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Marshall Financial Group (Maryland)’s WisdomTree International High Dividend Fund DTH Stock Holding History

Marshall Financial Group (Maryland)’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
2021
Q3 		– Sell
-5,339
Closed -$211K – 172
2021
Q2 		$211K Buy
5,339
+67
+1% +$2.73K 0.11% 165
2021
Q1 		$207K Sell
5,272
-227
-4% -$8.82K 0.12% 132
2020
Q4 		$206K Buy
+5,499
New +$193K 0.13% 119

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WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Marshall Financial Group (Maryland)'s DTH Position: Q3 2021 in Review

Marshall Financial Group (Maryland) sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2021, closing a stake of 5,339 shares — an estimated $211K sold.

Marshall Financial Group (Maryland) first reported a position in DTH in Q4 2020 and held it in 3 quarters. The position peaked at $211K in Q2 2021. 59 funds tracked by Wall St. Rank hold DTH as of Q3 2021.

  • Marshall Financial Group (Maryland) reported no remaining WisdomTree International High Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 5,339 WisdomTree International High Dividend Fund shares in Q3 2021, an estimated $211K.
  • Marshall Financial Group (Maryland) first reported a position in WisdomTree International High Dividend Fund in Q4 2020 and held it in 3 quarters.
  • Marshall Financial Group (Maryland)'s WisdomTree International High Dividend Fund position peaked at $211K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2021.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2021, filed 28 Oct 2021.