Institute for Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Institute for Wealth Management’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	$220K	Hold	1,936	–	–	0.02%	494
2026 Q1	$211K	Buy	+1,936	New	+$210K	0.02%	516
2020 Q1	–	Sell	-3,073	Closed	-$236K	–	435
2019 Q4	$236K	Hold	3,073	–	–	0.05%	395
2019 Q3	$229K	Hold	3,073	–	–	0.06%	375
2019 Q2	$224K	Buy	3,073 +185	+6%	+$13.4K	0.05%	408
2019 Q1	$210K	Buy	+2,888	New	+$203K	0.05%	407
2018 Q1	–	Sell	-12,317	Closed	-$899K	–	288
2017 Q4	$899K	Buy	+12,317	New	+$880K	0.21%	147

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

Institute for Wealth Management's DHS Position: Q2 2026 in Review

Institute for Wealth Management held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 1,936 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #494.

Institute for Wealth Management first reported a position in DHS in Q4 2017 and has held it in 7 quarters since. The position peaked at $899K in Q4 2017. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Institute for Wealth Management held 1,936 shares of WisdomTree US High Dividend Fund worth $220K as of Q2 2026.
Institute for Wealth Management left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #494 holding.
Institute for Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and has held it in 7 quarters since.
Institute for Wealth Management's WisdomTree US High Dividend Fund position peaked at $899K in Q4 2017.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.