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

Independent 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
Q2 		$3.65M Buy
67,442
+7,753
+13% +$433K 0.07% 290
2026
Q1 		$3.23M Buy
59,689
+34,650
+138% +$1.88M 0.07% 279
2025
Q4 		$1.29M Buy
25,039
+11,785
+89% +$587K 0.03% 534
2025
Q3 		$651K Sell
13,254
-5,350
-29% -$257K 0.02% 742
2025
Q2 		$862K Buy
18,604
+1,259
+7% +$55.7K 0.02% 591
2025
Q1 		$736K Buy
17,345
+7,658
+79% +$309K 0.03% 572
2024
Q4 		$366K Sell
9,687
-51
-0.5% -$2K 0.01% 824
2024
Q3 		$404K Sell
9,738
-10,152
-51% -$406K 0.01% 744
2024
Q2 		$763K Sell
19,890
-18,144
-48% -$721K 0.03% 474
2024
Q1 		$1.51M Buy
38,034
+4,572
+14% +$176K 0.07% 280
2023
Q4 		$1.3M Buy
33,462
+1,334
+4% +$49K 0.07% 293
2023
Q3 		$1.16M Sell
32,128
-1,113
-3% -$41.4K 0.08% 281
2023
Q2 		$1.23M Buy
33,241
+15,700
+90% +$594K 0.08% 264
2023
Q1 		$660K Buy
17,541
+9,346
+114% +$354K 0.05% 386
2022
Q4 		$294K Buy
+8,195
New +$277K 0.03% 560

Other funds holding DTH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
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
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 Financial Group's DTH Position: Q2 2026 in Review

Independent Financial Group increased its WisdomTree International High Dividend Fund (DTH) stake by 13% in Q2 2026, buying an estimated $433K and bringing the position to 67,442 shares worth $3.65M. The position accounts for 0.07% of the portfolio, ranked #290.

Independent Financial Group first reported a position in DTH in Q4 2022 and has held it in 15 quarters since. 129 funds tracked by Wall St. Rank hold DTH as of Q2 2026.

  • Independent Financial Group held 67,442 shares of WisdomTree International High Dividend Fund worth $3.65M as of Q2 2026.
  • Independent Financial Group bought 7,753 WisdomTree International High Dividend Fund shares in Q2 2026, an estimated $433K.
  • WisdomTree International High Dividend Fund made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #290 holding.
  • Independent Financial Group first reported a position in WisdomTree International High Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • 129 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.