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Melone Private Wealth’s WisdomTree US High Dividend Fund DHS Stock Holding History

Melone Private Wealth’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 		$1.19M Sell
10,509
-256
-2% -$28.5K 0.46% 35
2026
Q1 		$1.18M Sell
10,765
-80
-0.7% -$8.69K 0.48% 36
2025
Q4 		$1.1M Sell
10,845
-93
-0.9% -$9.37K 0.47% 34
2025
Q3 		$1.1M Buy
10,938
+357
+3% +$35.4K 0.5% 31
2025
Q2 		$1.01M Buy
10,581
+20
+0.2% +$1.88K 0.52% 30
2025
Q1 		$1.05M Buy
10,561
+12
+0.1% +$1.16K 0.55% 31
2024
Q4 		$985K Sell
10,549
-30
-0.3% -$2.88K 0.51% 30
2024
Q3 		$992K Sell
10,579
-34
-0.3% -$3.06K 0.53% 29
2024
Q2 		$898K Buy
10,613
+74
+0.7% +$6.26K 0.53% 30
2024
Q1 		$913K Sell
10,539
-605
-5% -$49.8K 0.55% 29
2023
Q4 		$916K Sell
11,144
-194
-2% -$15.2K 0.58% 29
2023
Q3 		$885K Buy
11,338
+62
+0.5% +$5K 0.63% 30
2023
Q2 		$897K Sell
11,276
-26
-0.2% -$2.08K 0.63% 30
2023
Q1 		$936K Buy
11,302
+17
+0.2% +$1.45K 0.71% 27
2022
Q4 		$971K Sell
11,285
-203
-2% -$17.2K 0.82% 29
2022
Q3 		$909K Sell
11,488
-283
-2% -$23.5K 0.79% 30
2022
Q2 		$969K Buy
11,771
+13
+0.1% +$1.13K 0.82% 30
2022
Q1 		$1.03M Sell
11,758
-700
-6% -$59.8K 0.84% 31
2021
Q4 		$1.03M Buy
+12,458
New +$991K 0.77% 35

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

Melone Private Wealth's DHS Position: Q2 2026 in Review

Melone Private Wealth reduced its WisdomTree US High Dividend Fund (DHS) stake by 2.4% in Q2 2026, selling an estimated $28.5K and leaving 10,509 shares worth $1.19M. The position accounts for 0.46% of the portfolio, ranked #35.

Melone Private Wealth first reported a position in DHS in Q4 2021 and has held it in 19 quarters since. 252 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Melone Private Wealth held 10,509 shares of WisdomTree US High Dividend Fund worth $1.19M as of Q2 2026.
  • Melone Private Wealth sold 256 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $28.5K.
  • WisdomTree US High Dividend Fund made up 0.46% of Melone Private Wealth's portfolio in Q2 2026, its #35 holding.
  • Melone Private Wealth first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • 252 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.