Mullooly Asset Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Mullooly Asset 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	$380K	Buy	3,341 +30	+0.9%	+$3.34K	0.12%	40
2026 Q1	$362K	Buy	3,311 +22	+0.7%	+$2.39K	0.13%	39
2025 Q4	$335K	Buy	3,289 +35	+1%	+$3.53K	0.12%	40
2025 Q3	$328K	Buy	3,254 +26	+0.8%	+$2.58K	0.13%	40
2025 Q2	$310K	Buy	3,228 +31	+1%	+$2.91K	0.13%	40
2025 Q1	$317K	Buy	+3,197	New	+$309K	0.14%	37

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

Mullooly Asset Management's DHS Position: Q2 2026 in Review

Mullooly Asset Management increased its WisdomTree US High Dividend Fund (DHS) stake by 0.91% in Q2 2026, buying an estimated $3.34K and bringing the position to 3,341 shares worth $380K. The position accounts for 0.12% of the portfolio, ranked #40.

Mullooly Asset Management first reported a position in DHS in Q1 2025 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Mullooly Asset Management held 3,341 shares of WisdomTree US High Dividend Fund worth $380K as of Q2 2026.
Mullooly Asset Management bought 30 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $3.34K.
WisdomTree US High Dividend Fund made up 0.12% of Mullooly Asset Management's portfolio in Q2 2026, its #40 holding.
Mullooly Asset Management first reported a position in WisdomTree US High Dividend Fund in Q1 2025 and has held it in 6 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Mullooly Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.