Cooper Financial Group
DHS icon

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

Cooper 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
Q3 		$295K Sell
2,630
-5
-0.2% -$584 0.02% 350
2026
Q2 		$300K Buy
2,635
+39
+2% +$4.34K 0.02% 340
2026
Q1 		$284K Sell
2,596
-174
-6% -$18.9K 0.03% 341
2025
Q4 		$282K Sell
2,770
-28
-1% -$2.82K 0.03% 310
2025
Q3 		$282K Sell
2,798
-284
-9% -$28.2K 0.03% 309
2025
Q2 		$296K Sell
3,082
-635
-17% -$59.6K 0.03% 304
2025
Q1 		$369K Sell
3,717
-3,563
-49% -$344K 0.05% 282
2024
Q4 		$680K Sell
7,280
-200
-3% -$19.2K 0.08% 192
2024
Q3 		$702K Hold
7,480
– – 0.09% 196
2024
Q2 		$633K Sell
7,480
-10
-0.1% -$846 0.09% 191
2024
Q1 		$649K Sell
7,490
-216
-3% -$17.8K 0.11% 176
2023
Q4 		$633K Sell
7,706
-16
-0.2% -$1.25K 0.12% 176
2023
Q3 		$603K Buy
7,722
+626
+9% +$50.4K 0.14% 160
2023
Q2 		$565K Buy
7,096
+3
+0% +$240 0.14% 169
2023
Q1 		$584K Buy
7,093
+5
+0.1% +$427 0.16% 149
2022
Q4 		$610K Sell
7,088
-28
-0.4% -$2.37K 0.19% 124
2022
Q3 		$539K Sell
7,116
-21
-0.3% -$1.74K 0.19% 121
2022
Q2 		$587K Buy
7,137
+174
+2% +$15.2K 0.21% 114
2022
Q1 		$613K Sell
6,963
-1,938
-22% -$166K 0.23% 103
2021
Q4 		$735K Sell
8,901
-35
-0.4% -$2.78K 0.28% 90
2021
Q3 		$688K Buy
8,936
+21
+0.2% +$1.66K 0.14% 102
2021
Q2 		$697K Sell
8,915
-834
-9% -$65.8K 0.14% 98
2021
Q1 		$744K Sell
9,749
-970
-9% -$70K 0.17% 87
2020
Q4 		$743K Buy
10,719
+28
+0.3% +$1.87K 0.15% 114
2020
Q3 		$668K Buy
10,691
+98
+0.9% +$6.24K 0.19% 75
2020
Q2 		$660K Sell
10,593
-38
-0.4% -$2.34K 0.21% 69
2020
Q1 		$602K Buy
10,631
+297
+3% +$20.8K 0.25% 63
2019
Q4 		$794K Sell
10,334
-271
-3% -$20.4K 0.32% 51
2019
Q3 		$790K Buy
10,605
+187
+2% +$13.6K 0.36% 43
2019
Q2 		$758K Buy
10,418
+128
+1% +$9.26K 0.37% 41
2019
Q1 		$746K Buy
10,290
+19
+0.2% +$1.34K 0.41% 33
2018
Q4 		$669K Buy
+10,271
New +$715K 0.45% 37

Other funds holding DHS

MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
FFG Retirement Advisors
FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return
Catalyst Investment Management
Catalyst Investment Management Windham, New Hampshire $113M AUM 13.48% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LVM Capital Management
LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Cooper Financial Group's DHS Position: Q3 2026 in Review

Cooper Financial Group reduced its WisdomTree US High Dividend Fund (DHS) stake by 0.19% in Q3 2026, selling an estimated $584 and leaving 2,630 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #350.

Cooper Financial Group first reported a position in DHS in Q4 2018 and has held it in 32 quarters since. The position peaked at $794K in Q4 2019. 67 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

  • Cooper Financial Group held 2,630 shares of WisdomTree US High Dividend Fund worth $295K as of Q3 2026.
  • Cooper Financial Group sold 5 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $584.
  • WisdomTree US High Dividend Fund made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #350 holding.
  • Cooper Financial Group first reported a position in WisdomTree US High Dividend Fund in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's WisdomTree US High Dividend Fund position peaked at $794K in Q4 2019.
  • 67 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.