Lenox Wealth Advisors, LLC DTH Holdings History
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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