Mutual Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.72M | Sell |
34,043
-46
| -0.1% | -$5K | 0.08% | 241 |
|
|
2025
Q4 | $3.47M | Buy |
34,089
+21
| +0.1% | +$2.12K | 0.07% | 252 |
|
|
2025
Q3 | $3.42M | Sell |
34,068
-441
| -1% | -$43.8K | 0.08% | 247 |
|
|
2025
Q2 | $3.41M | Sell |
34,509
-294
| -0.8% | -$27.6K | 0.09% | 225 |
|
|
2025
Q1 | $3.22M | Sell |
34,803
-495
| -1% | -$47.8K | 0.09% | 211 |
|
|
2024
Q4 | $3.33M | Buy |
35,298
+289
| +0.8% | +$27.8K | 0.1% | 192 |
|
|
2024
Q3 | $3.35M | Sell |
35,009
-578
| -2% | -$52.1K | 0.1% | 188 |
|
|
2024
Q2 | $3.22M | Sell |
35,587
-264
| -0.7% | -$22.3K | 0.1% | 195 |
|
|
2024
Q1 | $3.11M | Sell |
35,851
-1,300
| -3% | -$107K | 0.1% | 193 |
|
|
2023
Q4 | $3.05M | Buy |
37,151
+741
| +2% | +$58K | 0.11% | 187 |
|
|
2023
Q3 | $2.84M | Buy |
36,410
+396
| +1% | +$31.9K | 0.11% | 175 |
|
|
2023
Q2 | $2.87M | Sell |
36,014
-170
| -0.5% | -$13.6K | 0.11% | 186 |
|
|
2023
Q1 | $2.98M | Buy |
36,184
+2,898
| +9% | +$247K | 0.12% | 171 |
|
|
2022
Q4 | $2.86M | Buy |
33,286
+4,293
| +15% | +$363K | 0.13% | 170 |
|
|
2022
Q3 | $2.2M | Buy |
28,993
+2,662
| +10% | +$221K | 0.11% | 177 |
|
|
2022
Q2 | $2.17M | Buy |
26,331
+356
| +1% | +$31K | 0.14% | 169 |
|
|
2022
Q1 | $2.29M | Buy |
25,975
+460
| +2% | +$39.3K | 0.13% | 188 |
|
|
2021
Q4 | $2.11M | Buy |
25,515
+167
| +0.7% | +$13.3K | 0.11% | 220 |
|
|
2021
Q3 | $1.95M | Buy |
25,348
+736
| +3% | +$58.3K | 0.12% | 221 |
|
|
2021
Q2 | $1.93M | Buy |
24,612
+212
| +0.9% | +$16.7K | 0.11% | 227 |
|
|
2021
Q1 | $1.86M | Sell |
24,400
-64
| -0.3% | -$4.62K | 0.13% | 199 |
|
|
2020
Q4 | $1.7M | Buy |
24,464
+125
| +0.5% | +$8.34K | 0.13% | 194 |
|
|
2020
Q3 | $1.52M | Sell |
24,339
-1,751
| -7% | -$111K | 0.13% | 177 |
|
|
2020
Q2 | $1.63M | Buy |
26,090
+170
| +0.7% | +$10.4K | 0.16% | 150 |
|
|
2020
Q1 | $1.47M | Buy |
25,920
+95
| +0.4% | +$6.65K | 0.2% | 136 |
|
|
2019
Q4 | $1.98M | Buy |
25,825
+96
| +0.4% | +$7.23K | 0.21% | 120 |
|
|
2019
Q3 | $1.92M | Buy |
25,729
+182
| +0.7% | +$13.3K | 0.25% | 100 |
|
|
2019
Q2 | $1.86M | Buy |
25,547
+1,156
| +5% | +$83.6K | 0.24% | 96 |
|
|
2019
Q1 | $1.77M | Sell |
24,391
-985
| -4% | -$69.3K | 0.26% | 90 |
|
|
2018
Q4 | $1.65M | Buy |
25,376
+113
| +0.4% | +$7.87K | 0.33% | 72 |
|
|
2018
Q3 | $1.82M | Buy |
25,263
+118
| +0.5% | +$8.47K | 0.28% | 82 |
|
|
2018
Q2 | $1.76M | Buy |
25,145
+285
| +1% | +$19.7K | 0.4% | 62 |
|
|
2018
Q1 | $1.69M | Sell |
24,860
-108
| -0.4% | -$7.66K | 0.43% | 48 |
|
|
2017
Q4 | $1.82M | Buy |
+24,968
| New | +$1.78M | 0.69% | 33 |
|
Other funds holding DHS
LW
KAS
MLA
Mutual Advisors's DHS Position: Q1 2026 in Review
Mutual Advisors reduced its WisdomTree US High Dividend Fund (DHS) stake by 0.13% in Q1 2026, selling an estimated $5K and leaving 34,043 shares worth $3.72M. The position accounts for 0.08% of the portfolio, ranked #241.
Mutual Advisors first reported a position in DHS in Q4 2017 and has held it in 34 quarters since. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.
- Mutual Advisors held 34,043 shares of WisdomTree US High Dividend Fund worth $3.72M as of Q1 2026.
- Mutual Advisors sold 46 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $5K.
- WisdomTree US High Dividend Fund made up 0.08% of Mutual Advisors's portfolio in Q1 2026, its #241 holding.
- Mutual Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and has held it in 34 quarters since.
- 248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.