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Simplicity Solutions’s WisdomTree International High Dividend Fund DTH Stock Holding History

Simplicity Solutions’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
2020
Q4 		– Sell
-25,059
Closed -$824K – 941
2020
Q3 		$824K Sell
25,059
-26,377
-51% -$900K 0.02% 534
2020
Q2 		$1.7M Buy
+51,436
New +$1.62M 0.03% 342

Other funds holding DTH

LWA
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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

Simplicity Solutions's DTH Position: Q4 2020 in Review

Simplicity Solutions sold out of WisdomTree International High Dividend Fund (DTH) in Q4 2020, closing a stake of 25,059 shares — an estimated $824K sold.

Simplicity Solutions first reported a position in DTH in Q2 2020 and held it in 2 quarters. The position peaked at $1.7M in Q2 2020. 60 funds tracked by Wall St. Rank hold DTH as of Q4 2020.

  • Simplicity Solutions reported no remaining WisdomTree International High Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Simplicity Solutions sold 25,059 WisdomTree International High Dividend Fund shares in Q4 2020, an estimated $824K.
  • Simplicity Solutions first reported a position in WisdomTree International High Dividend Fund in Q2 2020 and held it in 2 quarters.
  • Simplicity Solutions's WisdomTree International High Dividend Fund position peaked at $1.7M in Q2 2020.
  • 60 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.