Independent Advisor Alliance’s WisdomTree International High Dividend Fund DTH Stock Holding History

Independent Advisor Alliance’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	-7,411	Closed	-$401K	–	1170
2026 Q1	$401K	Buy	+7,411	New	+$402K	﹤0.01%	1204
2025 Q1	–	Sell	-8,537	Closed	-$323K	–	924
2024 Q4	$323K	Buy	+8,537	New	+$334K	﹤0.01%	1109

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

Independent Advisor Alliance's DTH Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree International High Dividend Fund (DTH) in Q2 2026, closing a stake of 7,411 shares — an estimated $401K sold.

Independent Advisor Alliance first reported a position in DTH in Q4 2024 and held it in 2 quarters. The position peaked at $401K in Q1 2026. 129 funds tracked by Wall St. Rank hold DTH as of Q2 2026.

Independent Advisor Alliance reported no remaining WisdomTree International High Dividend Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 7,411 WisdomTree International High Dividend Fund shares in Q2 2026, an estimated $401K.
Independent Advisor Alliance first reported a position in WisdomTree International High Dividend Fund in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's WisdomTree International High Dividend Fund position peaked at $401K in Q1 2026.
129 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.