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

MAI Capital Management’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 		– Sell
-282
Closed -$30.8K – 2735
2026
Q1 		$30.8K Hold
282
– – ﹤0.01% 2545
2025
Q4 		$28.7K Hold
282
– – ﹤0.01% 2328
2025
Q3 		$28.4K Hold
282
– – ﹤0.01% 2245
2025
Q2 		$27.1K Hold
282
– – ﹤0.01% 2200
2025
Q1 		$28K Hold
282
– – ﹤0.01% 2038
2024
Q4 		$26.3K Buy
+282
New +$27.1K ﹤0.01% 2087

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LW
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MAI Capital Management's DHS Position: Q2 2026 in Review

MAI Capital Management sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2026, closing a stake of 282 shares — an estimated $30.8K sold.

MAI Capital Management first reported a position in DHS in Q4 2024 and held it in 6 quarters. The position peaked at $30.8K in Q1 2026. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • MAI Capital Management reported no remaining WisdomTree US High Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 282 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $30.8K.
  • MAI Capital Management first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's WisdomTree US High Dividend Fund position peaked at $30.8K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.