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HBK Sorce Advisory’s WisdomTree International High Dividend Fund DTH Stock Holding History

HBK Sorce Advisory’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
2022
Q3 		– Sell
-9,100
Closed -$315K – 614
2022
Q2 		$315K Buy
9,100
+1,975
+28% +$75.1K 0.02% 321
2022
Q1 		$283K Buy
+7,125
New +$283K 0.02% 409

Other funds holding DTH

WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

HBK Sorce Advisory's DTH Position: Q3 2022 in Review

HBK Sorce Advisory sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2022, closing a stake of 9,100 shares — an estimated $315K sold.

HBK Sorce Advisory first reported a position in DTH in Q1 2022 and held it in 2 quarters. The position peaked at $315K in Q2 2022. 63 funds tracked by Wall St. Rank hold DTH as of Q3 2022.

  • HBK Sorce Advisory reported no remaining WisdomTree International High Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • HBK Sorce Advisory sold 9,100 WisdomTree International High Dividend Fund shares in Q3 2022, an estimated $315K.
  • HBK Sorce Advisory first reported a position in WisdomTree International High Dividend Fund in Q1 2022 and held it in 2 quarters.
  • HBK Sorce Advisory's WisdomTree International High Dividend Fund position peaked at $315K in Q2 2022.
  • 63 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2022.

Based on HBK Sorce Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.