Hazlett, Burt & Watson’s WisdomTree International High Dividend Fund DTH Stock Holding History

Hazlett, Burt & Watson’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 Q2	–	Sell	-100	Closed	-$4K	–	679
2023 Q1	$4K	Hold	100	–	–	﹤0.01%	532
2022 Q4	$4K	Hold	100	–	–	﹤0.01%	534
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	552
2022 Q2	$3K	Buy	+100	New	+$3.8K	﹤0.01%	541

Other funds holding DTH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

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

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

VPP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BPA

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

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

Hazlett, Burt & Watson's DTH Position: Q2 2023 in Review

Hazlett, Burt & Watson sold out of WisdomTree International High Dividend Fund (DTH) in Q2 2023, closing a stake of 100 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in DTH in Q2 2022 and held it in 4 quarters. The position peaked at $4K in Q1 2023. 89 funds tracked by Wall St. Rank hold DTH as of Q2 2023.

Hazlett, Burt & Watson reported no remaining WisdomTree International High Dividend Fund position as of Q2 2023 after selling out during the quarter.
Hazlett, Burt & Watson sold 100 WisdomTree International High Dividend Fund shares in Q2 2023, an estimated $4K.
Hazlett, Burt & Watson first reported a position in WisdomTree International High Dividend Fund in Q2 2022 and held it in 4 quarters.
Hazlett, Burt & Watson's WisdomTree International High Dividend Fund position peaked at $4K in Q1 2023.
89 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2023, filed 1 Aug 2023.