Number of Shares
1.05 Mil
Current Holdings Value*
$41.88 Mil
% of Portfolio
5.27%
Total Estimate Gain
$10.63 Mil
% of Total Estimate Gain
26.69%

Lenox Wealth Advisors, LLC's WisdomTree International High Dividend Fund Holding Summary

As of 2022-03-31, Lenox Wealth Advisors, LLC held 1.05 Mil shares of WisdomTree International High Dividend Fund(DTH), totaling $41.88 Mil. This investment constitutes 5.27% of their stock portfolio, and Lenox Wealth Advisors, LLC now holds 20.73% of the outstanding WisdomTree International High Dividend Fund(DTH) stock.

The initial trade took place in 2018Q2. And since then Lenox Wealth Advisors, LLC has made 13 purchases of DTH, at an average price of $37.15, for a total of 1.07 Mil shares. In addition, there have been 3 sales at an average price of $37.37 for 25,291.00 shares. Based on historical transaction data and DTH's current price of $47.30, Lenox Wealth Advisors, LLC's estimated gain on his DTH holdings is $10.63 Mil, reflecting a 26.69% gain to date.

Lenox Wealth Advisors, LLC DTH ($47.30) Holding Chart

Lenox Wealth Advisors, LLC DTH ($47.30) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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