CB
DTH icon

Chris Bulman’s WisdomTree International High Dividend Fund DTH Stock Holding History

Chris Bulman’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
Q3 		– Sell
-290
Closed -$11.1K – 194
2024
Q2 		$11.1K Buy
+290
New +$11.5K 0.01% 289

Other funds holding DTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Chris Bulman's DTH Position: Q3 2024 in Review

Chris Bulman sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2024, closing a stake of 290 shares — an estimated $11.1K sold.

Chris Bulman first reported a position in DTH in Q2 2024 and held it in 1 quarter. The position peaked at $11.1K in Q2 2024. 74 funds tracked by Wall St. Rank hold DTH as of Q3 2024.

  • Chris Bulman reported no remaining WisdomTree International High Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Chris Bulman sold 290 WisdomTree International High Dividend Fund shares in Q3 2024, an estimated $11.1K.
  • Chris Bulman first reported a position in WisdomTree International High Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Chris Bulman's WisdomTree International High Dividend Fund position peaked at $11.1K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.