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Disclosery

DTH WISDOMTREE TR

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ITL HIGH DIV FD (fund)

78 managers (79 13F filers) reported a position in DTH shares at 2024-12-31, 5,333,224 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
78
13F filers
79
New
4
Added
23
Reduced
30
Sold out
2
Shares held by filers
5,333,224

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,394,877$52.7M<0.01%+16,65713F-HRTimelineGroup
LPL Financial LLC645,992$24.4M0.01%+60,67113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY617,585$23.3M<0.01%-31,33013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC284,900$10.8M0.02%+93,22513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC220,214$8.32M0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC166,924$6.31M0.07%-19,08513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC161,588$6.1M<0.01%+5,05913F-HRTimelineGroup
Wealthspire Advisors, LLC148,633$5.62M0.06%+1,83013F-HRTimeline
Evanson Asset Management, LLC97,075$3.67M0.25%-8,69613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding94,678$3.58M+15,141Timeline
CAHILL FINANCIAL ADVISORS INC94,208$3.56M0.48%+1,81513F-HRTimeline
Steward Partners Investment Advisory, L…87,974$3.32M0.03%+91613F-HRTimeline
GREENLEAF TRUST81,537$3.08M0.03%+10,31213F-HRTimeline
Formidable Asset Management, LLC77,909$2.94M0.48%-21,34013F-HRTimeline
SANDERS MORRIS HARRIS LLC76,693$2.9M0.43%new13F-HRTimeline
Cetera Investment Advisers74,062$2.8M0.01%+3,60313F-HRTimeline
Snowden Capital Advisors LLC71,598$2.7M0.08%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,303$2.69M<0.01%13F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.64,290$2.43M<0.01%-2,08113F-HRTimelineGroup
UBS Group AGin group UBS Group AG58,857$2.22M<0.01%-2,36913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV52,393$1.98M<0.01%-6,10313F-HRTimeline
Atria Wealth Solutions, Inc.52,348$1.98M0.02%-4,19313F-HRTimeline
WealthPlan Investment Management, LLC51,905$1.96M0.19%-75313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN51,128$1.93M<0.01%-2,85213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,756$1.65M<0.01%-3213F-HRTimelineGroup
Cambridge Investment Research Advisors,…36,402$1.38M<0.01%-42,99613F-HRTimeline
Breakwater Capital Group35,857$1.35M0.27%-9313F-HRTimeline
Crescent Grove Advisors, LLC33,802$1.28M0.13%013F-HRTimeline
PrairieView Partners, LLC30,801$1.16M0.12%-36913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,628$1M<0.01%-15,67813F-HRTimelineGroup
Farmers National Bank23,204$877K0.26%13F-HRTimeline
Vertex Planning Partners, LLC22,506$850K0.19%-307,14013F-HRTimeline
COMERICA BANK20,833$787K<0.01%+1,09613F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,786$747K<0.01%+12,00413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC16,425$621K<0.01%-10113F-HRTimeline
Hilltop Partners LLC15,068$569K0.19%013F-HRTimeline
Patten Group, Inc.14,108$533K0.12%-3,78613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,775$521K<0.01%-2,28313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,074$494K<0.01%-17,09613F-HRTimeline
Sanctuary Advisors, LLC12,159$478K<0.01%+11213F-HRTimeline
Clearwater Capital Advisors, LLC12,318$465K0.05%013F-HRTimeline
Tidemark, LLC10,550$399K0.15%-8,02613F-HRTimeline
American Alpha Advisors, LLC10,296$389K0.35%-37413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,687$366K0.01%-5113F-HRTimeline
Independent Advisor Alliance8,537$323K<0.01%new13F-HRTimeline
HighTower Advisors, LLC8,311$314K<0.01%+6113F-HRTimeline
Wilmington Savings Fund Society, FSB7,920$299K0.01%+1,65013F-HRTimeline
Axis Wealth Partners, LLC7,595$287K0.24%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,568$286K<0.01%+1,04013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,446$281K<0.01%-20,51813F-HRTimelineGroup
Passive Capital Management, LLC.7,270$275K0.1%013F-HRTimeline
WMS Partners, LLC7,000$264K0.01%013F-HRTimeline
IHT Wealth Management, LLC6,787$256K0.01%+87413F-HRTimeline
Valmark Advisers, Inc.6,233$235K<0.01%+45713F-HRTimeline
Janney Montgomery Scott LLC6,139$232K<0.01%+38613F-HRTimeline
Amplius Wealth Advisors, LLC5,968$225K0.02%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI5,880$222K0.02%-40013F-HRTimeline
Savvy Advisors, Inc.5,843$221K0.03%013F-HRTimeline
FMR LLCin group FMR LLC2,662$101K<0.01%+1,40213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,878$71K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,849$69.9K<0.01%-113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,134$42.8K<0.01%-1,36513F-HRTimelineGroup
Global Retirement Partners, LLC1,000$37.8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC964$36.4K<0.01%013F-HRTimeline
Element Wealth, LLC824$31.1K0.02%-92613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC819$30.9K<0.01%+9713F-HRTimelineGroup
FSA Wealth Management LLC600$22.7K0.01%013F-HRTimeline
IFP Advisors, Inc580$21.9K<0.01%-14913F-HRTimeline
BLAIR WILLIAM & CO/IL468$17.7K<0.01%013F-HRTimeline
Creekmur Asset Management LLC429$16.2K<0.01%+313F-HRTimeline
ROTHSCHILD INVESTMENT LLC381$14.4K<0.01%+113F-HRTimeline
MAI Capital Management345$13K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…300$11.3K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC295$11.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…200$7.56K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC156$5.89K<0.01%-113F-HRTimelineGroup
NewEdge Advisors, LLC137$5.18K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.