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United Capital Financial Advisors’s WisdomTree International High Dividend Fund DTH Stock Holding History

United Capital Financial Advisors’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
Q2 		– Sell
-8,766
Closed -$345K – 1230
2021
Q1 		$345K Sell
8,766
-30
-0.3% -$1.17K ﹤0.01% 950
2020
Q4 		$329K Sell
8,796
-170
-2% -$5.98K ﹤0.01% 963
2020
Q3 		$295K Sell
8,966
-1,712
-16% -$58.4K ﹤0.01% 959
2020
Q2 		$352K Sell
10,678
-3,507
-25% -$111K ﹤0.01% 968
2020
Q1 		$418K Sell
14,185
-10,530
-43% -$392K ﹤0.01% 879
2019
Q4 		$1.04M Sell
24,715
-414,577
-94% -$16.8M 0.01% 768
2019
Q3 		$17.1M Sell
439,292
-7,206
-2% -$280K 0.12% 212
2019
Q2 		$18M Buy
446,498
+11,828
+3% +$477K 0.12% 187
2019
Q1 		$17.5M Buy
434,670
+22,814
+6% +$904K 0.12% 181
2018
Q4 		$15.3M Sell
411,856
-9,444
-2% -$370K 0.12% 171
2018
Q3 		$17.6M Buy
421,300
+11,513
+3% +$481K 0.12% 180
2018
Q2 		$17M Buy
409,787
+1,802
+0.4% +$78.7K 0.13% 176
2018
Q1 		$17.8M Buy
407,985
+12,454
+3% +$558K 0.14% 174
2017
Q4 		$17.6M Buy
395,531
+13,459
+4% +$591K 0.14% 170
2017
Q3 		$16.7M Buy
382,072
+10,849
+3% +$466K 0.14% 168
2017
Q2 		$15.5M Buy
371,223
+7,211
+2% +$301K 0.14% 169
2017
Q1 		$14.8M Buy
364,012
+10,501
+3% +$415K 0.14% 173
2016
Q4 		$13.5M Buy
353,511
+5,871
+2% +$221K 0.13% 175
2016
Q3 		$13.3M Buy
347,640
+3,992
+1% +$150K 0.13% 186
2016
Q2 		$12.4M Buy
343,648
+5,004
+1% +$188K 0.13% 175
2016
Q1 		$12.6M Buy
338,644
+3,412
+1% +$122K 0.14% 154
2015
Q4 		$12.7M Buy
335,232
+10,905
+3% +$426K 0.15% 153
2015
Q3 		$12.1M Buy
324,327
+983
+0.3% +$40K 0.15% 153
2015
Q2 		$13.6M Sell
323,344
-9,401
-3% -$420K 0.16% 150
2015
Q1 		$15.1M Buy
+332,745
New +$14.4M 0.18% 129

Other funds holding DTH

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
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 $518M AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

United Capital Financial Advisors's DTH Position: Q2 2021 in Review

United Capital Financial Advisors sold out of WisdomTree International High Dividend Fund (DTH) in Q2 2021, closing a stake of 8,766 shares — an estimated $345K sold.

United Capital Financial Advisors first reported a position in DTH in Q1 2015 and held it in 25 quarters. The position peaked at $18M in Q2 2019. 63 funds tracked by Wall St. Rank hold DTH as of Q2 2021.

  • United Capital Financial Advisors reported no remaining WisdomTree International High Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,766 WisdomTree International High Dividend Fund shares in Q2 2021, an estimated $345K.
  • United Capital Financial Advisors first reported a position in WisdomTree International High Dividend Fund in Q1 2015 and held it in 25 quarters.
  • United Capital Financial Advisors's WisdomTree International High Dividend Fund position peaked at $18M in Q2 2019.
  • 63 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.