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Caldwell Sutter Capital’s WisdomTree US High Dividend Fund DHS Stock Holding History

Caldwell Sutter Capital’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 		$540K Buy
4,753
+1,031
+28% +$115K 0.2% 121
2026
Q1 		$407K Buy
3,722
+932
+33% +$101K 0.17% 140
2025
Q4 		$284K Buy
2,790
+369
+15% +$37.2K 0.12% 167
2025
Q3 		$244K Sell
2,421
-35
-1% -$3.47K 0.1% 184
2025
Q2 		$236K Buy
2,456
+390
+19% +$36.6K 0.11% 177
2025
Q1 		$205K Buy
2,066
+156
+8% +$15.1K 0.1% 193
2024
Q4 		$178K Buy
1,910
+220
+13% +$21.2K 0.08% 214
2024
Q3 		$159K Buy
1,690
+67
+4% +$6.04K 0.07% 229
2024
Q2 		$137K Buy
1,623
+562
+53% +$47.6K 0.07% 237
2024
Q1 		$91.9K Buy
1,061
+679
+178% +$55.9K 0.04% 283
2023
Q4 		$31.4K Buy
+382
New +$29.9K 0.02% 401

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

Caldwell Sutter Capital's DHS Position: Q2 2026 in Review

Caldwell Sutter Capital increased its WisdomTree US High Dividend Fund (DHS) stake by 28% in Q2 2026, buying an estimated $115K and bringing the position to 4,753 shares worth $540K. The position accounts for 0.2% of the portfolio, ranked #121.

Caldwell Sutter Capital first reported a position in DHS in Q4 2023 and has held it in 11 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Caldwell Sutter Capital held 4,753 shares of WisdomTree US High Dividend Fund worth $540K as of Q2 2026.
  • Caldwell Sutter Capital bought 1,031 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $115K.
  • WisdomTree US High Dividend Fund made up 0.2% of Caldwell Sutter Capital's portfolio in Q2 2026, its #121 holding.
  • Caldwell Sutter Capital first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.