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	-4	Closed	-$165	–	1230
2023 Q4	$165	Buy	+4	New	+$147	﹤0.01%	1060
2021 Q3	$38K	Hold	4	–	–	0.02%	651
2021 Q2	$40K	Buy	+4	New	+$163	0.01%	635
2020 Q4	$1K	Buy	+19	New	+$668	﹤0.01%	393

Other funds holding DTH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 4 shares — an estimated $165 sold.

Financial Gravity Asset Management first reported a position in DTH in Q4 2020 and held it in 4 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 4 WisdomTree International High Dividend Fund shares in Q1 2024, an estimated $165.
Financial Gravity Asset Management first reported a position in WisdomTree International High Dividend Fund in Q4 2020 and held it in 4 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.