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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
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% +$5.75K 0.07% 102
2022
Q4 		$436K Buy
+12,161
New +$411K 0.07% 99

Other funds holding DTH

TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Amplius Wealth Advisors's DTH Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its WisdomTree International High Dividend Fund (DTH) stake by 17% in Q2 2026, selling an estimated $48K and leaving 4,307 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #189.

Amplius Wealth Advisors first reported a position in DTH in Q4 2022 and has held it in 15 quarters since. The position peaked at $464K in Q1 2023. 26 funds tracked by Wall St. Rank hold DTH as of Q2 2026.

  • Amplius Wealth Advisors held 4,307 shares of WisdomTree International High Dividend Fund worth $233K as of Q2 2026.
  • Amplius Wealth Advisors sold 860 WisdomTree International High Dividend Fund shares in Q2 2026, an estimated $48K.
  • WisdomTree International High Dividend Fund made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • Amplius Wealth Advisors first reported a position in WisdomTree International High Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • Amplius Wealth Advisors's WisdomTree International High Dividend Fund position peaked at $464K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.