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IEQ Capital’s WisdomTree US High Dividend Fund DHS Stock Holding History

IEQ Capital’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 		$287K Buy
2,527
+23
+0.9% +$2.56K ﹤0.01% 1663
2026
Q1 		$273K Buy
2,504
+17
+0.7% +$1.85K ﹤0.01% 1557
2025
Q4 		$253K Buy
2,487
+24
+1% +$2.42K ﹤0.01% 1605
2025
Q3 		$248K Buy
2,463
+21
+0.9% +$2.08K ﹤0.01% 1598
2025
Q2 		$234K Buy
2,442
+25
+1% +$2.35K ﹤0.01% 1533
2025
Q1 		$240K Buy
+2,417
New +$234K ﹤0.01% 1287

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IEQ Capital's DHS Position: Q2 2026 in Review

IEQ Capital increased its WisdomTree US High Dividend Fund (DHS) stake by 0.92% in Q2 2026, buying an estimated $2.56K and bringing the position to 2,527 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

IEQ Capital first reported a position in DHS in Q1 2025 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • IEQ Capital held 2,527 shares of WisdomTree US High Dividend Fund worth $287K as of Q2 2026.
  • IEQ Capital bought 23 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $2.56K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1663 holding.
  • IEQ Capital first reported a position in WisdomTree US High Dividend Fund in Q1 2025 and has held it in 6 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.