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

Patten 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	$3.4M	Buy	62,749 +539	+0.9%	+$30.1K	0.53%	48
2026 Q1	$3.36M	Buy	62,210 +19,467	+46%	+$1.06M	0.58%	43
2025 Q4	$2.21M	Buy	42,743 +6,692	+19%	+$333K	0.41%	69
2025 Q3	$1.77M	Buy	36,051 +8,730	+32%	+$420K	0.35%	90
2025 Q2	$1.27M	Buy	27,321 +7,895	+41%	+$350K	0.27%	109
2025 Q1	$825K	Buy	19,426 +5,318	+38%	+$215K	0.19%	144
2024 Q4	$533K	Sell	14,108 -3,786	-21%	-$148K	0.12%	176
2024 Q3	$742K	Buy	+17,894	New	+$716K	0.16%	150

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

Patten Group's DTH Position: Q2 2026 in Review

Patten Group increased its WisdomTree International High Dividend Fund (DTH) stake by 0.87% in Q2 2026, buying an estimated $30.1K and bringing the position to 62,749 shares worth $3.4M. The position accounts for 0.53% of the portfolio, ranked #48.

Patten Group first reported a position in DTH in Q3 2024 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold DTH as of Q2 2026.

Patten Group held 62,749 shares of WisdomTree International High Dividend Fund worth $3.4M as of Q2 2026.
Patten Group bought 539 WisdomTree International High Dividend Fund shares in Q2 2026, an estimated $30.1K.
WisdomTree International High Dividend Fund made up 0.53% of Patten Group's portfolio in Q2 2026, its #48 holding.
Patten Group first reported a position in WisdomTree International High Dividend Fund in Q3 2024 and has held it in 8 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.