SWM
DTH icon

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

SHP 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
Q1 		$84K Sell
1,553
-931
-37% -$50.5K 0.01% 413
2025
Q4 		$128K Buy
+2,484
New +$124K 0.01% 316

Other funds holding DTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $52.5B AUM 27.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

SHP Wealth Management's DTH Position: Q1 2026 in Review

SHP Wealth Management reduced its WisdomTree International High Dividend Fund (DTH) stake by 37% in Q1 2026, selling an estimated $50.5K and leaving 1,553 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #413.

SHP Wealth Management first reported a position in DTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $128K in Q4 2025. 111 funds tracked by Wall St. Rank hold DTH as of Q1 2026.

  • SHP Wealth Management held 1,553 shares of WisdomTree International High Dividend Fund worth $84K as of Q1 2026.
  • SHP Wealth Management sold 931 WisdomTree International High Dividend Fund shares in Q1 2026, an estimated $50.5K.
  • WisdomTree International High Dividend Fund made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #413 holding.
  • SHP Wealth Management first reported a position in WisdomTree International High Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's WisdomTree International High Dividend Fund position peaked at $128K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.