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Ground Swell Capital’s WisdomTree International High Dividend Fund DTH Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-763
Closed -$37K – 2465
2014
Q2 		$37K Buy
+763
New +$37.5K 0.07% 218

Other funds holding DTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Ground Swell Capital's DTH Position: Q3 2014 in Review

Ground Swell Capital sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2014, closing a stake of 763 shares — an estimated $37K sold.

Ground Swell Capital first reported a position in DTH in Q2 2014 and held it in 1 quarter. The position peaked at $37K in Q2 2014. 42 funds tracked by Wall St. Rank hold DTH as of Q3 2014.

  • Ground Swell Capital reported no remaining WisdomTree International High Dividend Fund position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 763 WisdomTree International High Dividend Fund shares in Q3 2014, an estimated $37K.
  • Ground Swell Capital first reported a position in WisdomTree International High Dividend Fund in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's WisdomTree International High Dividend Fund position peaked at $37K in Q2 2014.
  • 42 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.