Creative Planning’s WisdomTree International High Dividend Fund DTH Stock Holding History

Creative Planning’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
2023 Q1	–	Sell	-45,975	Closed	-$1.65M	–	2680
2022 Q4	$1.65M	Buy	+45,975	New	+$1.55M	﹤0.01%	827
2017 Q3	–	Sell	-775	Closed	-$32K	–	2351
2017 Q2	$32K	Buy	775 +200	+35%	+$8.34K	﹤0.01%	2845
2017 Q1	$23K	Hold	575	–	–	﹤0.01%	3032
2016 Q4	$22K	Hold	575	–	–	﹤0.01%	3005
2016 Q3	$22K	Hold	575	–	–	﹤0.01%	2995
2016 Q2	$21K	Sell	575 -159	-22%	-$5.97K	﹤0.01%	2758
2016 Q1	$27K	Hold	734	–	–	﹤0.01%	2535
2015 Q4	$28K	Hold	734	–	–	﹤0.01%	2590
2015 Q3	$27K	Buy	+734	New	+$29.9K	﹤0.01%	2491
2015 Q2	–	Sell	-2,306	Closed	-$100K	–	1579
2015 Q1	$100K	Hold	2,306	–	–	﹤0.01%	1571
2014 Q4	$98K	Hold	2,306	–	–	﹤0.01%	1559
2014 Q3	$105K	Hold	2,306	–	–	﹤0.01%	1438
2014 Q2	$113K	Hold	2,306	–	–	﹤0.01%	1360
2014 Q1	$110K	Buy	2,306 +194	+9%	+$9.12K	﹤0.01%	1350
2013 Q4	$100K	Hold	2,112	–	–	﹤0.01%	1193
2013 Q3	$95K	Hold	2,112	–	–	﹤0.01%	1143
2013 Q2	$85K	Buy	+2,112	New	+$90K	﹤0.01%	1074

Other funds holding DTH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Arrow Investment Advisors Laurel, Maryland $116M AUM 9.51% 1-Year Est. Return

Creative Planning's DTH Position: Q1 2023 in Review

Creative Planning sold out of WisdomTree International High Dividend Fund (DTH) in Q1 2023, closing a stake of 45,975 shares — an estimated $1.65M sold.

Creative Planning first reported a position in DTH in Q2 2013 and held it in 17 quarters. The position peaked at $1.65M in Q4 2022. 91 funds tracked by Wall St. Rank hold DTH as of Q1 2023.

Creative Planning reported no remaining WisdomTree International High Dividend Fund position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 45,975 WisdomTree International High Dividend Fund shares in Q1 2023, an estimated $1.65M.
Creative Planning first reported a position in WisdomTree International High Dividend Fund in Q2 2013 and held it in 17 quarters.
Creative Planning's WisdomTree International High Dividend Fund position peaked at $1.65M in Q4 2022.
91 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.