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Evergreen Capital Management’s WisdomTree International High Dividend Fund DTH Stock Holding History

Evergreen Capital 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
2024
Q4 		– Sell
-5,100
Closed -$211K – 1079
2024
Q3 		$211K Buy
+5,100
New +$204K 0.01% 910
2024
Q2 		– Sell
-5,100
Closed -$202K – 969
2024
Q1 		$202K Buy
+5,100
New +$196K 0.01% 800

Other funds holding DTH

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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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

Evergreen Capital Management's DTH Position: Q4 2024 in Review

Evergreen Capital Management sold out of WisdomTree International High Dividend Fund (DTH) in Q4 2024, closing a stake of 5,100 shares — an estimated $211K sold.

Evergreen Capital Management first reported a position in DTH in Q1 2024 and held it in 2 quarters. The position peaked at $211K in Q3 2024. 78 funds tracked by Wall St. Rank hold DTH as of Q4 2024.

  • Evergreen Capital Management reported no remaining WisdomTree International High Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 5,100 WisdomTree International High Dividend Fund shares in Q4 2024, an estimated $211K.
  • Evergreen Capital Management first reported a position in WisdomTree International High Dividend Fund in Q1 2024 and held it in 2 quarters.
  • Evergreen Capital Management's WisdomTree International High Dividend Fund position peaked at $211K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q4 2024.

Based on Evergreen Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.