KWB Wealth
DHS icon

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% -$1.6K 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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. 233 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.
  • 233 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.