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 Q2	$48K	Sell	887 -666	-43%	-$37.2K	﹤0.01%	558
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 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 22.9% 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

SHP Wealth Management's DTH Position: Q2 2026 in Review

SHP Wealth Management reduced its WisdomTree International High Dividend Fund (DTH) stake by 43% in Q2 2026, selling an estimated $37.2K and leaving 887 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

SHP Wealth Management first reported a position in DTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $128K in Q4 2025. 128 funds tracked by Wall St. Rank hold DTH as of Q2 2026.

SHP Wealth Management held 887 shares of WisdomTree International High Dividend Fund worth $48K as of Q2 2026.
SHP Wealth Management sold 666 WisdomTree International High Dividend Fund shares in Q2 2026, an estimated $37.2K.
WisdomTree International High Dividend Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #558 holding.
SHP Wealth Management first reported a position in WisdomTree International High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's WisdomTree International High Dividend Fund position peaked at $128K in Q4 2025.
128 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.