Kestra Private Wealth Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

Kestra Private Wealth Services’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	$302K	Buy	2,655 +540	+26%	+$60.1K	﹤0.01%	1495
2026 Q1	$231K	Hold	2,115	–	–	﹤0.01%	1576
2025 Q4	$215K	Hold	2,115	–	–	﹤0.01%	1566
2025 Q3	$213K	Hold	2,115	–	–	﹤0.01%	1533
2025 Q2	$203K	Sell	2,115 -293	-12%	-$27.5K	﹤0.01%	1498
2025 Q1	$239K	Buy	+2,408	New	+$233K	﹤0.01%	1300
2023 Q2	–	Sell	-4,461	Closed	-$367K	–	1099
2023 Q1	$367K	Buy	+4,461	New	+$381K	0.01%	704

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 22.9% 1-Year Est. Return

Kestra Private Wealth Services's DHS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its WisdomTree US High Dividend Fund (DHS) stake by 26% in Q2 2026, buying an estimated $60.1K and bringing the position to 2,655 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Kestra Private Wealth Services first reported a position in DHS in Q1 2023 and has held it in 7 quarters since. The position peaked at $367K in Q1 2023. 252 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Kestra Private Wealth Services held 2,655 shares of WisdomTree US High Dividend Fund worth $302K as of Q2 2026.
Kestra Private Wealth Services bought 540 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $60.1K.
WisdomTree US High Dividend Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1495 holding.
Kestra Private Wealth Services first reported a position in WisdomTree US High Dividend Fund in Q1 2023 and has held it in 7 quarters since.
Kestra Private Wealth Services's WisdomTree US High Dividend Fund position peaked at $367K in Q1 2023.
252 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.