1834 Investment Advisors’s WisdomTree International High Dividend Fund DTH Stock Holding History

1834 Investment Advisors’s Portfolio DTH Stock Details DTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-41	Closed	-$1K	–	264
2022 Q2	$1K	Hold	41	–	–	﹤0.01%	453
2022 Q1	$2K	Hold	41	–	–	﹤0.01%	413
2021 Q4	$2K	Sell	41 -626	-94%	-$24K	﹤0.01%	442
2021 Q3	$25K	Hold	667	–	–	﹤0.01%	322
2021 Q2	$26K	Sell	667 -8,403	-93%	-$342K	﹤0.01%	329
2021 Q1	$357K	Hold	9,070	–	–	0.05%	150
2020 Q4	$340K	Hold	9,070	–	–	0.05%	157
2020 Q3	$298K	Sell	9,070 -455	-5%	-$15.5K	0.04%	154
2020 Q2	$314K	Hold	9,525	–	–	0.05%	144
2020 Q1	$281K	Sell	9,525 -205	-2%	-$7.63K	0.05%	146
2019 Q4	$409K	Hold	9,730	–	–	0.06%	131
2019 Q3	$379K	Buy	9,730 +86	+0.9%	+$3.35K	0.06%	136
2019 Q2	$390K	Hold	9,644	–	–	0.06%	133
2019 Q1	$388K	Buy	9,644 +2	+0%	+$79	0.06%	132
2018 Q4	$358K	Buy	9,642 +419	+5%	+$16.4K	0.06%	134
2018 Q3	$385K	Hold	9,223	–	–	0.06%	143
2018 Q2	$382K	Hold	9,223	–	–	0.06%	136
2018 Q1	$401K	Buy	9,223 +3,784	+70%	+$170K	0.07%	134
2017 Q4	$241K	Buy	+5,439	New	+$239K	0.04%	161

Other funds holding DTH

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

1834 Investment Advisors's DTH Position: Q3 2022 in Review

1834 Investment Advisors sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2022, closing a stake of 41 shares — an estimated $1K sold.

1834 Investment Advisors first reported a position in DTH in Q4 2017 and held it in 19 quarters. The position peaked at $409K in Q4 2019. 63 funds tracked by Wall St. Rank hold DTH as of Q3 2022.

1834 Investment Advisors reported no remaining WisdomTree International High Dividend Fund position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 41 WisdomTree International High Dividend Fund shares in Q3 2022, an estimated $1K.
1834 Investment Advisors first reported a position in WisdomTree International High Dividend Fund in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's WisdomTree International High Dividend Fund position peaked at $409K in Q4 2019.
63 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.