Aspiriant LLC’s WisdomTree International High Dividend Fund DTH Stock Holding History

Aspiriant LLC’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
2023 Q3	–	Sell	-9,280	Closed	-$343K	–	286
2023 Q2	$343K	Buy	+9,280	New	+$351K	0.02%	206

Other funds holding DTH

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return

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

RJFSA

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Aspiriant LLC's DTH Position: Q3 2023 in Review

Aspiriant LLC sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2023, closing a stake of 9,280 shares — an estimated $343K sold.

Aspiriant LLC first reported a position in DTH in Q2 2023 and held it in 1 quarter. The position peaked at $343K in Q2 2023. 78 funds tracked by Wall St. Rank hold DTH as of Q3 2023.

Aspiriant LLC reported no remaining WisdomTree International High Dividend Fund position as of Q3 2023 after selling out during the quarter.
Aspiriant LLC sold 9,280 WisdomTree International High Dividend Fund shares in Q3 2023, an estimated $343K.
Aspiriant LLC first reported a position in WisdomTree International High Dividend Fund in Q2 2023 and held it in 1 quarter.
Aspiriant LLC's WisdomTree International High Dividend Fund position peaked at $343K in Q2 2023.
78 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2023.

Based on Aspiriant LLC's 13F filing for Q3 2023, filed 18 Oct 2023.