WisdomTree DEFA High-Yldg Eqty Fd (DTH) Shares Bought by WealthPLAN Partners LLC

WealthPLAN Partners LLC increased its stake in shares of WisdomTree DEFA High-Yldg Eqty Fd (NYSEARCA:DTH) by 24.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 48,864 shares of the company’s stock after purchasing an additional 9,660 shares during the quarter. WealthPLAN Partners LLC owned approximately 0.63% of WisdomTree DEFA High-Yldg Eqty Fd worth $2,129,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Assetmark Inc. increased its position in WisdomTree DEFA High-Yldg Eqty Fd by 244.5% during the 4th quarter. Assetmark Inc. now owns 5,908 shares of the company’s stock worth $262,000 after purchasing an additional 4,193 shares in the last quarter. Harwood Advisory Group LLC acquired a new position in WisdomTree DEFA High-Yldg Eqty Fd during the 4th quarter worth approximately $266,000. Northern Oak Wealth Management Inc. increased its position in WisdomTree DEFA High-Yldg Eqty Fd by 69.6% during the 1st quarter. Northern Oak Wealth Management Inc. now owns 9,223 shares of the company’s stock worth $401,000 after purchasing an additional 3,784 shares in the last quarter. Bank of New York Mellon Corp acquired a new position in WisdomTree DEFA High-Yldg Eqty Fd in the 4th quarter valued at approximately $457,000. Finally, Cambridge Investment Research Advisors Inc. increased its position in WisdomTree DEFA High-Yldg Eqty Fd by 39.9% in the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 13,770 shares of the company’s stock valued at $600,000 after acquiring an additional 3,925 shares during the period.

NYSEARCA DTH traded up $0.05 on Thursday, hitting $43.47. The company’s stock had a trading volume of 7,813 shares, compared to its average volume of 20,837. WisdomTree DEFA High-Yldg Eqty Fd has a 1-year low of $41.49 and a 1-year high of $47.40.

WisdomTree DEFA High-Yldg Eqty Fd Company Profile

WisdomTree DEFA Equity Income Fund (the Fund) seeks investment results that closely correspond to the price and yield performance of the WisdomTree DEFA Equity Income Index (the Index). The Index is a fundamentally weighted Index that measures the performance of companies with high dividend yields selected from the WisdomTree DEFA Index.

Institutional Ownership by Quarter for WisdomTree DEFA High-Yldg Eqty Fd (NYSEARCA:DTH)

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