Who Owns WISDOMTREE TR (DTH)? -- Institutional Holders (2026-06-30)

141 institutions reported holding $450.9M of WISDOMTREE TR (DTH) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($83.9M), MORGAN STANLEY ($50.8M), LPL Financial LLC ($41.9M), WELLS FARGO & COMPANY/MN ($21.8M), ENVESTNET ASSET MANAGEMENT INC ($16.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$83.9M1.6MTrimmed
2MORGAN STANLEY$50.8M939,675Trimmed
3LPL Financial LLC$41.9M773,984Trimmed
4WELLS FARGO & COMPANY/MN$21.8M403,260Added
5ENVESTNET ASSET MANAGEMENT INC$16.4M302,364Added
6TCP Asset Management, LLC$14.9M275,800Added
7Freedom Day Solutions, LLC$11.2M206,894Added
8Thrivent Financial for Lutherans$9.2M170,061Added
9Beacon Pointe Advisors, LLC$8.5M156,580Added
10Private Advisor Group, LLC$8.1M148,886New
11Stonebridge Wealth Management, LLC$8.0M147,966Added
12Madrid Financial Services$7.9M146,900Added
13RAYMOND JAMES FINANCIAL INC$7.3M135,733Added
14JANE STREET GROUP, LLC$6.8M126,376Added
15Wealthspire Advisors, LLC$6.1M112,381Trimmed
16American Alpha Advisors, LLC$6.0M110,320Added
17CAHILL FINANCIAL ADVISORS INC$5.4M99,465Trimmed
18CITADEL ADVISORS LLC$5.0M92,808New
19COMMONWEALTH EQUITY SERVICES, LLC$4.9M90,960Added
20Steward Partners Investment Advisory, LLC$4.6M84,880Trimmed
21Peregrine Asset Advisers, Inc.$4.5M83,347Trimmed
22Cooper Financial Group$4.4M80,902Added
23Wealthcare Advisory Partners LLC$4.1M76,529Trimmed
24Snowden Capital Advisors LLC$4.0M74,301Added
25GREENLEAF TRUST$3.9M71,594Added

Source: SEC Form 13F filings · as of 2026-06-30