How many shares of DTH does Beacon Pointe Advisors, LLC own?

As of 2026-Q2, Beacon Pointe Advisors, LLC holds 156,580 shares of DTH (WISDOMTREE TR).

What is Beacon Pointe Advisors, LLC's DTH position worth?

As of 2026-Q2, Beacon Pointe Advisors, LLC's DTH position is worth $8.5M.

Is Beacon Pointe Advisors, LLC buying or selling DTH?

In 2026-Q2, Beacon Pointe Advisors, LLC increased their DTH position (+3.4% change in shares).

When did Beacon Pointe Advisors, LLC first buy DTH?

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in DTH in 2018-Q4. They have held the position across 31 quarters.

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Beacon Pointe Advisors, LLC

DTH
31 quarters

Position history for Beacon Pointe Advisors, LLC's holdings in WISDOMTREE TR

Current Value

$8.5M

Current Shares

156,580

Total Value Change

+$7.6M

Total Shares Change

+132,336

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	156,580	+3.4%	$8.5M	0.0%	$53.72	28
2026-Q1	Increased	151,481	+20.6%	$8.2M	0.0%	$52.50	33
2025-Q4	Decreased	125,650	-2.4%	$6.5M	0.0%	$49.93	0
2025-Q3	Decreased	128,746	-20.1%	$6.3M	0.1%	$47.17	0
2025-Q2	Increased	161,235	+0.0%	$7.5M	0.1%	$44.13	27
2025-Q1	Decreased	161,221	-3.4%	$6.8M	0.1%	$39.62	0
2024-Q4	Decreased	166,924	-10.3%	$6.3M	0.1%	$35.08	0
2024-Q3	Decreased	186,009	-6.5%	$7.7M	0.1%	$38.07	0
2024-Q2	Decreased	198,890	-2.7%	$7.6M	0.1%	$34.95	0
2024-Q1	Decreased	204,354	-7.1%	$8.1M	0.1%	$35.17	0
2023-Q4	Decreased	219,997	-12.8%	$8.6M	0.1%	$34.28	0
2023-Q3	Increased	252,407	+22.5%	$9.1M	0.1%	$31.59	40
2023-Q2	Increased	206,099	+7.7%	$7.6M	0.1%	$31.89	35
2023-Q1	Increased	191,437	+2.0%	$7.2M	0.1%	$31.66	33
2022-Q4	Increased	187,676	+8.7%	$6.7M	0.1%	$29.80	35
2022-Q3	Increased	172,665	+131.7%	$5.2M	0.1%	$24.99	52
2022-Q2	Increased	74,538	+13.4%	$2.6M	0.1%	$28.13	30
2022-Q1	Increased	65,728	+67.0%	$2.6M	0.0%	$31.45	39
2021-Q4	Decreased	39,362	-4.4%	$1.5M	0.0%	$30.33	0
2021-Q3	Increased	41,188	+1.8%	$1.6M	0.0%	$29.45	26
2021-Q2	Increased	40,472	+1.7%	$1.6M	0.1%	$30.36	26
2021-Q1	Increased	39,805	+7.0%	$1.6M	0.1%	$29.64	27
2020-Q4	Decreased	37,210	-13.5%	$1.4M	0.1%	$28.01	0
2020-Q3	Decreased	42,996	-10.7%	$1.4M	0.1%	$24.38	0
2020-Q2	Decreased	48,158	-19.5%	$1.6M	0.2%	$24.11	0
2020-Q1	Increased	59,819	+103.3%	$1.8M	0.3%	$21.29	50
2019-Q4	Increased	29,421	+16.9%	$1.2M	0.4%	$30.13	35
2019-Q3	Decreased	25,159	-7.6%	$984,000	0.4%	$27.73	0
2019-Q2	Increased	27,218	+17.1%	$1.1M	0.4%	$28.45	35
2019-Q1	Decreased	23,236	-4.2%	$935,000	0.4%	$27.84	0
2018-Q4	First report	24,244	-	$899,000	0.5%	$25.44	0

Other major holders of DTH: BANK OF AMERICA CORP /DE/

DTH31 quarters

DTH
31 quarters