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

Stonebridge 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	$8.01M	Buy	147,966 +3,208	+2%	+$179K	7.17%	4
2026 Q1	$7.83M	Sell	144,758 -2,965	-2%	-$161K	7.5%	4
2025 Q4	$7.62M	Sell	147,723 -1,750	-1%	-$87.1K	7.2%	4
2025 Q3	$7.35M	Buy	149,473 +1,339	+0.9%	+$64.4K	6.3%	5
2025 Q2	$6.86M	Buy	+148,134	New	+$6.56M	6.47%	5

Other funds holding DTH

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 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

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

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

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

Stonebridge Wealth Management increased its WisdomTree International High Dividend Fund (DTH) stake by 2.2% in Q2 2026, buying an estimated $179K and bringing the position to 147,966 shares worth $8.01M. The position accounts for 7.17% of the portfolio, ranked #4.

Stonebridge Wealth Management first reported a position in DTH in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold DTH as of Q2 2026.

Stonebridge Wealth Management held 147,966 shares of WisdomTree International High Dividend Fund worth $8.01M as of Q2 2026.
Stonebridge Wealth Management bought 3,208 WisdomTree International High Dividend Fund shares in Q2 2026, an estimated $179K.
WisdomTree International High Dividend Fund made up 7.17% of Stonebridge Wealth Management's portfolio in Q2 2026, its #4 holding.
Stonebridge Wealth Management first reported a position in WisdomTree International High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
17 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.