KW
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KWB Wealth’s WisdomTree US High Dividend Fund DHS Stock Holding History

KWB Wealth’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
2025
Q4 		– Sell
-2,516
Closed -$241K – 178
2025
Q3 		$241K Sell
2,516
-67
-3% -$6.65K 0.03% 136
2025
Q2 		$256K Sell
2,583
-17
-0.7% -$1.59K 0.03% 136
2025
Q1 		$243K Buy
2,600
+75
+3% +$7.25K 0.03% 137
2024
Q4 		$237K Sell
2,525
-112
-4% -$10.8K 0.03% 133
2024
Q3 		$223K Sell
2,637
-168
-6% -$15.1K 0.03% 123
2024
Q2 		$243K Sell
2,805
-338
-11% -$28.6K 0.03% 118
2024
Q1 		$272K Sell
3,143
-1,709
-35% -$141K 0.04% 114
2023
Q4 		$399K Sell
4,852
-755
-13% -$59K 0.06% 87
2023
Q3 		$446K Sell
5,607
-316
-5% -$25.5K 0.07% 79
2023
Q2 		$471K Sell
5,923
-1,481
-20% -$119K 0.07% 80
2023
Q1 		$637K Buy
7,404
+1,946
+36% +$166K 0.12% 60
2022
Q4 		$470K Sell
5,458
-6,160
-53% -$521K 0.09% 67
2022
Q3 		$881K Buy
11,618
+761
+7% +$63.1K 0.18% 47
2022
Q2 		$893K Buy
+10,857
New +$947K 0.17% 48

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 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

KWB Wealth's DHS Position: Q4 2025 in Review

KWB Wealth sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2025, closing a stake of 2,516 shares — an estimated $241K sold.

KWB Wealth first reported a position in DHS in Q2 2022 and held it in 14 quarters. The position peaked at $893K in Q2 2022. 232 funds tracked by Wall St. Rank hold DHS as of Q4 2025.

  • KWB Wealth reported no remaining WisdomTree US High Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • KWB Wealth sold 2,516 WisdomTree US High Dividend Fund shares in Q4 2025, an estimated $241K.
  • KWB Wealth first reported a position in WisdomTree US High Dividend Fund in Q2 2022 and held it in 14 quarters.
  • KWB Wealth's WisdomTree US High Dividend Fund position peaked at $893K in Q2 2022.
  • 232 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2025.

Based on KWB Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.