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Main Street Financial Solutions’s WisdomTree US High Dividend Fund DHS Stock Holding History

Main Street Financial Solutions’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 		$597K Sell
5,252
-11
-0.2% -$1.23K 0.04% 324
2026
Q1 		$575K Sell
5,263
-104
-2% -$11.3K 0.04% 319
2025
Q4 		$547K Sell
5,367
-2,140
-29% -$216K 0.04% 321
2025
Q3 		$756K Sell
7,507
-490
-6% -$48.6K 0.05% 296
2025
Q2 		$768K Buy
7,997
+38
+0.5% +$3.57K 0.06% 277
2025
Q1 		$789K Buy
7,959
+40
+0.5% +$3.87K 0.07% 229
2024
Q4 		$739K Buy
7,919
+37
+0.5% +$3.56K 0.07% 214
2024
Q3 		$739K Sell
7,882
-30
-0.4% -$2.7K 0.07% 250
2024
Q2 		$669K Sell
7,912
-792
-9% -$67K 0.06% 268
2024
Q1 		$754K Sell
8,704
-2,482
-22% -$204K 0.08% 237
2023
Q4 		$919K Buy
11,186
+963
+9% +$75.3K 0.12% 163
2023
Q3 		$798K Sell
10,223
-4,998
-33% -$403K 0.11% 169
2023
Q2 		$1.21M Buy
15,221
+146
+1% +$11.7K 0.16% 125
2023
Q1 		$1.24M Buy
15,075
+384
+3% +$32.8K 0.18% 115
2022
Q4 		$1.26M Sell
14,691
-1,775
-11% -$150K 0.2% 109
2022
Q3 		$1.25M Buy
16,466
+4,858
+42% +$403K 0.21% 109
2022
Q2 		$955K Buy
11,608
+5,527
+91% +$482K 0.12% 155
2022
Q1 		$536K Buy
6,081
+349
+6% +$29.8K 0.08% 241
2021
Q4 		$473K Buy
5,732
+46
+0.8% +$3.66K 0.07% 277
2021
Q3 		$438K Buy
5,686
+40
+0.7% +$3.17K 0.07% 286
2021
Q2 		$442K Sell
5,646
-23
-0.4% -$1.82K 0.07% 266
2021
Q1 		$433K Buy
5,669
+13
+0.2% +$938 0.08% 238
2020
Q4 		$392K Buy
+5,656
New +$377K 0.08% 239

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

Main Street Financial Solutions's DHS Position: Q2 2026 in Review

Main Street Financial Solutions reduced its WisdomTree US High Dividend Fund (DHS) stake by 0.21% in Q2 2026, selling an estimated $1.23K and leaving 5,252 shares worth $597K. The position accounts for 0.04% of the portfolio, ranked #324.

Main Street Financial Solutions first reported a position in DHS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.26M in Q4 2022. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Main Street Financial Solutions held 5,252 shares of WisdomTree US High Dividend Fund worth $597K as of Q2 2026.
  • Main Street Financial Solutions sold 11 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $1.23K.
  • WisdomTree US High Dividend Fund made up 0.04% of Main Street Financial Solutions's portfolio in Q2 2026, its #324 holding.
  • Main Street Financial Solutions first reported a position in WisdomTree US High Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • Main Street Financial Solutions's WisdomTree US High Dividend Fund position peaked at $1.26M in Q4 2022.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.