CCWM
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Cassaday & Co Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Cassaday & Co 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 		$156K Hold
1,368
– – ﹤0.01% 395
2026
Q1 		$149K Buy
+1,368
New +$149K ﹤0.01% 377

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

Cassaday & Co Wealth Management's DHS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 1,368 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Cassaday & Co Wealth Management first reported a position in DHS in Q1 2026 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,368 shares of WisdomTree US High Dividend Fund worth $156K as of Q2 2026.
  • Cassaday & Co 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 Cassaday & Co Wealth Management's portfolio in Q2 2026, its #395 holding.
  • Cassaday & Co Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.