Western Pacific Wealth Management’s WisdomTree International High Dividend Fund DTH Stock Holding History

Western Pacific Wealth 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
2022 Q4	–	Sell	-1,820	Closed	-$55K	–	291
2022 Q3	$55K	Hold	1,820	–	–	0.05%	92
2022 Q2	$62K	Hold	1,820	–	–	0.06%	63
2022 Q1	$72K	Hold	1,820	–	–	0.05%	70
2021 Q4	$70K	Buy	+1,820	New	+$69.8K	0.05%	83

Other funds holding DTH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BPA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

EAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Western Pacific Wealth Management's DTH Position: Q4 2022 in Review

Western Pacific Wealth Management sold out of WisdomTree International High Dividend Fund (DTH) in Q4 2022, closing a stake of 1,820 shares — an estimated $55K sold.

Western Pacific Wealth Management first reported a position in DTH in Q4 2021 and held it in 4 quarters. The position peaked at $72K in Q1 2022. 69 funds tracked by Wall St. Rank hold DTH as of Q4 2022.

Western Pacific Wealth Management reported no remaining WisdomTree International High Dividend Fund position as of Q4 2022 after selling out during the quarter.
Western Pacific Wealth Management sold 1,820 WisdomTree International High Dividend Fund shares in Q4 2022, an estimated $55K.
Western Pacific Wealth Management first reported a position in WisdomTree International High Dividend Fund in Q4 2021 and held it in 4 quarters.
Western Pacific Wealth Management's WisdomTree International High Dividend Fund position peaked at $72K in Q1 2022.
69 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q4 2022.

Based on Western Pacific Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.