Vertex Planning Partners’s WisdomTree International High Dividend Fund DTH Stock Holding History

Vertex Planning Partners’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	$498K	Sell	9,200 -127	-1%	-$7.09K	0.07%	94
2026 Q1	$505K	Hold	9,327	–	–	0.1%	74
2025 Q4	$481K	Sell	9,327 -98	-1%	-$4.88K	0.11%	73
2025 Q3	$463K	Sell	9,425 -1,044	-10%	-$50.2K	0.09%	121
2025 Q2	$485K	Sell	10,469 -3,583	-25%	-$159K	0.1%	110
2025 Q1	$597K	Sell	14,052 -8,454	-38%	-$341K	0.13%	86
2024 Q4	$850K	Sell	22,506 -307,140	-93%	-$12M	0.19%	70
2024 Q3	$13.7M	Buy	329,646 +3,884	+1%	+$155K	3.27%	8
2024 Q2	$12.5M	Sell	325,762 -19,665	-6%	-$781K	3.24%	8
2024 Q1	$13.7M	Buy	345,427 +5,018	+1%	+$193K	3.79%	9
2023 Q4	$13.2M	Sell	340,409 -270,832	-44%	-$9.94M	3.92%	8
2023 Q3	$22.1M	Buy	611,241 +9,481	+2%	+$353K	7.62%	3
2023 Q2	$22.2M	Buy	601,760 +213,329	+55%	+$8.07M	7.57%	3
2023 Q1	$14.6M	Buy	388,431 +18,330	+5%	+$694K	5.5%	6
2022 Q4	$13.3M	Buy	+370,101	New	+$12.5M	5.18%	5

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

Vertex Planning Partners's DTH Position: Q2 2026 in Review

Vertex Planning Partners reduced its WisdomTree International High Dividend Fund (DTH) stake by 1.4% in Q2 2026, selling an estimated $7.09K and leaving 9,200 shares worth $498K. The position accounts for 0.07% of the portfolio, ranked #94.

Vertex Planning Partners first reported a position in DTH in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.2M in Q2 2023. 129 funds tracked by Wall St. Rank hold DTH as of Q2 2026.

Vertex Planning Partners held 9,200 shares of WisdomTree International High Dividend Fund worth $498K as of Q2 2026.
Vertex Planning Partners sold 127 WisdomTree International High Dividend Fund shares in Q2 2026, an estimated $7.09K.
WisdomTree International High Dividend Fund made up 0.07% of Vertex Planning Partners's portfolio in Q2 2026, its #94 holding.
Vertex Planning Partners first reported a position in WisdomTree International High Dividend Fund in Q4 2022 and has held it in 15 quarters since.
Vertex Planning Partners's WisdomTree International High Dividend Fund position peaked at $22.2M in Q2 2023.
129 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.