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

Empirical 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	$1.31M	Hold	11,557	–	–	0.02%	345
2026 Q1	$1.26M	Sell	11,557 -28	-0.2%	-$3.04K	0.02%	310
2025 Q4	$1.18M	Sell	11,585 -11	-0.1%	-$1.11K	0.02%	312
2025 Q3	$1.17M	Buy	11,596 +312	+3%	+$31K	0.02%	317
2025 Q2	$1.08M	Buy	11,284 +608	+6%	+$57K	0.02%	305
2025 Q1	$1.06M	Buy	10,676 +5,451	+104%	+$527K	0.03%	290
2024 Q4	$488K	Sell	5,225 -64	-1%	-$6.15K	0.01%	390
2024 Q3	$496K	Sell	5,289 -10	-0.2%	-$901	0.01%	371
2024 Q2	$448K	Sell	5,299 -3,037	-36%	-$257K	0.01%	381
2024 Q1	$722K	Buy	8,336 +1,142	+16%	+$94K	0.02%	286
2023 Q4	$591K	Sell	7,194 -6,625	-48%	-$518K	0.02%	301
2023 Q3	$1.08M	Sell	13,819 -3,907	-22%	-$315K	0.04%	215
2023 Q2	$1.41M	Sell	17,726 -1,963	-10%	-$157K	0.06%	193
2023 Q1	$1.62M	Buy	19,689 +2,586	+15%	+$221K	0.07%	163
2022 Q4	$1.47M	Sell	17,103 -4,648	-21%	-$393K	0.07%	160
2022 Q3	$1.65M	Buy	21,751 +3,730	+21%	+$309K	0.09%	144
2022 Q2	$1.48M	Buy	18,021 +10,519	+140%	+$917K	0.08%	161
2022 Q1	$661K	Sell	7,502 -80	-1%	-$6.83K	0.03%	277
2021 Q4	$626K	Hold	7,582	–	–	0.03%	294
2021 Q3	$584K	Sell	7,582 -2,800	-27%	-$222K	0.03%	269
2021 Q2	$812K	Buy	10,382 +2,650	+34%	+$209K	0.05%	215
2021 Q1	$590K	Sell	7,732 -193	-2%	-$13.9K	0.05%	227
2020 Q4	$550K	Sell	7,925 -344	-4%	-$23K	0.04%	236
2020 Q3	$517K	Buy	8,269 +296	+4%	+$18.8K	0.04%	207
2020 Q2	$497K	Buy	7,973 +2,696	+51%	+$166K	0.05%	210
2020 Q1	$299K	Sell	5,277 -798	-13%	-$55.9K	0.03%	250
2019 Q4	$467K	Hold	6,075	–	–	0.05%	198
2019 Q3	$452K	Hold	6,075	–	–	0.05%	184
2019 Q2	$442K	Buy	6,075 +2,210	+57%	+$160K	0.06%	167
2019 Q1	$280K	Sell	3,865 -1,880	-33%	-$132K	0.04%	189
2018 Q4	$374K	Buy	+5,745	New	+$400K	0.06%	141

Other funds holding DHS

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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Empirical Wealth Management's DHS Position: Q2 2026 in Review

Empirical Wealth Management held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 11,557 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #345.

Empirical Wealth Management first reported a position in DHS in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.65M in Q3 2022. 98 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Empirical Wealth Management held 11,557 shares of WisdomTree US High Dividend Fund worth $1.31M as of Q2 2026.
Empirical Wealth Management left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #345 holding.
Empirical Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2018 and has held it in 31 quarters since.
Empirical Wealth Management's WisdomTree US High Dividend Fund position peaked at $1.65M in Q3 2022.
98 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.