GRP
DHS icon

Global Retirement Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Global Retirement Partners’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
2025
Q4 		$5.06M Buy
49,709
+2,473
+5% +$249K 0.09% 206
2025
Q3 		$4.76M Buy
47,236
+18,266
+63% +$1.81M 0.11% 177
2025
Q2 		$2.78M Buy
+28,970
New +$2.72M 0.07% 257
2024
Q4 		$1.64M Buy
17,570
+3,250
+23% +$312K 0.05% 338
2024
Q3 		$1.34M Buy
14,320
+613
+4% +$55.2K 0.04% 367
2024
Q2 		$1.16M Buy
13,707
+3,115
+29% +$264K 0.04% 394
2024
Q1 		$918K Sell
10,592
-1,729
-14% -$142K 0.03% 379
2023
Q4 		$995K Sell
12,321
-3,638
-23% -$285K 0.04% 340
2023
Q3 		$1.21M Buy
15,959
+843
+6% +$67.9K 0.06% 272
2023
Q2 		$1.2M Buy
15,116
+2,582
+21% +$207K 0.06% 284
2023
Q1 		$990K Sell
12,534
-5,174
-29% -$442K 0.05% 310
2022
Q4 		$1.52M Buy
17,708
+1,001
+6% +$84.7K 0.1% 195
2022
Q3 		$1.42M Buy
16,707
+3,578
+27% +$297K 0.11% 196
2022
Q2 		$1.08M Buy
13,129
+9,826
+297% +$857K 0.09% 235
2022
Q1 		$293K Buy
+3,303
New +$282K 0.02% 472
2021
Q4 		– Sell
-3,203
Closed -$247K – 580
2021
Q3 		$247K Sell
3,203
-100
-3% -$7.92K 0.02% 429
2021
Q2 		$258K Buy
3,303
+709
+27% +$56K 0.03% 408
2021
Q1 		$198K Buy
2,594
+694
+37% +$50.1K 0.02% 415
2020
Q4 		$132K Hold
1,900
– – 0.02% 472
2020
Q3 		$119K Hold
1,900
– – 0.02% 451
2020
Q2 		$118K Hold
1,900
– – 0.02% 453
2020
Q1 		$108K Buy
1,900
+650
+52% +$45.5K 0.02% 421
2019
Q4 		$96K Hold
1,250
– – 0.01% 486
2019
Q3 		$93K Hold
1,250
– – 0.02% 481
2019
Q2 		$91K Sell
1,250
-1,750
-58% -$127K 0.02% 474
2019
Q1 		$217K Hold
3,000
– – 0.05% 288
2018
Q4 		$195K Sell
3,000
-150
-5% -$10.4K 0.05% 289
2018
Q3 		$227K Hold
3,150
– – 0.05% 276
2018
Q2 		$220K Buy
+3,150
New +$218K 0.06% 269

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 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

Global Retirement Partners's DHS Position: Q4 2025 in Review

Global Retirement Partners increased its WisdomTree US High Dividend Fund (DHS) stake by 5.2% in Q4 2025, buying an estimated $249K and bringing the position to 49,709 shares worth $5.06M. The position accounts for 0.09% of the portfolio, ranked #206.

Global Retirement Partners first reported a position in DHS in Q2 2018 and has held it in 29 quarters since. 232 funds tracked by Wall St. Rank hold DHS as of Q4 2025.

  • Global Retirement Partners held 49,709 shares of WisdomTree US High Dividend Fund worth $5.06M as of Q4 2025.
  • Global Retirement Partners bought 2,473 WisdomTree US High Dividend Fund shares in Q4 2025, an estimated $249K.
  • WisdomTree US High Dividend Fund made up 0.09% of Global Retirement Partners's portfolio in Q4 2025, its #206 holding.
  • Global Retirement Partners first reported a position in WisdomTree US High Dividend Fund in Q2 2018 and has held it in 29 quarters since.
  • 232 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.