Fusion Family Wealth’s WisdomTree International High Dividend Fund DTH Stock Holding History

Fusion Family Wealth’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
2023 Q4	–	Sell	-7,449	Closed	-$270K	–	44
2023 Q3	$270K	Hold	7,449	–	–	0.03%	35
2023 Q2	$275K	Hold	7,449	–	–	0.03%	37
2023 Q1	$280K	Buy	7,449 +91	+1%	+$3.45K	0.04%	32
2022 Q4	$264K	Buy	+7,358	New	+$249K	0.04%	32
2022 Q3	–	Sell	-6,558	Closed	-$227K	–	39
2022 Q2	$227K	Buy	+6,558	New	+$249K	0.03%	34

Other funds holding DTH

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

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

WANY

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

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

Fusion Family Wealth's DTH Position: Q4 2023 in Review

Fusion Family Wealth sold out of WisdomTree International High Dividend Fund (DTH) in Q4 2023, closing a stake of 7,449 shares — an estimated $270K sold.

Fusion Family Wealth first reported a position in DTH in Q2 2022 and held it in 5 quarters. The position peaked at $280K in Q1 2023. 77 funds tracked by Wall St. Rank hold DTH as of Q4 2023.

Fusion Family Wealth reported no remaining WisdomTree International High Dividend Fund position as of Q4 2023 after selling out during the quarter.
Fusion Family Wealth sold 7,449 WisdomTree International High Dividend Fund shares in Q4 2023, an estimated $270K.
Fusion Family Wealth first reported a position in WisdomTree International High Dividend Fund in Q2 2022 and held it in 5 quarters.
Fusion Family Wealth's WisdomTree International High Dividend Fund position peaked at $280K in Q1 2023.
77 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q4 2023.

Based on Fusion Family Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.