WISDOMTREE TR

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DTH·97717W802·US·ETF

DTH (WISDOMTREE TR) is held by 47 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($83.9M), MORGAN STANLEY ($50.8M), LPL Financial LLC ($41.9M). Net institutional sentiment: Mixed.

47

Holders

(8 Elite)

$309.4M

Total Value

63% (46)

Consensus

29 buying - 17 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)66

Insider (Form 4)45

Activist (13D/13G)62

Congressional (STOCK Act)76

Holder Quality

81

★★★★★

Elite

13

★★★★

Strong

89

★★★

Solid

47

★★

Below

62

★

Weak

Held by 47 funds

8 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DTH.

Top Holders

Top Holders (47)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	1.6M(-2.5%)	$83.9M	0.0%	+63.31%	0
MORGAN STANLEY	Decreased	939,675(-2.2%)	$50.8M	0.0%	+40.33%	0
LPL Financial LLC	Decreased	773,984(-15.3%)	$41.9M	0.0%	+42.38%	0
WELLS FARGO & COMPANY/MN	Increased	403,260(+219.8%)	$21.8M	0.0%	+9.27%	46
ENVESTNET ASSET MANAGEMENT INC	Increased	302,364(+87.6%)	$16.4M	0.0%	+7.12%	44
Beacon Pointe Advisors, LLC	Increased	156,580(+3.4%)	$8.5M	0.0%	+68.98%	28
Private Advisor Group, LLC	New	148,886	$8.1M	0.0%	+2.63%	38
RAYMOND JAMES FINANCIAL INC	Increased	135,733(+10.9%)	$7.3M	0.0%	+33.36%	30
JANE STREET GROUP, LLC	Increased	126,376(+74.5%)	$6.8M	0.0%	+3.97%	41
WAWealthspire Advisors, LLC	Decreased	112,381(-1.7%)	$6.1M	0.0%	+94.39%	0
CITADEL ADVISORS LLC	New	92,808	$5M	0.0%	+2.63%	37
COMMONWEALTH EQUITY SERVICES, LLC	Increased	90,960(+8.8%)	$4.9M	0.0%	+19.77%	29
Steward Partners Investment Advisory, LLC	Decreased	84,880(-1.4%)	$4.6M	0.0%	+71.73%	0
GREENLEAF TRUST	Increased	71,594(+0.3%)	$3.9M	0.0%	+83.56%	27
Baird Financial Group, Inc.	Increased	70,694(+0.1%)	$3.8M	0.0%	+66.49%	27
OSAIC HOLDINGS, INC.	Decreased	66,611(-2.4%)	$3.6M	0.0%	+29.06%	0
UBS Group AG	Decreased	61,103(-36.4%)	$3.3M	0.0%	+51.41%	0
Cetera Investment Advisers	Increased	60,042(+115.4%)	$3.2M	0.0%	+19.74%	43
ROYAL BANK OF CANADA	Increased	52,206(+9.4%)	$2.8M	0.0%	+26.72%	29
Rockefeller Capital Management L.P.	Increased	44,534(+2.9%)	$2.4M	0.0%	+43.39%	27

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DTHWISDOMTREE TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer