Independence Bank of Kentucky’s WisdomTree US High Dividend Fund DHS Stock Holding History

Independence Bank of Kentucky’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	$114K	Hold	1,000	–	–	0.01%	329
2026 Q1	$109K	Hold	1,000	–	–	0.01%	339
2025 Q4	$102K	Hold	1,000	–	–	0.01%	356
2025 Q3	$101K	Hold	1,000	–	–	0.01%	352
2025 Q2	$96K	Hold	1,000	–	–	0.01%	348
2025 Q1	$99.2K	Hold	1,000	–	–	0.02%	340
2024 Q4	$93.4K	Hold	1,000	–	–	0.01%	347
2024 Q3	$93.8K	Hold	1,000	–	–	0.02%	333
2024 Q2	$84.6K	Hold	1,000	–	–	0.02%	312
2024 Q1	$86.7K	Buy	+1,000	New	+$82.3K	0.03%	290

Other funds holding DHS

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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Independence Bank of Kentucky's DHS Position: Q2 2026 in Review

Independence Bank of Kentucky held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 1,000 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #329.

Independence Bank of Kentucky first reported a position in DHS in Q1 2024 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Independence Bank of Kentucky held 1,000 shares of WisdomTree US High Dividend Fund worth $114K as of Q2 2026.
Independence Bank of Kentucky left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #329 holding.
Independence Bank of Kentucky first reported a position in WisdomTree US High Dividend Fund in Q1 2024 and has held it in 10 quarters since.
194 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.