WisdomTree Trust - DTH
Detailed investor-level table based on 13F positions.
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 | 1,590,394 | 86,024 | 0.01% | 0.01% | 1 | +173,759 | 12.27% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 961,135 | 51,987 | 0.0% | 0.0% | 2 | +134,693 | 16.3% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 913,699 | 49,421 | 0.01% | 0.01% | 3 | +133,722 | 17.14% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Reduced | 325,692 | 17,616 | 0.02% | 0.02% | 4 | -73,303 | -18.37% | Q1 2026 | May 13, 2026 |
| TCP Asset Management, LLC | History | New | 267,965 | 14,494 | 1.86% | — | 5 | +267,965 | New | Q1 2026 | Apr 10, 2026 |
| Freedom Day Solutions, LLC | History | Added to | 183,302 | 9,914 | 2.66% | 1.96% | 6 | +43,854 | 31.45% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 163,440 | 8,840 | 0.02% | 0.01% | 7 | +6,981 | 4.46% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 161,560 | 8,738 | 0.02% | 0.01% | 8 | +67,740 | 72.2% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 161,160 | 8,717 | 0.0% | 0.0% | 9 | +139,795 | 654.32% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 151,481 | 8,193 | 0.04% | 0.05% | 10 | +25,831 | 20.56% | Q1 2026 | May 15, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 144,758 | 7,829 | 7.5% | 7.2% | 11 | -2,965 | -2.01% | Q1 2026 | Apr 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 126,094 | 6,820 | 0.0% | 0.0% | 12 | +45,822 | 57.08% | Q1 2026 | May 11, 2026 |
| Madrid Financial Services | History | New | 123,955 | 6,704 | 3.96% | — | 13 | +123,955 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 122,381 | 6,619 | 0.0% | 0.0% | 14 | +17,636 | 16.84% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 114,317 | 6,183 | 0.05% | 0.05% | 15 | -5,525 | -4.61% | Q1 2026 | May 01, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 100,503 | 5,436 | 0.59% | 0.56% | 16 | +1,483 | 1.5% | Q1 2026 | May 12, 2026 |
| American Alpha Advisors, LLC | History | Added to | 97,500 | 5,273 | 2.8% | 2.68% | 17 | +9,808 | 11.18% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 96,030 | 5,194 | 0.0% | 0.0% | 18 | +2,879 | 3.09% | Q1 2026 | May 05, 2026 |
| Peregrine Asset Advisers, Inc. | History | New | 86,149 | 4,659 | 1.25% | — | 19 | +86,149 | New | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 86,082 | 4,656 | 0.02% | 0.02% | 20 | +213 | 0.25% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 83,596 | 4,521 | 0.01% | 0.0% | 21 | +17,140 | 25.79% | Q1 2026 | Apr 27, 2026 |
| Cooper Financial Group | History | New | 78,851 | 4,265 | 0.43% | — | 22 | +78,851 | New | Q1 2026 | Apr 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 76,563 | 4,141 | 0.08% | 0.08% | 23 | -2,568 | -3.25% | Q1 2026 | Apr 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 72,621 | 3,928 | 0.1% | 0.1% | 24 | +785 | 1.09% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 72,419 | 3,917 | 0.0% | — | 25 | +72,419 | New | Q1 2026 | May 12, 2026 |
| GREENLEAF TRUST | History | Reduced | 71,389 | 3,861 | 0.04% | 0.04% | 26 | -2,876 | -3.87% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 70,605 | 3,819 | 0.01% | 0.01% | 27 | +1,958 | 2.85% | Q1 2026 | May 14, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 70,252 | 3,799 | 0.2% | 0.21% | 28 | -4,405 | -5.9% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 68,224 | 3,690 | 0.01% | 0.0% | 29 | +6,658 | 10.81% | Q1 2026 | May 15, 2026 |
| Patten Group, Inc. | History | Added to | 62,210 | 3,364 | 0.58% | 0.41% | 30 | +19,467 | 45.54% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 60,953 | 3,330 | 0.03% | 0.0% | 31 | +60,633 | 18947.81% | Q1 2026 | Apr 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 59,689 | 3,228 | 0.07% | 0.03% | 32 | +34,650 | 138.38% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 55,721 | 3,013 | 0.0% | 0.0% | 33 | +15,515 | 38.59% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 53,510 | 2,894 | 0.12% | 0.12% | 34 | +835 | 1.59% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 47,717 | 2,582 | 0.0% | 0.0% | 35 | +3,232 | 7.27% | Q1 2026 | May 15, 2026 |
| Farmers National Bank | History | Added to | 46,132 | 2,495 | 0.55% | 0.46% | 36 | +6,049 | 15.09% | Q1 2026 | Jun 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,365 | 2,454 | 0.01% | 0.01% | 37 | +1,774 | 4.07% | Q1 2026 | Apr 30, 2026 |
| Lansing Street Advisors | History | Added to | 43,765 | 2,367 | 0.6% | 0.41% | 38 | +12,529 | 40.11% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 43,272 | 2,340 | 0.0% | 0.0% | 39 | -2,000 | -4.42% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | New | 42,143 | 2,279 | 0.04% | — | 41 | +42,143 | New | Q1 2026 | May 18, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 42,143 | 2,279 | 1.07% | 0.95% | 40 | +2,779 | 7.06% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 41,562 | 2,248 | 0.03% | — | 42 | +41,562 | New | Q1 2026 | Apr 20, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 43,086 | 2,223 | 0.34% | 0.39% | 43 | -10,874 | -20.15% | Q1 2026 | Apr 22, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 38,649 | 2,090 | 0.12% | 0.13% | 44 | -723 | -1.84% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 39,858 | 2,087 | 0.0% | 0.0% | 45 | +2,085 | 5.52% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 37,800 | 2,044 | 0.2% | 0.17% | 46 | +1,374 | 3.77% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 37,441 | 2,025 | 0.0% | 0.0% | 47 | -99 | -0.26% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 35,455 | 1,870 | 0.0% | 0.0% | 48 | +6,923 | 24.26% | Q1 2026 | May 13, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 31,858 | 1,723 | 0.62% | 0.52% | 49 | +3,762 | 13.39% | Q1 2026 | May 13, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 30,508 | 1,650 | 0.18% | 0.34% | 50 | -28,107 | -47.95% | Q1 2026 | Apr 24, 2026 |
| Breakwater Capital Group | History | Added to | 30,002 | 1,622 | 0.22% | 0.21% | 51 | +422 | 1.43% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | New | 27,948 | 1,511 | 0.0% | — | 52 | +27,948 | New | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Reduced | 27,875 | 1,507 | 0.0% | 0.0% | 53 | -60,351 | -68.41% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 25,739 | 1,328 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 22,595 | 1,222 | 0.04% | — | 55 | +22,595 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 21,673 | 1,172 | 0.01% | 0.0% | 56 | +8,077 | 59.41% | Q1 2026 | May 05, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 19,378 | 1,048 | 0.2% | 0.2% | 57 | -400 | -2.02% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 18,164 | 982 | 0.02% | 0.02% | 58 | -695 | -3.69% | Q1 2026 | Apr 13, 2026 |
| Compound Planning, Inc. | History | New | 14,805 | 800 | 0.02% | — | 59 | +14,805 | New | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 14,004 | 757 | 0.01% | 0.01% | 60 | -4,004 | -22.23% | Q1 2026 | May 05, 2026 |
| D.B. Root & Company, LLC | History | No change | 13,120 | 709 | 0.17% | 0.17% | 61 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,631 | 683 | 0.0% | 0.0% | 62 | -6,982 | -35.6% | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | New | 11,953 | 674 | 0.02% | — | 63 | +11,953 | New | Q1 2026 | May 14, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 12,400 | 670 | 0.01% | — | 64 | +12,400 | New | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 11,854 | 641 | 0.0% | — | 65 | +11,854 | New | Q1 2026 | May 14, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 11,404 | 616 | 0.19% | 0.16% | 66 | +2,091 | 22.45% | Q1 2026 | Apr 21, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 10,933 | 591 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilltop Partners LLC | History | No change | 10,686 | 578 | 0.15% | 0.14% | 68 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,270 | 554 | 0.0% | 0.0% | 69 | -866 | -7.78% | Q1 2026 | May 14, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 9,860 | 533 | 0.12% | 0.09% | 70 | +2,325 | 30.86% | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 9,692 | 524 | 0.02% | 0.03% | 71 | +4,887 | 101.71% | Q1 2026 | May 15, 2026 |
| Vertex Planning Partners, LLC | History | No change | 9,327 | 504 | 0.1% | 0.11% | 72 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | No change | 8,396 | 454 | 0.05% | 0.04% | 73 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 7,980 | 431 | 0.02% | 0.02% | 74 | -2,094 | -20.79% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | New | 7,411 | 400 | 0.0% | — | 75 | +7,411 | New | Q1 2026 | May 12, 2026 |
| Passive Capital Management, LLC. | History | No change | 7,270 | 393 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | No change | 7,000 | 378 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,833 | 369 | 0.01% | 0.01% | 78 | -74 | -1.07% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 7,181 | 364 | 0.0% | 0.0% | 79 | +222 | 3.19% | Q1 2026 | May 15, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 6,300 | 340 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,233 | 337 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,101 | 329 | 0.0% | 0.0% | 82 | -1,374 | -18.38% | Q1 2026 | May 05, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 6,060 | 327 | 0.17% | 0.18% | 83 | -279 | -4.4% | Q1 2026 | Apr 24, 2026 |
| Tidemark, LLC | History | Reduced | 5,952 | 321 | 0.08% | 0.11% | 84 | -1,280 | -17.7% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,898 | 318 | 0.0% | 0.0% | 85 | -19 | -0.32% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 5,843 | 316 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 5,436 | 280 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 5,167 | 279 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| StoneX Group Inc. | History | Reduced | 5,037 | 266 | 0.01% | 0.01% | 89 | -274 | -5.16% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,806 | 259 | 0.0% | 0.0% | 90 | +275 | 6.07% | Q1 2026 | Jun 02, 2026 |
| Valued Retirements, Inc. | History | No change | 4,350 | 235 | 0.23% | 0.22% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ANB BANK | History | Reduced | 4,106 | 222 | 0.09% | 0.09% | 92 | -313 | -7.08% | Q1 2026 | May 06, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 4,000 | 216 | 0.16% | 0.15% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 2,856 | 154 | 0.0% | 0.0% | 94 | +714 | 33.33% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,677 | 144 | 0.0% | 0.0% | 95 | -151 | -5.34% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,538 | 137 | 0.0% | 0.0% | 96 | -190 | -6.96% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,250 | 121 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,925 | 105 | 0.01% | 0.0% | 98 | +150 | 8.45% | Q1 2026 | Apr 27, 2026 |
| ORG Partners LLC | History | No change | 2,000 | 103 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SHP Wealth Management | History | Reduced | 1,553 | 83 | 0.01% | 0.01% | 100 | -931 | -37.48% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,259 | 64 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | No change | 1,000 | 54 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 780 | 42 | 0.0% | — | 103 | +776 | 19400.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 750 | 38 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 630 | 34 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | New | 623 | 33 | 0.0% | — | 106 | +623 | New | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 468 | 25 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Noble Wealth Management PBC | History | New | 400 | 21 | 0.01% | — | 108 | +400 | New | Q1 2026 | Apr 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 355 | 19 | 0.0% | 0.0% | 109 | -27 | -7.07% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | No change | 345 | 18 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 293 | 15 | 0.0% | 0.0% | 111 | -20 | -6.39% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 254 | 13 | 0.0% | 0.0% | 112 | +151 | 146.6% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 171 | 9 | 0.0% | 0.0% | 114 | +1 | 0.59% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | No change | 156 | 8 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Solstein Capital, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,080 | -100.0% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,085 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,610 | -100.0% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -620 | -100.0% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q1 2026 | May 15, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |