Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / ITL HIGH DIV FD
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Number of holders
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59
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Total 13F shares, excl. options
-
3.53M
-
Shares change
-
+669K
-
Total reported value, excl. options
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$104M
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Value change
-
+$18.5M
-
Number of buys
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24
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Number of sells
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-39
-
Price
-
$29.48
Significant Holders of WISDOMTREE TR - ITL HIGH DIV FD (DTH) as of Q1 2020
73 filings reported holding DTH - WISDOMTREE TR - ITL HIGH DIV FD as of Q1 2020.
WISDOMTREE TR - ITL HIGH DIV FD (DTH) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.53M shares
.
Largest 10 shareholders include Lenox Wealth Advisors, LLC (939K shares), BANK OF AMERICA CORP /DE/ (627K shares), FIFTH THIRD BANCORP (354K shares), MORGAN STANLEY (303K shares), Evanson Asset Management, LLC (153K shares), PRINCIPAL FINANCIAL GROUP INC (118K shares), CLS Investments, LLC (86.7K shares), PrairieView Partners, LLC (83.3K shares), WealthPLAN Partners, LLC (65.5K shares), and Beacon Pointe Advisors, LLC (59.8K shares).
This table shows the top 59 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.