MFG
DHS icon

Merit Financial Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Merit Financial Group’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 		$1.3M Sell
11,466
-296
-3% -$33K 0.01% 942
2026
Q1 		$1.28M Sell
11,762
-558
-5% -$60.6K 0.01% 865
2025
Q4 		$1.25M Buy
12,320
+1,623
+15% +$164K 0.01% 839
2025
Q3 		$1.08M Sell
10,697
-456
-4% -$45.3K 0.01% 832
2025
Q2 		$1.07M Sell
11,153
-172
-2% -$16.1K 0.01% 752
2025
Q1 		$1.12M Buy
11,325
+20
+0.2% +$1.93K 0.02% 616
2024
Q4 		$1.06M Sell
11,305
-37
-0.3% -$3.56K 0.02% 492
2024
Q3 		$1.06M Buy
11,342
+31
+0.3% +$2.79K 0.02% 410
2024
Q2 		$957K Sell
11,311
-412
-4% -$34.9K 0.02% 425
2024
Q1 		$989K Buy
+11,723
New +$965K 0.02% 402
2022
Q2 		– Sell
-6,820
Closed -$601K – 589
2022
Q1 		$601K Buy
+6,820
New +$583K 0.04% 214

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

Merit Financial Group's DHS Position: Q2 2026 in Review

Merit Financial Group reduced its WisdomTree US High Dividend Fund (DHS) stake by 2.5% in Q2 2026, selling an estimated $33K and leaving 11,466 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #942.

Merit Financial Group first reported a position in DHS in Q1 2022 and has held it in 11 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Merit Financial Group held 11,466 shares of WisdomTree US High Dividend Fund worth $1.3M as of Q2 2026.
  • Merit Financial Group sold 296 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $33K.
  • WisdomTree US High Dividend Fund made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #942 holding.
  • Merit Financial Group first reported a position in WisdomTree US High Dividend Fund in Q1 2022 and has held it in 11 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.