Key Financial Inc’s WisdomTree US High Dividend Fund DHS Stock Holding History

Key Financial Inc’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	$14.1K	Sell	124 -470	-79%	-$52.3K	﹤0.01%	795
2026 Q1	$64.9K	Buy	594 +124	+26%	+$13.5K	0.01%	482
2025 Q4	$47.9K	Hold	470	–	–	0.01%	530
2025 Q3	$47.5K	Hold	470	–	–	0.01%	531
2025 Q2	$45.1K	Hold	470	–	–	0.01%	517
2025 Q1	$46.6K	Hold	470	–	–	0.01%	493
2024 Q4	$43.9K	Hold	470	–	–	0.01%	500
2024 Q3	$44.1K	Hold	470	–	–	0.01%	498
2024 Q2	$39.8K	Buy	+470	New	+$39.8K	0.01%	496

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

Key Financial Inc's DHS Position: Q2 2026 in Review

Key Financial Inc reduced its WisdomTree US High Dividend Fund (DHS) stake by 79% in Q2 2026, selling an estimated $52.3K and leaving 124 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Key Financial Inc first reported a position in DHS in Q2 2024 and has held it in 9 quarters since. The position peaked at $64.9K in Q1 2026. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Key Financial Inc held 124 shares of WisdomTree US High Dividend Fund worth $14.1K as of Q2 2026.
Key Financial Inc sold 470 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $52.3K.
WisdomTree US High Dividend Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #795 holding.
Key Financial Inc first reported a position in WisdomTree US High Dividend Fund in Q2 2024 and has held it in 9 quarters since.
Key Financial Inc's WisdomTree US High Dividend Fund position peaked at $64.9K in Q1 2026.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.