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Patriot Financial Group Insurance Agency’s WisdomTree International High Dividend Fund DTH Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-142
Closed -$5K – 811
2022
Q2 		$5K Buy
142
+26
+22% +$988 ﹤0.01% 1472
2022
Q1 		$5K Hold
116
– – ﹤0.01% 1593
2021
Q4 		$4K Sell
116
-62
-35% -$2.38K ﹤0.01% 1768
2021
Q3 		$7K Hold
178
– – ﹤0.01% 1595
2021
Q2 		$7K Hold
178
– – ﹤0.01% 1550
2021
Q1 		$7K Sell
178
-329
-65% -$12.8K ﹤0.01% 1461
2020
Q4 		$19K Hold
507
– – ﹤0.01% 992
2020
Q3 		$17K Hold
507
– – 0.01% 850
2020
Q2 		$17K Hold
507
– – 0.01% 792
2020
Q1 		$15K Sell
507
-600
-54% -$22.3K 0.01% 731
2019
Q4 		$47K Sell
1,107
-3,136
-74% -$127K 0.02% 487
2019
Q3 		$166K Buy
4,243
+1,268
+43% +$49.4K 0.07% 236
2019
Q2 		$121K Buy
2,975
+2,247
+309% +$90.6K 0.05% 278
2019
Q1 		$29K Buy
728
+168
+30% +$6.66K 0.01% 479
2018
Q4 		$21K Sell
560
-192
-26% -$7.51K 0.01% 462
2018
Q3 		$31K Buy
752
+487
+184% +$20.4K 0.02% 392
2018
Q2 		$11K Sell
265
-1,490
-85% -$65.1K 0.01% 382
2018
Q1 		$75K Buy
1,755
+1,321
+304% +$59.2K 0.06% 256
2017
Q4 		$20K Buy
434
+1
+0.2% +$44 0.02% 452
2017
Q3 		$19K Buy
433
+1
+0.2% +$43 0.02% 415
2017
Q2 		$18K Buy
432
+3
+0.7% +$125 0.02% 407
2017
Q1 		$17K Buy
429
+1
+0.2% +$39 0.02% 395
2016
Q4 		$17K Buy
+428
New +$16.1K 0.02% 371

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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DTH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2022, closing a stake of 142 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in DTH in Q4 2016 and held it in 23 quarters. The position peaked at $166K in Q3 2019. 63 funds tracked by Wall St. Rank hold DTH as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree International High Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 142 WisdomTree International High Dividend Fund shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree International High Dividend Fund in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree International High Dividend Fund position peaked at $166K in Q3 2019.
  • 63 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.