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 Q3	$1.07M	Sell	19,187 -267	-1%	-$15.3K	0.18%	120
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Peregrine Asset Advisers Portland, Oregon $435M AUM 32.22% 1-Year Est. Return

Great Diamond Partners's DTH Position: Q3 2026 in Review

Great Diamond Partners reduced its WisdomTree International High Dividend Fund (DTH) stake by 1.4% in Q3 2026, selling an estimated $15.3K and leaving 19,187 shares worth $1.07M. The position accounts for 0.18% of the portfolio, ranked #120.

Great Diamond Partners first reported a position in DTH in Q2 2025 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold DTH as of Q3 2026.

Great Diamond Partners held 19,187 shares of WisdomTree International High Dividend Fund worth $1.07M as of Q3 2026.
Great Diamond Partners sold 267 WisdomTree International High Dividend Fund shares in Q3 2026, an estimated $15.3K.
WisdomTree International High Dividend Fund made up 0.18% of Great Diamond Partners's portfolio in Q3 2026, its #120 holding.
Great Diamond Partners first reported a position in WisdomTree International High Dividend Fund in Q2 2025 and has held it in 6 quarters since.
90 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.