WealthPlan Investment Management’s WisdomTree International High Dividend Fund DTH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.97M | Sell |
42,562
-1,663
| -4% | -$77.1K | 0.14% | 126 |
|
2025
Q1 | $1.88M | Sell |
44,225
-7,680
| -15% | -$326K | 0.18% | 101 |
|
2024
Q4 | $1.96M | Sell |
51,905
-753
| -1% | -$28.4K | 0.19% | 103 |
|
2024
Q3 | $2.18M | Buy |
+52,658
| New | +$2.18M | 0.22% | 97 |
|
2023
Q1 | – | Sell |
-58,993
| Closed | -$2.28M | – | 469 |
|
2022
Q4 | $2.28M | Sell |
58,993
-3,087
| -5% | -$119K | 0.16% | 113 |
|
2022
Q3 | $2.24M | Buy |
+62,080
| New | +$2.24M | 0.16% | 105 |
|
2022
Q1 | $2.25M | Buy |
+59,398
| New | +$2.25M | 0.16% | 114 |
|