Fiduciary Trust’s WisdomTree International High Dividend Fund DTH Stock Holding History

Fiduciary Trust’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
2020 Q1	–	Sell	-6,371	Closed	-$268K	–	505
2019 Q4	$268K	Hold	6,371	–	–	0.01%	466
2019 Q3	$249K	Hold	6,371	–	–	0.01%	467
2019 Q2	$257K	Hold	6,371	–	–	0.01%	452
2019 Q1	$257K	Hold	6,371	–	–	0.01%	432
2018 Q4	$236K	Hold	6,371	–	–	0.01%	410
2018 Q3	$266K	Hold	6,371	–	–	0.01%	419
2018 Q2	$264K	Buy	6,371 +460	+8%	+$20.1K	0.01%	404
2018 Q1	$258K	Hold	5,911	–	–	0.01%	407
2017 Q4	$262K	Hold	5,911	–	–	0.01%	387
2017 Q3	$259K	Buy	5,911 +725	+14%	+$31.2K	0.01%	390
2017 Q2	$217K	Buy	+5,186	New	+$216K	0.01%	421

Other funds holding DTH

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Fiduciary Trust's DTH Position: Q1 2020 in Review

Fiduciary Trust sold out of WisdomTree International High Dividend Fund (DTH) in Q1 2020, closing a stake of 6,371 shares — an estimated $268K sold.

Fiduciary Trust first reported a position in DTH in Q2 2017 and held it in 11 quarters. The position peaked at $268K in Q4 2019. 59 funds tracked by Wall St. Rank hold DTH as of Q1 2020.

Fiduciary Trust reported no remaining WisdomTree International High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Fiduciary Trust sold 6,371 WisdomTree International High Dividend Fund shares in Q1 2020, an estimated $268K.
Fiduciary Trust first reported a position in WisdomTree International High Dividend Fund in Q2 2017 and held it in 11 quarters.
Fiduciary Trust's WisdomTree International High Dividend Fund position peaked at $268K in Q4 2019.
59 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2020.

Based on Fiduciary Trust's 13F filing for Q1 2020, filed 15 May 2020.