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

Bruderman 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
2019
Q2 		– Sell
-1,600
Closed -$64K – 224
2019
Q1 		$64K Hold
1,600
– – 0.01% 237
2018
Q4 		$59K Hold
1,600
– – 0.02% 226
2018
Q3 		$67K Buy
+1,600
New +$66.9K 0.02% 174

Other funds holding DTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bruderman Asset Management's DTH Position: Q2 2019 in Review

Bruderman Asset Management sold out of WisdomTree International High Dividend Fund (DTH) in Q2 2019, closing a stake of 1,600 shares — an estimated $64K sold.

Bruderman Asset Management first reported a position in DTH in Q3 2018 and held it in 3 quarters. The position peaked at $67K in Q3 2018. 67 funds tracked by Wall St. Rank hold DTH as of Q2 2019.

  • Bruderman Asset Management reported no remaining WisdomTree International High Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 1,600 WisdomTree International High Dividend Fund shares in Q2 2019, an estimated $64K.
  • Bruderman Asset Management first reported a position in WisdomTree International High Dividend Fund in Q3 2018 and held it in 3 quarters.
  • Bruderman Asset Management's WisdomTree International High Dividend Fund position peaked at $67K in Q3 2018.
  • 67 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.