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

Destination 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
-402
Closed -$18K – 540
2018
Q1 		$18K Buy
+402
New +$18K ﹤0.01% 347

Other funds holding DTH

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Destination Wealth Management sold out of WisdomTree International High Dividend Fund (DTH) in Q2 2018, closing a stake of 402 shares — an estimated $18K sold.

Destination Wealth Management first reported a position in DTH in Q1 2018 and held it in 1 quarter. The position peaked at $18K in Q1 2018. 65 funds tracked by Wall St. Rank hold DTH as of Q2 2018.

  • Destination Wealth Management reported no remaining WisdomTree International High Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 402 WisdomTree International High Dividend Fund shares in Q2 2018, an estimated $18K.
  • Destination Wealth Management first reported a position in WisdomTree International High Dividend Fund in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's WisdomTree International High Dividend Fund position peaked at $18K in Q1 2018.
  • 65 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.