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Weaver Consulting Group’s WisdomTree International High Dividend Fund DTH Stock Holding History

Weaver Consulting Group’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
Q1 		– Sell
-255
Closed -$10K – 869
2019
Q4 		$10K Hold
255
– – 0.01% 489
2019
Q3 		$10K Hold
255
– – 0.01% 480
2019
Q2 		$10K Hold
255
– – 0.01% 456
2019
Q1 		$10K Buy
+255
New +$10.1K ﹤0.01% 938

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Weaver Consulting Group's DTH Position: Q1 2020 in Review

Weaver Consulting Group sold out of WisdomTree International High Dividend Fund (DTH) in Q1 2020, closing a stake of 255 shares — an estimated $10K sold.

Weaver Consulting Group first reported a position in DTH in Q1 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2019. 59 funds tracked by Wall St. Rank hold DTH as of Q1 2020.

  • Weaver Consulting Group reported no remaining WisdomTree International High Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 255 WisdomTree International High Dividend Fund shares in Q1 2020, an estimated $10K.
  • Weaver Consulting Group first reported a position in WisdomTree International High Dividend Fund in Q1 2019 and held it in 4 quarters.
  • Weaver Consulting Group's WisdomTree International High Dividend Fund position peaked at $10K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2020.

Based on Weaver Consulting Group's 13F filing for Q1 2020, filed 28 Apr 2020.