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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
Q2 		$539K Hold
4,742
– – 0.09% 75
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

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 22.96% 1-Year Est. Return

Elk River Wealth Management's DHS Position: Q2 2026 in Review

Elk River Wealth Management held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 4,742 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #75.

Elk River Wealth Management first reported a position in DHS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.5M in Q4 2020. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Elk River Wealth Management held 4,742 shares of WisdomTree US High Dividend Fund worth $539K as of Q2 2026.
  • Elk River Wealth Management left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US High Dividend Fund made up 0.09% of Elk River Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Elk River Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • Elk River Wealth Management's WisdomTree US High Dividend Fund position peaked at $1.5M in Q4 2020.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.