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

Darwin 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
2018 Q2	–	Sell	-5,481	Closed	-$239K	–	127
2018 Q1	$239K	Sell	5,481 -518	-9%	-$23.2K	0.17%	107
2017 Q4	$266K	Buy	+5,999	New	+$263K	0.11%	133

Other funds holding DTH

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

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

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

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

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

Darwin Wealth Management's DTH Position: Q2 2018 in Review

Darwin Wealth Management sold out of WisdomTree International High Dividend Fund (DTH) in Q2 2018, closing a stake of 5,481 shares — an estimated $239K sold.

Darwin Wealth Management first reported a position in DTH in Q4 2017 and held it in 2 quarters. The position peaked at $266K in Q4 2017. 65 funds tracked by Wall St. Rank hold DTH as of Q2 2018.

Darwin Wealth Management reported no remaining WisdomTree International High Dividend Fund position as of Q2 2018 after selling out during the quarter.
Darwin Wealth Management sold 5,481 WisdomTree International High Dividend Fund shares in Q2 2018, an estimated $239K.
Darwin Wealth Management first reported a position in WisdomTree International High Dividend Fund in Q4 2017 and held it in 2 quarters.
Darwin Wealth Management's WisdomTree International High Dividend Fund position peaked at $266K in Q4 2017.
65 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2018.

Based on Darwin Wealth Management's 13F filing for Q2 2018, filed 16 Aug 2018.