Empirical Wealth Management
DHS icon

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
Q3 		$1.29M Hold
11,557
– – 0.02% 400
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% -$6.84K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM

Empirical Wealth Management's DHS Position: Q3 2026 in Review

Empirical Wealth Management held its WisdomTree US High Dividend Fund (DHS) position steady in Q3 2026 at 11,557 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #400.

Empirical Wealth Management first reported a position in DHS in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.65M in Q3 2022. 159 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

  • Empirical Wealth Management held 11,557 shares of WisdomTree US High Dividend Fund worth $1.29M as of Q3 2026.
  • Empirical Wealth Management left its WisdomTree US High Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US High Dividend Fund made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #400 holding.
  • Empirical Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2018 and has held it in 32 quarters since.
  • Empirical Wealth Management's WisdomTree US High Dividend Fund position peaked at $1.65M in Q3 2022.
  • 159 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.