DTH institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding129
Shares held8,357,534
Reported value$452.2m
Quarter flows31 new, 46 added, 35 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/1,551,241$83.9m0.0%
MORGAN STANLEY939,675$50.8m0.0%
LPL Financial LLC773,984$41.9m0.0%
WELLS FARGO & COMPANY/MN403,260$21.8m0.0%
ENVESTNET ASSET MANAGEMENT INC302,364$16.4m0.0%
TCP Asset Management, LLC275,800$14.9m1.7%
Freedom Day Solutions, LLC206,894$11.2m2.5%
Thrivent Financial for Lutherans170,061$9.2m0.0%
Beacon Pointe Advisors, LLC156,580$8.5m0.0%
Private Advisor Group, LLC148,886$8.1m0.0%
Stonebridge Wealth Management, LLC147,966$8.0m7.2%
Madrid Financial Services146,900$7.9m4.2%
RAYMOND JAMES FINANCIAL INC135,733$7.3m0.0%
JANE STREET GROUP, LLC126,376$6.8m0.0%
Wealthspire Advisors, LLC112,381$6.1m0.0%
American Alpha Advisors, LLC110,320$6.0m3.2%
CAHILL FINANCIAL ADVISORS INC99,465$5.4m0.5%
CITADEL ADVISORS LLC92,808$5.0m0.0%
COMMONWEALTH EQUITY SERVICES, LLC90,960$4.9m0.0%
Steward Partners Investment Advisory, LLC84,880$4.6m0.0%
Peregrine Asset Advisers, Inc.83,347$4.5m1.0%
Cooper Financial Group80,902$4.4m0.4%
Wealthcare Advisory Partners LLC76,529$4.1m0.1%
Snowden Capital Advisors LLC74,301$4.0m0.1%
GREENLEAF TRUST71,594$3.9m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DTH"). DTH price history · All 13F data

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