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Balboa Wealth Partners’s WisdomTree International High Dividend Fund DTH Stock Holding History

Balboa Wealth Partners’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
Q2 		– Sell
-5,089
Closed -$202K – 313
2024
Q1 		$202K Buy
+5,089
New +$196K 0.06% 229
2023
Q2 		– Sell
-5,782
Closed -$218K – 308
2023
Q1 		$218K Buy
+5,782
New +$219K 0.08% 211

Other funds holding DTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Balboa Wealth Partners's DTH Position: Q2 2024 in Review

Balboa Wealth Partners sold out of WisdomTree International High Dividend Fund (DTH) in Q2 2024, closing a stake of 5,089 shares — an estimated $202K sold.

Balboa Wealth Partners first reported a position in DTH in Q1 2023 and held it in 2 quarters. The position peaked at $218K in Q1 2023. 77 funds tracked by Wall St. Rank hold DTH as of Q2 2024.

  • Balboa Wealth Partners reported no remaining WisdomTree International High Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 5,089 WisdomTree International High Dividend Fund shares in Q2 2024, an estimated $202K.
  • Balboa Wealth Partners first reported a position in WisdomTree International High Dividend Fund in Q1 2023 and held it in 2 quarters.
  • Balboa Wealth Partners's WisdomTree International High Dividend Fund position peaked at $218K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.