Keystone Financial Planning’s WisdomTree International High Dividend Fund DTH Stock Holding History

Keystone Financial Planning’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
2015 Q1	–	Sell	-14,706	Closed	-$622K	–	45
2014 Q4	$622K	Sell	14,706 -224	-2%	-$9.83K	0.46%	36
2014 Q3	$679K	Hold	14,930	–	–	0.51%	34
2014 Q2	$733K	Sell	14,930 -3,125	-17%	-$153K	0.55%	35
2014 Q1	$862K	Sell	18,055 -46,885	-72%	-$2.2M	0.67%	35
2013 Q4	$3.08M	Buy	+64,940	New	+$3.01M	2.46%	21

Other funds holding DTH

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

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

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Keystone Financial Planning's DTH Position: Q1 2015 in Review

Keystone Financial Planning sold out of WisdomTree International High Dividend Fund (DTH) in Q1 2015, closing a stake of 14,706 shares — an estimated $622K sold.

Keystone Financial Planning first reported a position in DTH in Q4 2013 and held it in 5 quarters. The position peaked at $3.08M in Q4 2013. 50 funds tracked by Wall St. Rank hold DTH as of Q1 2015.

Keystone Financial Planning reported no remaining WisdomTree International High Dividend Fund position as of Q1 2015 after selling out during the quarter.
Keystone Financial Planning sold 14,706 WisdomTree International High Dividend Fund shares in Q1 2015, an estimated $622K.
Keystone Financial Planning first reported a position in WisdomTree International High Dividend Fund in Q4 2013 and held it in 5 quarters.
Keystone Financial Planning's WisdomTree International High Dividend Fund position peaked at $3.08M in Q4 2013.
50 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2015.

Based on Keystone Financial Planning's 13F filing for Q1 2015, filed 23 Apr 2015.