Maltin Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Maltin Wealth 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	$455K	Buy	4,001 +37	+0.9%	+$4.12K	0.15%	94
2026 Q1	$433K	Sell	3,964 -408	-9%	-$44.3K	0.17%	87
2025 Q4	$445K	Buy	4,372 +43	+1%	+$4.33K	0.18%	88
2025 Q3	$436K	Buy	4,329 +36	+0.8%	+$3.57K	0.18%	85
2025 Q2	$412K	Buy	4,293 +43	+1%	+$4.04K	0.19%	85
2025 Q1	$421K	Sell	4,250 -122	-3%	-$11.8K	0.2%	87
2024 Q4	$408K	Buy	4,372 +43	+1%	+$4.13K	0.2%	89
2024 Q3	$406K	Sell	4,329 -879	-17%	-$79.2K	0.2%	84
2024 Q2	$441K	Buy	5,208 +56	+1%	+$4.74K	0.24%	78
2024 Q1	$447K	Sell	5,152 -49	-0.9%	-$4.03K	0.25%	79
2023 Q4	$427K	Buy	5,201 +59	+1%	+$4.61K	0.27%	74
2023 Q3	$401K	Sell	5,142 -328	-6%	-$26.4K	0.28%	76
2023 Q2	$435K	Sell	5,470 -97	-2%	-$7.76K	0.31%	71
2023 Q1	$458K	Buy	5,567 +51	+0.9%	+$4.36K	0.33%	69
2022 Q4	$475K	Sell	5,516 -49	-0.9%	-$4.15K	0.35%	69
2022 Q3	$422K	Buy	5,565 +54	+1%	+$4.48K	0.33%	78
2022 Q2	$453K	Buy	5,511 +54	+1%	+$4.71K	0.33%	80
2022 Q1	$481K	Buy	5,457 +16	+0.3%	+$1.37K	0.32%	78
2021 Q4	$449K	Buy	5,441 +52	+1%	+$4.13K	0.27%	80
2021 Q3	$415K	Buy	5,389 +518	+11%	+$41K	0.25%	76
2021 Q2	$381K	Sell	4,871 -437	-8%	-$34.5K	0.23%	78
2021 Q1	$405K	Buy	5,308 +528	+11%	+$38.1K	0.26%	71
2020 Q4	$332K	Buy	4,780 +74	+2%	+$4.94K	0.23%	69
2020 Q3	$294K	Sell	4,706 -1,138	-19%	-$72.4K	0.21%	72
2020 Q2	$364K	Buy	5,844 +53	+0.9%	+$3.26K	0.27%	61
2020 Q1	$328K	Buy	5,791 +28	+0.5%	+$1.96K	0.28%	59
2019 Q4	$443K	Buy	+5,763	New	+$434K	0.29%	48

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

Maltin Wealth Management's DHS Position: Q2 2026 in Review

Maltin Wealth Management increased its WisdomTree US High Dividend Fund (DHS) stake by 0.93% in Q2 2026, buying an estimated $4.12K and bringing the position to 4,001 shares worth $455K. The position accounts for 0.15% of the portfolio, ranked #94.

Maltin Wealth Management first reported a position in DHS in Q4 2019 and has held it in 27 quarters since. The position peaked at $481K in Q1 2022. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Maltin Wealth Management held 4,001 shares of WisdomTree US High Dividend Fund worth $455K as of Q2 2026.
Maltin Wealth Management bought 37 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $4.12K.
WisdomTree US High Dividend Fund made up 0.15% of Maltin Wealth Management's portfolio in Q2 2026, its #94 holding.
Maltin Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and has held it in 27 quarters since.
Maltin Wealth Management's WisdomTree US High Dividend Fund position peaked at $481K in Q1 2022.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.