MML Investors Services
DHS icon

MML Investors Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

MML Investors Services’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
Q1 		$1.33M Sell
12,191
-2,089
-15% -$227K ﹤0.01% 1576
2025
Q4 		$1.45M Sell
14,280
-14,566
-50% -$1.47M ﹤0.01% 1570
2025
Q3 		$2.91M Sell
28,846
-1,297
-4% -$129K 0.01% 1117
2025
Q2 		$2.89M Hold
30,143
– – 0.01% 1055
2025
Q1 		$2.99M Sell
30,143
-9,025
-23% -$872K 0.01% 977
2024
Q4 		$3.66M Buy
39,168
+12,537
+47% +$1.21M 0.01% 835
2024
Q3 		$2.5M Buy
26,631
+6,350
+31% +$572K 0.01% 980
2024
Q2 		$1.72M Sell
20,281
-1,605
-7% -$136K 0.01% 1110
2024
Q1 		$1.9M Buy
21,886
+4,670
+27% +$384K 0.01% 1066
2023
Q4 		$1.42M Sell
17,216
-319
-2% -$24.9K 0.01% 1169
2023
Q3 		$1.37M Sell
17,535
-518
-3% -$41.7K 0.01% 1072
2023
Q2 		$1.44M Sell
18,053
-10,648
-37% -$852K 0.01% 1050
2023
Q1 		$2.36M Buy
28,701
+13,824
+93% +$1.18M 0.02% 716
2022
Q4 		$1.28M Sell
14,877
-5,535
-27% -$468K 0.01% 1015
2022
Q3 		$1.55M Sell
20,412
-22,057
-52% -$1.83M 0.01% 856
2022
Q2 		$3.5M Buy
42,469
+3,560
+9% +$310K 0.03% 535
2022
Q1 		$3.43M Buy
38,909
+4,383
+13% +$374K 0.02% 580
2021
Q4 		$2.85M Buy
34,526
+2,919
+9% +$232K 0.02% 614
2021
Q3 		$2.43M Buy
31,607
+1,074
+4% +$85K 0.02% 651
2021
Q2 		$2.39M Buy
30,533
+8,690
+40% +$686K 0.02% 646
2021
Q1 		$1.67M Buy
21,843
+2,836
+15% +$205K 0.02% 720
2020
Q4 		$1.32M Buy
19,007
+2,547
+15% +$170K 0.01% 724
2020
Q3 		$1.03M Buy
16,460
+1,914
+13% +$122K 0.01% 752
2020
Q2 		$906K Buy
14,546
+6,026
+71% +$370K 0.01% 744
2020
Q1 		$482K Sell
8,520
-9,451
-53% -$662K 0.01% 892
2019
Q4 		$1.38M Sell
17,971
-2,738
-13% -$206K 0.02% 597
2019
Q3 		$1.54M Sell
20,709
-1,581
-7% -$115K 0.02% 528
2019
Q2 		$1.62M Sell
22,290
-558
-2% -$40.4K 0.02% 560
2019
Q1 		$1.66M Sell
22,848
-485
-2% -$34.1K 0.03% 531
2018
Q4 		$1.52M Sell
23,333
-14,765
-39% -$1.03M 0.03% 505
2018
Q3 		$2.75M Buy
38,098
+5,292
+16% +$380K 0.05% 345
2018
Q2 		$2.29M Buy
32,806
+1,487
+5% +$103K 0.05% 323
2018
Q1 		$2.13M Sell
31,319
-341
-1% -$24.2K 0.05% 334
2017
Q4 		$2.31M Buy
31,660
+6,421
+25% +$459K 0.04% 326
2017
Q3 		$1.76M Sell
25,239
-7,012
-22% -$483K 0.04% 359
2017
Q2 		$2.2M Buy
+32,251
New +$2.21M 0.04% 305

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MML Investors Services's DHS Position: Q1 2026 in Review

MML Investors Services reduced its WisdomTree US High Dividend Fund (DHS) stake by 15% in Q1 2026, selling an estimated $227K and leaving 12,191 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

MML Investors Services first reported a position in DHS in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.66M in Q4 2024. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • MML Investors Services held 12,191 shares of WisdomTree US High Dividend Fund worth $1.33M as of Q1 2026.
  • MML Investors Services sold 2,089 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $227K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1576 holding.
  • MML Investors Services first reported a position in WisdomTree US High Dividend Fund in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's WisdomTree US High Dividend Fund position peaked at $3.66M in Q4 2024.
  • 248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.