Sowell Financial Services’s WisdomTree International High Dividend Fund DTH Stock Holding History

Sowell Financial Services’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 Q3	–	Sell	-300	Closed	-$10K	–	2568
2020 Q2	$10K	Hold	300	–	–	﹤0.01%	1686
2020 Q1	$9K	Hold	300	–	–	﹤0.01%	1624
2019 Q4	$13K	Hold	300	–	–	﹤0.01%	1589
2019 Q3	$12K	Buy	+300	New	+$11.7K	﹤0.01%	1466

Other funds holding DTH

LWA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

Sowell Financial Services's DTH Position: Q3 2020 in Review

Sowell Financial Services sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2020, closing a stake of 300 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in DTH in Q3 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 56 funds tracked by Wall St. Rank hold DTH as of Q3 2020.

Sowell Financial Services reported no remaining WisdomTree International High Dividend Fund position as of Q3 2020 after selling out during the quarter.
Sowell Financial Services sold 300 WisdomTree International High Dividend Fund shares in Q3 2020, an estimated $10K.
Sowell Financial Services first reported a position in WisdomTree International High Dividend Fund in Q3 2019 and held it in 4 quarters.
Sowell Financial Services's WisdomTree International High Dividend Fund position peaked at $13K in Q4 2019.
56 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.