CX Institutional’s WisdomTree International High Dividend Fund DTH Stock Holding History

CX Institutional’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
2025 Q4	–	Sell	-873	Closed	-$43K	–	1538
2025 Q3	$43K	Buy	+873	New	+$42K	﹤0.01%	966

Other funds holding DTH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

SWM

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

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CX Institutional's DTH Position: Q4 2025 in Review

CX Institutional sold out of WisdomTree International High Dividend Fund (DTH) in Q4 2025, closing a stake of 873 shares — an estimated $43K sold.

CX Institutional first reported a position in DTH in Q3 2025 and held it in 1 quarter. The position peaked at $43K in Q3 2025. 106 funds tracked by Wall St. Rank hold DTH as of Q4 2025.

CX Institutional reported no remaining WisdomTree International High Dividend Fund position as of Q4 2025 after selling out during the quarter.
CX Institutional sold 873 WisdomTree International High Dividend Fund shares in Q4 2025, an estimated $43K.
CX Institutional first reported a position in WisdomTree International High Dividend Fund in Q3 2025 and held it in 1 quarter.
CX Institutional's WisdomTree International High Dividend Fund position peaked at $43K in Q3 2025.
106 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.