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

Institute for 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 		$38K Buy
+702
New +$39.2K ﹤0.01% 950
2020
Q1 		– Sell
-1,480
Closed -$62K – 441
2019
Q4 		$62K Buy
+1,480
New +$60K 0.01% 502

Other funds holding DTH

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Institute for Wealth Management's DTH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree International High Dividend Fund (DTH) in Q2 2026: 702 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DTH as recently as Q4 2019.

Institute for Wealth Management first reported a position in DTH in Q4 2019 and has held it in 2 quarters since. The position peaked at $62K in Q4 2019. 37 funds tracked by Wall St. Rank hold DTH as of Q2 2026.

  • Institute for Wealth Management held 702 shares of WisdomTree International High Dividend Fund worth $38K as of Q2 2026.
  • WisdomTree International High Dividend Fund was a new Institute for Wealth Management position in Q2 2026.
  • WisdomTree International High Dividend Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #950 holding.
  • Institute for Wealth Management first reported a position in WisdomTree International High Dividend Fund in Q4 2019 and has held it in 2 quarters since.
  • Institute for Wealth Management's WisdomTree International High Dividend Fund position peaked at $62K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.