Americana Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Americana Partners’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	$1.38M	Hold	12,150	–	–	0.03%	276
2026 Q1	$1.33M	Hold	12,150	–	–	0.03%	250
2025 Q4	$1.24M	Buy	+12,150	New	+$1.22M	0.03%	259
2020 Q1	–	Sell	-1,415	Closed	-$108K	–	204
2019 Q4	$108K	Buy	+1,415	New	+$107K	0.06%	141

Other funds holding DHS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Americana Partners's DHS Position: Q2 2026 in Review

Americana Partners held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 12,150 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #276.

Americana Partners first reported a position in DHS in Q4 2019 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Americana Partners held 12,150 shares of WisdomTree US High Dividend Fund worth $1.38M as of Q2 2026.
Americana Partners left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up 0.03% of Americana Partners's portfolio in Q2 2026, its #276 holding.
Americana Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and has held it in 4 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.