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

Principal Financial Group’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	-77,935	Closed	-$3.09M	–	2590
2021 Q2	$3.09M	Sell	77,935 -43,385	-36%	-$1.77M	﹤0.01%	1821
2021 Q1	$4.77M	Buy	121,320 +52,944	+77%	+$2.06M	﹤0.01%	1681
2020 Q4	$2.56M	Buy	68,376 +18,033	+36%	+$634K	﹤0.01%	1749
2020 Q3	$1.66M	Buy	50,343 +17,724	+54%	+$604K	﹤0.01%	1769
2020 Q2	$1.07M	Sell	32,619 -85,415	-72%	-$2.69M	﹤0.01%	1819
2020 Q1	$3.48M	Buy	118,034 +27,567	+30%	+$1.03M	﹤0.01%	1427
2019 Q4	$3.8M	Buy	90,467 +17,108	+23%	+$694K	﹤0.01%	1602
2019 Q3	$2.86M	Buy	73,359 +10,326	+16%	+$402K	﹤0.01%	1660
2019 Q2	$2.55M	Buy	+63,033	New	+$2.54M	﹤0.01%	1691

Other funds holding DTH

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

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

Principal Financial Group's DTH Position: Q3 2021 in Review

Principal Financial Group sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2021, closing a stake of 77,935 shares — an estimated $3.09M sold.

Principal Financial Group first reported a position in DTH in Q2 2019 and held it in 9 quarters. The position peaked at $4.77M in Q1 2021. 59 funds tracked by Wall St. Rank hold DTH as of Q3 2021.

Principal Financial Group reported no remaining WisdomTree International High Dividend Fund position as of Q3 2021 after selling out during the quarter.
Principal Financial Group sold 77,935 WisdomTree International High Dividend Fund shares in Q3 2021, an estimated $3.09M.
Principal Financial Group first reported a position in WisdomTree International High Dividend Fund in Q2 2019 and held it in 9 quarters.
Principal Financial Group's WisdomTree International High Dividend Fund position peaked at $4.77M in Q1 2021.
59 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2021.

Based on Principal Financial Group's 13F filing for Q3 2021, filed 9 Nov 2021.