AWM
DHS icon

AE Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

AE Wealth Management’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.1K Hold
194
– – ﹤0.01% 2241
2026
Q1 		$21.2K Buy
194
+21
+12% +$2.28K ﹤0.01% 2136
2025
Q4 		$17.6K Sell
173
-69
-29% -$6.95K ﹤0.01% 2052
2025
Q3 		$24.4K Buy
+242
New +$24K ﹤0.01% 1858
2025
Q2 		– Sell
-19
Closed -$1.88K – 2182
2025
Q1 		$1.88K Buy
19
+3
+19% +$290 ﹤0.01% 2038
2024
Q4 		$1.49K Buy
+16
New +$1.54K ﹤0.01% 2015
2022
Q3 		– Sell
-26,585
Closed -$2.19M – 1775
2022
Q2 		$2.19M Sell
26,585
-495
-2% -$43.2K 0.02% 638
2022
Q1 		$2.38M Buy
27,080
+8,149
+43% +$696K 0.02% 656
2021
Q4 		$1.56M Buy
18,931
+163
+0.9% +$13K 0.01% 776
2021
Q3 		$1.45M Buy
18,768
+2,190
+13% +$173K 0.01% 757
2021
Q2 		$1.3M Buy
16,578
+3,000
+22% +$237K 0.01% 750
2021
Q1 		$1.04M Buy
13,578
+6,473
+91% +$467K 0.01% 753
2020
Q4 		$493K Buy
7,105
+1,345
+23% +$89.8K 0.01% 967
2020
Q3 		$360K Buy
5,760
+453
+9% +$28.8K 0.01% 977
2020
Q2 		$331K Buy
+5,307
New +$326K 0.01% 994

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AE Wealth Management's DHS Position: Q2 2026 in Review

AE Wealth Management held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 194 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

AE Wealth Management first reported a position in DHS in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.38M in Q1 2022. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • AE Wealth Management held 194 shares of WisdomTree US High Dividend Fund worth $22.1K as of Q2 2026.
  • AE Wealth Management left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2241 holding.
  • AE Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q2 2020 and has held it in 15 quarters since.
  • AE Wealth Management's WisdomTree US High Dividend Fund position peaked at $2.38M in Q1 2022.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.