CWM
DTH icon

Curi Wealth Management’s WisdomTree International High Dividend Fund DTH Stock Holding History

Curi Wealth Management’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
2022
Q2 		– Sell
-346
Closed -$13K – 650
2022
Q1 		$13K Buy
346
+247
+249% +$9.8K ﹤0.01% 327
2021
Q4 		$3K Buy
+99
New +$3.79K ﹤0.01% 394

Other funds holding DTH

WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curi Wealth Management's DTH Position: Q2 2022 in Review

Curi Wealth Management sold out of WisdomTree International High Dividend Fund (DTH) in Q2 2022, closing a stake of 346 shares — an estimated $13K sold.

Curi Wealth Management first reported a position in DTH in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 64 funds tracked by Wall St. Rank hold DTH as of Q2 2022.

  • Curi Wealth Management reported no remaining WisdomTree International High Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Curi Wealth Management sold 346 WisdomTree International High Dividend Fund shares in Q2 2022, an estimated $13K.
  • Curi Wealth Management first reported a position in WisdomTree International High Dividend Fund in Q4 2021 and held it in 2 quarters.
  • Curi Wealth Management's WisdomTree International High Dividend Fund position peaked at $13K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2022.

Based on Curi Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.