EH
DHS icon

Equitable Holdings’s WisdomTree US High Dividend Fund DHS Stock Holding History

Equitable Holdings’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 		$301K Buy
2,956
+145
+5% +$15.8K ﹤0.01% 1455
2025
Q4 		$286K Sell
2,811
-170
-6% -$17.1K ﹤0.01% 1353
2025
Q3 		$300K Sell
2,981
-236
-7% -$23.4K ﹤0.01% 1259
2025
Q2 		$309K Sell
3,217
-70
-2% -$6.57K ﹤0.01% 1187
2025
Q1 		$326K Buy
3,287
+410
+14% +$39.6K ﹤0.01% 1062
2024
Q4 		$269K Buy
2,877
+655
+29% +$63K ﹤0.01% 1088
2024
Q3 		$208K Buy
+2,222
New +$200K ﹤0.01% 1174
2024
Q2 		– Sell
-3,525
Closed -$305K – 1220
2024
Q1 		$305K Sell
3,525
-825
-19% -$67.9K ﹤0.01% 951
2023
Q4 		$358K Sell
4,350
-3,808
-47% -$298K ﹤0.01% 881
2023
Q3 		$637K Sell
8,158
-3,609
-31% -$291K 0.01% 650
2023
Q2 		$936K Sell
11,767
-13,704
-54% -$1.1M 0.01% 529
2023
Q1 		$2.1M Sell
25,471
-5,696
-18% -$486K 0.03% 313
2022
Q4 		$2.68M Buy
31,167
+1,100
+4% +$93.1K 0.05% 255
2022
Q3 		$2.28M Buy
30,067
+266
+0.9% +$22.1K 0.04% 242
2022
Q2 		$2.45M Buy
29,801
+21,477
+258% +$1.87M 0.05% 236
2022
Q1 		$733K Buy
+8,324
New +$711K 0.01% 485
2020
Q4 		– Sell
-3,450
Closed -$216K – 685
2020
Q3 		$216K Sell
3,450
-10,739
-76% -$683K 0.01% 577
2020
Q2 		$884K Sell
14,189
-485
-3% -$29.8K 0.03% 320
2020
Q1 		$831K Sell
14,674
-1,421
-9% -$99.5K 0.03% 285
2019
Q4 		$1.24M Buy
+16,095
New +$1.21M 0.04% 265

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Equitable Holdings's DHS Position: Q1 2026 in Review

Equitable Holdings increased its WisdomTree US High Dividend Fund (DHS) stake by 5.2% in Q1 2026, buying an estimated $15.8K and bringing the position to 2,956 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Equitable Holdings first reported a position in DHS in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.68M in Q4 2022. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • Equitable Holdings held 2,956 shares of WisdomTree US High Dividend Fund worth $301K as of Q1 2026.
  • Equitable Holdings bought 145 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $15.8K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1455 holding.
  • Equitable Holdings first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and has held it in 20 quarters since.
  • Equitable Holdings's WisdomTree US High Dividend Fund position peaked at $2.68M in Q4 2022.
  • 248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.