Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
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Equity / ITL HIGH DIV FD
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Number of holders
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74
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Total 13F shares, excl. options
-
5.28M
-
Shares change
-
+54.5K
-
Total reported value, excl. options
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$219M
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Value change
-
+$3M
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Number of buys
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28
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Number of sells
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-31
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Price
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$41.44
Significant Holders of WISDOMTREE TR - ITL HIGH DIV FD (DTH) as of Q3 2024
81 filings reported holding DTH - WISDOMTREE TR - ITL HIGH DIV FD as of Q3 2024.
WISDOMTREE TR - ITL HIGH DIV FD (DTH) has 74 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.28M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1.38M shares), MORGAN STANLEY (649K shares), LPL Financial LLC (585K shares), Vertex Planning Partners, LLC (330K shares), Mariner, LLC (192K shares), Beacon Pointe Advisors, LLC (186K shares), ENVESTNET ASSET MANAGEMENT INC (157K shares), Wealthspire Advisors, LLC (147K shares), Evanson Asset Management, LLC (106K shares), and Formidable Asset Management, LLC (99.2K shares).
This table shows the top 74 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.