Wealthcare Capital Management’s WisdomTree International High Dividend Fund DTH Stock Holding History

Wealthcare Capital Management’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
2024 Q3	–	Sell	-5,548	Closed	-$213K	–	83
2024 Q2	$213K	Sell	5,548 -221	-4%	-$8.78K	0.02%	80
2024 Q1	$229K	Sell	5,769 -557	-9%	-$21.4K	0.03%	76
2023 Q4	$246K	Buy	+6,326	New	+$232K	0.03%	75
2021 Q2	–	Sell	-837	Closed	-$33K	–	234
2021 Q1	$33K	Buy	+837	New	+$32.5K	﹤0.01%	175
2020 Q2	–	Sell	-920	Closed	-$27K	–	101
2020 Q1	$27K	Hold	920	–	–	﹤0.01%	119
2019 Q4	$39K	Hold	920	–	–	﹤0.01%	120
2019 Q3	$36K	Buy	920 +296	+47%	+$11.5K	﹤0.01%	115
2019 Q2	$25K	Hold	624	–	–	﹤0.01%	118
2019 Q1	$25K	Hold	624	–	–	﹤0.01%	123
2018 Q4	$23K	Hold	624	–	–	﹤0.01%	122
2018 Q3	$26K	Hold	624	–	–	﹤0.01%	118
2018 Q2	$26K	Sell	624 -161	-21%	-$7.03K	﹤0.01%	109
2018 Q1	$34K	Hold	785	–	–	﹤0.01%	100
2017 Q4	$35K	Hold	785	–	–	﹤0.01%	99
2017 Q3	$34K	Buy	+785	New	+$33.7K	﹤0.01%	94

Other funds holding DTH

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

WANY

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

EAM

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Wealthcare Capital Management's DTH Position: Q3 2024 in Review

Wealthcare Capital Management sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2024, closing a stake of 5,548 shares — an estimated $213K sold.

Wealthcare Capital Management first reported a position in DTH in Q3 2017 and held it in 15 quarters. The position peaked at $246K in Q4 2023. 74 funds tracked by Wall St. Rank hold DTH as of Q3 2024.

Wealthcare Capital Management reported no remaining WisdomTree International High Dividend Fund position as of Q3 2024 after selling out during the quarter.
Wealthcare Capital Management sold 5,548 WisdomTree International High Dividend Fund shares in Q3 2024, an estimated $213K.
Wealthcare Capital Management first reported a position in WisdomTree International High Dividend Fund in Q3 2017 and held it in 15 quarters.
Wealthcare Capital Management's WisdomTree International High Dividend Fund position peaked at $246K in Q4 2023.
74 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2024.

Based on Wealthcare Capital Management's 13F filing for Q3 2024, filed 4 Nov 2024.