Calton & Associates’s WisdomTree International High Dividend Fund DTH Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-914	Closed	-$42K	–	569
2017 Q4	$42K	Buy	+914	New	+$40.1K	0.01%	725

Other funds holding DTH

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Calton & Associates's DTH Position: Q1 2018 in Review

Calton & Associates sold out of WisdomTree International High Dividend Fund (DTH) in Q1 2018, closing a stake of 914 shares — an estimated $42K sold.

Calton & Associates first reported a position in DTH in Q4 2017 and held it in 1 quarter. The position peaked at $42K in Q4 2017. 67 funds tracked by Wall St. Rank hold DTH as of Q1 2018.

Calton & Associates reported no remaining WisdomTree International High Dividend Fund position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 914 WisdomTree International High Dividend Fund shares in Q1 2018, an estimated $42K.
Calton & Associates first reported a position in WisdomTree International High Dividend Fund in Q4 2017 and held it in 1 quarter.
Calton & Associates's WisdomTree International High Dividend Fund position peaked at $42K in Q4 2017.
67 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.