Amplius Wealth Advisors’s WisdomTree International High Dividend Fund DTH Stock Holding History

Amplius Wealth Advisors’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
2026 Q3	$240K	Hold	4,307	–	–	0.02%	192
2026 Q2	$233K	Sell	4,307 -860	-17%	-$48K	0.02%	189
2026 Q1	$279K	Hold	5,167	–	–	0.02%	149
2025 Q4	$267K	Hold	5,167	–	–	0.02%	148
2025 Q3	$254K	Sell	5,167 -801	-13%	-$38.5K	0.02%	155
2025 Q2	$277K	Hold	5,968	–	–	0.03%	161
2025 Q1	$253K	Hold	5,968	–	–	0.03%	154
2024 Q4	$225K	Hold	5,968	–	–	0.02%	163
2024 Q3	$247K	Sell	5,968 -561	-9%	-$22.5K	0.03%	150
2024 Q2	$251K	Buy	6,529 +561	+9%	+$22.3K	0.03%	145
2024 Q1	$237K	Sell	5,968 -128	-2%	-$4.92K	0.03%	154
2023 Q4	$237K	Sell	6,096 -6,412	-51%	-$235K	0.03%	148
2023 Q3	$453K	Buy	12,508 +102	+0.8%	+$3.79K	0.06%	98
2023 Q2	$458K	Buy	12,406 +93	+0.8%	+$3.52K	0.06%	103
2023 Q1	$464K	Buy	12,313 +152	+1%	+$5.76K	0.07%	102
2022 Q4	$436K	Buy	+12,161	New	+$411K	0.07%	99

Other funds holding DTH

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Amplius Wealth Advisors's DTH Position: Q3 2026 in Review

Amplius Wealth Advisors held its WisdomTree International High Dividend Fund (DTH) position steady in Q3 2026 at 4,307 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #192.

Amplius Wealth Advisors first reported a position in DTH in Q4 2022 and has held it in 16 quarters since. The position peaked at $464K in Q1 2023. 28 funds tracked by Wall St. Rank hold DTH as of Q3 2026.

Amplius Wealth Advisors held 4,307 shares of WisdomTree International High Dividend Fund worth $240K as of Q3 2026.
Amplius Wealth Advisors left its WisdomTree International High Dividend Fund share count unchanged in Q3 2026.
WisdomTree International High Dividend Fund made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #192 holding.
Amplius Wealth Advisors first reported a position in WisdomTree International High Dividend Fund in Q4 2022 and has held it in 16 quarters since.
Amplius Wealth Advisors's WisdomTree International High Dividend Fund position peaked at $464K in Q1 2023.
28 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.