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

BOS 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
2024
Q1 		– Sell
-32,662
Closed -$1.27M – 157
2023
Q4 		$1.27M Sell
32,662
-4,612
-12% -$169K 0.87% 29
2023
Q3 		$1.35M Sell
37,274
-5,676
-13% -$211K 0.99% 25
2023
Q2 		$1.59M Buy
42,950
+1,207
+3% +$45.6K 1.23% 21
2023
Q1 		$1.57M Sell
41,743
-2,092
-5% -$79.2K 1.31% 22
2022
Q4 		$1.57M Buy
+43,835
New +$1.48M 1.4% 20

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VPP
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BPA
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Mariner
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WANY
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Envestnet Asset Management
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Cambridge Investment Research Advisors
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