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Lindbrook Capital’s WisdomTree US High Dividend Fund DHS Stock Holding History

Lindbrook Capital’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
Q1 		$219K Hold
2,205
– – 0.02% 390
2024
Q4 		$206K Hold
2,205
– – 0.02% 382
2024
Q3 		$207K Hold
2,205
– – 0.02% 385
2024
Q2 		$187K Hold
2,205
– – 0.02% 377
2024
Q1 		$191K Hold
2,205
– – 0.02% 366
2023
Q4 		$181K Hold
2,205
– – 0.02% 369
2023
Q3 		$172K Hold
2,205
– – 0.02% 354
2023
Q2 		$175K Hold
2,205
– – 0.02% 361
2023
Q1 		$181K Hold
2,205
– – 0.02% 336
2022
Q4 		$190K Hold
2,205
– – 0.02% 338
2022
Q3 		$167K Hold
2,205
– – 0.03% 305
2022
Q2 		$181K Hold
2,205
– – 0.03% 304
2022
Q1 		$194K Hold
2,205
– – 0.03% 294
2021
Q4 		$182K Buy
+2,205
New +$175K 0.03% 331
2019
Q2 		– Sell
-2,391
Closed -$173K – 1418
2019
Q1 		$173K Hold
2,391
– – 0.07% 142
2018
Q4 		$155K Buy
+2,391
New +$166K 0.08% 138

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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 $279M AUM 21.02% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Lindbrook Capital's DHS Position: Q1 2025 in Review

Lindbrook Capital held its WisdomTree US High Dividend Fund (DHS) position steady in Q1 2025 at 2,205 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #390.

Lindbrook Capital first reported a position in DHS in Q4 2018 and has held it in 16 quarters since. 225 funds tracked by Wall St. Rank hold DHS as of Q1 2025.

  • Lindbrook Capital held 2,205 shares of WisdomTree US High Dividend Fund worth $219K as of Q1 2025.
  • Lindbrook Capital left its WisdomTree US High Dividend Fund share count unchanged in Q1 2025.
  • WisdomTree US High Dividend Fund made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #390 holding.
  • Lindbrook Capital first reported a position in WisdomTree US High Dividend Fund in Q4 2018 and has held it in 16 quarters since.
  • 225 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.