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

Empirical 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	-5,070	Closed	-$202K	–	484
2022 Q1	$202K	Buy	+5,070	New	+$201K	0.01%	474
2021 Q3	–	Sell	-5,070	Closed	-$201K	–	460
2021 Q2	$201K	Buy	+5,070	New	+$206K	0.01%	424
2020 Q1	–	Sell	-5,070	Closed	-$213K	–	333
2019 Q4	$213K	Buy	+5,070	New	+$206K	0.02%	306
2019 Q3	–	Sell	-5,070	Closed	-$205K	–	289
2019 Q2	$205K	Hold	5,070	–	–	0.03%	248
2019 Q1	$204K	Buy	+5,070	New	+$201K	0.03%	226
2018 Q4	–	Sell	-5,070	Closed	-$212K	–	207
2018 Q3	$212K	Hold	5,070	–	–	0.04%	203
2018 Q2	$210K	Hold	5,070	–	–	0.04%	173
2018 Q1	$221K	Hold	5,070	–	–	0.04%	157
2017 Q4	$225K	Hold	5,070	–	–	0.05%	137
2017 Q3	$222K	Hold	5,070	–	–	0.05%	129
2017 Q2	$212K	Hold	5,070	–	–	0.05%	125
2017 Q1	$206K	Buy	+5,070	New	+$200K	0.05%	126

Other funds holding DTH

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Empirical Wealth Management sold out of WisdomTree International High Dividend Fund (DTH) in Q2 2022, closing a stake of 5,070 shares — an estimated $202K sold.

Empirical Wealth Management first reported a position in DTH in Q1 2017 and held it in 12 quarters. The position peaked at $225K in Q4 2017. 64 funds tracked by Wall St. Rank hold DTH as of Q2 2022.

Empirical Wealth Management reported no remaining WisdomTree International High Dividend Fund position as of Q2 2022 after selling out during the quarter.
Empirical Wealth Management sold 5,070 WisdomTree International High Dividend Fund shares in Q2 2022, an estimated $202K.
Empirical Wealth Management first reported a position in WisdomTree International High Dividend Fund in Q1 2017 and held it in 12 quarters.
Empirical Wealth Management's WisdomTree International High Dividend Fund position peaked at $225K in Q4 2017.
64 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.