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

WealthPLAN 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
2024
Q3 		– Sell
-53,906
Closed -$2.07M – 267
2024
Q2 		$2.07M Buy
53,906
+1,679
+3% +$66.7K 0.22% 106
2024
Q1 		$2.07M Buy
52,227
+296
+0.6% +$11.4K 0.21% 114
2023
Q4 		$2.02M Sell
51,931
-3,168
-6% -$116K 0.21% 110
2023
Q3 		$1.99M Sell
55,099
-2,455
-4% -$91.3K 0.23% 102
2023
Q2 		$2.13M Sell
57,554
-1,118
-2% -$42.3K 0.3% 88
2023
Q1 		$2.21M Sell
58,672
-321
-0.5% -$12.2K 0.25% 88
2022
Q4 		$2.29M Buy
+58,993
New +$1.99M 0.16% 112
2022
Q1 		$2.25M Sell
59,398
-314
-0.5% -$12.5K 0.16% 114
2021
Q4 		$2.37M Sell
59,712
-97
-0.2% -$3.72K 0.16% 107
2021
Q3 		$2.28M Buy
59,809
+3,015
+5% +$120K 0.15% 109
2021
Q2 		$2.29M Buy
56,794
+583
+1% +$23.7K 0.16% 101
2021
Q1 		$2.25M Sell
56,211
-3,422
-6% -$133K 0.17% 93
2020
Q4 		$2.26M Sell
59,633
-1,763
-3% -$62K 0.19% 89
2020
Q3 		$2.15M Sell
61,396
-2,084
-3% -$71.1K 0.21% 90
2020
Q2 		$2.22M Sell
63,480
-2,025
-3% -$63.9K 0.23% 86
2020
Q1 		$1.95M Buy
65,505
+8,345
+15% +$310K 0.25% 82
2019
Q4 		$2.36M Sell
57,160
-1,140
-2% -$46.2K 0.28% 79
2019
Q3 		$2.38M Buy
58,300
+1,541
+3% +$60K 0.33% 77
2019
Q2 		$2.14M Buy
56,759
+571
+1% +$23K 0.32% 77
2019
Q1 		$2.23M Buy
56,188
+2,170
+4% +$86K 0.35% 76
2018
Q4 		$2.15M Buy
54,018
+107
+0.2% +$4.19K 0.35% 75
2018
Q3 		$2.08M Buy
53,911
+3,893
+8% +$163K 0.38% 72
2018
Q2 		$2.07M Buy
50,018
+1,154
+2% +$50.4K 0.42% 69
2018
Q1 		$2.13M Buy
48,864
+9,660
+25% +$433K 0.47% 62
2017
Q4 		$1.74M Buy
+39,204
New +$1.72M 0.47% 58

Other funds holding DTH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

WealthPLAN Partners's DTH Position: Q3 2024 in Review

WealthPLAN Partners sold out of WisdomTree International High Dividend Fund (DTH) in Q3 2024, closing a stake of 53,906 shares — an estimated $2.07M sold.

WealthPLAN Partners first reported a position in DTH in Q4 2017 and held it in 25 quarters. The position peaked at $2.38M in Q3 2019. 74 funds tracked by Wall St. Rank hold DTH as of Q3 2024.

  • WealthPLAN Partners reported no remaining WisdomTree International High Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 53,906 WisdomTree International High Dividend Fund shares in Q3 2024, an estimated $2.07M.
  • WealthPLAN Partners first reported a position in WisdomTree International High Dividend Fund in Q4 2017 and held it in 25 quarters.
  • WealthPLAN Partners's WisdomTree International High Dividend Fund position peaked at $2.38M in Q3 2019.
  • 74 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.