Halbert Hargrove Global Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Halbert Hargrove Global Advisors’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	$125K	Hold	1,102	–	–	0.01%	138
2026 Q1	$120K	Hold	1,102	–	–	0.01%	126
2025 Q4	$112K	Hold	1,102	–	–	0.01%	129
2025 Q3	$111K	Hold	1,102	–	–	0.01%	137
2025 Q2	$106K	Buy	1,102 +94	+9%	+$8.82K	0.01%	112
2025 Q1	$100K	Hold	1,008	–	–	0.01%	116
2024 Q4	$94.1K	Buy	+1,008	New	+$96.9K	0.01%	117
2023 Q3	–	Sell	-2,954	Closed	-$235K	–	99
2023 Q2	$235K	Buy	+2,954	New	+$236K	0.02%	83
2015 Q3	–	Sell	-1,805	Closed	-$107K	–	120
2015 Q2	$107K	Buy	+1,805	New	+$110K	0.03%	174
2014 Q4	–	Sell	-1,805	Closed	-$107K	–	144
2014 Q3	$107K	Buy	+1,805	New	+$107K	0.03%	140
2014 Q2	–	Sell	-1,805	Closed	-$102K	–	127
2014 Q1	$102K	Buy	+1,805	New	+$98.7K	0.03%	117
2013 Q4	–	Sell	-1,805	Closed	-$94K	–	129
2013 Q3	$94K	Sell	1,805 -467	-21%	-$24.5K	0.03%	102
2013 Q2	$117K	Buy	+2,272	New	+$119K	0.04%	102

Other funds holding DHS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Halbert Hargrove Global Advisors's DHS Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 1,102 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #138.

Halbert Hargrove Global Advisors first reported a position in DHS in Q2 2013 and has held it in 13 quarters since. The position peaked at $235K in Q2 2023. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Halbert Hargrove Global Advisors held 1,102 shares of WisdomTree US High Dividend Fund worth $125K as of Q2 2026.
Halbert Hargrove Global Advisors left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #138 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and has held it in 13 quarters since.
Halbert Hargrove Global Advisors's WisdomTree US High Dividend Fund position peaked at $235K in Q2 2023.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.