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JT Stratford LLC’s WisdomTree US High Dividend Fund DHS Stock Holding History

JT Stratford LLC’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 		$3.49M Buy
31,929
+2,841
+10% +$309K 0.44% 55
2025
Q4 		$2.96M Buy
29,088
+2,125
+8% +$214K 0.38% 64
2025
Q3 		$2.72M Buy
26,963
+3,954
+17% +$393K 0.36% 60
2025
Q2 		$2.21M Buy
23,009
+2,838
+14% +$266K 0.33% 64
2025
Q1 		$2M Buy
20,171
+8,642
+75% +$835K 0.35% 62
2024
Q4 		$1.08M Sell
11,529
-204
-2% -$19.6K 0.18% 132
2024
Q3 		$1.1M Buy
11,733
+630
+6% +$56.8K 0.19% 135
2024
Q2 		$939K Buy
11,103
+1,438
+15% +$122K 0.17% 139
2024
Q1 		$838K Sell
9,665
-25
-0.3% -$2.06K 0.17% 150
2023
Q4 		$796K Sell
9,690
-1,950
-17% -$153K 0.18% 136
2023
Q3 		$909K Sell
11,640
-2,393
-17% -$193K 0.23% 111
2023
Q2 		$1.12M Sell
14,033
-1,491
-10% -$119K 0.3% 92
2023
Q1 		$1.28M Buy
15,524
+56
+0.4% +$4.78K 0.37% 75
2022
Q4 		$1.33M Buy
15,468
+2,727
+21% +$231K 0.43% 65
2022
Q3 		$966K Buy
12,741
+1,922
+18% +$159K 0.34% 70
2022
Q2 		$890K Buy
+10,819
New +$944K 0.28% 82

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 $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

JT Stratford LLC's DHS Position: Q1 2026 in Review

JT Stratford LLC increased its WisdomTree US High Dividend Fund (DHS) stake by 9.8% in Q1 2026, buying an estimated $309K and bringing the position to 31,929 shares worth $3.49M. The position accounts for 0.44% of the portfolio, ranked #55.

JT Stratford LLC first reported a position in DHS in Q2 2022 and has held it in 16 quarters since. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • JT Stratford LLC held 31,929 shares of WisdomTree US High Dividend Fund worth $3.49M as of Q1 2026.
  • JT Stratford LLC bought 2,841 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $309K.
  • WisdomTree US High Dividend Fund made up 0.44% of JT Stratford LLC's portfolio in Q1 2026, its #55 holding.
  • JT Stratford LLC first reported a position in WisdomTree US High Dividend Fund in Q2 2022 and has held it in 16 quarters since.
  • 248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.