Goldstone Financial Group’s WisdomTree International High Dividend Fund DTH Stock Holding History

Goldstone Financial Group’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	$1.65M	Sell	30,508 -28,107	-48%	-$1.53M	0.18%	86
2025 Q4	$3.02M	Sell	58,615 -2,123	-3%	-$106K	0.34%	56
2025 Q3	$2.99M	Buy	60,738 +208	+0.3%	+$10K	0.35%	54
2025 Q2	$2.82M	Buy	+60,530	New	+$2.68M	0.37%	55

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 $452M AUM 24.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Goldstone Financial Group's DTH Position: Q1 2026 in Review

Goldstone Financial Group reduced its WisdomTree International High Dividend Fund (DTH) stake by 48% in Q1 2026, selling an estimated $1.53M and leaving 30,508 shares worth $1.65M. The position accounts for 0.18% of the portfolio, ranked #86.

Goldstone Financial Group first reported a position in DTH in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.02M in Q4 2025. 111 funds tracked by Wall St. Rank hold DTH as of Q1 2026.

Goldstone Financial Group held 30,508 shares of WisdomTree International High Dividend Fund worth $1.65M as of Q1 2026.
Goldstone Financial Group sold 28,107 WisdomTree International High Dividend Fund shares in Q1 2026, an estimated $1.53M.
WisdomTree International High Dividend Fund made up 0.18% of Goldstone Financial Group's portfolio in Q1 2026, its #86 holding.
Goldstone Financial Group first reported a position in WisdomTree International High Dividend Fund in Q2 2025 and has held it in 4 quarters since.
Goldstone Financial Group's WisdomTree International High Dividend Fund position peaked at $3.02M in Q4 2025.
111 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.