Freedom Investment Management’s WisdomTree International High Dividend Fund DTH Stock Holding History

Freedom Investment 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
2021 Q1	–	Sell	-7,314	Closed	-$274K	–	859
2020 Q4	$274K	Sell	7,314 -1,424	-16%	-$50.1K	0.03%	492
2020 Q3	$287K	Sell	8,738 -1,157	-12%	-$39.5K	0.03%	415
2020 Q2	$326K	Buy	9,895 +920	+10%	+$29K	0.04%	380
2020 Q1	$365K	Buy	+8,975	New	+$334K	0.03%	428

Other funds holding DTH

LWA

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Freedom Investment Management's DTH Position: Q1 2021 in Review

Freedom Investment Management sold out of WisdomTree International High Dividend Fund (DTH) in Q1 2021, closing a stake of 7,314 shares — an estimated $274K sold.

Freedom Investment Management first reported a position in DTH in Q1 2020 and held it in 4 quarters. The position peaked at $365K in Q1 2020. 63 funds tracked by Wall St. Rank hold DTH as of Q1 2021.

Freedom Investment Management reported no remaining WisdomTree International High Dividend Fund position as of Q1 2021 after selling out during the quarter.
Freedom Investment Management sold 7,314 WisdomTree International High Dividend Fund shares in Q1 2021, an estimated $274K.
Freedom Investment Management first reported a position in WisdomTree International High Dividend Fund in Q1 2020 and held it in 4 quarters.
Freedom Investment Management's WisdomTree International High Dividend Fund position peaked at $365K in Q1 2020.
63 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2021.

Based on Freedom Investment Management's 13F filing for Q1 2021, filed 14 May 2021.