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Cresset Asset Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Cresset Asset 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 		$205K Buy
+1,802
New +$201K ﹤0.01% 1581
2024
Q4 		– Sell
-3,604
Closed -$338K – 1877
2024
Q3 		$338K Hold
3,604
– – ﹤0.01% 1738
2024
Q2 		$305K Buy
+3,604
New +$305K ﹤0.01% 1709

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 22.9% 1-Year Est. Return

Cresset Asset Management's DHS Position: Q2 2026 in Review

Cresset Asset Management opened a new position in WisdomTree US High Dividend Fund (DHS) in Q2 2026: 1,802 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1581 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in DHS as recently as Q3 2024.

Cresset Asset Management first reported a position in DHS in Q2 2024 and has held it in 3 quarters since. The position peaked at $338K in Q3 2024. 252 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Cresset Asset Management held 1,802 shares of WisdomTree US High Dividend Fund worth $205K as of Q2 2026.
  • WisdomTree US High Dividend Fund was a new Cresset Asset Management position in Q2 2026.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1581 holding.
  • Cresset Asset Management first reported a position in WisdomTree US High Dividend Fund in Q2 2024 and has held it in 3 quarters since.
  • Cresset Asset Management's WisdomTree US High Dividend Fund position peaked at $338K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.