Great Diamond Partners’s WisdomTree International High Dividend Fund DTH Stock Holding History

Great Diamond Partners’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	$1.05M	Buy	19,454 +76	+0.4%	+$4.25K	0.18%	119
2026 Q1	$1.05M	Sell	19,378 -400	-2%	-$21.7K	0.2%	110
2025 Q4	$1.02M	Sell	19,778 -964	-5%	-$48K	0.2%	111
2025 Q3	$1.02M	Sell	20,742 -768	-4%	-$37K	0.2%	114
2025 Q2	$997K	Buy	+21,510	New	+$952K	0.21%	107

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $59.5B AUM 35.96% 1-Year Est. Return

BPA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Great Diamond Partners's DTH Position: Q2 2026 in Review

Great Diamond Partners increased its WisdomTree International High Dividend Fund (DTH) stake by 0.39% in Q2 2026, buying an estimated $4.25K and bringing the position to 19,454 shares worth $1.05M. The position accounts for 0.18% of the portfolio, ranked #119.

Great Diamond Partners first reported a position in DTH in Q2 2025 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold DTH as of Q2 2026.

Great Diamond Partners held 19,454 shares of WisdomTree International High Dividend Fund worth $1.05M as of Q2 2026.
Great Diamond Partners bought 76 WisdomTree International High Dividend Fund shares in Q2 2026, an estimated $4.25K.
WisdomTree International High Dividend Fund made up 0.18% of Great Diamond Partners's portfolio in Q2 2026, its #119 holding.
Great Diamond Partners first reported a position in WisdomTree International High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
128 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.