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Legacy Advisors’s WisdomTree International High Dividend Fund DTH Stock Holding History

Legacy Advisors’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
2018
Q3 		– Sell
-1,393
Closed -$58K – 473
2018
Q2 		$58K Buy
+1,393
New +$60.8K 0.04% 176

Other funds holding DTH

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Advisors's DTH Position: Q3 2018 in Review

Legacy Advisors sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2018, closing a stake of 1,393 shares — an estimated $58K sold.

Legacy Advisors first reported a position in DTH in Q2 2018 and held it in 1 quarter. The position peaked at $58K in Q2 2018. 65 funds tracked by Wall St. Rank hold DTH as of Q3 2018.

  • Legacy Advisors reported no remaining WisdomTree International High Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Legacy Advisors sold 1,393 WisdomTree International High Dividend Fund shares in Q3 2018, an estimated $58K.
  • Legacy Advisors first reported a position in WisdomTree International High Dividend Fund in Q2 2018 and held it in 1 quarter.
  • Legacy Advisors's WisdomTree International High Dividend Fund position peaked at $58K in Q2 2018.
  • 65 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.