Vault-13

WISDOMTREE TR DTH

ITL HIGH DIV FD · ETP · CUSIP 97717W802

104 institutional holders +20 vs Q1 2025
6,356,4876.4m shares reported held*
$294.3mreported value*
20 new 36 added 29 reduced 3 sold out net bought ≈ $38.2m (+824.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $46.30. Options: 2 managers hold calls ($470.0k notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 65Q4 22: 70Q1 23: 93Q2 23: 91Q3 23: 81Q4 23: 79Q1 24: 81Q2 24: 79Q3 24: 76Q4 24: 80Q1 25: 84Q2 25: 104104Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202265
Q4 202270
Q1 202393
Q2 202391
Q3 202381
Q4 202379
Q1 202481
Q2 202479
Q3 202476
Q4 202480
Q1 202584
Q2 2025104

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 35 bought or addedQ3 23: 45 cut or sold outQ4 23: 31 bought or addedQ4 23: 40 cut or sold outQ4 23Q1 24: 32 bought or addedQ1 24: 39 cut or sold outQ2 24: 23 bought or addedQ2 24: 42 cut or sold outQ2 24Q3 24: 26 bought or addedQ3 24: 33 cut or sold outQ4 24: 27 bought or addedQ4 24: 32 cut or sold outQ4 24Q1 25: 42 bought or addedQ1 25: 34 cut or sold outQ2 25: 56 bought or addedQ2 25: 32 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233545
Q4 20233140
Q1 20243239
Q2 20242342
Q3 20242633
Q4 20242732
Q1 20254234
Q2 20255632

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $31.7kQ4 24 puts: $0Q4 24P/C 0.00Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $470.0kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$31.7k$00.00
Q1 2025$0$0—
Q2 2025$470.0k$00.00

Biggest buyers

LPL Financial LLC Added +199,660+199.7k
Thrivent Financial for Lutherans New +142,711+142.7k
Mariner, LLC Added +109,604+109.6k
American Alpha Advisors, LLC Added +76,786+76.8k
JANE STREET GROUP, LLC New +69,682+69.7k
Goldstone Financial Group, LLC New +60,530+60.5k
ROYAL BANK OF CANADA Added +47,218+47.2k
Rockefeller Capital Management L.P. Added +43,691+43.7k
ShoreHaven Wealth Partners, LLC New +28,594+28.6k
JPMORGAN CHASE & CO Added +27,777+27.8k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -95,233-95.2k
Atria Wealth Solutions, Inc. Sold out -43,176-43.2k
Wealthspire Advisors, LLC Reduced -18,723-18.7k
Evanson Asset Management, LLC Reduced -6,384-6.4k
WELLS FARGO & COMPANY/MN Reduced -5,023-5.0k
MERCER GLOBAL ADVISORS INC /ADV Reduced -4,080-4.1k
Vertex Planning Partners, LLC Reduced -3,583-3.6k
FLPUTNAM INVESTMENT MANAGEMENT CO Reduced -3,542-3.5k
Steward Partners Investment Advisory, LLC Reduced -1,975-2.0k
WealthPlan Investment Management, LLC Reduced -1,663-1.7k

Biggest calls

GROUP ONE TRADING LLC New $470.0k9.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,351,1941.4m $62.6m $62.6m 0.01% Reduced -95.2k -95,233
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 799,762799.8k $37.1m $37.1m 0.01% Added +199.7k +199,660
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 742,510742.5k $34.4m $34.4m 0.00% Added +1.5k +1,462
4 Mariner, LLC 0.02% of their portfolio Overland Park, KS 341,038341.0k $15.8m $15.8m 0.02% Added +109.6k +109,604
5 Beacon Pointe Advisors, LLC 0.08% of their portfolio NEWPORT BEACH, CA 161,235161.2k $7.5m $7.5m 0.08% Added +14 +14
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 160,243160.2k $7.4m $7.4m 0.00% Added +3.2k +3,249
7 Stonebridge Wealth Management, LLC 6.47% of their portfolio OAK BROOK, IL 148,134148.1k $6.9m $6.9m 6.47% First filing
8 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 142,711142.7k $6.6m $6.6m 0.01% New
9 Wealthspire Advisors, LLC 0.03% of their portfolio NEW YORK, NY 123,135123.1k $5.7m $5.7m 0.03% Reduced -18.7k -18,723
10 FLOW TRADERS U.S. LLC 0.18% of their portfolio NEW YORK, NY 103,028103.0k $4.8m $4.8m 0.18% Added +2.0k +1,983
11 CAHILL FINANCIAL ADVISORS INC 0.55% of their portfolio EDINA, MN 96,37596.4k $4.5m $4.5m 0.55% Added +1.6k +1,645
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 93,94493.9k $4.4m $4.4m 0.00% Added +10.7k +10,712
13 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 90,75690.8k $4.2m $4.2m 0.00% Added +43.7k +43,691
14 Evanson Asset Management, LLC 0.26% of their portfolio CARMEL, CA 90,07590.1k $4.2m $4.2m 0.26% Reduced -6.4k -6,384
15 American Alpha Advisors, LLC 3.33% of their portfolio NEW YORK, NY 89,02189.0k $4.1m $4.1m 3.33% Added +76.8k +76,786
16 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 88,03288.0k $4.1m $4.1m 0.03% Reduced -2.0k -1,975
17 Wealthcare Advisory Partners LLC 0.09% of their portfolio WEST CHESTER, PA 84,86184.9k $3.9m $3.9m 0.09% Added +4.2k +4,168
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 84,32584.3k $3.9m $3.9m 0.00% Reduced -5.0k -5,023
19 GREENLEAF TRUST 0.03% of their portfolio KALAMAZOO, MI 80,20180.2k $3.7m $3.7m 0.03% Reduced -429 -429
20 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 76,86376.9k $3.6m $3.6m 0.01% Added +3.0k +3,016
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 76,54276.5k $3.5m $3.5m 0.00% Added +3.7k +3,736
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 75,38475.4k $3.5m $3.5m 0.00% Added +47.2k +47,218
23 Snowden Capital Advisors LLC 0.10% of their portfolio New York, NY 72,30472.3k $3.4m $3.4m 0.10% Reduced -95 -95
24 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 69,68269.7k $3.2m $3.2m 0.01% New
25 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 65,98166.0k $3.1m $3.1m 0.01% Added +2.0k +2,008
26 Goldstone Financial Group, LLC 0.37% of their portfolio OAKBROOK TERRACE, IL 60,53060.5k $2.8m $2.8m 0.37% New
27 Formidable Asset Management, LLC 0.38% of their portfolio CINCINNATI, OH 53,33253.3k $2.3m $2.3m 0.38% Unchanged
28 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 49,05149.1k $2.3m $2.3m 0.01% Reduced -4.1k -4,080
29 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 44,63344.6k $2.1m $2.1m 0.01% Reduced -478 -478
30 Moors & Cabot, Inc. 0.09% of their portfolio BOSTON, MA 43,74143.7k $2.0m $2.0m 0.09% Added +585 +585
31 WealthPlan Investment Management, LLC 0.14% of their portfolio OMAHA, NE 42,56242.6k $2.0m $2.0m 0.14% Reduced -1.7k -1,663
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 39,83139.8k $1.8m $1.8m 0.00% Added +16.3k +16,346
33 FLPUTNAM INVESTMENT MANAGEMENT CO 0.03% of their portfolio PORTLAND, ME 38,51938.5k $1.8m $1.8m 0.03% Reduced -3.5k -3,542
34 Crescent Grove Advisors, LLC 0.16% of their portfolio LAKE FOREST, IL 36,42636.4k $1.7m $1.7m 0.16% Added +2.6k +2,624
35 Breakwater Capital Group 0.25% of their portfolio PARAMUS, NJ 32,54832.5k $1.5m $1.5m 0.25% Reduced -1.1k -1,116
36 Farmers National Bank 0.40% of their portfolio DANVILLE, KY 32,33432.3k $1.5m $1.5m 0.40% Added +8.7k +8,747
37 PrairieView Partners, LLC 0.14% of their portfolio ST. PAUL, MN 30,77330.8k $1.4m $1.4m 0.14% Reduced -28 -28
38 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 30,44430.4k $1.4m $1.4m 0.00% Added +6.9k +6,924
39 ShoreHaven Wealth Partners, LLC 0.54% of their portfolio Red Bank, NJ 28,59428.6k $1.3m $1.3m 0.54% New
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,29728.3k $1.3m $1.3m 0.00% Added +27.8k +27,777
41 Patten Group, Inc. 0.27% of their portfolio CHATTANOOGA, TN 27,32127.3k $1.3m $1.3m 0.27% Added +7.9k +7,895
42 COMERICA BANK 0.00% of their portfolio DALLAS, TX 26,40826.4k $1.2m $1.2m 0.00% Added +4.8k +4,801
43 Lansing Street Advisors 0.34% of their portfolio AMBLER, PA 24,76924.8k $1.1m $1.1m 0.34% Added +4.9k +4,934
44 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,33923.3k $1.1m $1.1m 0.00% Added +6.9k +6,925
45 Great Diamond Partners, LLC 0.21% of their portfolio Portland, ME 21,51021.5k $996.6k $996.6k 0.21% New
46 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 20,94020.9k $970.2k $970.2k 0.03% Added +20.4k +20,362
47 Wealthcare Capital Partners, LLC 0.46% of their portfolio WEST CHESTER, PA 19,74319.7k $914.8k $914.8k 0.46% Added +2.3k +2,260
48 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 18,60418.6k $862.0k $862.0k 0.02% Added +1.3k +1,259
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,85516.9k $781.0k $781.0k 0.00% New
50 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,61215.6k $723.0k $723.0k 0.00% Reduced -1.6k -1,637
51 Hilltop Partners LLC 0.21% of their portfolio MISHAWAKA, IN 15,06815.1k $698.2k $698.2k 0.21% Unchanged
52 D.B. Root & Company, LLC 0.18% of their portfolio PITTSBURGH, PA 12,92512.9k $598.9k $598.9k 0.18% Reduced -132 -132
53 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,95912.0k $554.1k $554.1k 0.00% Reduced -234 -234
54 Clearwater Capital Advisors, LLC 0.05% of their portfolio HOFFMAN ESTATES, IL 10,93310.9k $506.6k $506.6k 0.05% Reduced -920 -920
55 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 10,90910.9k $505.5k $505.5k 0.00% Added +4.1k +4,055
56 Vertex Planning Partners, LLC 0.10% of their portfolio DOWNERS GROVE, IL 10,46910.5k $485.1k $485.1k 0.10% Reduced -3.6k -3,583
57 Priebe Wealth Holdings LLC 0.39% of their portfolio MAPLE GROVE, MN 9,7009.7k $449.4k $449.4k 0.39% New
58 BCS Private Wealth Management, Inc. 0.15% of their portfolio RUMSON, NJ 8,8138.8k $408.0k $408.0k 0.15% First filing
59 Wilmington Savings Fund Society, FSB 0.01% of their portfolio WILMINGTON, DE 7,9207.9k $367.0k $367.0k 0.01% Unchanged
60 Tidemark, LLC 0.12% of their portfolio SAN DIEGO, CA 7,7657.8k $359.8k $359.8k 0.12% Reduced -547 -547
61 Passive Capital Management, LLC. 0.10% of their portfolio BALTIMORE, MD 7,2707.3k $336.9k $336.9k 0.10% Unchanged
62 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 7,0007.0k $324.3k $324.3k 0.00% Unchanged
63 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 6,9907.0k $323.9k $323.9k 0.00% New
64 Axis Wealth Partners, LLC 0.21% of their portfolio EAST PROVIDENCE, RI 6,8906.9k $319.2k $319.2k 0.21% Reduced -595 -595
65 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,5876.6k $305.2k $305.2k 0.00% Reduced -938 -938
66 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 6,5706.6k $304.4k $304.4k 0.01% Reduced -210 -210
67 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,3556.4k $294.0k $294.0k 0.00% Added +487 +487
68 KFA Private Wealth Group, LLC 0.09% of their portfolio Tysons, VA 6,3006.3k $291.9k $291.9k 0.09% New
69 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,2546.3k $289.8k $289.8k 0.00% Reduced -415 -415
70 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 6,2336.2k $288.8k $288.8k 0.00% Unchanged
71 Amplius Wealth Advisors, LLC 0.03% of their portfolio BLUE BELL, PA 5,9686.0k $276.5k $276.5k 0.03% Unchanged
72 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 5,8435.8k $270.7k $270.7k 0.02% Unchanged
73 Prosperity Wealth Management, Inc. 0.10% of their portfolio San Ramon, CA 5,7915.8k $268.3k $268.3k 0.10% New
74 LVM CAPITAL MANAGEMENT LTD/MI 0.02% of their portfolio PORTAGE, MI 5,2055.2k $241.0k $241.0k 0.02% Reduced -125 -125
75 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,0045.0k $231.9k $231.9k 0.00% Added +33 +33
76 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,5574.6k $212.5k $212.5k 0.00% New
77 ANB BANK 0.09% of their portfolio DENVER, CO 4,4194.4k $204.7k $204.7k 0.09% New
78 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 4,3714.4k $202.5k $202.5k 0.00% Reduced -1.3k -1,252
79 Valued Retirements, Inc. 0.23% of their portfolio HOUSTON, TX 4,3504.3k $201.6k $201.6k 0.23% New
80 CWM, LLC 0.00% of their portfolio OMAHA, NE 4,2054.2k $195.0k $195.0k 0.00% New
81 FMR LLC 0.00% of their portfolio BOSTON, MA 2,5652.6k $118.8k $118.8k 0.00% Added +1.2k +1,202
82 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 2,2502.2k $104.3k $104.3k 0.00% New
83 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,1272.1k $98.6k $98.6k 0.00% Added +166 +166
84 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,0932.1k $97.0k $97.0k 0.00% Unchanged
85 ORG Partners LLC 0.02% of their portfolio ROANOKE, IN 2,0002.0k $92.7k $92.7k 0.02% New
86 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 1,5751.6k $73.0k $73.0k 0.00% New
87 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,2551.3k $58.2k $58.2k 0.00% First filing
88 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 1,0871.1k $50.4k $50.4k 0.00% New
89 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,0841.1k $50.2k $50.2k 0.00% Reduced -90 -90
90 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 620620 $28.7k $28.7k 0.00% Reduced -344 -344
91 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 468468 $21.7k $21.7k 0.00% Unchanged
92 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 436436 $20.2k $20.2k 0.00% Added +6 +6
93 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 382382 $17.7k $17.7k 0.00% Added +1 +1
94 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 345345 $16.0k $16.0k 0.00% Unchanged
95 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 325325 $15.1k $15.1k 0.00% New
96 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 320320 $14.8k $14.8k 0.00% Reduced -9 -9
97 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 200200 $9.3k $9.3k 0.00% Unchanged
98 Painted Porch Advisors LLC 0.00% of their portfolio SANTA BARBARA, CA 190190 $8.8k $8.8k 0.00% Added +4 +4
99 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 170170 $7.9k $7.9k 0.00% New
100 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 156156 $7.2k $7.2k 0.00% Unchanged