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Horizon Investments’s WisdomTree US High Dividend Fund DHS Stock Holding History

Horizon Investments’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 		$395K Buy
3,634
+1,817
+100% +$197K ﹤0.01% 890
2025
Q4 		$185K Buy
1,817
+1,673
+1,162% +$169K ﹤0.01% 969
2025
Q3 		$14.5K Buy
+144
New +$14.3K ﹤0.01% 1030

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 $445B AUM 25.58% 1-Year Est. Return
LW
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Horizon Investments's DHS Position: Q1 2026 in Review

Horizon Investments increased its WisdomTree US High Dividend Fund (DHS) stake by 100% in Q1 2026, buying an estimated $197K and bringing the position to 3,634 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Horizon Investments first reported a position in DHS in Q3 2025 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • Horizon Investments held 3,634 shares of WisdomTree US High Dividend Fund worth $395K as of Q1 2026.
  • Horizon Investments bought 1,817 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $197K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #890 holding.
  • Horizon Investments first reported a position in WisdomTree US High Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.