Avantax Advisory Services’s WisdomTree International High Dividend Fund DTH Stock Holding History

Avantax Advisory Services’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
2024 Q1	–	Sell	-10,469	Closed	-$407K	–	1676
2023 Q4	$407K	Sell	10,469 -12	-0.1%	-$441	﹤0.01%	1083
2023 Q3	$379K	Hold	10,481	–	–	﹤0.01%	1066
2023 Q2	$387K	Sell	10,481 -11	-0.1%	-$416	﹤0.01%	1054
2023 Q1	$395K	Hold	10,492	–	–	﹤0.01%	1009
2022 Q4	$376K	Hold	10,492	–	–	0.01%	998
2022 Q3	$318K	Sell	10,492 -231	-2%	-$7.78K	﹤0.01%	974
2022 Q2	$371K	Buy	10,723 +1	+0%	+$38	0.01%	911
2022 Q1	$425K	Hold	10,722	–	–	0.01%	851
2021 Q4	$415K	Hold	10,722	–	–	0.01%	831
2021 Q3	$406K	Hold	10,722	–	–	0.01%	796
2021 Q2	$424K	Sell	10,722 -10	-0.1%	-$407	0.01%	763
2021 Q1	$420K	Hold	10,732	–	–	0.01%	677
2020 Q4	$401K	Sell	10,732 -6,715	-38%	-$236K	0.01%	625
2020 Q3	$572K	Buy	17,447 +6,946	+66%	+$237K	0.01%	747
2020 Q2	$345K	Sell	10,501 -1,709	-14%	-$53.9K	0.01%	590
2020 Q1	$358K	Buy	12,210 +398	+3%	+$14.8K	0.01%	519
2019 Q4	$495K	Buy	+11,812	New	+$479K	0.01%	483

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

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

VPP

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

BPA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WANY

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Avantax Advisory Services's DTH Position: Q1 2024 in Review

Avantax Advisory Services sold out of WisdomTree International High Dividend Fund (DTH) in Q1 2024, closing a stake of 10,469 shares — an estimated $407K sold.

Avantax Advisory Services first reported a position in DTH in Q4 2019 and held it in 17 quarters. The position peaked at $572K in Q3 2020. 80 funds tracked by Wall St. Rank hold DTH as of Q1 2024.

Avantax Advisory Services reported no remaining WisdomTree International High Dividend Fund position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 10,469 WisdomTree International High Dividend Fund shares in Q1 2024, an estimated $407K.
Avantax Advisory Services first reported a position in WisdomTree International High Dividend Fund in Q4 2019 and held it in 17 quarters.
Avantax Advisory Services's WisdomTree International High Dividend Fund position peaked at $572K in Q3 2020.
80 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.