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DTH Institutional Ownership

WisdomTree International High Dividend Fund
1W: -3.1% 1M: -5.2% 3M: +0.5% YTD: +6.5% 1Y: +12.1% 3Y: +69.0% 5Y: +77.8%
$55.32
+0.25 (+0.45%)
 
Weekly Expected Move ±1.6%
$54 $54 $55 $56 $57
ETF AMEX · AUM $599.7M

Institutional Ownership — DTH

141
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
440M
Total Invested
31
New Positions
45
Increased
47
Reduced
11
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (146 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 1,551,241 $86M -39,153 -2.5% 15Q SEC ↗
2 MORGAN STANLEY 939,675 $52M -21,460 -2.2% 60Q SEC ↗
3 LPL Financial LLC 773,984 $43M -139,715 -15.3% 53Q SEC ↗
4 WELLS FARGO & COMPANY/MN 403,260 $22M +277,166 +219.8% 79Q SEC ↗
5 ENVESTNET ASSET MANAGEMENT INC 302,364 $17M +141,204 +87.6% 31Q SEC ↗
6 TCP Asset Management, LLC 275,800 $15M +7,835 +2.9% 2Q SEC ↗
7 Freedom Day Solutions, LLC 206,894 $11M +23,592 +12.9% 4Q SEC ↗
8 Thrivent Financial for Lutherans 170,061 $9M +6,621 +4.1% 3Q SEC ↗
9 CWM, LLC 161,560 $9M +67,740 +72.2% 4Q SEC ↗
10 Beacon Pointe Advisors, LLC 156,580 $9M +5,099 +3.4% 31Q SEC ↗
11 Private Advisor Group, LLC NEW 148,886 $8M — +0.0% 1Q SEC ↗
12 Stonebridge Wealth Management, LLC 147,966 $8M +3,208 +2.2% 5Q SEC ↗
13 Madrid Financial Services 146,900 $8M +22,945 +18.5% 2Q SEC ↗
14 RAYMOND JAMES FINANCIAL INC 135,733 $8M +13,352 +10.9% 7Q SEC ↗
15 JANE STREET GROUP, LLC 126,376 $7M +53,957 +74.5% 2Q SEC ↗
16 Wealthspire Advisors, LLC 112,381 $6M -1,936 -1.7% 17Q SEC ↗
17 American Alpha Advisors, LLC 110,320 $6M +12,820 +13.1% 8Q SEC ↗
18 CAHILL FINANCIAL ADVISORS INC 99,465 $6M -1,038 -1.0% 18Q SEC ↗
19 CITADEL ADVISORS LLC NEW 92,808 $5M — +0.0% 1Q SEC ↗
20 COMMONWEALTH EQUITY SERVICES, LLC 90,960 $5M +7,364 +8.8% 35Q SEC ↗
21 Steward Partners Investment Advisory, 84,880 $5M -1,202 -1.4% 29Q SEC ↗
22 Peregrine Asset Advisers, Inc. 83,347 $5M -2,802 -3.3% 2Q SEC ↗
23 Cooper Financial Group 80,902 $4M +2,051 +2.6% 2Q SEC ↗
24 Wealthcare Advisory Partners LLC 76,529 $4M -34 -0.0% 35Q SEC ↗
25 Snowden Capital Advisors LLC 74,301 $4M +1,680 +2.3% 16Q SEC ↗
26 GREENLEAF TRUST 71,594 $4M +205 +0.3% 38Q SEC ↗
27 Baird Financial Group, Inc. 70,694 $4M +89 +0.1% 29Q SEC ↗
28 Evanson Asset Management, LLC 70,252 $4M -4,405 -5.9% 50Q SEC ↗
29 Evanson Financial, LLC NEW 68,315 $4M — +0.0% 1Q SEC ↗
30 INDEPENDENT FINANCIAL GROUP, LLC 67,442 $4M +7,753 +13.0% 15Q SEC ↗
31 OSAIC HOLDINGS, INC. 66,611 $4M -1,613 -2.4% 26Q SEC ↗
32 Patten Group, Inc. 62,749 $3M +539 +0.9% 8Q SEC ↗
33 Dorsey Wright & Associates NEW 61,232 $3M — +0.0% 1Q SEC ↗
34 UBS Group AG 61,103 $3M -34,927 -36.4% 47Q SEC ↗
35 Cetera Investment Advisers 60,042 $3M +32,167 +115.4% 10Q SEC ↗
36 Moors & Cabot, Inc. 54,886 $3M +1,376 +2.6% 6Q SEC ↗
37 ROYAL BANK OF CANADA 52,206 $3M +4,489 +9.4% 62Q SEC ↗
38 Rockefeller Capital Management L.P. 44,534 $2M +1,262 +2.9% 21Q SEC ↗
39 Farmers National Bank 44,352 $2M -1,780 -3.9% 7Q SEC ↗
40 JONES FINANCIAL COMPANIES LLLP 43,254 $2M +3,396 +8.5% 9Q SEC ↗
41 Formidable Asset Management, LLC 43,006 $2M -80 -0.2% 13Q SEC ↗
42 Arkadios Wealth Advisors 42,872 $2M +729 +1.7% 2Q SEC ↗
43 Wealthcare Capital Partners, LLC 42,872 $2M +729 +1.7% 7Q SEC ↗
44 Lansing Street Advisors 42,412 $2M -1,353 -3.1% 6Q SEC ↗
45 KESTRA PRIVATE WEALTH SERVICES, LLC 40,823 $2M -739 -1.8% 2Q SEC ↗
46 MERCER GLOBAL ADVISORS INC /ADV 38,255 $2M +814 +2.2% 30Q SEC ↗
47 Crescent Grove Advisors, LLC 37,800 $2M — +0.0% 14Q SEC ↗
48 WealthPlan Investment Management, LLC 37,527 $2M -1,122 -2.9% 8Q SEC ↗
49 Janney Montgomery Scott LLC NEW 36,164 $2M — +0.0% 1Q SEC ↗
50 JPMORGAN CHASE & CO 34,846 $2M -609 -1.7% 12Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
WELLS FARGO & COMPANY/MN +277,166 +219.8% 403,260
ENVESTNET ASSET MANAGEMENT INC +141,204 +87.6% 302,364
CWM, LLC +67,740 +72.2% 161,560
JANE STREET GROUP, LLC +53,957 +74.5% 126,376
Cetera Investment Advisers +32,167 +115.4% 60,042
Freedom Day Solutions, LLC +23,592 +12.9% 206,894
Madrid Financial Services +22,945 +18.5% 146,900
HRT FINANCIAL LP +14,820 +125.0% 26,674
STIFEL FINANCIAL CORP +14,802 +251.0% 20,700
RAYMOND JAMES FINANCIAL INC +13,352 +10.9% 135,733
American Alpha Advisors, LLC +12,820 +13.1% 110,320
TCP Asset Management, LLC +7,835 +2.9% 275,800
INDEPENDENT FINANCIAL GROUP, LLC +7,753 +13.0% 67,442
COMMONWEALTH EQUITY SERVICES, LLC +7,364 +8.8% 90,960
Thrivent Financial for Lutherans +6,621 +4.1% 170,061
MML INVESTORS SERVICES, LLC +5,992 +47.4% 18,623
Beacon Pointe Advisors, LLC +5,099 +3.4% 156,580
ROYAL BANK OF CANADA +4,489 +9.4% 52,206
Sanctuary Advisors, LLC +3,912 +18.1% 25,585
Aspire Capital Advisors LLC +3,721 +37.7% 13,581
Biggest Decreases (20)
HolderReducedChange %Total Shares
Mariner, LLC -291,138 -89.4% 34,554
LPL Financial LLC -139,715 -15.3% 773,984
Farther Finance Advisors, LLC -42,675 -70.0% 18,278
BANK OF AMERICA CORP /DE -39,153 -2.5% 1,551,241
UBS Group AG -34,927 -36.4% 61,103
MORGAN STANLEY -21,460 -2.2% 939,675
Cambridge Investment Research Advis -21,213 -46.8% 24,152
Gateway Wealth Partners, LLC -4,671 -48.2% 5,021
Evanson Asset Management, LLC -4,405 -5.9% 70,252
Peregrine Asset Advisers, Inc. -2,802 -3.3% 83,347
Wealthspire Advisors, LLC -1,936 -1.7% 112,381
CAPTRUST FINANCIAL ADVISORS -1,887 -18.4% 8,383
Farmers National Bank -1,780 -3.9% 44,352
OSAIC HOLDINGS, INC. -1,613 -2.4% 66,611
Goldstone Financial Group, LLC -1,468 -4.8% 29,040
Lansing Street Advisors -1,353 -3.1% 42,412
Steward Partners Investment Advisor -1,202 -1.4% 84,880
ShoreHaven Wealth Partners, LLC -1,194 -3.7% 30,664
WealthPlan Investment Management, L -1,122 -2.9% 37,527
CAHILL FINANCIAL ADVISORS INC -1,038 -1.0% 99,465

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms