Who owns WisdomTree DEFA Equity Income Fund?
- Ticker: DTH
- CUSIP Number: 97717W802
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree DEFA Equity Income Fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold WisdomTree DEFA Equity Income Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Bank of America Corporation | 1.4M | $57M | 0% | Sep 2024 |
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Morgan Stanley | 624k | $24M | 10% | Jun 2024 |
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LPL Financial | 585k | $24M | 47% | Sep 2024 |
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Vertex Planning Partners | 330k | $14M | 1% | Sep 2024 |
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Mariner Wealth Advisors | 192k | $7.9M | 71% | Sep 2024 |
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Beacon Pointe Advisors | 186k | $7.7M | -6% | Sep 2024 |
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Envestnet Asset Management | 157k | $6.5M | -2% | Sep 2024 |
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Sontag Advisory | 147k | $6.1M | -2% | Sep 2024 |
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Evanson Asset Management | 106k | $4.4M | -3% | Sep 2024 |
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BBK Capital Partners | 99k | $4.1M | -14% | Sep 2024 |
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Ohe Financial | 92k | $3.8M | 4% | Sep 2024 |
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Steward Partners Investment Advisory | 85k | $3.3M | 1% | Jun 2024 |
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Wealthcare Advisory Partners | 80k | $3.3M | -12% | Sep 2024 |
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Cambridge Investment Research Advisors | 79k | $3.3M | -11% | Sep 2024 |
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Snowden Capital Advisors | 72k | $3.0M | 0% | Sep 2024 |
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Greenleaf Trust | 71k | $3.0M | -2% | Sep 2024 |
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Cetera Investment Advisers | 71k | $2.7M | -3% | Jun 2024 |
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Mercer Global Advisors | 67k | $2.6M | 0% | Jun 2024 |
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Raymond James Financial Services Advisors | 62k | $2.5M | 4% | Sep 2024 |
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Atria Wealth Solutions | 57k | $2.3M | -4% | Sep 2024 |
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Wells Fargo & Company | 54k | $2.2M | 0% | Sep 2024 |
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WealthPlan Investment Management | 53k | $2.2M | 100% | Sep 2024 |
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Rockefeller Capital Management | 45k | $1.7M | 0% | Jun 2024 |
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Royal Bank of Canada | 42k | $1.8M | -11% | Sep 2024 |
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Breakwater Capital Group | 36k | $1.5M | 1% | Sep 2024 |
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PrairieView Partners | 31k | $1.3M | 0% | Sep 2024 |
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Commonwealth Equity Services | 30k | $1.3M | -3% | Sep 2024 |
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Susquehanna International | 28k | $1.2M | -43% | Sep 2024 |
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Farmers National Bank | 23k | $864k | -2% | Jun 2024 |
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Brian McDonald | 20k | $818k | 10% | Sep 2024 |
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Tidemark | 19k | $770k | -5% | Sep 2024 |
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Patten | 18k | $742k | 100% | Sep 2024 |
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Mml Investors Services | 17k | $685k | 31% | Sep 2024 |
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Advisor Group Holdings | 16k | $666k | -3% | Sep 2024 |
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Hilltop Partners | 15k | $624k | 0% | Sep 2024 |
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Bsc Private Wealth Management | 12k | $511k | 0% | Sep 2024 |
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Sanctuary Advisors | 12k | $463k | 22% | Sep 2024 |
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Goss Wealth Management | 12k | $441k | -5% | Jun 2024 |
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American Alpha Advisors | 11k | $442k | 100% | Sep 2024 |
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HighTower Advisors | 8.5k | $325k | 12% | Jun 2024 |
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Jones Financial Companies, L.L | 7.8k | $325k | 100% | Sep 2024 |
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Passive Capital Management | 7.3k | $301k | 0% | Sep 2024 |
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WMS Partners | 7.0k | $290k | 0% | Sep 2024 |
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Stifel Financial | 6.3k | $243k | -16% | Jun 2024 |
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Lvm Capital Management | 6.3k | $241k | 0% | Sep 2024 |
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Bryn Mawr Trust | 6.3k | $260k | 100% | Sep 2024 |
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Amplius Wealth Advisors | 6.0k | $247k | -9% | Sep 2024 |
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Savvy Advisors | 5.8k | $242k | 0% | Sep 2024 |
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ValMark Advisers | 5.8k | $239k | 9% | Sep 2024 |
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Janney Montgomery Scott | 5.8k | $238k | 2% | Sep 2024 |
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IFP Advisors | 4.6k | $175k | -12% | Jun 2024 |
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FinTrust Capital Advisors | 4.5k | $186k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 2.5k | $104k | -15% | Sep 2024 |
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Benjamin F. Edwards & Company | 2.5k | $94k | 0% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 1.9k | $78k | 0% | Sep 2024 |
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Pnc Financial Services | 1.9k | $77k | 131% | Sep 2024 |
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Element Wealth | 1.8k | $73k | 0% | Sep 2024 |
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Global Retirement Partners | 1.0k | $41k | 0% | Sep 2024 |
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JFS Wealth Advisors | 964.00 | $40k | 0% | Sep 2024 |
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Principal Securities | 722.00 | $30k | 2788% | Sep 2024 |
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FSA Wealth Management | 600.00 | $25k | 50% | Sep 2024 |
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William Blair $ Company | 468.00 | $19k | 0% | Sep 2024 |
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Creekmur Asset Management | 426.00 | $18k | 0% | Sep 2024 |
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Rothschild Investment | 380.00 | $16k | 1167% | Sep 2024 |
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Fifth Third Bancorp | 300.00 | $12k | 0% | Sep 2024 |
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Farther Finance Advisors | 295.00 | $12k | 0% | Sep 2024 |
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National Bank Of Canada /fi/ | 270.00 | $11k | 0% | Sep 2024 |
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EverSource Wealth Advisors | 200.00 | $8.3k | 0% | Sep 2024 |
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Assetmark | 157.00 | $6.5k | 100% | Sep 2024 |
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Huntington National Bank | 2.00 | $83.000000 | 0% | Sep 2024 |
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Who sold out of WisdomTree DEFA Equity Income Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flow Traders US | Jun 2024 | 127k | $4.9M |
Feltz Wealth PLAN | Jun 2024 | 54k | $2.1M |
Crescent Grove Advisors | Jun 2024 | 34k | $1.3M |
Jane Street | Jun 2024 | 33k | $1.3M |
Old Mission Capital | Mar 2024 | 15k | $601k |
Citadel Advisors | Jun 2024 | 12k | $456k |
Private Advisor | Jun 2024 | 9.0k | $345k |
Financeware | Jun 2024 | 5.5k | $213k |
International Assets Investment Management | Jun 2024 | 1.1k | $43k |
Geneos Wealth Management | Mar 2024 | 1.1k | $44k |
Chris Bulman | Jun 2024 | 290.00 | $11k |
Tucker Asset Management | Mar 2024 | 135.00 | $5.3k |