Elk River Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Elk River Wealth 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 Q1	$518K	Sell	4,742 -558	-11%	-$60.6K	0.09%	73
2025 Q4	$540K	Sell	5,300 -195	-4%	-$19.6K	0.09%	70
2025 Q3	$554K	Sell	5,495 -287	-5%	-$28.5K	0.09%	69
2025 Q2	$555K	Sell	5,782 -36	-0.6%	-$3.38K	0.1%	65
2025 Q1	$577K	Hold	5,818	–	–	0.11%	61
2024 Q4	$543K	Sell	5,818 -354	-6%	-$34K	0.1%	67
2024 Q3	$579K	Sell	6,172 -395	-6%	-$35.6K	0.11%	66
2024 Q2	$556K	Sell	6,567 -199	-3%	-$16.8K	0.11%	62
2024 Q1	$586K	Hold	6,766	–	–	0.12%	61
2023 Q4	$556K	Sell	6,766 -87	-1%	-$6.8K	0.11%	71
2023 Q3	$535K	Sell	6,853 -868	-11%	-$69.9K	0.12%	67
2023 Q2	$614K	Sell	7,721 -975	-11%	-$78K	0.13%	65
2023 Q1	$715K	Sell	8,696 -12	-0.1%	-$1.02K	0.16%	60
2022 Q4	$749K	Sell	8,708 -750	-8%	-$63.5K	0.18%	63
2022 Q3	$717K	Sell	9,458 -2,318	-20%	-$192K	0.19%	61
2022 Q2	$969K	Sell	11,776 -650	-5%	-$56.7K	0.25%	59
2022 Q1	$1.09M	Sell	12,426 -920	-7%	-$78.6K	0.24%	59
2021 Q4	$1.1M	Sell	13,346 -925	-6%	-$73.6K	0.25%	58
2021 Q3	$1.1M	Sell	14,271 -36	-0.3%	-$2.85K	0.28%	57
2021 Q2	$1.12M	Sell	14,307 -3,896	-21%	-$308K	0.29%	61
2021 Q1	$1.39M	Sell	18,203 -3,478	-16%	-$251K	0.4%	56
2020 Q4	$1.5M	Buy	+21,681	New	+$1.45M	0.5%	56

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Elk River Wealth Management's DHS Position: Q1 2026 in Review

Elk River Wealth Management reduced its WisdomTree US High Dividend Fund (DHS) stake by 11% in Q1 2026, selling an estimated $60.6K and leaving 4,742 shares worth $518K. The position accounts for 0.09% of the portfolio, ranked #73.

Elk River Wealth Management first reported a position in DHS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.5M in Q4 2020. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

Elk River Wealth Management held 4,742 shares of WisdomTree US High Dividend Fund worth $518K as of Q1 2026.
Elk River Wealth Management sold 558 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $60.6K.
WisdomTree US High Dividend Fund made up 0.09% of Elk River Wealth Management's portfolio in Q1 2026, its #73 holding.
Elk River Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's WisdomTree US High Dividend Fund position peaked at $1.5M in Q4 2020.
248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.