Atlas Capital Advisors’s WisdomTree International High Dividend Fund DTH Stock Holding History

Atlas Capital 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
2023 Q3	–	Sell	-4,649	Closed	-$172K	–	886
2023 Q2	$172K	Hold	4,649	–	–	0.03%	393
2023 Q1	$175K	Buy	+4,649	New	+$176K	0.03%	382

Other funds holding DTH

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

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $18.9B AUM 18.9% 1-Year Est. Return

WANY

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Atlas Capital Advisors's DTH Position: Q3 2023 in Review

Atlas Capital Advisors sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2023, closing a stake of 4,649 shares — an estimated $172K sold.

Atlas Capital Advisors first reported a position in DTH in Q1 2023 and held it in 2 quarters. The position peaked at $175K in Q1 2023. 79 funds tracked by Wall St. Rank hold DTH as of Q3 2023.

Atlas Capital Advisors reported no remaining WisdomTree International High Dividend Fund position as of Q3 2023 after selling out during the quarter.
Atlas Capital Advisors sold 4,649 WisdomTree International High Dividend Fund shares in Q3 2023, an estimated $172K.
Atlas Capital Advisors first reported a position in WisdomTree International High Dividend Fund in Q1 2023 and held it in 2 quarters.
Atlas Capital Advisors's WisdomTree International High Dividend Fund position peaked at $175K in Q1 2023.
79 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2023.

Based on Atlas Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.