Financial Gravity Asset Management’s WisdomTree International High Dividend Fund DTH Stock Holding History

Financial Gravity Asset 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 Q1	–	Sell	-8	Closed	-$314	–	1988
2023 Q4	$314	Buy	8 +4	+100%	+$147	﹤0.01%	1203
2023 Q3	$149	Buy	+4	New	+$149	﹤0.01%	982
2023 Q2	–	Sell	-38	Closed	-$160	–	1665
2023 Q1	$160	Buy	+38	New	+$1.44K	﹤0.01%	651
2022 Q4	–	Sell	-30	Closed	-$129	–	1436
2022 Q3	$129	Sell	30 -5	-14%	-$168	﹤0.01%	617
2022 Q2	$147	Sell	35 -5	-13%	-$190	﹤0.01%	566
2022 Q1	$169	Buy	40 +1	+3%	+$40	﹤0.01%	593
2021 Q4	$164	Buy	39 +35	+875%	+$1.34K	﹤0.01%	644
2021 Q3	$38K	Hold	4	–	–	0.02%	651
2021 Q2	$40K	Hold	4	–	–	0.01%	635
2021 Q1	$160	Sell	4 -15	-79%	-$583	﹤0.01%	481
2020 Q4	$1K	Buy	+19	New	+$668	﹤0.01%	393
2020 Q2	–	Sell	-76	Closed	-$2.25K	–	231
2020 Q1	$2.25K	Buy	+76	New	+$2.83K	0.01%	385

Other funds holding DTH

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

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

BPA

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

WANY

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Financial Gravity Asset Management's DTH Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of WisdomTree International High Dividend Fund (DTH) in Q1 2024, closing a stake of 8 shares — an estimated $314 sold.

Financial Gravity Asset Management first reported a position in DTH in Q1 2020 and held it in 12 quarters. The position peaked at $40K in Q2 2021. 80 funds tracked by Wall St. Rank hold DTH as of Q1 2024.

Financial Gravity Asset Management reported no remaining WisdomTree International High Dividend Fund position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 8 WisdomTree International High Dividend Fund shares in Q1 2024, an estimated $314.
Financial Gravity Asset Management first reported a position in WisdomTree International High Dividend Fund in Q1 2020 and held it in 12 quarters.
Financial Gravity Asset Management's WisdomTree International High Dividend Fund position peaked at $40K in Q2 2021.
80 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.