Cordasco Financial Network’s WisdomTree International High Dividend Fund DTH Stock Holding History

Cordasco Financial Network’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
2020 Q2	–	Sell	-164	Closed	-$5K	–	500
2020 Q1	$5K	Hold	164	–	–	0.01%	322
2019 Q4	$7K	Hold	164	–	–	0.01%	308
2019 Q3	$6K	Hold	164	–	–	0.01%	340
2019 Q2	$7K	Hold	164	–	–	0.01%	317
2019 Q1	$7K	Hold	164	–	–	0.01%	333
2018 Q4	$6K	Hold	164	–	–	0.01%	283
2018 Q3	$7K	Buy	+164	New	+$6.86K	0.01%	260

Other funds holding DTH

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

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

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

EAM

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BCI

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

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cordasco Financial Network's DTH Position: Q2 2020 in Review

Cordasco Financial Network sold out of WisdomTree International High Dividend Fund (DTH) in Q2 2020, closing a stake of 164 shares — an estimated $5K sold.

Cordasco Financial Network first reported a position in DTH in Q3 2018 and held it in 7 quarters. The position peaked at $7K in Q4 2019. 63 funds tracked by Wall St. Rank hold DTH as of Q2 2020.

Cordasco Financial Network reported no remaining WisdomTree International High Dividend Fund position as of Q2 2020 after selling out during the quarter.
Cordasco Financial Network sold 164 WisdomTree International High Dividend Fund shares in Q2 2020, an estimated $5K.
Cordasco Financial Network first reported a position in WisdomTree International High Dividend Fund in Q3 2018 and held it in 7 quarters.
Cordasco Financial Network's WisdomTree International High Dividend Fund position peaked at $7K in Q4 2019.
63 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2020.

Based on Cordasco Financial Network's 13F filing for Q2 2020, filed 13 Jul 2020.