, LLC | $313.6K | 5,795 | 0.07% | 11q | -2.6%-$8.5K |
| Axis Wealth Partners, LLC | $313.2K | 5,787 | 0.15% | 7q | -4.5%-$14.8K |
| Ausdal Financial Partners, Inc. | $303.9K | 5,616 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $281.6K | 5,204 | 0.00% | 12q | -14.7%-$48.5K |
| Gateway Wealth Partners, LLC | $271.7K | 5,021 | 0.02% | 4q | -48.2%-$252.7K |
| NewEdge Advisors, LLC | $262.1K | 4,844 | 0.00% | new | NEW |
| Advyzon Investment Management, LLC | $257.6K | 4,761 | 0.02% | new | NEW |
| Amplius Wealth Advisors, LLC | $233.1K | 4,307 | 0.02% | 15q | -16.6%-$46.5K |
| ANB BANK | $222.2K | 4,106 | 0.08% | 5q | HELD |
| Ashton Thomas Private Wealth, LLC | $216.4K | 4,000 | 0.00% | new | NEW |
| Trace Wealth Advisors, LLC | $216.4K | 4,000 | 0.14% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $212.2K | 3,854 | 0.00% | new | NEW |
| FMR LLC | $181.8K | 3,359 | 0.00% | 13q | +17.6%+$27.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $149.7K | 2,766 | 0.00% | 22q | +3.3%+$4.8K |
| Integrated Wealth Concepts LLC | $143.5K | 2,652 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $137.3K | 2,538 | 0.00% | 31q | HELD |
| GGM Financial LLC | $104.3K | 1,927 | 0.04% | new | NEW |
| Ameritas Advisory Services, LLC | $58.8K | 1,087 | 0.00% | new | NEW |
Showing the largest 100 of 130 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 124 | $437.5M | 8,085,812 | 28 | 37 | 33 | 0.0% |
| Q1 2026 | 106 | $426.3M | 7,884,870 | 14 | 39 | 28 | 0.0% |
| Q4 2025 | 103 | $318.3M | 6,170,309 | 9 | 28 | 34 | 0.0% |
| Q3 2025 | 98 | $308.9M | 6,290,287 | 8 | 33 | 28 | 0.0% |
| Q2 2025 | 93 | $276.5M | 5,971,815 | 18 | 31 | 24 | 0.0% |
| Q1 2025 | 76 | $218.7M | 5,151,795 | 12 | 23 | 20 | 0.0% |
| Q4 2024 | 72 | $197.0M | 5,214,818 | 4 | 22 | 21 | 0.0% |
| Q3 2024 | 68 | $211.8M | 5,111,889 | 5 | 19 | 20 | 0.0% |
| Q2 2024 | 69 | $189.4M | 4,936,599 | 5 | 15 | 23 | 0.0% |
| Q1 2024 | 70 | $256.9M | 6,482,149 | 6 | 18 | 28 | 0.0% |
| Q4 2023 | 69 | $249.0M | 6,404,018 | 4 | 21 | 25 | 0.0% |
| Q3 2023 | 70 | $232.5M | 6,425,686 | 6 | 24 | 23 | 0.0% |
| Q2 2023 | 80 | $295.2M | 7,990,512 | 8 | 29 | 19 | 0.0% |
| Q1 2023 | 80 | $280.7M | 7,453,920 | 26 | 28 | 11 | 0.0% |
| Q4 2022 | 54 | $181.4M | 5,048,640 | 11 | 18 | 10 | 0.0% |
| Q3 2022 | 62 | $118.9M | 3,907,607 | 10 | 21 | 19 | 0.0% |
| Q2 2022 | 63 | $126.9M | 3,671,039 | 8 | 28 | 12 | 0.0% |
| Q1 2022 | 71 | $140.0M | 3,517,514 | 11 | 23 | 17 | 0.0% |
| Q4 2021 | 61 | $113.5M | 2,930,164 | 6 | 17 | 19 | 0.0% |
| Q3 2021 | 58 | $149.2M | 3,919,609 | 3 | 21 | 17 | 0.0% |
| Q2 2021 | 62 | $114.9M | 2,899,896 | 4 | 25 | 16 | 0.0% |
| Q1 2021 | 63 | $119.5M | 3,038,247 | 9 | 19 | 22 | 0.0% |
| Q4 2020 | 60 | $110.5M | 2,949,392 | 5 | 12 | 34 | 0.0% |
| Q3 2020 | 57 | $102.4M | 3,110,246 | 4 | 17 | 28 | 0.0% |
| Q2 2020 | 64 | $112.5M | 3,409,131 | 8 | 19 | 29 | 0.0% |
| Q1 2020 | 59 | $106.9M | 3,622,986 | 4 | 19 | 25 | 0.0% |
| Q4 2019 | 71 | $121.7M | 2,898,271 | 4 | 19 | 25 | 0.0% |
| Q3 2019 | 70 | $131.3M | 3,362,452 | 7 | 24 | 23 | 0.0% |
| Q2 2019 | 67 | $136.5M | 3,385,954 | 5 | 24 | 20 | 0.0% |
| Q1 2019 | 69 | $142.5M | 3,571,488 | 7 | 18 | 26 | 0.0% |
| Q4 2018 | 65 | $149.8M | 4,031,514 | 0 | 2 | 0 | 0.0% |