Larson Financial Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Larson Financial Group’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	$44.7K	Buy	394 +2	+0.5%	+$223	﹤0.01%	1569
2026 Q1	$42.8K	Buy	392 +1	+0.3%	+$109	﹤0.01%	1427
2025 Q4	$39.8K	Buy	391 +2	+0.5%	+$202	﹤0.01%	1356
2025 Q3	$39.2K	Buy	389 +2	+0.5%	+$199	﹤0.01%	1270
2025 Q2	$37.2K	Buy	387 +2	+0.5%	+$188	﹤0.01%	1189
2025 Q1	$38.2K	Buy	385 +1	+0.3%	+$97	﹤0.01%	1124
2024 Q4	$35.9K	Buy	384 +2	+0.5%	+$192	﹤0.01%	1007
2024 Q3	$35.9K	Buy	382 +1	+0.3%	+$90	﹤0.01%	1008
2024 Q2	$32.2K	Buy	+381	New	+$32.2K	﹤0.01%	920

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

Larson Financial Group's DHS Position: Q2 2026 in Review

Larson Financial Group increased its WisdomTree US High Dividend Fund (DHS) stake by 0.51% in Q2 2026, buying an estimated $223 and bringing the position to 394 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Larson Financial Group first reported a position in DHS in Q2 2024 and has held it in 9 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Larson Financial Group held 394 shares of WisdomTree US High Dividend Fund worth $44.7K as of Q2 2026.
Larson Financial Group bought 2 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $223.
WisdomTree US High Dividend Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1569 holding.
Larson Financial Group first reported a position in WisdomTree US High Dividend Fund in Q2 2024 and has held it in 9 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.