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

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