Creative Financial Designs’s WisdomTree US High Dividend Fund DHS Stock Holding History

Creative Financial Designs’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	$3.87K	Hold	34	–	–	﹤0.01%	1770
2026 Q1	$3.71K	Hold	34	–	–	﹤0.01%	1656
2025 Q4	$3.46K	Hold	34	–	–	﹤0.01%	1596
2025 Q3	$3.43K	Hold	34	–	–	﹤0.01%	1608
2025 Q2	$3.26K	Sell	34 -36	-51%	-$3.38K	﹤0.01%	1603
2025 Q1	$6.94K	Buy	70 +10	+17%	+$967	﹤0.01%	1388
2024 Q4	$5.6K	Buy	60 +26	+76%	+$2.5K	﹤0.01%	1397
2024 Q3	$3.19K	Hold	34	–	–	﹤0.01%	1467
2024 Q2	$2.88K	Hold	34	–	–	﹤0.01%	1433
2024 Q1	$2.95K	Hold	34	–	–	﹤0.01%	1425
2023 Q4	$2.79K	Hold	34	–	–	﹤0.01%	1372
2023 Q3	$2.65K	Hold	34	–	–	﹤0.01%	1290
2023 Q2	$2.71K	Sell	34 -20	-37%	-$1.6K	﹤0.01%	1267
2023 Q1	$4.44K	Buy	+54	New	+$4.61K	﹤0.01%	1140

Other funds holding DHS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Financial Designs's DHS Position: Q2 2026 in Review

Creative Financial Designs held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 34 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Creative Financial Designs first reported a position in DHS in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.94K in Q1 2025. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Creative Financial Designs held 34 shares of WisdomTree US High Dividend Fund worth $3.87K as of Q2 2026.
Creative Financial Designs left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1770 holding.
Creative Financial Designs first reported a position in WisdomTree US High Dividend Fund in Q1 2023 and has held it in 14 quarters since.
Creative Financial Designs's WisdomTree US High Dividend Fund position peaked at $6.94K in Q1 2025.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.