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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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.