Janney Montgomery Scott
DHS icon

Janney Montgomery Scott’s WisdomTree US High Dividend Fund DHS Stock Holding History

Janney Montgomery Scott’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 		$2.36M Buy
20,749
+513
+3% +$57.1K ﹤0.01% 1385
2026
Q1 		$2.21M Sell
20,236
-390
-2% -$42.4K 0.01% 1219
2025
Q4 		$2.1M Sell
20,626
-1,243
-6% -$125K ﹤0.01% 1310
2025
Q3 		$2.2M Buy
21,869
+1,374
+7% +$136K 0.01% 1272
2025
Q2 		$1.97M Sell
20,495
-8,353
-29% -$784K 0.01% 1222
2025
Q1 		$2.86M Buy
28,848
+6,984
+32% +$675K 0.01% 1014
2024
Q4 		$2.04M Sell
21,864
-265
-1% -$25.5K 0.01% 1143
2024
Q3 		$2.08M Buy
22,129
+246
+1% +$22.2K 0.01% 1126
2024
Q2 		$1.85M Sell
21,883
-257
-1% -$21.8K 0.01% 1139
2024
Q1 		$1.92M Sell
22,140
-943
-4% -$77.6K 0.01% 1167
2023
Q4 		$1.9M Sell
23,083
-1,834
-7% -$143K 0.01% 1129
2023
Q3 		$1.95M Buy
24,917
+13
+0.1% +$1.05K 0.01% 1037
2023
Q2 		$1.98M Sell
24,904
-63,712
-72% -$5.1M 0.01% 1075
2023
Q1 		$7.29M Buy
88,616
+18,184
+26% +$1.55M 0.03% 515
2022
Q4 		$6.06M Buy
70,432
+6,269
+10% +$531K 0.02% 604
2022
Q3 		$4.86M Buy
64,163
+53,167
+484% +$4.41M 0.02% 642
2022
Q2 		$917K Buy
10,996
+368
+3% +$32.1K ﹤0.01% 1294
2022
Q1 		$936K Buy
10,628
+1,450
+16% +$124K ﹤0.01% 1284
2021
Q4 		$758K Buy
9,178
+125
+1% +$9.94K ﹤0.01% 1491
2021
Q3 		$697K Hold
9,053
– – ﹤0.01% 1478
2021
Q2 		$708K Hold
9,053
– – ﹤0.01% 1448
2021
Q1 		$691K Buy
9,053
+198
+2% +$14.3K ﹤0.01% 1389
2020
Q4 		$614K Sell
8,855
-820
-8% -$54.7K ﹤0.01% 1442
2020
Q3 		$605K Buy
9,675
+112
+1% +$7.13K ﹤0.01% 1341
2020
Q2 		$596K Buy
9,563
+1,990
+26% +$122K ﹤0.01% 1279
2020
Q1 		$429K Sell
7,573
-16
-0.2% -$1.12K ﹤0.01% 1296
2019
Q4 		$583K Sell
7,589
-1,009
-12% -$76K ﹤0.01% 1342
2019
Q3 		$640K Sell
8,598
-611
-7% -$44.5K ﹤0.01% 1245
2019
Q2 		$670K Sell
9,209
-236
-2% -$17.1K 0.01% 1252
2019
Q1 		$685K Sell
9,445
-1,826
-16% -$129K 0.01% 1217
2018
Q4 		$734K Buy
11,271
+332
+3% +$23.1K 0.01% 1087
2018
Q3 		$789K Sell
10,939
-4,835
-31% -$347K 0.01% 1182
2018
Q2 		$1.1M Sell
15,774
-31,540
-67% -$2.18M 0.01% 936
2018
Q1 		$3.22M Sell
47,314
-9,744
-17% -$691K 0.03% 490
2017
Q4 		$4.16M Buy
57,058
+637
+1% +$45.5K 0.04% 411
2017
Q3 		$3.94M Buy
56,421
+621
+1% +$42.7K 0.04% 398
2017
Q2 		$3.81M Buy
55,800
+3,547
+7% +$243K 0.05% 389
2017
Q1 		$3.58M Buy
52,253
+673
+1% +$45.8K 0.05% 378
2016
Q4 		$3.47M Buy
51,580
+2,839
+6% +$186K 0.05% 344
2016
Q3 		$3.24M Buy
+48,741
New +$3.27M 0.06% 322
2016
Q2 		– Sell
-40,700
Closed -$2.58M – 781
2016
Q1 		$2.58M Sell
40,700
-2,573
-6% -$152K 0.07% 273
2015
Q4 		$2.56M Sell
43,273
-233
-0.5% -$13.8K 0.07% 289
2015
Q3 		$2.42M Sell
43,506
-298
-0.7% -$17.3K 0.07% 297
2015
Q2 		$2.61M Sell
43,804
-478
-1% -$29.3K 0.05% 408
2015
Q1 		$2.69M Buy
44,282
+3,283
+8% +$202K 0.05% 450
2014
Q4 		$2.52M Buy
40,999
+3,427
+9% +$208K 0.05% 456
2014
Q3 		$2.23M Buy
37,572
+272
+0.7% +$16.2K 0.05% 487
2014
Q2 		$2.22M Buy
37,300
+959
+3% +$55.4K 0.05% 472
2014
Q1 		$2.06M Buy
36,341
+4,096
+13% +$224K 0.05% 447
2013
Q4 		$1.78M Buy
32,245
+2,088
+7% +$113K 0.05% 474
2013
Q3 		$1.57M Buy
+30,157
New +$1.58M 0.05% 472

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

Janney Montgomery Scott's DHS Position: Q2 2026 in Review

Janney Montgomery Scott increased its WisdomTree US High Dividend Fund (DHS) stake by 2.5% in Q2 2026, buying an estimated $57.1K and bringing the position to 20,749 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Janney Montgomery Scott first reported a position in DHS in Q3 2013 and has held it in 51 quarters since. The position peaked at $7.29M in Q1 2023. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Janney Montgomery Scott held 20,749 shares of WisdomTree US High Dividend Fund worth $2.36M as of Q2 2026.
  • Janney Montgomery Scott bought 513 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $57.1K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1385 holding.
  • Janney Montgomery Scott first reported a position in WisdomTree US High Dividend Fund in Q3 2013 and has held it in 51 quarters since.
  • Janney Montgomery Scott's WisdomTree US High Dividend Fund position peaked at $7.29M in Q1 2023.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.