Creative Planning’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.8M | Buy |
33,438
+13,220
| +65% | +$1.47M | ﹤0.01% | 1615 |
|
|
2026
Q1 | $2.21M | Hold |
20,218
| – | – | ﹤0.01% | 1817 |
|
|
2025
Q4 | $2.06M | Buy |
20,218
+74
| +0.4% | +$7.46K | ﹤0.01% | 1711 |
|
|
2025
Q3 | $2.03M | Hold |
20,144
| – | – | ﹤0.01% | 1533 |
|
|
2025
Q2 | $1.93M | Buy |
20,144
+11
| +0.1% | +$1.03K | ﹤0.01% | 1338 |
|
|
2025
Q1 | $2M | Sell |
20,133
-2,393
| -11% | -$231K | ﹤0.01% | 1176 |
|
|
2024
Q4 | $2.1M | Buy |
22,526
+1,921
| +9% | +$185K | ﹤0.01% | 1106 |
|
|
2024
Q3 | $1.93M | Buy |
20,605
+142
| +0.7% | +$12.8K | ﹤0.01% | 1076 |
|
|
2024
Q2 | $1.73M | Buy |
20,463
+172
| +0.8% | +$14.6K | ﹤0.01% | 1060 |
|
|
2024
Q1 | $1.76M | Sell |
20,291
-72
| -0.4% | -$5.93K | ﹤0.01% | 1020 |
|
|
2023
Q4 | $1.67M | Buy |
20,363
+5,566
| +38% | +$435K | ﹤0.01% | 984 |
|
|
2023
Q3 | $1.16M | Buy |
14,797
+845
| +6% | +$68.1K | ﹤0.01% | 1102 |
|
|
2023
Q2 | $1.11M | Sell |
13,952
-174
| -1% | -$13.9K | ﹤0.01% | 1085 |
|
|
2023
Q1 | $1.16M | Sell |
14,126
-1,548
| -10% | -$132K | ﹤0.01% | 1001 |
|
|
2022
Q4 | $1.35M | Buy |
15,674
+5,903
| +60% | +$500K | ﹤0.01% | 899 |
|
|
2022
Q3 | $741K | Buy |
9,771
+126
| +1% | +$10.5K | ﹤0.01% | 1105 |
|
|
2022
Q2 | $794K | Sell |
9,645
-32
| -0.3% | -$2.79K | ﹤0.01% | 1069 |
|
|
2022
Q1 | $852K | Buy |
9,677
+423
| +5% | +$36.1K | ﹤0.01% | 1067 |
|
|
2021
Q4 | $764K | Sell |
9,254
-136
| -1% | -$10.8K | ﹤0.01% | 1078 |
|
|
2021
Q3 | $723K | Buy |
9,390
+71
| +0.8% | +$5.62K | ﹤0.01% | 1106 |
|
|
2021
Q2 | $729K | Buy |
9,319
+2,211
| +31% | +$175K | ﹤0.01% | 1075 |
|
|
2021
Q1 | $542K | Sell |
7,108
-139
| -2% | -$10K | ﹤0.01% | 1383 |
|
|
2020
Q4 | $503K | Buy |
7,247
+37
| +0.5% | +$2.47K | ﹤0.01% | 1305 |
|
|
2020
Q3 | $451K | Sell |
7,210
-181
| -2% | -$11.5K | ﹤0.01% | 1185 |
|
|
2020
Q2 | $460K | Sell |
7,391
-2,786
| -27% | -$171K | ﹤0.01% | 1076 |
|
|
2020
Q1 | $576K | Buy |
10,177
+2,178
| +27% | +$152K | ﹤0.01% | 873 |
|
|
2019
Q4 | $614K | Buy |
7,999
+326
| +4% | +$24.6K | ﹤0.01% | 1002 |
|
|
2019
Q3 | $571K | Sell |
7,673
-246
| -3% | -$17.9K | ﹤0.01% | 993 |
|
|
2019
Q2 | $576K | Buy |
7,919
+120
| +2% | +$8.68K | ﹤0.01% | 1003 |
|
|
2019
Q1 | $565K | Sell |
7,799
-349
| -4% | -$24.6K | ﹤0.01% | 970 |
|
|
2018
Q4 | $531K | Sell |
8,148
-22
| -0.3% | -$1.53K | ﹤0.01% | 941 |
|
|
2018
Q3 | $590K | Buy |
8,170
+2
| +0% | +$144 | ﹤0.01% | 994 |
|
|
2018
Q2 | $571K | Sell |
8,168
-504
| -6% | -$34.8K | ﹤0.01% | 1003 |
|
|
2018
Q1 | $591K | Sell |
8,672
-489
| -5% | -$34.7K | ﹤0.01% | 1000 |
|
|
2017
Q4 | $667K | Buy |
9,161
+1,480
| +19% | +$106K | ﹤0.01% | 914 |
|
|
2017
Q3 | $537K | Buy |
7,681
+894
| +13% | +$61.5K | ﹤0.01% | 1017 |
|
|
2017
Q2 | $464K | Buy |
6,787
+38
| +0.6% | +$2.6K | ﹤0.01% | 1051 |
|
|
2017
Q1 | $462K | Sell |
6,749
-2,054
| -23% | -$140K | ﹤0.01% | 1027 |
|
|
2016
Q4 | $592K | Buy |
8,803
+2,956
| +51% | +$194K | ﹤0.01% | 851 |
|
|
2016
Q3 | $389K | Sell |
5,847
-1,567
| -21% | -$105K | ﹤0.01% | 1026 |
|
|
2016
Q2 | $495K | Buy |
7,414
+1,635
| +28% | +$105K | ﹤0.01% | 785 |
|
|
2016
Q1 | $366K | Sell |
5,779
-86
| -1% | -$5.09K | ﹤0.01% | 889 |
|
|
2015
Q4 | $347K | Sell |
5,865
-457
| -7% | -$27K | ﹤0.01% | 925 |
|
|
2015
Q3 | $351K | Buy |
+6,322
| New | +$367K | ﹤0.01% | 894 |
|
|
2015
Q2 | – | Sell |
-6,644
| Closed | -$403K | – | 1545 |
|
|
2015
Q1 | $403K | Buy |
6,644
+140
| +2% | +$8.6K | ﹤0.01% | 834 |
|
|
2014
Q4 | $401K | Sell |
6,504
-2,059
| -24% | -$125K | ﹤0.01% | 783 |
|
|
2014
Q3 | $508K | Hold |
8,563
| – | – | 0.01% | 652 |
|
|
2014
Q2 | $509K | Buy |
8,563
+500
| +6% | +$28.9K | 0.01% | 641 |
|
|
2014
Q1 | $456K | Buy |
8,063
+730
| +10% | +$39.9K | 0.01% | 666 |
|
|
2013
Q4 | $404K | Hold |
7,333
| – | – | 0.01% | 583 |
|
|
2013
Q3 | $381K | Hold |
7,333
| – | – | 0.01% | 519 |
|
|
2013
Q2 | $379K | Buy |
+7,333
| New | +$385K | 0.01% | 480 |
|
Other funds holding DHS
LW
KAS
MLA
Creative Planning's DHS Position: Q2 2026 in Review
Creative Planning increased its WisdomTree US High Dividend Fund (DHS) stake by 65% in Q2 2026, buying an estimated $1.47M and bringing the position to 33,438 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1615.
Creative Planning first reported a position in DHS in Q2 2013 and has held it in 52 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.
- Creative Planning held 33,438 shares of WisdomTree US High Dividend Fund worth $3.8M as of Q2 2026.
- Creative Planning bought 13,220 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $1.47M.
- WisdomTree US High Dividend Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1615 holding.
- Creative Planning first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and has held it in 52 quarters since.
- 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.