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

Alera 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
2019
Q1 		– Sell
-1,236
Closed -$46K – 1217
2018
Q4 		$46K Buy
+1,236
New +$48.4K 0.03% 183

Other funds holding DTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Alera Investment Advisors's DTH Position: Q1 2019 in Review

Alera Investment Advisors sold out of WisdomTree International High Dividend Fund (DTH) in Q1 2019, closing a stake of 1,236 shares — an estimated $46K sold.

Alera Investment Advisors first reported a position in DTH in Q4 2018 and held it in 1 quarter. The position peaked at $46K in Q4 2018. 69 funds tracked by Wall St. Rank hold DTH as of Q1 2019.

  • Alera Investment Advisors reported no remaining WisdomTree International High Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,236 WisdomTree International High Dividend Fund shares in Q1 2019, an estimated $46K.
  • Alera Investment Advisors first reported a position in WisdomTree International High Dividend Fund in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's WisdomTree International High Dividend Fund position peaked at $46K in Q4 2018.
  • 69 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.