Baldrige Asset Management’s WisdomTree International High Dividend Fund DTH Stock Holding History

Baldrige Asset Management’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 Q1	$32K	Buy	+863	New	+$32.7K	0.01%	199

Other funds holding DTH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

BPA

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

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

Baldrige Asset Management's DTH Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in WisdomTree International High Dividend Fund (DTH) in Q1 2023: 863 shares worth $32K. The stake represents 0.01% of the portfolio and ranks #199 among its holdings.

92 funds tracked by Wall St. Rank hold DTH as of Q1 2023.

Baldrige Asset Management held 863 shares of WisdomTree International High Dividend Fund worth $32K as of Q1 2023.
WisdomTree International High Dividend Fund was a new Baldrige Asset Management position in Q1 2023.
WisdomTree International High Dividend Fund made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #199 holding.
92 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.