DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DTH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
130
Reporting holders
$452.5M
Reported value
0.0%
Calls
0.0%
Puts
+18
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +219.8%+$15.0M |
| 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 |
| Thrivent Financial for Lutherans | $9.2M | 170,061 | 0.02% | 3q | +4.1%+$358.3K |
| 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 |
| 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% | 15q | +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 |
| Cambridge Investment Research Advisors, Inc. | $2.6M | 48,304 | 0.00% | 16q | +6.5%+$159.0K |
| 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% | 23q | -3.9%-$96.3K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $2.1M | 38,255 | 0.00% | 30q | +2.2%+$44.0K |
| 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 |
| Janney Montgomery Scott LLC | $2.0M | 36,164 | 0.00% | new | NEW |
| 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 |
| HRT FINANCIAL LP | $1.4M | 26,674 | 0.00% | 2q | +125.0%+$801.7K |
| Sanctuary Advisors, LLC | $1.4M | 25,585 | 0.01% | 9q | +18.1%+$211.7K |
| FLOW TRADERS U.S. LLC | $1.3M | 24,825 | 0.06% | 2q | +9.9%+$120.6K |
| 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 |
| Gibbs Wealth Management | $439.8K | 8,128 | 0.05% | new | NEW |
| 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% | 15q | +0.8%+$2.1K |
| 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 |
| Virtu Financial LLC | $214.0K | 3,951 | 0.01% | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 32 | $75.3M | 1,351,384 | 2 | 10 | 10 | 0.0% |
| Q2 2026 | 130 | $452.5M | 8,363,012 | 29 | 41 | 34 | 0.0% |
| Q1 2026 | 112 | $435.4M | 8,052,968 | 16 | 43 | 28 | 0.0% |
| Q4 2025 | 107 | $335.4M | 6,502,259 | 10 | 31 | 34 | 0.0% |
| Q3 2025 | 104 | $318.6M | 6,487,156 | 9 | 36 | 30 | 0.0% |
| Q2 2025 | 103 | $294.3M | 6,356,489 | 20 | 34 | 27 | 0.0% |
| Q1 2025 | 83 | $228.2M | 5,373,613 | 13 | 27 | 22 | 0.0% |
| Q4 2024 | 79 | $201.5M | 5,333,226 | 4 | 23 | 27 | 0.0% |
| Q3 2024 | 75 | $219.2M | 5,290,924 | 5 | 21 | 23 | 0.0% |
| Q2 2024 | 78 | $201.9M | 5,262,053 | 5 | 17 | 28 | 0.0% |
| Q1 2024 | 81 | $274.7M | 6,931,902 | 8 | 22 | 31 | 0.0% |
| Q4 2023 | 78 | $264.1M | 6,792,796 | 5 | 25 | 28 | 0.0% |
| Q3 2023 | 80 | $244.0M | 6,742,601 | 7 | 27 | 28 | 0.0% |
| Q2 2023 | 90 | $308.2M | 8,341,599 | 10 | 31 | 23 | 0.0% |
| Q1 2023 | 92 | $298.0M | 7,912,812 | 26 | 34 | 14 | 0.0% |
| Q4 2022 | 69 | $205.2M | 5,709,007 | 13 | 25 | 15 | 0.0% |
| Q3 2022 | 61 | $1.3B | 42,426,043 | 10 | 20 | 19 | 0.0% |
| Q2 2022 | 63 | $1.5B | 43,249,421 | 8 | 28 | 12 | 0.0% |
| Q1 2022 | 71 | $1.6B | 41,429,564 | 11 | 23 | 17 | 0.0% |
| Q4 2021 | 61 | $1.5B | 40,003,054 | 6 | 17 | 19 | 0.0% |
| Q3 2021 | 58 | $206.4M | 5,429,098 | 3 | 21 | 17 | 0.0% |
| Q2 2021 | 62 | $174.1M | 4,394,400 | 4 | 25 | 16 | 0.0% |
| Q1 2021 | 62 | $823.0M | 20,936,580 | 9 | 18 | 22 | 0.0% |
| Q4 2020 | 60 | $560.2M | 14,962,367 | 5 | 12 | 34 | 0.0% |
| Q3 2020 | 57 | $150.5M | 4,570,784 | 4 | 17 | 28 | 0.0% |
| Q2 2020 | 64 | $160.2M | 4,855,683 | 8 | 19 | 29 | 0.0% |
| Q1 2020 | 59 | $149.2M | 5,057,550 | 4 | 19 | 25 | 0.0% |
| Q4 2019 | 71 | $181.7M | 4,325,842 | 4 | 19 | 25 | 0.0% |
| Q3 2019 | 70 | $189.1M | 4,842,970 | 7 | 24 | 23 | 0.0% |
| Q2 2019 | 67 | $197.2M | 4,889,449 | 5 | 24 | 20 | 0.0% |
| Q1 2019 | 69 | $201.9M | 5,047,011 | 7 | 18 | 26 | 0.0% |
| Q4 2018 | 65 | $196.5M | 5,292,252 | 0 | 2 | 0 | 0.0% |