Stephens Inc
DTH icon

Stephens Inc’s WisdomTree International High Dividend Fund DTH Stock Holding History

Stephens Inc’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
2023
Q1 		– Sell
-8,700
Closed -$312K – 1208
2022
Q4 		$312K Buy
+8,700
New +$294K 0.01% 849

Other funds holding DTH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vertex Planning Partners
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Arrow Investment Advisors
Arrow Investment Advisors Laurel, Maryland $116M AUM 9.51% 1-Year Est. Return

Stephens Inc's DTH Position: Q1 2023 in Review

Stephens Inc sold out of WisdomTree International High Dividend Fund (DTH) in Q1 2023, closing a stake of 8,700 shares — an estimated $312K sold.

Stephens Inc first reported a position in DTH in Q4 2022 and held it in 1 quarter. The position peaked at $312K in Q4 2022. 91 funds tracked by Wall St. Rank hold DTH as of Q1 2023.

  • Stephens Inc reported no remaining WisdomTree International High Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Stephens Inc sold 8,700 WisdomTree International High Dividend Fund shares in Q1 2023, an estimated $312K.
  • Stephens Inc first reported a position in WisdomTree International High Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Stephens Inc's WisdomTree International High Dividend Fund position peaked at $312K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2023.

Based on Stephens Inc's 13F filing for Q1 2023, filed 15 May 2023.