AE Wealth Management’s WisdomTree International High Dividend Fund DTH Stock Holding History

AE Wealth Management’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
2021 Q1	–	Sell	-6,023	Closed	-$225K	–	1500
2020 Q4	$225K	Sell	6,023 -20,433	-77%	-$718K	﹤0.01%	1242
2020 Q3	$870K	Sell	26,456 -27,294	-51%	-$931K	0.01%	674
2020 Q2	$1.77M	Buy	53,750 +2,441	+5%	+$77K	0.03%	443
2020 Q1	$1.51M	Buy	51,309 +9,065	+21%	+$337K	0.03%	376
2019 Q4	$1.78M	Buy	42,244 +232	+0.6%	+$9.41K	0.04%	370
2019 Q3	$1.64M	Buy	+42,012	New	+$1.64M	0.05%	315

Other funds holding DTH

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AE Wealth Management's DTH Position: Q1 2021 in Review

AE Wealth Management sold out of WisdomTree International High Dividend Fund (DTH) in Q1 2021, closing a stake of 6,023 shares — an estimated $225K sold.

AE Wealth Management first reported a position in DTH in Q3 2019 and held it in 6 quarters. The position peaked at $1.78M in Q4 2019. 62 funds tracked by Wall St. Rank hold DTH as of Q1 2021.

AE Wealth Management reported no remaining WisdomTree International High Dividend Fund position as of Q1 2021 after selling out during the quarter.
AE Wealth Management sold 6,023 WisdomTree International High Dividend Fund shares in Q1 2021, an estimated $225K.
AE Wealth Management first reported a position in WisdomTree International High Dividend Fund in Q3 2019 and held it in 6 quarters.
AE Wealth Management's WisdomTree International High Dividend Fund position peaked at $1.78M in Q4 2019.
62 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2021.

Based on AE Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.