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Capital Advisors Ltd’s WisdomTree International High Dividend Fund DTH Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-3,488
Closed -$152K – 400
2018
Q1 		$152K Hold
3,488
– – 0.05% 146
2017
Q4 		$155K Buy
+3,488
New +$153K 0.05% 135

Other funds holding DTH

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Advisors Ltd's DTH Position: Q2 2018 in Review

Capital Advisors Ltd sold out of WisdomTree International High Dividend Fund (DTH) in Q2 2018, closing a stake of 3,488 shares — an estimated $152K sold.

Capital Advisors Ltd first reported a position in DTH in Q4 2017 and held it in 2 quarters. The position peaked at $155K in Q4 2017. 65 funds tracked by Wall St. Rank hold DTH as of Q2 2018.

  • Capital Advisors Ltd reported no remaining WisdomTree International High Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Capital Advisors Ltd sold 3,488 WisdomTree International High Dividend Fund shares in Q2 2018, an estimated $152K.
  • Capital Advisors Ltd first reported a position in WisdomTree International High Dividend Fund in Q4 2017 and held it in 2 quarters.
  • Capital Advisors Ltd's WisdomTree International High Dividend Fund position peaked at $155K in Q4 2017.
  • 65 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2018.

Based on Capital Advisors Ltd's 13F filing for Q2 2018, filed 20 Jul 2018.