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

WMS 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
2025 Q1	–	Sell	-7,000	Closed	-$264K	–	80
2024 Q4	$264K	Hold	7,000	–	–	0.01%	256
2024 Q3	$290K	Hold	7,000	–	–	0.02%	230
2024 Q2	$269K	Hold	7,000	–	–	0.02%	219
2024 Q1	$277K	Hold	7,000	–	–	0.02%	222
2023 Q4	$272K	Hold	7,000	–	–	0.02%	220
2023 Q3	$253K	Hold	7,000	–	–	0.02%	224
2023 Q2	$259K	Hold	7,000	–	–	0.02%	240
2023 Q1	$264K	Hold	7,000	–	–	0.02%	224
2022 Q4	$251K	Buy	+7,000	New	+$237K	0.02%	224

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return

WMS Partners's DTH Position: Q1 2025 in Review

WMS Partners sold out of WisdomTree International High Dividend Fund (DTH) in Q1 2025, closing a stake of 7,000 shares — an estimated $264K sold.

WMS Partners first reported a position in DTH in Q4 2022 and held it in 9 quarters. The position peaked at $290K in Q3 2024. 82 funds tracked by Wall St. Rank hold DTH as of Q1 2025.

WMS Partners reported no remaining WisdomTree International High Dividend Fund position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 7,000 WisdomTree International High Dividend Fund shares in Q1 2025, an estimated $264K.
WMS Partners first reported a position in WisdomTree International High Dividend Fund in Q4 2022 and held it in 9 quarters.
WMS Partners's WisdomTree International High Dividend Fund position peaked at $290K in Q3 2024.
82 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.