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

Lantz Financial’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
2019
Q3 		– Sell
-10,632
Closed -$431K – 127
2019
Q2 		$431K Buy
+10,632
New +$429K 0.29% 85

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Evanson Asset Management
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UBS Group
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lantz Financial's DTH Position: Q3 2019 in Review

Lantz Financial sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2019, closing a stake of 10,632 shares — an estimated $431K sold.

Lantz Financial first reported a position in DTH in Q2 2019 and held it in 1 quarter. The position peaked at $431K in Q2 2019. 69 funds tracked by Wall St. Rank hold DTH as of Q3 2019.

  • Lantz Financial reported no remaining WisdomTree International High Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Lantz Financial sold 10,632 WisdomTree International High Dividend Fund shares in Q3 2019, an estimated $431K.
  • Lantz Financial first reported a position in WisdomTree International High Dividend Fund in Q2 2019 and held it in 1 quarter.
  • Lantz Financial's WisdomTree International High Dividend Fund position peaked at $431K in Q2 2019.
  • 69 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2019.

Based on Lantz Financial's 13F filing for Q3 2019, filed 18 Oct 2019.