WisdomTree Trust - DTH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,416,635 | 73,104 | 0.01% | 0.0% | 1 | +28,262 | 2.04% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 826,442 | 42,648 | 0.0% | 0.0% | 2 | +41,820 | 5.33% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 779,977 | 40,250 | 0.01% | 0.01% | 3 | -71,861 | -8.44% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 398,995 | 20,589 | 0.02% | 0.03% | 4 | -50,518 | -11.24% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 156,459 | 8,074 | 0.01% | — | 5 | +156,459 | New | Q4 2025 | Feb 05, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 147,723 | 7,623 | 7.2% | 6.3% | 6 | -1,750 | -1.17% | Q4 2025 | Jan 07, 2026 |
| Freedom Day Solutions, LLC | History | Added to | 139,448 | 7,196 | 1.96% | 1.09% | 7 | +57,434 | 70.03% | Q4 2025 | Feb 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 125,650 | 6,484 | 0.05% | 0.05% | 8 | -3,096 | -2.4% | Q4 2025 | Feb 18, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 119,842 | 6,184 | 0.05% | 0.03% | 9 | -4,260 | -3.43% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 104,745 | 5,405 | 0.0% | 0.0% | 10 | +4,298 | 4.28% | Q4 2025 | Feb 18, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 99,020 | 5,109 | 0.56% | 0.54% | 11 | +3,279 | 3.42% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 93,820 | 4,842 | 0.01% | 0.01% | 12 | +37,607 | 66.9% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Added to | 93,151 | 4,807 | 0.0% | 0.0% | 13 | +4,710 | 5.33% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 88,226 | 4,552 | 0.0% | 0.0% | 14 | +5,057 | 6.08% | Q4 2025 | Feb 17, 2026 |
| American Alpha Advisors, LLC | History | Reduced | 87,692 | 4,525 | 2.68% | 3.25% | 15 | -7,753 | -8.12% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 85,869 | 4,431 | 0.02% | 0.02% | 16 | -2,531 | -2.86% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 80,272 | 4,142 | 0.0% | 0.0% | 17 | -32,621 | -28.9% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 79,131 | 4,083 | 0.08% | 0.08% | 18 | -1,828 | -2.26% | Q4 2025 | Jan 14, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 74,657 | 3,852 | 0.21% | 0.22% | 19 | -3,218 | -4.13% | Q4 2025 | Jan 12, 2026 |
| GREENLEAF TRUST | History | Added to | 74,265 | 3,832 | 0.04% | 0.03% | 20 | +1,488 | 2.04% | Q4 2025 | Jan 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 71,836 | 3,707 | 0.1% | 0.1% | 21 | -650 | -0.9% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 68,647 | 3,542 | 0.01% | 0.01% | 22 | +1,136 | 1.68% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 66,456 | 3,429 | 0.0% | 0.0% | 23 | +10,947 | 19.72% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 61,566 | 3,176 | 0.0% | 0.0% | 24 | +7,832 | 14.58% | Q4 2025 | Feb 17, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 58,615 | 3,024 | 0.34% | 0.35% | 25 | -2,123 | -3.5% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 52,675 | 2,718 | 0.12% | 0.1% | 26 | +5,937 | 12.7% | Q4 2025 | Feb 10, 2026 |
| Formidable Asset Management, LLC | History | Added to | 53,960 | 2,652 | 0.39% | 0.39% | 27 | +999 | 1.89% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 45,272 | 2,336 | 0.0% | 0.0% | 28 | -106 | -0.23% | Q4 2025 | Mar 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 44,485 | 2,296 | 0.0% | — | 29 | +44,485 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 43,591 | 2,249 | 0.01% | 0.01% | 30 | +329 | 0.76% | Q4 2025 | Feb 05, 2026 |
| Patten Group, Inc. | History | Added to | 42,743 | 2,205 | 0.41% | 0.34% | 31 | +6,692 | 18.56% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 40,206 | 2,074 | 0.0% | — | 32 | +40,206 | New | Q4 2025 | Feb 12, 2026 |
| Farmers National Bank | History | New | 40,083 | 2,068 | 0.46% | — | 33 | +40,083 | New | Q4 2025 | Mar 12, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 39,364 | 2,031 | 0.95% | 0.84% | 35 | +1,994 | 5.34% | Q4 2025 | Jan 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 39,372 | 2,031 | 0.13% | 0.13% | 34 | -1,471 | -3.6% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 38,080 | 1,965 | 0.0% | 0.0% | 36 | +1,768 | 4.87% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 37,773 | 1,949 | 0.0% | 0.0% | 37 | +493 | 1.32% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 37,540 | 1,937 | 0.0% | 0.0% | 38 | -223 | -0.59% | Q4 2025 | Feb 18, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 36,426 | 1,879 | 0.17% | 0.17% | 39 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lansing Street Advisors | History | Added to | 31,236 | 1,611 | 0.41% | 0.4% | 40 | +738 | 2.42% | Q4 2025 | Jan 26, 2026 |
| Breakwater Capital Group | History | Reduced | 29,580 | 1,526 | 0.21% | 0.22% | 41 | -205 | -0.69% | Q4 2025 | Jan 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 28,532 | 1,472 | 0.0% | 0.0% | 42 | -5,479 | -16.11% | Q4 2025 | Feb 11, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 28,096 | 1,449 | 0.52% | 0.61% | 43 | -5,323 | -15.93% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 25,739 | 1,328 | 0.01% | 0.01% | 44 | -1,341 | -4.95% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 21,365 | 1,102 | 0.0% | 0.0% | 45 | -108,613 | -83.56% | Q4 2025 | Feb 10, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 19,778 | 1,020 | 0.2% | 0.2% | 46 | -964 | -4.65% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 19,613 | 1,012 | 0.0% | 0.0% | 47 | +1,653 | 9.2% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 18,859 | 973 | 0.02% | 0.02% | 48 | +928 | 5.18% | Q4 2025 | Feb 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 18,008 | 929 | 0.01% | 0.02% | 49 | -4,843 | -21.19% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 13,596 | 701 | 0.0% | 0.01% | 50 | -10,556 | -43.71% | Q4 2025 | Jan 29, 2026 |
| D.B. Root & Company, LLC | History | Added to | 13,120 | 677 | 0.17% | 0.12% | 51 | +3,716 | 39.52% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,136 | 574 | 0.0% | 0.0% | 52 | +146 | 1.33% | Q4 2025 | Feb 17, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 10,933 | 564 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hilltop Partners LLC | History | No change | 10,686 | 551 | 0.14% | 0.16% | 54 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Meeder Advisory Services, Inc. | History | New | 10,074 | 519 | 0.02% | — | 55 | +10,074 | New | Q4 2025 | Feb 11, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 9,327 | 481 | 0.11% | 0.09% | 56 | -98 | -1.04% | Q4 2025 | Feb 17, 2026 |
| BCS Private Wealth Management, Inc. | History | New | 9,313 | 480 | 0.16% | — | 57 | +9,313 | New | Q4 2025 | Jan 26, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 8,396 | 433 | 0.04% | 0.05% | 58 | -631 | -6.99% | Q4 2025 | Jan 27, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 7,535 | 388 | 0.09% | 0.05% | 59 | +3,237 | 75.31% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,475 | 385 | 0.0% | 0.0% | 60 | -264 | -3.41% | Q4 2025 | Feb 06, 2026 |
| Passive Capital Management, LLC. | History | No change | 7,270 | 375 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tidemark, LLC | History | Reduced | 7,232 | 373 | 0.11% | 0.11% | 62 | -268 | -3.57% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | No change | 7,000 | 361 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | Reduced | 6,959 | 359 | 0.0% | 0.0% | 64 | -75 | -1.07% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,907 | 356 | 0.01% | 0.01% | 65 | +366 | 5.6% | Q4 2025 | Feb 17, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 6,339 | 327 | 0.18% | 0.19% | 66 | -378 | -5.63% | Q4 2025 | Jan 30, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 6,300 | 325 | 0.08% | 0.09% | 67 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,233 | 321 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,917 | 305 | 0.0% | 0.0% | 69 | -130 | -2.15% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 5,843 | 301 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 5,436 | 280 | 0.09% | — | 71 | +5,436 | New | Q4 2025 | Mar 27, 2026 |
| StoneX Group Inc. | History | New | 5,311 | 274 | 0.01% | — | 72 | +5,311 | New | Q4 2025 | Feb 12, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 5,167 | 266 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 4,805 | 247 | 0.03% | 0.03% | 74 | +438 | 10.03% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,531 | 233 | 0.0% | 0.0% | 75 | +14 | 0.31% | Q4 2025 | Feb 18, 2026 |
| ANB BANK | History | No change | 4,419 | 228 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Valued Retirements, Inc. | History | No change | 4,350 | 224 | 0.22% | 0.23% | 77 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,085 | 212 | 0.0% | 0.0% | 78 | -472 | -10.36% | Q4 2025 | Jan 08, 2026 |
| Trace Wealth Advisors, LLC | History | New | 4,000 | 206 | 0.15% | — | 79 | +4,000 | New | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,828 | 145 | 0.0% | 0.0% | 80 | -18 | -0.63% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,728 | 140 | 0.0% | 0.0% | 81 | -65 | -2.33% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,610 | 134 | 0.0% | — | 82 | +2,610 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 2,484 | 128 | 0.01% | — | 83 | +2,484 | New | Q4 2025 | Mar 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,250 | 116 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 2,142 | 110 | 0.0% | 0.0% | 85 | +81 | 3.93% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | No change | 2,000 | 103 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,775 | 93 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,259 | 64 | 0.0% | 0.0% | 88 | +2 | 0.16% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 1,000 | 51 | 0.01% | — | 89 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 750 | 38 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 630 | 32 | 0.0% | — | 91 | +630 | New | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 620 | 31 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 468 | 24 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 382 | 19 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | No change | 345 | 17 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 313 | 16 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | No change | 325 | 16 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 320 | 16 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | No change | 156 | 8 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 170 | 8 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quattro Advisors LLC | History | New | 106 | 5 | 0.0% | — | 103 | +106 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 103 | 5 | 0.0% | 0.0% | 102 | -13 | -11.21% | Q4 2025 | Feb 11, 2026 |
| Solstein Capital, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,532 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,199 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Closed out | 0 | 0 | — | 0.02% | — | -4,700 | -100.0% | Q3 2025 | Oct 09, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,159 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,087 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -873 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2025 | Oct 10, 2025 |
| HARBOUR INVESTMENTS, INC. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |