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 Q3	$8.37M	Buy	150,012 +2,046	+1%	+$117K	7.45%	4
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

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Stonebridge Wealth Management's DTH Position: Q3 2026 in Review

Stonebridge Wealth Management increased its WisdomTree International High Dividend Fund (DTH) stake by 1.4% in Q3 2026, buying an estimated $117K and bringing the position to 150,012 shares worth $8.37M. The position accounts for 7.45% of the portfolio, ranked #4.

Stonebridge Wealth Management first reported a position in DTH in Q2 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold DTH as of Q3 2026.

Stonebridge Wealth Management held 150,012 shares of WisdomTree International High Dividend Fund worth $8.37M as of Q3 2026.
Stonebridge Wealth Management bought 2,046 WisdomTree International High Dividend Fund shares in Q3 2026, an estimated $117K.
WisdomTree International High Dividend Fund made up 7.45% of Stonebridge Wealth Management's portfolio in Q3 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 6 quarters since.
17 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.