HWM
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Howard Wealth Management’s WisdomTree International High Dividend Fund DTH Stock Holding History

Howard Wealth 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
2020
Q1 		– Sell
-2,975
Closed -$125K – 211
2019
Q4 		$125K Buy
+2,975
New +$121K 0.1% 127

Other funds holding DTH

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
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
Morgan Stanley
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Howard Wealth Management's DTH Position: Q1 2020 in Review

Howard Wealth Management sold out of WisdomTree International High Dividend Fund (DTH) in Q1 2020, closing a stake of 2,975 shares — an estimated $125K sold.

Howard Wealth Management first reported a position in DTH in Q4 2019 and held it in 1 quarter. The position peaked at $125K in Q4 2019. 59 funds tracked by Wall St. Rank hold DTH as of Q1 2020.

  • Howard Wealth Management reported no remaining WisdomTree International High Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 2,975 WisdomTree International High Dividend Fund shares in Q1 2020, an estimated $125K.
  • Howard Wealth Management first reported a position in WisdomTree International High Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's WisdomTree International High Dividend Fund position peaked at $125K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.