Crews Bank & Trust’s WisdomTree US High Dividend Fund DHS Stock Holding History

Crews Bank & Trust’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	$53.3K	Hold	469	–	–	0.01%	360
2026 Q1	$51.2K	Hold	469	–	–	0.01%	363
2025 Q4	$47.8K	Hold	469	–	–	0.01%	369
2025 Q3	$47.3K	Hold	469	–	–	0.01%	371
2025 Q2	$45K	Hold	469	–	–	0.01%	364
2025 Q1	$46.5K	Hold	469	–	–	0.01%	353
2024 Q4	$43.8K	Buy	+469	New	+$45.1K	0.01%	359

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

Crews Bank & Trust's DHS Position: Q2 2026 in Review

Crews Bank & Trust held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 469 shares worth $53.3K. The position accounts for 0.01% of the portfolio, ranked #360.

Crews Bank & Trust first reported a position in DHS in Q4 2024 and has held it in 7 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Crews Bank & Trust held 469 shares of WisdomTree US High Dividend Fund worth $53.3K as of Q2 2026.
Crews Bank & Trust left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #360 holding.
Crews Bank & Trust first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.