Chicago Partners Investment Group’s WisdomTree International High Dividend Fund DTH Stock Holding History

Chicago Partners Investment Group’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 Q4	–	Sell	-835	Closed	-$32K	–	482
2018 Q3	$32K	Hold	835	–	–	﹤0.01%	592
2018 Q2	$35K	Hold	835	–	–	0.01%	554
2018 Q1	$36K	Hold	835	–	–	0.01%	504
2017 Q4	$37K	Hold	835	–	–	0.01%	494
2017 Q3	$37K	Sell	835 -835	-50%	-$35.9K	0.01%	478
2017 Q2	$67K	Buy	+1,670	New	+$69.7K	0.02%	330

Other funds holding DTH

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Chicago Partners Investment Group's DTH Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of WisdomTree International High Dividend Fund (DTH) in Q4 2018, closing a stake of 835 shares — an estimated $32K sold.

Chicago Partners Investment Group first reported a position in DTH in Q2 2017 and held it in 6 quarters. The position peaked at $67K in Q2 2017. 66 funds tracked by Wall St. Rank hold DTH as of Q4 2018.

Chicago Partners Investment Group reported no remaining WisdomTree International High Dividend Fund position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 835 WisdomTree International High Dividend Fund shares in Q4 2018, an estimated $32K.
Chicago Partners Investment Group first reported a position in WisdomTree International High Dividend Fund in Q2 2017 and held it in 6 quarters.
Chicago Partners Investment Group's WisdomTree International High Dividend Fund position peaked at $67K in Q2 2017.
66 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.