Baird Financial Group
DHS icon

Baird Financial Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-3,241
Closed -$330K – 1853
2025
Q4 		$330K Sell
3,241
-11
-0.3% -$1.11K ﹤0.01% 1607
2025
Q3 		$328K Sell
3,252
-9
-0.3% -$893 ﹤0.01% 1606
2025
Q2 		$313K Sell
3,261
-866
-21% -$81.3K ﹤0.01% 1576
2025
Q1 		$409K Sell
4,127
-17
-0.4% -$1.64K ﹤0.01% 1452
2024
Q4 		$387K Sell
4,144
-14
-0.3% -$1.35K ﹤0.01% 1468
2024
Q3 		$390K Sell
4,158
-2,519
-38% -$227K ﹤0.01% 1463
2024
Q2 		$565K Sell
6,677
-1,075
-14% -$91K ﹤0.01% 1344
2024
Q1 		$672K Sell
7,752
-1,023
-12% -$84.2K ﹤0.01% 1282
2023
Q4 		$721K Sell
8,775
-2,022
-19% -$158K ﹤0.01% 1236
2023
Q3 		$843K Sell
10,797
-4
-0% -$322 ﹤0.01% 1163
2023
Q2 		$859K Sell
10,801
-123
-1% -$9.84K ﹤0.01% 1162
2023
Q1 		$899K Sell
10,924
-14
-0.1% -$1.2K ﹤0.01% 1119
2022
Q4 		$941K Hold
10,938
– – ﹤0.01% 1081
2022
Q3 		$829K Buy
10,938
+399
+4% +$33.1K ﹤0.01% 1106
2022
Q2 		$867K Sell
10,539
-13
-0.1% -$1.13K ﹤0.01% 1138
2022
Q1 		$930K Sell
10,552
-33
-0.3% -$2.82K ﹤0.01% 1172
2021
Q4 		$874K Sell
10,585
-19
-0.2% -$1.51K ﹤0.01% 1254
2021
Q3 		$816K Sell
10,604
-16
-0.2% -$1.27K ﹤0.01% 1282
2021
Q2 		$831K Sell
10,620
-24
-0.2% -$1.9K ﹤0.01% 1249
2021
Q1 		$812K Sell
10,644
-23
-0.2% -$1.66K ﹤0.01% 1206
2020
Q4 		$740K Sell
10,667
-15
-0.1% -$1K ﹤0.01% 1120
2020
Q3 		$668K Sell
10,682
-7,526
-41% -$479K ﹤0.01% 1069
2020
Q2 		$1.13M Sell
18,208
-13,185
-42% -$810K ﹤0.01% 890
2020
Q1 		$1.78M Sell
31,393
-2,040
-6% -$143K 0.01% 711
2019
Q4 		$2.57M Buy
33,433
+1,766
+6% +$133K 0.01% 705
2019
Q3 		$2.36M Sell
31,667
-210
-0.7% -$15.3K 0.01% 728
2019
Q2 		$2.32M Sell
31,877
-961
-3% -$69.5K 0.01% 745
2019
Q1 		$2.38M Sell
32,838
-2,007
-6% -$141K 0.01% 612
2018
Q4 		$2.27M Buy
34,845
+20,223
+138% +$1.41M 0.02% 593
2018
Q3 		$1.05M Buy
14,622
+4,372
+43% +$314K 0.01% 841
2018
Q2 		$717K Sell
10,250
-665
-6% -$45.9K ﹤0.01% 912
2018
Q1 		$744K Hold
10,915
– – 0.01% 906
2017
Q4 		$795K Sell
10,915
-1,001
-8% -$71.5K 0.01% 880
2017
Q3 		$833K Sell
11,916
-999
-8% -$68.7K 0.01% 846
2017
Q2 		$883K Hold
12,915
– – 0.01% 813
2017
Q1 		$884K Buy
12,915
+665
+5% +$45.2K 0.01% 820
2016
Q4 		$824K Sell
12,250
-500
-4% -$32.8K 0.01% 818
2016
Q3 		$848K Buy
+12,750
New +$855K 0.01% 798

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
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

Baird Financial Group's DHS Position: Q1 2026 in Review

Baird Financial Group sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2026, closing a stake of 3,241 shares — an estimated $330K sold.

Baird Financial Group first reported a position in DHS in Q3 2016 and held it in 38 quarters. The position peaked at $2.57M in Q4 2019. 250 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • Baird Financial Group reported no remaining WisdomTree US High Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 3,241 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $330K.
  • Baird Financial Group first reported a position in WisdomTree US High Dividend Fund in Q3 2016 and held it in 38 quarters.
  • Baird Financial Group's WisdomTree US High Dividend Fund position peaked at $2.57M in Q4 2019.
  • 250 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.