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

Keebeck 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	$1.66M	Hold	14,602	–	–	0.16%	131
2026 Q1	$1.59M	Hold	14,602	–	–	0.18%	123
2025 Q4	$1.49M	Hold	14,602	–	–	0.17%	126
2025 Q3	$1.47M	Buy	14,602 +2,560	+21%	+$254K	0.17%	126
2025 Q2	$1.16M	Hold	12,042	–	–	0.15%	132
2025 Q1	$1.19M	Hold	12,042	–	–	0.18%	121
2024 Q4	$1.12M	Hold	12,042	–	–	0.16%	126
2024 Q3	$1.13M	Buy	12,042 +5,805	+93%	+$523K	0.16%	127
2024 Q2	$528K	Buy	6,237 +2,959	+90%	+$250K	0.08%	173
2024 Q1	$284K	Buy	+3,278	New	+$270K	0.04%	241

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

Keebeck Wealth Management's DHS Position: Q2 2026 in Review

Keebeck Wealth Management held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 14,602 shares worth $1.66M. The position accounts for 0.16% of the portfolio, ranked #131.

Keebeck Wealth Management first reported a position in DHS in Q1 2024 and has held it in 10 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Keebeck Wealth Management held 14,602 shares of WisdomTree US High Dividend Fund worth $1.66M as of Q2 2026.
Keebeck Wealth Management left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up 0.16% of Keebeck Wealth Management's portfolio in Q2 2026, its #131 holding.
Keebeck Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q1 2024 and has held it in 10 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.