Carson Wealth (CWM LLC)’s WisdomTree International High Dividend Fund DTH Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$8.74M	Buy	161,560 +67,740	+72%	+$3.68M	0.02%	602
2025 Q4	$4.84M	Buy	93,820 +37,607	+67%	+$1.87M	0.01%	788
2025 Q3	$2.76M	Buy	56,213 +52,008	+1,237%	+$2.5M	0.01%	955
2025 Q2	$195K	Buy	+4,205	New	+$186K	﹤0.01%	2199

Other funds holding DTH

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $373M AUM 19.93% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BPA

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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DTH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WisdomTree International High Dividend Fund (DTH) stake by 72% in Q1 2026, buying an estimated $3.68M and bringing the position to 161,560 shares worth $8.74M. The position accounts for 0.02% of the portfolio, ranked #602.

Carson Wealth (CWM LLC) first reported a position in DTH in Q2 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold DTH as of Q1 2026.

Carson Wealth (CWM LLC) held 161,560 shares of WisdomTree International High Dividend Fund worth $8.74M as of Q1 2026.
Carson Wealth (CWM LLC) bought 67,740 WisdomTree International High Dividend Fund shares in Q1 2026, an estimated $3.68M.
WisdomTree International High Dividend Fund made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #602 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree International High Dividend Fund in Q2 2025 and has held it in 4 quarters since.
111 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.