HB Wealth Management’s WisdomTree International High Dividend Fund DTH Stock Holding History

HB Wealth Management’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	–	Sell	-7,000	Closed	-$379K	–	1741
2026 Q1	$379K	Hold	7,000	–	–	﹤0.01%	1101
2025 Q4	$361K	Hold	7,000	–	–	﹤0.01%	1052
2025 Q3	$344K	Hold	7,000	–	–	﹤0.01%	1009
2025 Q2	$324K	Hold	7,000	–	–	﹤0.01%	909
2025 Q1	$297K	Buy	+7,000	New	+$283K	﹤0.01%	975

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 22.9% 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

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

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

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

HB Wealth Management's DTH Position: Q2 2026 in Review

HB Wealth Management sold out of WisdomTree International High Dividend Fund (DTH) in Q2 2026, closing a stake of 7,000 shares — an estimated $379K sold.

HB Wealth Management first reported a position in DTH in Q1 2025 and held it in 5 quarters. The position peaked at $379K in Q1 2026. 129 funds tracked by Wall St. Rank hold DTH as of Q2 2026.

HB Wealth Management reported no remaining WisdomTree International High Dividend Fund position as of Q2 2026 after selling out during the quarter.
HB Wealth Management sold 7,000 WisdomTree International High Dividend Fund shares in Q2 2026, an estimated $379K.
HB Wealth Management first reported a position in WisdomTree International High Dividend Fund in Q1 2025 and held it in 5 quarters.
HB Wealth Management's WisdomTree International High Dividend Fund position peaked at $379K in Q1 2026.
129 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.