Morgan Stanley
DHS icon

Morgan Stanley’s WisdomTree US High Dividend Fund DHS Stock Holding History

Morgan Stanley’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 		$53.7M Buy
491,799
+172,370
+54% +$18.7M ﹤0.01% 2029
2025
Q4 		$32.5M Buy
319,429
+11,770
+4% +$1.19M ﹤0.01% 2498
2025
Q3 		$31M Buy
307,659
+5,594
+2% +$555K ﹤0.01% 2457
2025
Q2 		$29M Sell
302,065
-3,477
-1% -$326K ﹤0.01% 2440
2025
Q1 		$30.3M Buy
305,542
+38,871
+15% +$3.76M ﹤0.01% 2281
2024
Q4 		$24.9M Buy
266,671
+24,350
+10% +$2.34M ﹤0.01% 2550
2024
Q3 		$22.7M Sell
242,321
-4,883
-2% -$440K ﹤0.01% 2679
2024
Q2 		$20.9M Sell
247,204
-12,028
-5% -$1.02M ﹤0.01% 2618
2024
Q1 		$22.5M Sell
259,232
-325,452
-56% -$26.8M ﹤0.01% 2568
2023
Q4 		$48M Buy
584,684
+162,915
+39% +$12.7M ﹤0.01% 2499
2023
Q3 		$32.9M Sell
421,769
-148,066
-26% -$11.9M ﹤0.01% 1958
2023
Q2 		$45.3M Sell
569,835
-105,929
-16% -$8.48M ﹤0.01% 1665
2023
Q1 		$55.6M Buy
675,764
+69,030
+11% +$5.89M 0.01% 1454
2022
Q4 		$52.2M Buy
606,734
+122,323
+25% +$10.4M 0.01% 1463
2022
Q3 		$36.7M Sell
484,411
-65,427
-12% -$5.43M 0.01% 1567
2022
Q2 		$45.2M Buy
549,838
+170,509
+45% +$14.9M 0.01% 1442
2022
Q1 		$33.4M Buy
379,329
+137,335
+57% +$11.7M ﹤0.01% 1604
2021
Q4 		$20M Buy
241,994
+5,376
+2% +$428K ﹤0.01% 2141
2021
Q3 		$18.2M Buy
236,618
+34,405
+17% +$2.72M ﹤0.01% 2189
2021
Q2 		$15.8M Buy
202,213
+1,010
+0.5% +$79.7K ﹤0.01% 2427
2021
Q1 		$15.4M Sell
201,203
-19,526
-9% -$1.41M ﹤0.01% 2199
2020
Q4 		$15.3M Buy
220,729
+9,387
+4% +$626K ﹤0.01% 2068
2020
Q3 		$13.2M Sell
211,342
-16,542
-7% -$1.05M ﹤0.01% 1797
2020
Q2 		$14.2M Sell
227,884
-8,051
-3% -$495K ﹤0.01% 1671
2020
Q1 		$13.4M Sell
235,935
-44,834
-16% -$3.14M ﹤0.01% 1563
2019
Q4 		$21.6M Buy
280,769
+2,586
+0.9% +$195K 0.01% 1586
2019
Q3 		$20.7M Sell
278,183
-15,259
-5% -$1.11M 0.01% 1462
2019
Q2 		$21.4M Sell
293,442
-54,236
-16% -$3.92M 0.01% 1434
2019
Q1 		$25.2M Sell
347,678
-16,433
-5% -$1.16M 0.01% 1287
2018
Q4 		$23.7M Buy
364,111
+66,597
+22% +$4.64M 0.01% 1325
2018
Q3 		$21.5M Sell
297,514
-45,137
-13% -$3.24M 0.01% 1616
2018
Q2 		$24M Sell
342,651
-62,431
-15% -$4.31M 0.01% 1473
2018
Q1 		$27.6M Sell
405,082
-36,648
-8% -$2.6M 0.01% 1372
2017
Q4 		$32.2M Sell
441,730
-17,332
-4% -$1.24M 0.01% 1276
2017
Q3 		$32.1M Sell
459,062
-96,811
-17% -$6.66M 0.01% 1205
2017
Q2 		$38M Sell
555,873
-21,284
-4% -$1.46M 0.01% 1060
2017
Q1 		$39.5M Sell
577,157
-112,503
-16% -$7.65M 0.01% 1050
2016
Q4 		$46.4M Buy
689,660
+14,438
+2% +$947K 0.02% 929
2016
Q3 		$44.9M Buy
675,222
+19,245
+3% +$1.29M 0.02% 907
2016
Q2 		$43.8M Buy
655,977
+103,350
+19% +$6.62M 0.02% 868
2016
Q1 		$35M Buy
552,627
+48,685
+10% +$2.88M 0.01% 965
2015
Q4 		$29.8M Buy
503,942
+57,843
+13% +$3.42M 0.01% 1121
2015
Q3 		$24.8M Sell
446,099
-325,516
-42% -$18.9M 0.01% 1222
2015
Q2 		$45.9M Sell
771,615
-95,781
-11% -$5.86M 0.02% 909
2015
Q1 		$52.6M Sell
867,396
-140,821
-14% -$8.65M 0.02% 828
2014
Q4 		$62.1M Buy
1,008,217
+125,698
+14% +$7.62M 0.02% 734
2014
Q3 		$52.3M Buy
882,519
+345,112
+64% +$20.5M 0.02% 797
2014
Q2 		$31.9M Sell
537,407
-3,231
-0.6% -$187K 0.01% 1070
2014
Q1 		$30.6M Sell
540,638
-3,063
-0.6% -$168K 0.01% 1057
2013
Q4 		$30M Sell
543,701
-53,940
-9% -$2.92M 0.01% 1057
2013
Q3 		$31M Sell
597,641
-154,069
-20% -$8.09M 0.01% 933
2013
Q2 		$38.9M Buy
+751,710
New +$39.4M 0.02% 765

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
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 $271M AUM 15.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley's DHS Position: Q1 2026 in Review

Morgan Stanley increased its WisdomTree US High Dividend Fund (DHS) stake by 54% in Q1 2026, buying an estimated $18.7M and bringing the position to 491,799 shares worth $53.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Morgan Stanley first reported a position in DHS in Q2 2013 and has held it in 52 quarters since. The position peaked at $62.1M in Q4 2014. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • Morgan Stanley held 491,799 shares of WisdomTree US High Dividend Fund worth $53.7M as of Q1 2026.
  • Morgan Stanley bought 172,370 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $18.7M.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2029 holding.
  • Morgan Stanley first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's WisdomTree US High Dividend Fund position peaked at $62.1M in Q4 2014.
  • 248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.