Cadence Bank’s WisdomTree US High Dividend Fund DHS Stock Holding History

Cadence Bank’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
2025 Q4	$1.48M	Sell	14,546 -57	-0.4%	-$5.74K	0.09%	137
2025 Q3	$1.47M	Sell	14,603 -145	-1%	-$14.4K	0.09%	142
2025 Q2	$1.42M	Sell	14,748 -25	-0.2%	-$2.35K	0.09%	147
2025 Q1	$1.46M	Sell	14,773 -2,859	-16%	-$276K	0.1%	132
2024 Q4	$1.65M	Sell	17,632 -1,189	-6%	-$114K	0.11%	126
2024 Q3	$1.77M	Sell	18,821 -131	-0.7%	-$11.8K	0.12%	123
2024 Q2	$1.6M	Sell	18,952 -1,405	-7%	-$119K	0.12%	113
2024 Q1	$1.76M	Sell	20,357 -3	-0%	-$247	0.13%	118
2023 Q4	$1.67M	Sell	20,360 -2,081	-9%	-$163K	0.14%	112
2023 Q3	$1.75M	Sell	22,441 -106	-0.5%	-$8.54K	0.15%	105
2023 Q2	$1.79M	Buy	22,547 +161	+0.7%	+$12.9K	0.16%	108
2023 Q1	$1.84M	Sell	22,386 -270	-1%	-$23.1K	0.17%	105
2022 Q4	$1.95M	Buy	22,656 +99	+0.4%	+$8.38K	0.18%	101
2022 Q3	$1.71M	Buy	+22,557	New	+$1.87M	0.18%	101

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cadence Bank's DHS Position: Q4 2025 in Review

Cadence Bank reduced its WisdomTree US High Dividend Fund (DHS) stake by 0.39% in Q4 2025, selling an estimated $5.74K and leaving 14,546 shares worth $1.48M. The position accounts for 0.09% of the portfolio, ranked #137.

Cadence Bank first reported a position in DHS in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.95M in Q4 2022. 232 funds tracked by Wall St. Rank hold DHS as of Q4 2025.

Cadence Bank held 14,546 shares of WisdomTree US High Dividend Fund worth $1.48M as of Q4 2025.
Cadence Bank sold 57 WisdomTree US High Dividend Fund shares in Q4 2025, an estimated $5.74K.
WisdomTree US High Dividend Fund made up 0.09% of Cadence Bank's portfolio in Q4 2025, its #137 holding.
Cadence Bank first reported a position in WisdomTree US High Dividend Fund in Q3 2022 and has held it in 14 quarters since.
Cadence Bank's WisdomTree US High Dividend Fund position peaked at $1.95M in Q4 2022.
232 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.