WealthPlan Investment Management’s WisdomTree International High Dividend Fund DTH Stock Holding History

WealthPlan Investment 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	$2.03M	Sell	37,527 -1,122	-3%	-$62.7K	0.1%	162
2026 Q1	$2.09M	Sell	38,649 -723	-2%	-$39.3K	0.12%	150
2025 Q4	$2.03M	Sell	39,372 -1,471	-4%	-$73.2K	0.13%	139
2025 Q3	$2.01M	Sell	40,843 -1,719	-4%	-$82.7K	0.13%	131
2025 Q2	$1.97M	Sell	42,562 -1,663	-4%	-$73.6K	0.14%	126
2025 Q1	$1.88M	Sell	44,225 -7,680	-15%	-$310K	0.18%	101
2024 Q4	$1.96M	Sell	51,905 -753	-1%	-$29.4K	0.19%	103
2024 Q3	$2.18M	Buy	+52,658	New	+$2.11M	0.22%	97
2023 Q1	–	Sell	-58,993	Closed	-$2.28M	–	469
2022 Q4	$2.28M	Sell	58,993 -3,087	-5%	-$104K	0.16%	113
2022 Q3	$2.24M	Buy	+62,080	New	+$2.09M	0.16%	105
2022 Q1	$2.25M	Buy	+59,398	New	+$2.36M	0.16%	114

Other funds holding DTH

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

WealthPlan Investment Management's DTH Position: Q2 2026 in Review

WealthPlan Investment Management reduced its WisdomTree International High Dividend Fund (DTH) stake by 2.9% in Q2 2026, selling an estimated $62.7K and leaving 37,527 shares worth $2.03M. The position accounts for 0.1% of the portfolio, ranked #162.

WealthPlan Investment Management first reported a position in DTH in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.28M in Q4 2022. 35 funds tracked by Wall St. Rank hold DTH as of Q2 2026.

WealthPlan Investment Management held 37,527 shares of WisdomTree International High Dividend Fund worth $2.03M as of Q2 2026.
WealthPlan Investment Management sold 1,122 WisdomTree International High Dividend Fund shares in Q2 2026, an estimated $62.7K.
WisdomTree International High Dividend Fund made up 0.1% of WealthPlan Investment Management's portfolio in Q2 2026, its #162 holding.
WealthPlan Investment Management first reported a position in WisdomTree International High Dividend Fund in Q1 2022 and has held it in 11 quarters since.
WealthPlan Investment Management's WisdomTree International High Dividend Fund position peaked at $2.28M in Q4 2022.
35 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.