Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / ITL HIGH DIV FD
-
Number of holders
-
62
-
Total 13F shares, excl. options
-
2,899,896
-
Shares change
-
-136,973
-
Total reported value, excl. options
-
$114,924,247
-
Value change
-
-$5,409,274
-
Number of buys
-
32
-
Number of sells
-
-21
-
Price
-
$39.61
Significant Holders of WISDOMTREE TR - ITL HIGH DIV FD (DTH) as of Q2 2021
66 filings reported holding DTH - WISDOMTREE TR - ITL HIGH DIV FD as of Q2 2021.
WISDOMTREE TR - ITL HIGH DIV FD (DTH) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,899,896 shares
.
Largest 10 shareholders include Lenox Wealth Advisors, LLC (1,014,042 shares), BANK OF AMERICA CORP /DE/ (513,695 shares), MORGAN STANLEY (192,957 shares), Evanson Asset Management, LLC (137,915 shares), FIFTH THIRD BANCORP (81,388 shares), PRINCIPAL FINANCIAL GROUP INC (77,935 shares), WealthPLAN Partners, LLC (56,794 shares), ENVESTNET ASSET MANAGEMENT INC (56,250 shares), Raymond James Financial Services Advisors, Inc. (53,054 shares), and PrairieView Partners, LLC (49,170 shares).
This table shows the top 62 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.