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Disclosery

DTH WISDOMTREE TR

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ITL HIGH DIV FD (fund)

82 managers (83 13F filers) reported a position in DTH shares at 2025-03-31, 5,372,954 shares in all. 13 filers opened a position and 8 filers sold out during the quarter.

Managers
82
13F filers
83
New
13
Added
29
Reduced
26
Sold out
8
Shares held by filers
5,372,954

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/1,446,427$61.4M0.01%+51,55013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY741,048$31.5M<0.01%+123,46313F-HRTimelineGroup
LPL Financial LLC600,102$25.5M0.01%-45,89013F-HRTimeline
Mariner, LLCin group Mariner, LLC231,434$9.83M0.02%-53,46613F-HRTimelineGroup
Beacon Pointe Advisors, LLC161,221$6.85M0.08%-5,70313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC156,994$6.67M<0.01%-4,59413F-HRTimelineGroup
Wealthspire Advisors, LLC141,858$6.02M0.04%-6,77513F-HRTimeline
FLOW TRADERS U.S. LLC101,045$4.29M0.18%new13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding98,176$4.17M+3,498Timeline
Evanson Asset Management, LLC96,459$4.1M0.29%-61613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC94,730$4.02M0.55%+52213F-HRTimeline
Steward Partners Investment Advisory, L…90,007$3.82M0.03%+2,03313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89,348$3.79M<0.01%+38,22013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,232$3.53M<0.01%+11,92913F-HRTimelineGroup
GREENLEAF TRUST80,630$3.42M0.03%-90713F-HRTimeline
Cetera Investment Advisers73,847$3.14M0.01%-21513F-HRTimeline
UBS Group AGin group UBS Group AG72,806$3.09M<0.01%+13,94913F-HRTimelineGroup
Snowden Capital Advisors LLC72,399$3.07M0.1%+80113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.63,973$2.72M0.01%-31713F-HRTimelineGroup
Formidable Asset Management, LLC53,332$2.26M0.38%-24,57713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV53,131$2.26M0.01%+73813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,065$2M<0.01%+3,30913F-HRTimelineGroup
Cambridge Investment Research Advisors,…45,111$1.92M0.01%+8,70913F-HRTimeline
WealthPlan Investment Management, LLC44,225$1.88M0.18%-7,68013F-HRTimeline
Atria Wealth Solutions, Inc.43,176$1.83M0.02%-9,17213F-HRTimeline
Moors & Cabot, Inc.43,156$1.83M0.09%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO42,061$1.79M0.03%new13F-HRTimeline
Crescent Grove Advisors, LLC33,802$1.44M0.15%013F-HRTimeline
Breakwater Capital Group33,664$1.43M0.25%-2,19313F-HRTimeline
PrairieView Partners, LLC30,801$1.31M0.14%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,166$1.2M<0.01%+1,53813F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP23,520$1M<0.01%+3,73413F-HR/ATimelineGroup
Farmers National Bank23,587$1M0.28%+38313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,485$997K<0.01%+9,71013F-HRTimelineGroup
COMERICA BANK21,607$917K<0.01%+77413F-HRTimeline
Lansing Street Advisors19,835$842K0.28%new13F-HRTimeline
Patten Group, Inc.19,426$825K0.19%+5,31813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,345$736K0.03%+7,65813F-HRTimeline
MML INVESTORS SERVICES, LLC17,249$732K<0.01%+82413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,414$697K<0.01%+3,34013F-HRTimeline
Hilltop Partners LLC15,068$640K0.22%013F-HRTimeline
Vertex Planning Partners, LLC14,052$597K0.13%-8,45413F-HRTimeline
D.B. Root & Company, LLC13,057$554K0.18%new13F-HRTimeline
American Alpha Advisors, LLC12,235$520K0.46%+1,93913F-HRTimeline
Sanctuary Advisors, LLC12,193$518K<0.01%+3413F-HRTimeline
Clearwater Capital Advisors, LLC11,853$503K0.05%-46513F-HRTimeline
Tidemark, LLC8,312$353K0.13%-2,23813F-HRTimeline
Wilmington Savings Fund Society, FSB7,920$336K0.01%013F-HRTimeline
HighTower Advisors, LLC7,525$320K<0.01%-78613F-HRTimeline
Axis Wealth Partners, LLC7,485$318K0.23%-11013F-HRTimeline
Passive Capital Management, LLC.7,270$309K0.1%013F-HRTimeline
HB Wealth Management, LLC7,000$297K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,854$291K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC6,780$288K0.01%-713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,669$283K<0.01%-89913F-HRTimelineGroup
Valmark Advisers, Inc.6,233$265K<0.01%013F-HRTimeline
Amplius Wealth Advisors, LLC5,968$253K0.03%013F-HRTimeline
Janney Montgomery Scott LLC5,868$249K<0.01%-27113F-HRTimeline
Savvy Advisors, Inc.5,843$248K0.02%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,623$239K<0.01%new13F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI5,330$226K0.03%-55013F-HRTimeline
NewEdge Advisors, LLC4,971$211K<0.01%+4,83413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,093$88.9K<0.01%+24413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,961$83.3K<0.01%+8313F-HRTimelineGroup
FMR LLCin group FMR LLC1,363$57.9K<0.01%-1,29913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,174$44.4K<0.01%+35513F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC964$40.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.657$27.9K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC653$27.7K<0.01%new13F-HRTimeline
IFP Advisors, Inc578$24.5K<0.01%-213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO520$22.1K<0.01%-61413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL468$19.9K<0.01%013F-HRTimeline
Larson Financial Group LLC453$19.2K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC430$18.3K<0.01%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC381$16.2K<0.01%013F-HRTimeline
MAI Capital Management345$14.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC329$14K<0.01%+3413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…200$8.49K<0.01%013F-HRTimelineGroup
Painted Porch Advisors LLC186$7.89K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC156$6.62K<0.01%013F-HRTimelineGroup
Solstein Capital, LLC40$1.7K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.